State of Alaska Department of Revenue Trims Position in McDonald's Corporation $MCD

Key Points

• State of Alaska Department of Revenue trimmed its stake in McDonald's by 7.1% in Q4, selling 5,445 shares and holding 71,030 shares valued at about $21.71 million.
• Significant insider selling has occurred recently: CEO Christopher Kempczinski sold 26,277 shares and EVP Jonathan Banner sold 6,201, with insiders offloading 69,031 shares (~$22.9M) in the past 90 days and owning just 0.25% of the company.
• On the business and market front, McDonald's will add energy drinks and crafted sodas to U.S. menus, but shares are down over 6% in the past month and the street consensus is a "Hold" with an average target near $339.69; the stock yields about 2.4%.

State of Alaska Department of Revenue lessened its stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 7.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 71,030 shares of the fast-food giant's stock after selling 5,445 shares during the period. State of Alaska Department of Revenue's holdings in McDonald's were worth $21,708,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. WD Rutherford LLC raised its holdings in shares of McDonald's by 1.0% during the 3rd quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant's stock worth $991,000 after acquiring an additional 33 shares during the period. Physician Wealth Advisors Inc. raised its holdings in shares of McDonald's by 1.6% during the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant's stock worth $642,000 after acquiring an additional 33 shares during the period. Redhawk Wealth Advisors Inc. increased its position in shares of McDonald's by 1.4% during the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant's stock worth $736,000 after purchasing an additional 34 shares during the last quarter. Symmetry Partners LLC increased its position in shares of McDonald's by 2.0% during the 3rd quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant's stock worth $538,000 after purchasing an additional 34 shares during the last quarter. Finally, Jackson Hole Capital Partners LLC increased its position in shares of McDonald's by 0.3% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant's stock worth $3,352,000 after purchasing an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company's stock.

More McDonald's News

Here are the key news stories impacting McDonald's this week:

• Positive Sentiment: McDonald’s will add energy drinks and crafted sodas (including a Red Bull Dragonberry Energizer and flavored refreshers) to U.S. menus later this year — a low-capex menu expansion that could boost beverage sales, margins and traffic if execution succeeds. McDonald's to add energy drinks, crafted sodas to US menus, WSJ reports
• Positive Sentiment: Long-term business model strength highlighted — recent commentary explains how McDonald’s franchised model delivers high free cash flow and resilient returns, reinforcing appeal to income and value investors. Here's How McDonald's Actually Makes Money
• Neutral Sentiment: Viral marketing and product buzz (CEO tasting of the Big Arch burger, K‑pop tie‑ins) are driving attention — this can lift short-term sales but is unpredictable and can bring mixed publicity. McDonald’s Viral Moments Test How Cultural Buzz Supports NYSE MCD Story
• Neutral Sentiment: Operational and supply anecdotes (e.g., pancakes from a family-run facility) are being covered in media — useful for brand storytelling but unlikely to move earnings materially. McDonald's Pancakes Come From A Southern Family-Run Facility
• Negative Sentiment: Shares have fallen more than 6% over the past month, reflecting investor concern over momentum and giving back some of the prior gains; new product news hasn’t fully reversed that trend. McDonald's Fell Over 6% Past Month—Can New Energy Drinks Spark Stock Rebound?
• Negative Sentiment: Industry pressures and isolated franchisee distress (a burger-chain franchisee bankruptcy) plus rising competition in some international markets add execution risk for growth and margins. 44-year-old burger chain’s franchisee files Chapter 11 bankruptcy

Analyst Ratings Changes

A number of analysts recently issued reports on MCD shares. Guggenheim cut their price objective on McDonald's from $325.00 to $320.00 and set a "neutral" rating for the company in a research report on Friday, February 13th. Sanford C. Bernstein reissued a "market perform" rating and set a $340.00 price objective on shares of McDonald's in a research report on Thursday, February 12th. TD Cowen reissued a "hold" rating and set a $320.00 price objective on shares of McDonald's in a research report on Thursday, February 12th. Oppenheimer raised McDonald's from a "market perform" rating to an "outperform" rating and set a $355.00 price objective for the company in a research report on Tuesday, January 6th. Finally, Wells Fargo & Company raised their price objective on McDonald's from $345.00 to $355.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. Seventeen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, McDonald's presently has a consensus rating of "Hold" and an average target price of $339.69.

Insider Buying and Selling

In other news, CEO Christopher J. Kempczinski sold 26,277 shares of the business's stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares of the company's stock, valued at approximately $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the business's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the transaction, the executive vice president directly owned 2,291 shares of the company's stock, valued at approximately $763,567.39. This represents a 73.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 69,031 shares of company stock valued at $22,917,125. Corporate insiders own 0.25% of the company's stock.

McDonald's Price Performance

NYSE MCD opened at $305.64 on Monday. The company has a market cap of $217.25 billion, a P/E ratio of 25.58, a P/E/G ratio of 2.72 and a beta of 0.53. The stock has a 50-day moving average of $321.19 and a two-hundred day moving average of $311.77. McDonald's Corporation has a 1-year low of $283.47 and a 1-year high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last released its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.07. McDonald's had a negative return on equity of 343.90% and a net margin of 31.85%.The company had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. During the same period in the previous year, the company posted $2.83 EPS. McDonald's's revenue was up 9.7% compared to the same quarter last year. On average, analysts anticipate that McDonald's Corporation will post 12.25 EPS for the current fiscal year.

McDonald's Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. McDonald's's payout ratio is currently 62.26%.

About McDonald's

McDonald's Corporation NYSE: MCD is a global quick-service restaurant company best known for its hamburgers, French fries and breakfast offerings. The company develops, operates and franchises a system of restaurants that sell a range of food and beverage items, including signature products such as the Big Mac, Quarter Pounder, Chicken McNuggets, McCafé coffee beverages and a variety of salads, desserts and seasonal menu items. McDonald's serves customers through company-operated restaurants and franchised locations, and it supports sales via dine-in, drive-thru, digital ordering platforms and third-party delivery partnerships.

Founded in 1940 by brothers Richard and Maurice McDonald as a single San Bernardino, California restaurant, the business was transformed into a franchising model after Ray Kroc joined in the mid-1950s and led the brand's national and international expansion.

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