BXM Wealth LLC Buys 20,325 Shares of McDonald’s Corporation $MCD

BXM Wealth LLC lifted its stake in McDonald’s Corporation (NYSE:MCD) by 1,075.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 22,215 shares of the fast-food giant’s stock after buying an additional 20,325 shares during the quarter. BXM Wealth LLC’s holdings in McDonald’s were worth $6,790,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Evergreen Private Wealth LLC lifted its stake in shares of McDonald’s by 162.5% in the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after buying an additional 52 shares in the last quarter. Park Place Capital Corp grew its holdings in shares of McDonald’s by 95.7% during the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after buying an additional 45 shares during the last quarter. Painted Porch Advisors LLC increased its position in shares of McDonald’s by 735.7% during the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after acquiring an additional 103 shares in the last quarter. Davis Capital Management bought a new stake in shares of McDonald’s during the third quarter valued at approximately $37,000. Finally, Saranac Partners Ltd purchased a new position in McDonald’s in the 3rd quarter worth approximately $37,000. Institutional investors own 70.29% of the company’s stock.

McDonald’s News Roundup

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

McDonald’s Trading Up 0.0%

Shares of NYSE:MCD opened at $307.17 on Monday. The stock has a 50 day moving average of $321.84 and a 200 day moving average of $311.61. The company has a market cap of $218.21 billion, a PE ratio of 25.70, a price-to-earnings-growth ratio of 2.73 and a beta of 0.53. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $341.75.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The business had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. During the same quarter in the prior year, the business posted $2.83 EPS. McDonald’s’s revenue for the quarter was up 9.7% compared to the same quarter last year. Equities research analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued 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 of this dividend was Tuesday, March 3rd. McDonald’s’s dividend payout ratio is 62.26%.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Wells Fargo & Company upped their price target on McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Truist Financial lifted their price objective on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Piper Sandler boosted their target price on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Royal Bank Of Canada upped their target price on shares of McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research note on Thursday, February 12th. Finally, KeyCorp raised their price target on shares of McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a report on Tuesday, March 3rd. Seventeen research 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 data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $339.69.

Insider Transactions at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total transaction of $854,106.50. Following the sale, the insider directly owned 5,398 shares in the company, valued at $1,755,699.50. This represents a 32.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the sale, the executive vice president owned 2,291 shares in the company, valued at $763,567.39. The trade was a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,657 shares of company stock valued at $23,722,204 over the last quarter. 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.