Money Concepts Capital Corp Sells 3,606 Shares of McDonald’s Corporation $MCD

Money Concepts Capital Corp lowered its position in shares of McDonald’s Corporation (NYSE:MCD) by 14.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,027 shares of the fast-food giant’s stock after selling 3,606 shares during the quarter. Money Concepts Capital Corp’s holdings in McDonald’s were worth $6,846,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the company. Resona Asset Management Co. Ltd. increased its stake in shares of McDonald’s by 1.9% in the first quarter. Resona Asset Management Co. Ltd. now owns 259,969 shares of the fast-food giant’s stock worth $80,683,000 after purchasing an additional 4,828 shares in the last quarter. Isthmus Partners LLC lifted its stake in shares of McDonald’s by 3.7% during the 1st quarter. Isthmus Partners LLC now owns 43,366 shares of the fast-food giant’s stock valued at $13,478,000 after buying an additional 1,539 shares in the last quarter. Greenwood Capital Associates LLC lifted its stake in shares of McDonald’s by 12.5% during the 1st quarter. Greenwood Capital Associates LLC now owns 24,068 shares of the fast-food giant’s stock valued at $7,480,000 after buying an additional 2,667 shares in the last quarter. IAG Wealth Partners LLC boosted its holdings in McDonald’s by 9.7% in the 1st quarter. IAG Wealth Partners LLC now owns 602 shares of the fast-food giant’s stock worth $187,000 after buying an additional 53 shares during the period. Finally, Frank Rimerman Advisors LLC boosted its holdings in McDonald’s by 2.0% in the 1st quarter. Frank Rimerman Advisors LLC now owns 11,890 shares of the fast-food giant’s stock worth $3,695,000 after buying an additional 235 shares during the period. 70.29% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on MCD shares. JPMorgan Chase & Co. decreased their price target on McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Evercore set a $350.00 price objective on McDonald’s in a research note on Friday, May 8th. Morgan Stanley set a $331.00 target price on McDonald’s in a research report on Friday, May 8th. Rothschild & Co Redburn raised McDonald’s from a “sell” rating to a “neutral” rating and lifted their target price for the company from $260.00 to $306.00 in a research note on Thursday, April 23rd. Finally, Barclays lowered their price target on McDonald’s from $380.00 to $350.00 and set an “overweight” rating on the stock in a 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $334.96.

Insider Buying and Selling at McDonald’s

In related news, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction on 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 of the company’s stock, valued at $2,198,930.88. This represents 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 available through this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares of the company’s stock, valued at $1,744,760.48. This trade represents a 30.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 8,681 shares of company stock worth $2,456,440 in the last 90 days. 0.26% of the stock is currently owned by company insiders.

McDonald’s Trading Down 0.7%

NYSE:MCD opened at $276.32 on Friday. The business’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. The company has a market capitalization of $196.33 billion, a P/E ratio of 22.78, a P/E/G ratio of 2.77 and a beta of 0.41.

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 analysts’ consensus estimates of $2.74 by $0.09. The business 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 revenue was up 9.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.67 EPS. On average, research analysts forecast that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were given a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.7%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s payout ratio is currently 61.34%.

McDonald’s News Roundup

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

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.