Nordea Investment Management AB decreased its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 8.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 497,212 shares of the fast-food giant’s stock after selling 43,878 shares during the period. Nordea Investment Management AB’s holdings in McDonald’s were worth $151,948,000 at the end of the most recent reporting period.
A number of other large investors have also modified their holdings of MCD. WD Rutherford LLC boosted its stake in shares of McDonald’s by 1.0% in the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after buying an additional 33 shares in the last quarter. Redhawk Wealth Advisors Inc. raised its position in McDonald’s by 1.4% in the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after acquiring an additional 34 shares in the last quarter. Symmetry Partners LLC lifted its holdings in McDonald’s by 2.0% in the third quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock valued at $538,000 after acquiring an additional 34 shares during the period. Jackson Hole Capital Partners LLC lifted its holdings in McDonald’s by 0.3% in the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock valued at $3,352,000 after acquiring an additional 34 shares during the period. Finally, CFO4Life Group LLC boosted its position in shares of McDonald’s by 2.1% during the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after purchasing an additional 34 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting McDonald’s
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
Insider Buying and Selling
Wall Street Analysts Forecast Growth
A number of equities analysts have recently weighed in on MCD shares. Barclays increased their price target on shares of McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Royal Bank Of Canada boosted their price objective on shares of McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a report on Thursday, February 12th. Guggenheim lowered their target price on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Citigroup increased their target price on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Finally, KeyCorp lifted their price target on shares of McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a research report on Tuesday, March 3rd. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $339.69.
McDonald’s Stock Down 0.1%
McDonald’s stock opened at $309.42 on Monday. The firm 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 52 week low of $283.47 and a 52 week high of $341.75. The firm’s 50-day simple moving average is $321.59 and its 200 day simple moving average is $311.63.
McDonald’s (NYSE:MCD – Get Free Report) last posted its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.07. The firm had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period last year, the firm posted $2.83 EPS. On average, research analysts expect that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.
McDonald’s Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were paid a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is 62.26%.
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.
Further Reading
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