McDonald’s Corporation $MCD Shares Bought by Banco Santander S.A.

Banco Santander S.A. raised its position in McDonald’s Corporation (NYSE:MCD) by 58.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 74,351 shares of the fast-food giant’s stock after acquiring an additional 27,397 shares during the quarter. Banco Santander S.A.’s holdings in McDonald’s were worth $22,724,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of MCD. Brighton Jones LLC increased its position in McDonald’s by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after purchasing an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC increased its position in McDonald’s by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC grew its position in McDonald’s by 11.4% in the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after acquiring an additional 206 shares in the last quarter. United Bank grew its position in McDonald’s by 6.0% in the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after acquiring an additional 459 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its position in McDonald’s by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock valued at $3,780,000 after acquiring an additional 312 shares in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

McDonald’s News Roundup

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

• Positive Sentiment: Commentary highlighted McDonald’s as a “rare mega-cap” with accelerating fundamentals, citing 3.8% global comparable sales growth, more than $9 billion in loyalty sales over 90 days, and 9.4% year-over-year revenue growth, which supports the bull case for the stock. McDonald’s Will Trade at This Price in 2028
• Positive Sentiment: McDonald’s is testing AI-powered drive-thru ordering, and early results from a million orders appear promising; if rolled out successfully, this could improve efficiency and margins over time. McDonald’s Is Letting AI Take Your Orders Again. A Million Orders Later, the Results Look Promising.
• Positive Sentiment: Promotional activity tied to FIFA World Cup meals, collectible cups, and Squishmallows could help drive customer traffic and add some sales momentum. McDonald’s FIFA World Cup meals with Squishmallows and 9 collectible cups are here
• Neutral Sentiment: Analyst and investor commentary remains generally supportive, with reports noting McDonald’s continues to attract attention as a defensive, widely followed stock. McDonald’s Corporation (MCD) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Insider selling by executive Joseph Erlinger may weigh on sentiment slightly, even though such sales do not necessarily reflect a change in business outlook. Joseph Erlinger Sells 5,252 Shares of McDonald’s (NYSE:MCD) Stock
• Negative Sentiment: Some recent coverage has also raised concerns about customer pushback on operational changes and workplace safety issues, which could create headline risk if they persist. Should McDonald’s AI Drive Thru Push and Safety Scrutiny Require Action From McDonald’s (MCD) Investors?

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Rothschild & Co Redburn upgraded McDonald’s from a “sell” rating to a “neutral” rating and increased their target price for the company from $260.00 to $306.00 in a research note on Thursday, April 23rd. Wells Fargo & Company reduced their target price on McDonald’s from $355.00 to $320.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. BTIG Research reiterated a “buy” rating and set a $370.00 target price on shares of McDonald’s in a research note on Thursday, May 7th. Barclays reduced their target price on McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Finally, Morgan Stanley set a $331.00 target price on McDonald’s in a research note on Friday, May 8th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, McDonald’s presently has a consensus rating of “Moderate Buy” and a consensus target price of $336.26.

Insider Transactions at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the sale, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 11,307 shares of company stock worth $3,262,622. Company insiders own 0.26% of the company’s stock.

McDonald’s Stock Performance

MCD stock opened at $284.88 on Friday. The stock has a market capitalization of $202.41 billion, a price-to-earnings ratio of 23.49, a PEG ratio of 2.84 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 stock’s fifty day moving average is $289.38 and its two-hundred day moving average is $306.75.

McDonald’s (NYSE:MCD) last issued 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. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The business had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. During the same period in the previous year, the business earned $2.67 earnings per share. The company’s revenue was up 9.4% on a year-over-year basis. As a group, analysts predict that McDonald’s Corporation will post 12.93 EPS 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. Investors of record on Tuesday, June 2nd will be paid a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Tuesday, June 2nd. McDonald’s’s payout ratio is currently 61.34%.

McDonald’s Company 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.