Caprock Group LLC Makes New $5.74 Million Investment in McDonald’s Corporation $MCD

Caprock Group LLC bought a new stake in shares of McDonald’s Corporation (NYSE:MCD) in the third quarter, Holdings Channel reports. The fund bought 18,316 shares of the fast-food giant’s stock, valued at approximately $5,743,000.

Several other hedge funds and other institutional investors have also made changes to their positions in MCD. Vanguard Group Inc. boosted its stake in McDonald’s by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 71,331,031 shares of the fast-food giant’s stock worth $20,840,787,000 after purchasing an additional 921,936 shares during the last quarter. State Street Corp lifted its stake in shares of McDonald’s by 0.8% in the second quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock worth $10,175,800,000 after buying an additional 272,139 shares in the last quarter. Geode Capital Management LLC boosted its position in McDonald’s by 1.7% during the second quarter. Geode Capital Management LLC now owns 16,828,420 shares of the fast-food giant’s stock worth $4,901,595,000 after acquiring an additional 276,065 shares during the last quarter. Norges Bank purchased a new stake in McDonald’s during the 2nd quarter valued at about $2,780,712,000. Finally, Laurel Wealth Advisors LLC raised its holdings in McDonald’s by 29,382.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after acquiring an additional 5,718,087 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

McDonald’s Trading Down 0.8%

Shares of MCD opened at $323.33 on Thursday. The company’s 50-day moving average price is $312.21 and its 200 day moving average price is $307.90. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $328.06. The firm has a market cap of $230.26 billion, a P/E ratio of 27.59, a price-to-earnings-growth ratio of 3.29 and a beta of 0.52.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.83 earnings per share. Equities research analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.3%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is 63.48%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on MCD. Guggenheim boosted their target price on McDonald’s from $310.00 to $325.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Morgan Stanley set a $335.00 price objective on McDonald’s in a research report on Friday, October 17th. Piper Sandler restated a “neutral” rating and issued a $325.00 target price on shares of McDonald’s in a report on Wednesday, October 22nd. KeyCorp lifted their price target on McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a report on Friday, January 9th. Finally, BTIG Research raised shares of McDonald’s from a “neutral” rating to a “buy” rating and set a $360.00 price target on the stock in a research report on Monday, February 2nd. Fourteen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $332.38.

More McDonald’s News

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

• Positive Sentiment: Q4 beat — McDonald’s reported stronger-than-expected fourth-quarter results: revenue rose ~9.7% YoY and EPS topped consensus, driven by broad comparable-sales gains. That print is the primary bullish catalyst for the stock. Article Title
• Positive Sentiment: Value strategy is working — Management said Extra Value Meals and promotions are bringing back budget-conscious customers, producing the fastest comparable-sales growth in over two years and lifting loyalty metrics (systemwide loyalty sales +20%, ~210M 90‑day active users). This supports revenue momentum and margin leverage. Article Title
• Positive Sentiment: Analyst sentiment and targets skew positive — Multiple firms hold buy/overweight ratings and recent price targets cluster above the current share level (median ~$342.50), which can underpin investor confidence after the beat. Article Title
• Neutral Sentiment: Marketing/pop-culture buzz — Limited promotions (McNugget “caviar” kits, Shamrock Shake seasonality) generated strong consumer and media attention; positive for brand and traffic but likely short-duration as a direct earnings lever. Article Title
• Negative Sentiment: Franchisee tensions — Reports say some franchisees resist centralized pricing and value initiatives; ongoing friction could complicate consistent execution or margins across markets. That risk may temper enthusiasm despite strong comps. Article Title
• Negative Sentiment: Insider selling — Recent sales by a senior U.S. executive (disclosed Form 4) could be read as a headwind for sentiment; combined with elevated volume, some investors may be booking gains after the earnings pop. Article Title

Insider Transactions at McDonald’s

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $2,005,760. The trade was a 28.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO Ian Frederick Borden sold 17,134 shares of the stock in a transaction dated 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 transaction, 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. The disclosure for this sale is available in the SEC filing. Insiders sold 34,634 shares of company stock worth $10,749,559 in the last ninety days. 0.25% of the stock is owned by company insiders.

McDonald’s 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.