Daiwa Securities Group Inc. Acquires 3,289 Shares of McDonald’s Corporation $MCD

Daiwa Securities Group Inc. lifted its holdings in McDonald’s Corporation (NYSE:MCD) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 200,443 shares of the fast-food giant’s stock after acquiring an additional 3,289 shares during the period. Daiwa Securities Group Inc.’s holdings in McDonald’s were worth $61,261,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in MCD. Your Advocates Ltd. LLP bought a new position in McDonald’s during the fourth quarter valued at approximately $27,000. Park Place Capital Corp boosted its stake 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 buying an additional 45 shares during the last quarter. DecisionPoint Financial LLC boosted its stake 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 buying an additional 97 shares during the last quarter. Entrust Financial LLC bought a new position in McDonald’s during the fourth quarter valued at approximately $31,000. Finally, Painted Porch Advisors LLC boosted its stake in 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 buying an additional 103 shares during the last quarter. Institutional investors own 70.29% of the company’s stock.

Insider Activity at McDonald’s

In other news, insider Joseph M. Erlinger sold 333 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $280.11, for a total value of $93,276.63. Following the completion of the sale, the insider directly owned 7,734 shares of the company’s stock, valued at $2,166,370.74. This trade represents a 4.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the completion of the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 8,681 shares of company stock valued at $2,631,594 over the last ninety days. Corporate insiders own 0.26% of the company’s stock.

McDonald’s Price Performance

NYSE:MCD opened at $272.65 on Friday. The firm has a market capitalization of $193.72 billion, a price-to-earnings ratio of 22.48, a PEG ratio of 2.72 and a beta of 0.41. McDonald’s Corporation has a 1 year low of $271.85 and a 1 year high of $341.75. The business has a 50 day simple moving average of $292.61 and a 200-day simple moving average of $307.73.

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

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be paid a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend is Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is presently 61.34%.

Wall Street Analyst Weigh In

A number of brokerages recently commented on MCD. Morgan Stanley set a $331.00 price target on McDonald’s in a research note on Friday, May 8th. Weiss Ratings lowered McDonald’s from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Argus raised McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target for the company in a research note on Friday, February 13th. Rothschild & Co Redburn raised McDonald’s from a “sell” rating to a “neutral” rating and increased their price target for the company from $260.00 to $306.00 in a research note on Thursday, April 23rd. Finally, Tigress Financial increased their price target on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Sixteen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $335.50.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s launched a major global FIFA World Cup campaign featuring collectible cups, Squishmallows, and themed meals, which could boost traffic, engagement, and limited-time sales across key markets. McDonald’s launches global FIFA World Cup 2026 campaign with collectible cups, Squishmallows
• Positive Sentiment: The company unveiled its “McDonald’s > NEXT” growth strategy, emphasizing automation and higher hospitality standards, which may improve efficiency and support long-term margins. McDonald’s unveils new ‘McDonald’s > NEXT’ growth strategy
• Positive Sentiment: Analysts and media highlighted McDonald’s as a stock to watch amid Gen Z spending trends, reinforcing the view that the brand remains relevant with younger consumers. Gen Z Trends Make These 3 Stocks Worth Watching (MCD)
• Neutral Sentiment: A McDonald’s executive, Desiree Ralls-Morrison, sold 2,763 shares, but the filing appears routine and does not necessarily signal a change in fundamentals. McDonald’s (NYSE:MCD) EVP Desiree Ralls-Morrison Sells 2,763 Shares
• Neutral Sentiment: Several articles simply reiterated the World Cup promotion details, which may add near-term buzz but are unlikely by themselves to materially change earnings expectations. McDonald’s FIFA World Cup 26 meals with collectible cups
• Negative Sentiment: A new customer survey noted only 40% of customers view McDonald’s as a good value, highlighting a potential demand risk if consumers continue to feel pressured by pricing. Only 40% of customers think McDonald’s is a good value

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.