Godfrey Financial Associates Inc. Invests $654,000 in McDonald’s Corporation $MCD

Godfrey Financial Associates Inc. purchased a new stake in shares of McDonald’s Corporation (NYSE:MCD) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,139 shares of the fast-food giant’s stock, valued at approximately $654,000.

Other institutional investors have also modified their holdings of the company. Your Advocates Ltd. LLP bought a new stake in shares of McDonald’s in the 4th quarter valued at approximately $27,000. Park Place Capital Corp increased its position in 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 acquiring an additional 45 shares during the last quarter. DecisionPoint Financial LLC increased its position in McDonald’s by 1,616.7% during the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after acquiring an additional 97 shares during the last quarter. Entrust Financial LLC bought a new position in McDonald’s during the fourth quarter valued at $31,000. Finally, Painted Porch Advisors LLC lifted its holdings in shares of McDonald’s by 735.7% in the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after acquiring an additional 103 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

Insider Buying and Selling

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction on Friday, April 10th. The stock was sold at an average price of $307.00, for a total transaction of $806,182.00. Following the transaction, the insider directly owned 8,400 shares in the company, valued at $2,578,800. This trade represents a 23.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 5,918 shares of company stock worth $1,862,485. Company insiders own 0.26% of the company’s stock.

More McDonald’s News

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

• Positive Sentiment: McDonald’s is rolling out fresh promotional items, including a 2026 FIFA World Cup Happy Meal and Squishmallows tie-in, plus regional beverage offerings like refreshers and dirty sodas, which could help drive traffic and keep the brand top of mind for families and younger consumers. Article Title
• Positive Sentiment: Investor commentary remains constructive, with one article arguing McDonald’s still has a strong “moat,” reinforcing the view that its scale, franchise model, and brand strength can support earnings resilience. Article Title
• Positive Sentiment: The company’s expansion in Ukraine suggests continued international growth, which can be a long-term support for revenue even in a challenging macro environment. Article Title
• Neutral Sentiment: Viral social media attention around a McDonald’s nugget “hack” may boost brand visibility, but it is unlikely to materially affect fundamentals on its own. Article Title
• Neutral Sentiment: An insider sale by Joseph M. Erlinger of 333 shares is small relative to his remaining stake and does not appear to signal a major shift in outlook, though investors may note it. Article Title
• Negative Sentiment: McDonald’s said it cannot meet its 2030 emissions targets and also fell short on a packaging goal, which could create ESG-related pressure and weigh on sentiment for some investors. Article Title

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Wells Fargo & Company lowered their target price on shares of McDonald’s from $355.00 to $320.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 target price for the company in a report on Friday, February 13th. Citigroup raised their target price on shares of McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Truist Financial raised their target price on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Piper Sandler increased their price target on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $334.45.

McDonald’s Stock Up 0.7%

MCD opened at $281.09 on Thursday. The stock’s fifty day moving average is $297.03 and its two-hundred day moving average is $308.93. The company has a market capitalization of $199.72 billion, a P/E ratio of 23.17, a PEG ratio of 2.78 and a beta of 0.43. McDonald’s Corporation has a 52 week low of $271.98 and a 52 week high of $341.75.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping the consensus estimate of $2.74 by $0.09. The company had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.McDonald’s’s quarterly revenue was up 9.4% on a year-over-year basis. During the same period last year, the business posted $2.67 EPS. Equities analysts anticipate that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.6%. The ex-dividend date is Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is presently 61.34%.

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.