Fifth Third Bancorp Acquires 214,356 Shares of McDonald’s Corporation $MCD

Fifth Third Bancorp raised its holdings in McDonald’s Corporation (NYSE:MCD) by 39.0% in the first quarter, Holdings Channel.com reports. The fund owned 764,007 shares of the fast-food giant’s stock after acquiring an additional 214,356 shares during the quarter. Fifth Third Bancorp’s holdings in McDonald’s were worth $237,446,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in MCD. Peterson Wealth Services lifted its position in McDonald’s by 3,294.5% during the 4th quarter. Peterson Wealth Services now owns 11,779 shares of the fast-food giant’s stock worth $3,600,000 after acquiring an additional 11,432 shares during the last quarter. Harbour Investments Inc. increased its stake in shares of McDonald’s by 84.4% in the fourth quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock worth $10,853,000 after purchasing an additional 16,252 shares during the period. Capital International Sarl increased its stake in shares of McDonald’s by 10.4% in the fourth quarter. Capital International Sarl now owns 64,256 shares of the fast-food giant’s stock worth $19,639,000 after purchasing an additional 6,079 shares during the period. North Dakota State Investment Board acquired a new position in shares of McDonald’s during the 4th quarter worth about $7,493,000. Finally, Pittenger & Anderson Inc. lifted its position in shares of McDonald’s by 21.9% during the 4th quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock worth $6,567,000 after purchasing an additional 3,866 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

McDonald’s Stock Down 0.6%

McDonald’s stock traded down $1.56 during trading hours on Friday, hitting $274.93. The stock had a trading volume of 2,978,722 shares, compared to its average volume of 4,490,551. The company has a 50-day moving average of $278.57 and a two-hundred day moving average of $301.85. The company has a market cap of $195.34 billion, a PE ratio of 22.67, a price-to-earnings-growth ratio of 2.74 and a beta of 0.41. McDonald’s Corporation has a fifty-two week low of $264.53 and a fifty-two 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, beating analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.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 posted $2.67 earnings per share. McDonald’s’s quarterly revenue was up 9.4% on a year-over-year basis. As a group, analysts forecast that McDonald’s Corporation will post 12.91 EPS for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were issued a dividend of $1.86 per share. 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%.

Wall Street Analysts Forecast Growth

MCD has been the topic of a number of research analyst reports. JPMorgan Chase & Co. lowered their target price on McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Barclays reduced their price objective on McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Erste Group Bank downgraded shares of McDonald’s from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. BTIG Research reaffirmed a “buy” rating and set a $370.00 target price on shares of McDonald’s in a research report on Thursday, May 7th. Finally, Morgan Stanley set a $331.00 target price on shares of McDonald’s in a research note 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. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $334.96.

Insider Transactions 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 shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the sale, the insider directly owned 7,734 shares in the company, valued at approximately $2,198,930.88. The trade was a 40.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 transaction of $769,108.68. Following the completion of the sale, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,681 shares of company stock valued at $2,456,440 over the last ninety days. 0.26% of the stock is owned by insiders.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is leaning into beverages with a new custom drink push, including a Dirty Dr. Pepper-style offering, which could help drive traffic and lift average ticket sizes as chains compete for drink sales. McDonald’s Dirty Dr. Pepper Leads Its New Custom Drink Push
• Positive Sentiment: McDonald’s is also using promotions and limited-time offers, including free fries for National French Fry Day and a BT21 Happy Meal rollout, to support customer engagement and near-term sales momentum. Free fries article BT21 Happy Meals article
• Positive Sentiment: Some recent commentary suggests McDonald’s remains a defensible consumer name, with analysts and market writers highlighting its cash generation, brand strength, and potential to benefit from event-driven marketing around the FIFA World Cup. FIFA World Cup growth strategy article
• Neutral Sentiment: Several lifestyle pieces about ordering hacks, retro campaigns, and menu combinations are generating buzz, but these appear more like brand-interest stories than material stock drivers. Filet-O-Fish and Snack Wrap article Ordering hack article Vinyl record campaign article
• Neutral Sentiment: McDonald’s has also been the subject of mixed third-party coverage comparing it with other consumer names and discussing macro risks, but these articles do not signal a clear company-specific catalyst on their own. McDonald’s or Pfizer article Index exit and oil shock article
• Negative Sentiment: A Deutsche Bank note says McDonald’s U.S. comparable sales likely hit a new low in the second quarter, reinforcing worries that traffic and same-store sales may be weakening. US sales likely hit new low article
• Negative Sentiment: Recent market pieces also note that McDonald’s has been registering bigger daily declines than the broader market, suggesting investors remain cautious heading into upcoming sales and earnings-related updates. Registers a bigger fall than the market article

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.