Rep. Julie Johnson Sells Off Shares of McDonald’s Corporation (NYSE:MCD)

Representative Julie Johnson (D-Texas) recently sold shares of McDonald’s Corporation (NYSE:MCD). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in McDonald’s stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

McDonald’s Price Performance

Shares of MCD opened at $307.53 on Monday. McDonald’s Corporation has a one year low of $278.73 and a one year high of $326.32. The business has a fifty day moving average of $308.76 and a 200 day moving average of $305.56. The firm has a market capitalization of $219.01 billion, a P/E ratio of 26.24, a PEG ratio of 3.05 and a beta of 0.53.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The firm had revenue of $7.08 billion for the quarter, compared to the consensus estimate of $7.10 billion. During the same quarter in the prior year, the firm earned $3.23 earnings per share. The company’s revenue for the quarter was up 3.0% compared to the same quarter last year. Analysts expect that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were paid a $1.86 dividend. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. The ex-dividend date was Monday, December 1st. 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 63.48%.

Hedge Funds Weigh In On McDonald’s

A number of hedge funds have recently made changes to their positions in the business. Brighton Jones LLC boosted its position in shares of McDonald’s by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after acquiring an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in McDonald’s by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after purchasing an additional 52 shares in the last quarter. Berkshire Bank boosted its holdings in shares of McDonald’s by 3.3% during the 2nd quarter. Berkshire Bank now owns 2,686 shares of the fast-food giant’s stock valued at $785,000 after purchasing an additional 85 shares during the last quarter. Balefire LLC purchased a new position in shares of McDonald’s during the second quarter valued at about $347,000. Finally, Hardin Capital Partners LLC bought a new stake in shares of McDonald’s in the second quarter worth about $207,000. Institutional investors own 70.29% of the company’s stock.

Insider Transactions at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $2,005,760. This represents a 28.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Ian Frederick Borden sold 17,134 shares of McDonald’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $310.00, for a total value of $5,311,540.00. Following the completion of the sale, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. The trade was a 39.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 45,142 shares of company stock valued at $13,841,169 over the last three months. Corporate insiders own 0.25% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. Robert W. Baird upped their target price on shares of McDonald’s from $322.00 to $325.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Citigroup reduced their price objective on McDonald’s from $381.00 to $375.00 and set a “buy” rating for the company in a research note on Tuesday, October 21st. Morgan Stanley set a $335.00 target price on McDonald’s in a research report on Friday, October 17th. KeyCorp upped their price target on McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a research report on Friday, January 9th. Finally, Barclays raised their price objective on McDonald’s from $358.00 to $372.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Thirteen research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $328.88.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.