Capital Wealth Planning LLC Acquires 113,509 Shares of McDonald’s Corporation $MCD

Capital Wealth Planning LLC lifted its holdings in McDonald’s Corporation (NYSE:MCD) by 6.4% during the fourth quarter, HoldingsChannel reports. The firm owned 1,875,794 shares of the fast-food giant’s stock after purchasing an additional 113,509 shares during the period. McDonald’s comprises 3.7% of Capital Wealth Planning LLC’s investment portfolio, making the stock its 13th biggest position. Capital Wealth Planning LLC’s holdings in McDonald’s were worth $571,484,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Your Advocates Ltd. LLP bought a new position in shares of McDonald’s in the fourth quarter worth about $27,000. Park Place Capital Corp increased its stake in shares of McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after purchasing an additional 45 shares during the period. DecisionPoint Financial LLC increased its stake in shares of McDonald’s by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after purchasing an additional 97 shares during the period. Entrust Financial LLC bought a new position in shares of McDonald’s in the fourth quarter worth about $31,000. Finally, Painted Porch Advisors LLC increased its stake in shares of McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after purchasing an additional 103 shares during the period. 70.29% of the stock is currently owned by institutional investors.

McDonald’s Stock Up 0.3%

Shares of MCD opened at $282.98 on Thursday. McDonald’s Corporation has a 12-month low of $271.85 and a 12-month high of $341.75. The firm has a market capitalization of $201.06 billion, a price-to-earnings ratio of 23.33, a P/E/G ratio of 2.81 and a beta of 0.41. The stock’s 50-day moving average price is $290.34 and its 200 day moving average price is $307.07.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating analysts’ consensus estimates 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%.The company’s quarterly revenue was up 9.4% on a year-over-year basis. During the same period in the previous year, the business earned $2.67 earnings per share. Equities research analysts expect that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Announces Dividend

The business 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 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, June 2nd. McDonald’s’s payout ratio is presently 61.34%.

Trending Headlines about McDonald’s

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

• Positive Sentiment: McDonald’s launched FIFA World Cup meal promotions with collectible cups, toys, and Squishmallows, which could boost customer traffic and merchandise-led demand. McDonald’s FIFA World Cup meals with Squishmallows and 9 collectible cups are here
• Positive Sentiment: McDonald’s is testing AI at select drive-thrus, potentially improving speed, labor efficiency, and long-term margins if the rollout works well. McDonald’s testing AI drive-thru system at select US locations
• Positive Sentiment: Analysts continue to view McDonald’s favorably, with one report saying the stock carries a “Moderate Buy” consensus. McDonald’s Corporation (NYSE:MCD) Given Consensus Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Commentary from Jim Cramer framed McDonald’s as a stock investors can build into over time, reinforcing the view that it is a defensive long-term holding. Jim Cramer Discusses a Strategic Buying Plan to Build a Great Cost Basis in McDonald’s
• Neutral Sentiment: McDonald’s is also getting attention from articles about its collectible World Cup cups and menu shake-up, which are mainly promotional and likely more relevant to customer engagement than to fundamentals. McDonald’s World Cup 2026 meal deal – how to collect all the cups and which players are on them
• Negative Sentiment: An insider sale by McDonald’s executive Joseph M. Erlinger may create some caution, even though insider transactions do not necessarily signal a change in business outlook. Joseph M. Erlinger insider sale
• Negative Sentiment: Recent reporting has also highlighted customer frustration over a drive-thru change and workplace culture/safety concerns, which could pressure sentiment if they persist. McDonald’s quietly makes a major change to its drive thru and customers are furious

Analyst Upgrades and Downgrades

A number of research firms have recently commented on MCD. Erste Group Bank lowered McDonald’s from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Rothschild & Co Redburn upgraded McDonald’s from a “sell” rating to a “neutral” rating and lifted their price objective for the stock from $260.00 to $306.00 in a research note on Thursday, April 23rd. Sanford C. Bernstein reiterated a “market perform” rating and issued a $340.00 price objective on shares of McDonald’s in a research note on Thursday, February 12th. Cfra upgraded McDonald’s to a “buy” rating in a research note on Friday, May 8th. Finally, Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective on the stock in a research note on Friday, February 13th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $336.26.

Insider Buying and Selling

In other McDonald’s news, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the sale, the insider directly owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’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 sale, the executive vice president directly owned 6,268 shares in the company, valued at $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 11,307 shares of company stock worth $3,262,622 over the last ninety days. Company insiders own 0.26% of the company’s stock.

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.