Savvy Advisors Inc. Has $5.68 Million Stock Holdings in McDonald’s Corporation $MCD

Savvy Advisors Inc. raised its position in McDonald’s Corporation (NYSE:MCD) by 21.2% during the 4th quarter, HoldingsChannel reports. The fund owned 18,578 shares of the fast-food giant’s stock after buying an additional 3,253 shares during the quarter. Savvy Advisors Inc.’s holdings in McDonald’s were worth $5,678,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of McDonald’s by 0.4% in the third quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock valued at $21,773,010,000 after purchasing an additional 316,638 shares during the last quarter. State Street Corp boosted its holdings in McDonald’s by 0.6% during the third quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after purchasing an additional 196,505 shares during the last quarter. Legal & General Group Plc grew its position in McDonald’s by 6.4% in the third quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant’s stock valued at $1,445,899,000 after purchasing an additional 286,284 shares in the last quarter. Ameriprise Financial Inc. increased its stake in McDonald’s by 0.5% in the 3rd quarter. Ameriprise Financial Inc. now owns 4,422,014 shares of the fast-food giant’s stock valued at $1,343,501,000 after buying an additional 21,168 shares during the last quarter. Finally, Franklin Resources Inc. increased its stake in McDonald’s by 36.6% in the 3rd quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after buying an additional 1,179,244 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on MCD shares. Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a research note on Friday, February 13th. JPMorgan Chase & Co. lifted their target price on McDonald’s from $305.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Jefferies Financial Group increased their price target on McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. KeyCorp raised their price target on McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a research note on Tuesday, March 3rd. Finally, Erste Group Bank raised McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, McDonald’s presently has an average rating of “Hold” and an average target price of $339.69.

McDonald’s Stock Performance

Shares of MCD stock opened at $307.17 on Friday. The firm’s 50-day moving average is $321.84 and its 200-day moving average is $311.56. The stock has a market cap of $218.21 billion, a price-to-earnings ratio of 25.70, a PEG ratio of 2.73 and a beta of 0.53. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $341.75.

McDonald’s (NYSE:MCD) last posted its quarterly 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. The business had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.McDonald’s’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter last year, the company posted $2.83 earnings per share. Sell-side analysts predict that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The firm 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. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Tuesday, March 3rd. McDonald’s’s payout ratio is currently 62.26%.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Company-wide value push — McDonald’s will debut a simplified McValue “Under $3” menu (10 items) and $4 breakfast deals later this month; expected to drive traffic, app engagement and defend market share in a price-sensitive consumer environment. McDonald’s Under $3 Menu will make its debut later this month
• Neutral Sentiment: Marketing and local product innovation — regional initiatives (e.g., McDonald’s Türkiye ‘Archie’) and youth-focused promotions (K‑Pop/Netflix tie-ins) can boost brand relevance and short‑term engagement, but sales/monetization impact is uncertain. McDonald’s Türkiye Introduces ‘Archie’ for Gamers
• Negative Sentiment: Margin risk from lower pricing — widespread coverage notes these are some of McDonald’s lowest prices in years; while that can lift visits, substituting higher‑margin items for sub‑$3 offers and $4 breakfasts could compress margin per transaction and pressure near‑term EPS. McDonald’s is rolling out some of its lowest prices in years

Insiders Place Their Bets

In related news, EVP Jonathan Banner sold 6,201 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the transaction, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. The trade was a 73.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the sale, the chief executive officer owned 22,900 shares in the company, valued at approximately $7,587,915. This trade represents a 53.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 71,657 shares of company stock valued at $23,722,204. 0.25% of the stock is owned by 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.