Indivisible Partners Invests $1.47 Million in McDonald’s Corporation $MCD

Indivisible Partners purchased a new position in shares of McDonald’s Corporation (NYSE:MCD) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 4,806 shares of the fast-food giant’s stock, valued at approximately $1,469,000.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Schroder Investment Management Group boosted its position in McDonald’s by 5.2% in the 3rd quarter. Schroder Investment Management Group now owns 1,029,572 shares of the fast-food giant’s stock valued at $312,877,000 after buying an additional 51,039 shares during the last quarter. Pittenger & Anderson Inc. boosted its position in McDonald’s by 21.9% in the 4th quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock valued at $6,567,000 after buying an additional 3,866 shares during the last quarter. National Pension Service boosted its position in McDonald’s by 2.5% in the 3rd quarter. National Pension Service now owns 1,533,015 shares of the fast-food giant’s stock valued at $465,868,000 after buying an additional 37,744 shares during the last quarter. Abich Financial Wealth Management LLC purchased a new position in McDonald’s in the 3rd quarter valued at about $1,697,000. Finally, Turtle Creek Wealth Advisors LLC boosted its position in McDonald’s by 15.6% in the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 43,592 shares of the fast-food giant’s stock valued at $13,247,000 after buying an additional 5,879 shares during the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have weighed in on MCD. Royal Bank Of Canada upped their price objective on shares of McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research report on Thursday, February 12th. BTIG Research reissued a “buy” rating and issued a $370.00 price objective on shares of McDonald’s in a research report on Tuesday, April 28th. Barclays upped their price objective on shares of McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Robert W. Baird set a $335.00 price target on shares of McDonald’s in a research report on Thursday, February 12th. Finally, Jefferies Financial Group increased their price target on shares of McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Sixteen equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $340.93.

Insider Buying and Selling at McDonald’s

In related news, insider Joseph M. Erlinger sold 333 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $302.72, for a total transaction of $100,805.76. Following the sale, the insider owned 8,067 shares in the company, valued at $2,442,042.24. This represents a 3.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,276 shares of the stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the sale, the chief executive officer owned 22,900 shares in the company, valued at approximately $7,638,066. This trade represents a 53.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,990 shares of company stock worth $23,824,113 in the last ninety days. Insiders own 0.26% of the company’s stock.

McDonald’s News Roundup

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

• Positive Sentiment: Company rolled out six new specialty drinks (crafted sodas and “Refreshers”) aimed at lifting average check and drive-thru/foot traffic — a strategic product push that could help accelerate sales and digital loyalty engagement. McDonald’s is shaking up your soda run
• Positive Sentiment: UBS and other outlets highlight a broader menu and marketing overhaul that could reignite same-store sales — analysts see these initiatives as a catalyst for a post-earnings rebound if execution and comps hold. McDonald’s likely to bounce as fast-food chain overhauls menus, marketing, UBS says
• Positive Sentiment: Brand/merch tie-ins (new McCafé lineup and branded beaded drink carriers) support marketing momentum and loyalty program activation — small revenue/engagement wins that help the customer experience story. McDonald’s Launches 6 Beaded Drink Carriers
• Neutral Sentiment: Company is phasing out self-serve soda fountains (timeline into the next several years) — this reduces free-refill complexity and enables crafted soda/service upsells but could slow service or annoy some customers during transition. Are Texas McDonald’s getting rid of self-service soda machines? What to know
• Neutral Sentiment: Longer-term franchising policy developments (discussion around the American Franchise Act) could affect regulatory certainty for the franchise model — meaningful over time but unlikely to move this quarter. This One Federal Standard Is the ‘Lynchpin’ of Franchising
• Negative Sentiment: Analysts warn US same-store sales could miss consensus for Q1 (weather and cost pressure cited) — a miss would likely trigger downside in the stock and increase scrutiny on margin guidance. McDonald’s Could Miss First-Quarter US Comparable Sales Consensus Views, UBS Says
• Negative Sentiment: Near-term sentiment has weakened: shares recently hit a 52‑week low and Erste Group downgraded MCD to Hold, citing slower profit growth — analyst caution and the technical weakness increase the risk of further downside if earnings disappoint. McDonald’s Stock Hits 52-Week Low Ahead of Earnings

McDonald’s Stock Performance

Shares of MCD stock opened at $285.13 on Wednesday. McDonald’s Corporation has a one year low of $283.02 and a one year high of $341.75. The company’s 50-day simple moving average is $313.40 and its 200-day simple moving average is $311.72. The stock has a market capitalization of $202.68 billion, a price-to-earnings ratio of 23.86, a PEG ratio of 2.63 and a beta of 0.43.

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

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.