Osprey Private Wealth LLC Has $6.89 Million Stock Position in McDonald’s Corporation $MCD

Osprey Private Wealth LLC raised its stake in McDonald’s Corporation (NYSE:MCD) by 14.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,165 shares of the fast-food giant’s stock after acquiring an additional 2,842 shares during the period. McDonald’s comprises about 2.0% of Osprey Private Wealth LLC’s investment portfolio, making the stock its 21st largest position. Osprey Private Wealth LLC’s holdings in McDonald’s were worth $6,889,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Your Advocates Ltd. LLP acquired a new stake in McDonald’s during the 4th quarter worth $27,000. Park Place Capital Corp boosted its holdings in shares of 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 buying an additional 45 shares during the period. IFC & Insurance Marketing Inc. bought a new position in shares of McDonald’s during the 4th quarter worth approximately $29,000. Abound Financial LLC bought a new position in shares of McDonald’s in the 4th quarter valued at about $30,000. Finally, DecisionPoint Financial LLC increased its holdings in McDonald’s by 1,616.7% during the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after buying an additional 97 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Price Performance

NYSE MCD traded down $1.56 during trading on Friday, reaching $274.93. 2,978,722 shares of the company’s stock traded hands, compared to its average volume of 4,490,551. The firm has a market cap of $195.34 billion, a price-to-earnings ratio of 22.67, a price-to-earnings-growth ratio of 2.76 and a beta of 0.41. The company’s 50 day simple moving average is $278.57 and its two-hundred day simple moving average is $301.85. 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 results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. The business had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The company’s revenue was up 9.4% compared to the same quarter last year. During the same period last year, the business earned $2.67 EPS. Research analysts expect that McDonald’s Corporation will post 12.93 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

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

Analyst Ratings Changes

A number of analysts have issued reports on MCD shares. Sanford C. Bernstein reissued a “market perform” rating on shares of McDonald’s in a report on Monday, June 22nd. BTIG Research reissued a “buy” rating and set a $370.00 price objective on shares of McDonald’s in a report on Thursday, May 7th. Barclays decreased their price objective on McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Royal Bank Of Canada reiterated a “sector perform” rating on shares of McDonald’s in a research report on Tuesday, June 23rd. Finally, TD Cowen reissued a “hold” rating on shares of McDonald’s in a research note on Friday, June 12th. Fifteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, McDonald’s has a consensus rating of “Hold” and an average target price of $334.96.

Insider Transactions at McDonald’s

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction that occurred 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 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 sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, 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 completion of 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 8,681 shares of company stock valued at $2,456,440 in the last ninety days. Corporate insiders own 0.26% of the company’s stock.

McDonald’s News Summary

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.