Aventura Private Wealth LLC bought a new position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 4,228 shares of the fast-food giant’s stock, valued at approximately $1,292,000.
Several other institutional investors and hedge funds have also recently modified their holdings of MCD. Brighton Jones LLC raised its holdings in shares of McDonald’s by 21.6% in the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after purchasing an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after purchasing an additional 206 shares in the last quarter. United Bank increased its holdings in McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after buying an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. raised its stake in McDonald’s by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after buying an additional 312 shares in the last quarter. 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 rolled out deeper value pricing and is reportedly launching $3 menu items aimed at retaining lower-income customers — actions that can boost traffic and same-store sales if widely adopted. McDonald’s Value Menu Just Got Even Cheaper McDonald’s reportedly launching $3 menu items
- Positive Sentiment: Marketing tie-ins returning (Super Mario Galaxy Happy Meal toys) provide a low-cost way to drive family traffic and frequency, supporting March/holiday comps. Super Mario Galaxy Movie Toys Arrive In McDonald’s Next Week Mario Returns To McDonald’s Happy Meals
- Neutral Sentiment: Consumer-facing notes on McDonald’s soft-serve/ice-cream mechanics and safety: useful for operations/brand perception but unlikely to move fundamentals unless problems escalate. What You Should Know Before Eating McDonald’s Ice Cream Again
- Neutral Sentiment: Price of the new Big Arch burger varies significantly by location — shows pricing power is uneven and customers see mixed value; informational for revenue mix but not an immediate catalyst. Price of McDonald’s new Big Arch burger varies across the US
- Negative Sentiment: A federal judge allowed two former Black vice presidents’ harassment and retaliation claims to proceed — a potential reputational and legal overhang that could bring costs or reforms. McDonald’s must face Black ex-executives’ harassment, retaliation claims
- Negative Sentiment: Analysts and press highlight a pricing challenge: franchisees set local prices, producing uneven inflation pass-through and promotional participation — a structural constraint on company-wide pricing and margin execution. McDonald’s faces a burger pricing challenge
- Negative Sentiment: Market coverage notes MCD shares have dipped more than the broader market recently, reflecting investor concern about near-term comps, pricing variability and legal headlines. McDonald’s (MCD) Dips More Than Broader Market
Wall Street Analyst Weigh In
Check Out Our Latest Analysis on McDonald’s
McDonald’s Stock Performance
NYSE:MCD opened at $309.42 on Friday. The stock has a market capitalization of $219.81 billion, a PE ratio of 25.89, a P/E/G ratio of 2.75 and a beta of 0.51. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75. The company has a fifty day moving average of $321.59 and a two-hundred day moving average of $311.69.
McDonald’s (NYSE:MCD – Get Free Report) last released its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the previous year, the company earned $2.83 earnings per share. The company’s quarterly revenue was up 9.7% on a year-over-year basis. Research analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current year.
McDonald’s Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.4%. The ex-dividend date was Tuesday, March 3rd. McDonald’s’s payout ratio is 62.26%.
Insider Transactions at McDonald’s
In related news, CEO Christopher J. Kempczinski sold 26,277 shares of the business’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 22,900 shares in the company, 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 document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer directly owned 6,200 shares of the company’s stock, valued at approximately $2,052,200. This represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,657 shares of company stock worth $23,722,204 over the last three months. 0.25% of the stock is owned by insiders.
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.
See Also
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