Composition Wealth LLC Has $12.04 Million Stake in McDonald’s Corporation $MCD

Composition Wealth LLC trimmed its stake in McDonald’s Corporation (NYSE:MCD) by 38.9% in the fourth quarter, HoldingsChannel.com reports. The firm owned 39,392 shares of the fast-food giant’s stock after selling 25,040 shares during the period. Composition Wealth LLC’s holdings in McDonald’s were worth $12,039,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of MCD. Evergreen Private Wealth LLC increased its holdings in McDonald’s by 162.5% in the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares during the period. Your Advocates Ltd. LLP acquired a new stake in McDonald’s during the 4th quarter worth about $27,000. Park Place Capital Corp grew its holdings in McDonald’s by 95.7% during the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after acquiring an additional 45 shares during the period. DecisionPoint Financial LLC grew its holdings in McDonald’s by 1,616.7% during the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after acquiring an additional 97 shares during the period. Finally, Painted Porch Advisors LLC grew its holdings in McDonald’s by 735.7% during the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after acquiring an additional 103 shares during the period. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Price Performance

Shares of MCD opened at $286.83 on Friday. The stock has a 50-day moving average of $314.29 and a 200-day moving average of $311.73. The company has a market cap of $203.89 billion, a PE ratio of 24.00, a P/E/G ratio of 2.72 and a beta of 0.43. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75.

McDonald’s (NYSE:MCD) last issued its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating the consensus estimate of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period last year, the business posted $2.83 EPS. Analysts expect that McDonald’s Corporation will post 13.2 EPS for the current fiscal year.

McDonald’s Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were paid a $1.86 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.6%. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.

Trending Headlines about McDonald’s

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

• Positive Sentiment: McDonald’s rolled out an all?purple “Grimace” menu and relaunched the viral Grimace milkshake — a pop?culture promotion expected to drive short?term foot traffic and social?media buzz, which can lift same?store sales and AUVs. McDonald’s unveils purple Grimace menu featuring viral milkshake comeback
• Positive Sentiment: McDonald’s is pushing a new lineup of six hand?crafted drinks (boba, “dirty” sodas and themed accessories). Management’s beverage push targets a high?margin category and supports the broader thesis that drinks can be a multi?billion growth engine for the chain. McDonald’s drops 6 new drinks with unusual accessories
• Neutral Sentiment: Local expansion news — a new McDonald’s site planned in Rockford — signals steady franchise development but is unlikely to move the stock materially on its own. New McDonald’s to be built on W. Riverside in Rockford
• Negative Sentiment: A widely circulated idea of a $20 “unlimited fries” subscription was fact?checked and found to be inaccurate — removing a potential recurring?revenue catalyst investors may have hoped for. Fact check: Is McDonald’s launching $20 subscription with unlimited fries?
• Negative Sentiment: The Street reports McDonald’s is adjusting menu “protein hacks” as beef prices rise — higher commodity costs pose a margin risk even as the company seeks menu workarounds. McDonald’s reveals protein hacks as beef prices rise
• Negative Sentiment: Erste Group trimmed its FY2027 EPS estimate and downgraded MCD to a “Hold,” a mild analyst headwind that can weigh on sentiment. McDonald’s (NYSE:MCD) Cut to “Hold” at Erste Group Bank

Analyst Upgrades and Downgrades

A number of analysts have weighed in on MCD shares. Sanford C. Bernstein reiterated a “market perform” rating and set a $340.00 price target on shares of McDonald’s in a report on Thursday, February 12th. Rothschild & Co Redburn upgraded McDonald’s from a “sell” rating to a “neutral” rating and increased their price target for the stock from $260.00 to $306.00 in a report on Thursday, April 23rd. Morgan Stanley decreased their price target on McDonald’s from $335.00 to $334.00 and set an “equal weight” rating for the company in a report on Tuesday, April 21st. Royal Bank Of Canada increased their price target on McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a report on Thursday, February 12th. Finally, Robert W. Baird set a $335.00 price target on McDonald’s in a report on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $340.93.

Insider Transactions at McDonald’s

In other news, CEO Christopher J. Kempczinski sold 26,276 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $333.54, for a total value of $8,764,097.04. Following the completion of the sale, the chief executive officer directly owned 22,900 shares in the company, valued at $7,638,066. This trade represents a 53.43% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the sale, the executive vice president owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This represents a 73.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 71,990 shares of company stock valued at $23,824,113. 0.26% of the stock is currently owned by corporate insiders.

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.