First National Bank & Trust Co. of Newtown Decreases Holdings in McDonald’s Corporation $MCD

First National Bank & Trust Co. of Newtown trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 18.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,592 shares of the fast-food giant’s stock after selling 1,982 shares during the period. First National Bank & Trust Co. of Newtown’s holdings in McDonald’s were worth $2,670,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Your Advocates Ltd. LLP purchased a new stake in McDonald’s during the fourth quarter worth about $27,000. Park Place Capital Corp boosted its stake in McDonald’s by 95.7% in 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. IFC & Insurance Marketing Inc. purchased a new position in McDonald’s in the fourth quarter valued at about $29,000. Abound Financial LLC bought a new position in shares of McDonald’s during the 4th quarter valued at approximately $30,000. Finally, Purpose Unlimited Inc. bought a new position in shares of McDonald’s during the 4th quarter valued at approximately $31,000. 70.29% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the transaction, the insider owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 8,681 shares of company stock valued at $2,456,440 over the last ninety days. Corporate insiders own 0.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on MCD. KeyCorp lowered their price target on shares of McDonald’s from $330.00 to $315.00 and set an “overweight” rating on the stock in a report on Monday, June 29th. TD Cowen reissued a “hold” rating on shares of McDonald’s in a report on Friday, June 12th. Weiss Ratings downgraded McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 23rd. Sanford C. Bernstein restated a “market perform” rating on shares of McDonald’s in a research note on Monday, June 22nd. Finally, Evercore set a $350.00 price target on McDonald’s in a research report on Friday, May 8th. Fifteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $334.96.

McDonald’s Trading Down 0.7%

Shares of MCD stock opened at $276.32 on Friday. The stock has a market capitalization of $196.33 billion, a P/E ratio of 22.78, a PEG ratio of 2.77 and a beta of 0.41. The firm’s 50 day moving average is $278.88 and its 200 day moving average is $302.04. McDonald’s Corporation has a 12 month low of $264.53 and a 12 month 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. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The company had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. During the same period last year, the firm earned $2.67 EPS. McDonald’s’s revenue for the quarter was up 9.4% on a year-over-year basis. On average, equities analysts predict that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Dividend Announcement

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

More McDonald’s News

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

• Positive Sentiment: McDonald’s is leaning on event-driven marketing, including a 2026 FIFA World Cup campaign and a new BT21 Happy Meal launch, to boost engagement, traffic, and family visits. These kinds of promotions can support near-term same-store sales. Article Title
• Positive Sentiment: The company is also offering limited-time freebies and value deals, such as free fries for National French Fry Day, which may help bring customers in and reinforce McDonald’s value positioning. Article Title
• Neutral Sentiment: Several lifestyle and entertainment stories, including the retro vinyl ad campaign and Happy Meal toy coverage, add brand buzz but are unlikely to materially change earnings expectations on their own. Article Title
• Neutral Sentiment: Analyst and market commentary remains mixed, with some articles highlighting McDonald’s as a beaten-down consumer name and others noting its stock weakness versus the broader market, suggesting sentiment is cautious rather than decisively negative. Article Title
• Negative Sentiment: Deutsche Bank said McDonald’s U.S. comparable sales likely hit a new low in the second quarter, reinforcing concerns that core domestic demand may be weakening and pressuring the stock. Article Title
• Negative Sentiment: Broader commentary also points to a challenging fast-food environment and rising macro risks, including higher oil prices, which could squeeze margins and weigh on investor confidence. Article Title

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.