Thurston Springer Miller Herd & Titak Inc. Buys 4,647 Shares of McDonald's Corporation $MCD

Key Points

• Thurston Springer Miller Herd & Titak Inc. boosted its stake in McDonald's by 421.3%, buying 4,647 shares to hold 5,750 shares worth about $1.76 million per its latest Form 13F filing.
• Several large institutions—including Viking Global, Amundi, Franklin Resources, Arrowstreet and Marshall Wace—also added material positions, leaving institutional investors with roughly 70.29% of McDonald's stock.
• McDonald's is rolling out a simplified McValue "Under $3" menu and $4 breakfast deals to drive traffic and app engagement, but those low-price offers could compress margins and pressure near‑term EPS.

Thurston Springer Miller Herd & Titak Inc. boosted its stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 421.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,750 shares of the fast-food giant's stock after purchasing an additional 4,647 shares during the quarter. Thurston Springer Miller Herd & Titak Inc.'s holdings in McDonald's were worth $1,758,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Viking Global Investors LP grew its position in shares of McDonald's by 171.7% in the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant's stock worth $913,157,000 after buying an additional 1,974,998 shares during the last quarter. Amundi lifted its position in McDonald's by 96.0% during the second quarter. Amundi now owns 4,032,676 shares of the fast-food giant's stock valued at $1,188,147,000 after acquiring an additional 1,974,751 shares during the last quarter. Franklin Resources Inc. boosted its stake in McDonald's by 36.6% in the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant's stock valued at $1,336,155,000 after acquiring an additional 1,179,244 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in McDonald's by 111.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant's stock valued at $629,446,000 after acquiring an additional 1,090,849 shares in the last quarter. Finally, Marshall Wace LLP grew its holdings in McDonald's by 927.5% in the third quarter. Marshall Wace LLP now owns 827,547 shares of the fast-food giant's stock worth $251,483,000 after purchasing an additional 927,547 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: Company-wide value push — McDonald's will debut a simplified McValue "Under $3" menu (10 items) and $4 breakfast deals later this month; expected to drive traffic, app engagement and defend market share in a price-sensitive consumer environment. McDonald's Under $3 Menu will make its debut later this month
• Neutral Sentiment: Marketing and local product innovation — regional initiatives (e.g., McDonald’s Türkiye 'Archie') and youth-focused promotions (K‑Pop/Netflix tie-ins) can boost brand relevance and short‑term engagement, but sales/monetization impact is uncertain. McDonald's Türkiye Introduces 'Archie' for Gamers
• Negative Sentiment: Margin risk from lower pricing — widespread coverage notes these are some of McDonald’s lowest prices in years; while that can lift visits, substituting higher‑margin items for sub‑$3 offers and $4 breakfasts could compress margin per transaction and pressure near‑term EPS. McDonald’s is rolling out some of its lowest prices in years

Insiders Place Their Bets

In other McDonald's news, EVP Jonathan Banner sold 6,201 shares of the firm's stock in a transaction that occurred on 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 sale, the executive vice president directly owned 2,291 shares of the company's stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the company's stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total value of $854,106.50. Following the transaction, the insider directly owned 5,398 shares of the company's stock, valued at approximately $1,755,699.50. The trade was a 32.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,657 shares of company stock worth $23,722,204 in the last 90 days. 0.25% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research analysts recently issued reports on the company. BTIG Research upped their target price on McDonald's from $360.00 to $370.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. Piper Sandler increased their price objective on shares of McDonald's from $323.00 to $325.00 and gave the company a "neutral" rating in a research report on Thursday, February 12th. Citigroup lifted their target price on shares of McDonald's from $371.00 to $375.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Royal Bank Of Canada boosted their target price on shares of McDonald's from $320.00 to $330.00 and gave the stock a "sector perform" rating in a research report on Thursday, February 12th. Finally, Erste Group Bank upgraded shares of McDonald's from a "hold" rating to a "buy" rating in a research note on Wednesday, February 18th. Seventeen research 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.com, McDonald's has an average rating of "Hold" and an average target price of $339.69.

McDonald's Stock Performance

Shares of MCD stock opened at $307.17 on Friday. McDonald's Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75. The firm has a market capitalization of $218.21 billion, a PE ratio of 25.70, a P/E/G ratio of 2.73 and a beta of 0.53. The stock's 50-day simple moving average is $321.84 and its 200-day simple moving average is $311.50.

McDonald's (NYSE:MCD - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating the consensus estimate of $3.05 by $0.07. McDonald's had a net margin of 31.85% and a negative return on equity of 343.90%. The business had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same period in the prior year, the firm earned $2.83 EPS. The business's revenue for the quarter was up 9.7% on a year-over-year basis. Sell-side analysts forecast that McDonald's Corporation will post 12.25 earnings per share for the current year.

McDonald's Announces Dividend

The firm also recently announced 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 was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. McDonald's's dividend payout ratio (DPR) is 62.26%.

McDonald's Company Profile

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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