McDonald’s Corporation $MCD Shares Purchased by Dakota Wealth Management

Dakota Wealth Management increased its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 29.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,640 shares of the fast-food giant’s stock after purchasing an additional 9,533 shares during the period. Dakota Wealth Management’s holdings in McDonald’s were worth $12,726,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Federated Hermes Inc. grew its holdings in McDonald’s by 84.1% during the second quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock worth $41,422,000 after acquiring an additional 64,757 shares during the period. Global X Japan Co. Ltd. lifted its holdings in McDonald’s by 236.7% in the third quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock valued at $1,976,000 after acquiring an additional 4,571 shares during the period. D.A. Davidson & CO. lifted its holdings in McDonald’s by 2.7% in the third quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock valued at $43,606,000 after acquiring an additional 3,774 shares during the period. Regent Peak Wealth Advisors LLC purchased a new stake in McDonald’s in the 3rd quarter worth approximately $1,120,000. Finally, Synergy Asset Management LLC grew its stake in shares of McDonald’s by 317.2% during the 3rd quarter. Synergy Asset Management LLC now owns 19,079 shares of the fast-food giant’s stock worth $5,691,000 after purchasing an additional 14,506 shares during the period. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s News Roundup

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

• Positive Sentiment: Major new pop-culture push — McDonald’s launched two “adult” Happy Meals and five new menu items tied to Netflix’s KPop Demon Hunters, a cross-promotional campaign expected to drive traffic and social buzz. Read More.
• Positive Sentiment: Revenue upside potential — Coverage estimates the KPop Demon Hunters promotion could generate large incremental sales (one headline projects up to ~$100M in a short window), supporting near-term top-line upside. Read More.
• Positive Sentiment: Fund manager endorsement — A portfolio manager publicly favored MCD over high-growth names like NVDA on valuation/stability grounds, which can attract defensive money into the stock. Read More.
• Positive Sentiment: Operational efficiency story — McDonald’s Force in France said it improved finance/ad operations with Esker automation, implying lower costs and better ROI on ad spends. Read More.
• Neutral Sentiment: Brand/product buzz — Multiple outlets covered the menu launches and local rollouts (Chicago, toy tie-ins), which boosts awareness but does not guarantee sustained comp growth. Read More.
• Neutral Sentiment: Recent price action/history — MCD had traded higher recently (closed up recent session), but today’s move shows profit-taking/volatility after those gains. Read More.
• Negative Sentiment: Technical/flow headwind — Analysts flagged MCD as oversold on RSI readings recently, signaling heavy selling pressure and potential short-term volatility despite fundamentals. Read More.
• Negative Sentiment: Questionable LTO effectiveness — Industry commentary suggests limited-time offers may be less effective than in the past, which could cap the long-term lift from promotional tie-ins. Read More.

Insider Activity at McDonald’s

In other McDonald’s 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total value of $854,106.50. Following the transaction, the insider directly owned 5,398 shares of the company’s stock, valued at $1,755,699.50. The trade was a 32.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 71,657 shares of company stock worth $23,722,204 in the last quarter. Company insiders own 0.25% of the company’s stock.

McDonald’s Price Performance

Shares of NYSE:MCD opened at $309.00 on Friday. The business’s 50 day moving average price is $321.67 and its 200-day moving average price is $311.50. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75. The firm has a market capitalization of $219.51 billion, a price-to-earnings ratio of 25.86, a price-to-earnings-growth ratio of 2.77 and a beta of 0.51.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping the consensus estimate of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates 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 was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.83 EPS. On average, sell-side analysts expect 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 was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were paid a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. McDonald’s’s payout ratio is currently 62.26%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on MCD shares. TD Cowen reaffirmed a “hold” rating and set a $320.00 target price on shares of McDonald’s in a report on Thursday, February 12th. KeyCorp increased their price target on shares of McDonald’s from $340.00 to $354.00 and gave the stock an “overweight” rating in a report on Tuesday, March 3rd. Truist Financial lifted their price objective on shares of McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Guggenheim decreased their price objective on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Finally, Wells Fargo & Company increased their target price on shares of McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Seventeen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $339.69.

McDonald’s Company 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.