McDonald’s Corporation $MCD Shares Acquired by Aigen Investment Management LP

Aigen Investment Management LP lifted its position in shares of McDonald’s Corporation (NYSE:MCD) by 1,310.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 10,847 shares of the fast-food giant’s stock after acquiring an additional 10,078 shares during the quarter. McDonald’s comprises approximately 0.8% of Aigen Investment Management LP’s holdings, making the stock its 18th largest position. Aigen Investment Management LP’s holdings in McDonald’s were worth $3,315,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Your Advocates Ltd. LLP acquired a new stake in shares of McDonald’s during the 4th quarter worth approximately $27,000. Park Place Capital Corp increased its holdings in McDonald’s by 95.7% in the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after purchasing an additional 45 shares during the last quarter. IFC & Insurance Marketing Inc. acquired a new stake in McDonald’s in the 4th quarter valued at approximately $29,000. DecisionPoint Financial LLC increased its holdings in McDonald’s by 1,616.7% in the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after purchasing an additional 97 shares during the last quarter. Finally, Entrust Financial LLC acquired a new stake in McDonald’s in the 4th quarter valued at approximately $31,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Buying and Selling at McDonald’s

In other news, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s stock in a transaction dated 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 owned 7,734 shares in the company, 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 is accessible through this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction dated 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 approximately $1,744,760.48. This trade represents a 30.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 11,307 shares of company stock valued at $3,262,622. Corporate insiders own 0.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on MCD. BTIG Research reiterated a “buy” rating and issued a $370.00 target price on shares of McDonald’s in a report on Thursday, May 7th. Barclays dropped their target price on shares of McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a report on Friday, May 8th. JPMorgan Chase & Co. dropped their target price on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a report on Monday, May 11th. Robert W. Baird set a $305.00 target price on shares of McDonald’s in a report on Thursday, May 7th. Finally, Wells Fargo & Company dropped 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. Sixteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, McDonald’s presently has an average rating of “Moderate Buy” and an average target price of $336.26.

McDonald’s News Summary

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?

McDonald’s Stock Up 0.0%

Shares of MCD stock opened at $284.88 on Friday. The stock has a market capitalization of $202.41 billion, a PE ratio of 23.49, a P/E/G ratio of 2.84 and a beta of 0.41. The firm has a 50 day moving average of $289.38 and a two-hundred day moving average of $306.75. McDonald’s Corporation has a 52 week low of $271.85 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 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.74 by $0.09. The business had revenue of $6.52 billion during the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The company’s revenue for the quarter was up 9.4% on a year-over-year basis. During the same period in the previous year, the company earned $2.67 EPS. Analysts expect that McDonald’s Corporation will post 12.93 EPS for the current fiscal year.

McDonald’s Dividend Announcement

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

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.