McDonald's (NYSE:MCD) Shares Unloaded Rep. Josh Gottheimer

Key Points

• Representative Josh Gottheimer sold shares of McDonald's Corporation (NYSE:MCD) for between $1,001 and $15,000 on June 20th as disclosed on July 16th.
• McDonald's reported a net income margin of 31.75% for the latest quarter, despite seeing a 3.5% decline in revenue year-over-year.
• The company announced a quarterly dividend of $1.77 to be paid on September 16th, reflecting an annualized yield of 2.39%.
• Analysts have mixed ratings on McDonald's stock, with an average rating of "Hold" and a consensus price target of $322.00.

Representative Josh Gottheimer (D-New Jersey) recently sold shares of McDonald's Corporation NYSE: MCD. In a filing disclosed on July 16th, the Representative disclosed that they had sold between $1,001 and $15,000 in McDonald's stock on June 20th. The trade occurred in the Representative's "MORGAN STANLEY - SELECT UMA ACCOUNT # 1" account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Visa NYSE: V on 6/26/2025.
• Sold $1,001 - $15,000 in shares of Visa NYSE: V on 6/25/2025.
• Purchased $1,001 - $15,000 in shares of Broadcom NASDAQ: AVGO on 6/25/2025.
• Sold $1,001 - $15,000 in shares of ConocoPhillips NYSE: COP on 6/24/2025.
• Purchased $1,001 - $15,000 in shares of NVIDIA NASDAQ: NVDA on 6/24/2025.
• Sold $1,001 - $15,000 in shares of Visa NYSE: V on 6/24/2025.
• Sold $1,001 - $15,000 in shares of Visa NYSE: V on 6/20/2025.
• Purchased $1,001 - $15,000 in shares of Cloudflare NYSE: NET on 6/20/2025.
• Purchased $1,001 - $15,000 in shares of Carvana NYSE: CVNA on 6/20/2025.
• Purchased $1,001 - $15,000 in shares of Insmed NASDAQ: INSM on 6/16/2025.

McDonald's Stock Performance

MCD traded up $1.82 on Tuesday, hitting $301.04. 1,213,651 shares of the company were exchanged, compared to its average volume of 3,589,427. The stock has a market capitalization of $215.25 billion, a PE ratio of 26.57, a price-to-earnings-growth ratio of 3.12 and a beta of 0.53. McDonald's Corporation has a 12 month low of $260.31 and a 12 month high of $326.32. The firm has a fifty day simple moving average of $300.56 and a two-hundred day simple moving average of $303.25.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings data on Thursday, May 1st. The fast-food giant reported $2.67 EPS for the quarter, meeting analysts' consensus estimates of $2.67. The company had revenue of $5.96 billion during the quarter, compared to analysts' expectations of $6.17 billion. McDonald's had a negative return on equity of 195.27% and a net margin of 31.75%. McDonald's's revenue for the quarter was down 3.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.70 earnings per share. On average, equities analysts expect that McDonald's Corporation will post 12.25 earnings per share for the current year.

McDonald's Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd will be given a dividend of $1.77 per share. The ex-dividend date of this dividend is Tuesday, September 2nd. This represents a $7.08 annualized dividend and a yield of 2.35%. McDonald's's payout ratio is 62.49%.

Institutional Trading of McDonald's

A number of large investors have recently made changes to their positions in the company. WealthPlan Investment Management LLC increased its stake in McDonald's by 0.9% in the 1st quarter. WealthPlan Investment Management LLC now owns 3,630 shares of the fast-food giant's stock valued at $1,134,000 after purchasing an additional 32 shares in the last quarter. Granite Bay Wealth Management LLC grew its holdings in shares of McDonald's by 3.5% during the first quarter. Granite Bay Wealth Management LLC now owns 988 shares of the fast-food giant's stock valued at $309,000 after purchasing an additional 33 shares during the last quarter. CVA Family Office LLC boosted its position in shares of McDonald's by 1.9% during the first quarter. CVA Family Office LLC now owns 1,793 shares of the fast-food giant's stock worth $560,000 after buying an additional 33 shares during the period. Consilium Wealth Advisory LLC increased its stake in shares of McDonald's by 2.5% in the first quarter. Consilium Wealth Advisory LLC now owns 1,334 shares of the fast-food giant's stock worth $417,000 after acquiring an additional 33 shares during the last quarter. Finally, Security Financial Services INC. increased its position in McDonald's by 0.7% during the first quarter. Security Financial Services INC. now owns 5,043 shares of the fast-food giant's stock worth $1,575,000 after buying an additional 33 shares during the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at McDonald's

In other news, insider Joseph M. Erlinger sold 939 shares of the company's stock in a transaction on Wednesday, July 23rd. The stock was sold at an average price of $299.49, for a total transaction of $281,221.11. Following the completion of the sale, the insider directly owned 9,283 shares in the company, valued at approximately $2,780,165.67. This represents a 9.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CMO Edith Morgan Flatley sold 1,000 shares of the business's stock in a transaction on Thursday, July 10th. The shares were sold at an average price of $300.00, for a total transaction of $300,000.00. Following the completion of the transaction, the chief marketing officer owned 8,858 shares in the company, valued at approximately $2,657,400. The trade was a 10.14% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 3,817 shares of company stock valued at $1,147,992 over the last 90 days. Corporate insiders own 0.25% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Bank of America dropped their price objective on McDonald's from $327.00 to $322.00 and set a "neutral" rating for the company in a research note on Friday, July 18th. Melius initiated coverage on McDonald's in a research report on Monday, July 14th. They issued a "sell" rating and a $250.00 target price on the stock. Morgan Stanley boosted their target price on McDonald's from $324.00 to $326.00 and gave the stock an "equal weight" rating in a research report on Monday, July 14th. Piper Sandler upped their price objective on McDonald's from $292.00 to $314.00 and gave the company a "neutral" rating in a research report on Friday, May 2nd. Finally, Robert W. Baird increased their price target on McDonald's from $300.00 to $315.00 and gave the stock a "neutral" rating in a report on Friday, May 2nd. Two analysts have rated the stock with a sell rating, thirteen have issued a hold rating and fourteen have given a buy rating to the company. According to MarketBeat.com, McDonald's currently has an average rating of "Hold" and a consensus price target of $322.00.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey's 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027. Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey's 5th Congressional District. He declared candidacy for the 2026 election. Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025. Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About McDonald's

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Spain, and the U.K.