Denali Advisors LLC Sells 3,184 Shares of McDonald’s Corporation $MCD
by Danessa Lincoln · The Markets DailyDenali Advisors LLC lowered its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 51.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,041 shares of the fast-food giant’s stock after selling 3,184 shares during the period. Denali Advisors LLC’s holdings in McDonald’s were worth $822,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. Ascentis Wealth Management LLC lifted its holdings in McDonald’s by 4,008.8% in the second quarter. Ascentis Wealth Management LLC now owns 84,230 shares of the fast-food giant’s stock worth $22,768,000 after buying an additional 82,180 shares during the period. Borer Denton & Associates Inc. grew its holdings in shares of McDonald’s by 16.9% during the 2nd quarter. Borer Denton & Associates Inc. now owns 13,859 shares of the fast-food giant’s stock worth $3,746,000 after acquiring an additional 2,000 shares during the period. Peterson Wealth Services grew its holdings in shares of 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 period. Harbour Investments Inc. raised its position in shares of McDonald’s by 84.4% in the 4th quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock worth $10,853,000 after acquiring an additional 16,252 shares in the last quarter. Finally, Capital International Sarl raised its position in shares of McDonald’s by 10.4% in the 4th quarter. Capital International Sarl now owns 64,256 shares of the fast-food giant’s stock worth $19,639,000 after acquiring an additional 6,079 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.
Analyst Upgrades and Downgrades
Several research firms recently weighed in on MCD. KeyCorp dropped their price target on McDonald’s from $315.00 to $305.00 and set an “overweight” rating on the stock in a research report on Wednesday, August 5th. Rothschild & Co Redburn upgraded McDonald’s from a “sell” rating to a “neutral” rating and increased their price objective for the stock from $260.00 to $306.00 in a report on Thursday, April 23rd. Royal Bank Of Canada lowered their price objective on McDonald’s from $305.00 to $295.00 and set a “sector perform” rating for the company in a research report on Wednesday, August 5th. JPMorgan Chase & Co. dropped their target price on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Finally, Freedom Capital upgraded shares of McDonald’s from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $325.44.
Get Our Latest Analysis on McDonald’s
McDonald’s Trading Up 0.8%
Shares of NYSE:MCD opened at $269.53 on Friday. The stock has a fifty day simple moving average of $272.63 and a two-hundred day simple moving average of $293.83. McDonald’s Corporation has a 12-month low of $260.96 and a 12-month high of $341.75. The stock has a market capitalization of $190.73 billion, a price-to-earnings ratio of 21.90, a PEG ratio of 3.00 and a beta of 0.41.
McDonald’s (NYSE:MCD – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.32 by $0.06. The firm had revenue of $7.10 billion during the quarter, compared to analyst estimates of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%.McDonald’s’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.19 EPS. As a group, equities research analysts predict that McDonald’s Corporation will post 12.88 EPS for the current year.
McDonald’s Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend is Tuesday, September 1st. McDonald’s’s dividend payout ratio (DPR) is presently 60.44%.
Insider Buying and Selling
In related news, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the sale, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This trade represents a 40.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction that occurred on Thursday, May 28th. The stock was 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 of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 8,348 shares of company stock worth $2,355,634. 0.26% of the stock is owned by insiders.
More McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s value reset in the U.S.—including sharper pricing, digital offers and improved franchise execution—could help reverse traffic weakness and drive sales growth. International growth and the broader recovery plan provide additional potential upside. Can MCD’s Value Reset Turn U.S. Traffic Weakness Into Sales Growth?
- Positive Sentiment: A beverage platform that has reportedly performed at or above plan in every market where it has launched is viewed as McDonald’s clearest potential catalyst for a future stock rally. New fall drinks, even without the traditional Pumpkin Spice Latte, could support seasonal beverage sales. What Could Power the Next Rally in McDonald’s Stock
- Positive Sentiment: The Hello Kitty–Godzilla Happy Meal and a new Xbox partnership offering digital rewards tied to popular games could increase customer engagement, particularly among families and younger consumers. The collectible toys are reportedly selling quickly. Xbox and McDonald’s Partnership
- Neutral Sentiment: Seasonal menu changes, the return of a popular breakfast item, new dinner offerings and a regionally tailored Shravan menu may support customer interest, but the articles provide no quantified impact on revenue or earnings. McDonald’s Brings Back Breakfast Item
- Neutral Sentiment: McDonald’s has underperformed some restaurant peers in 2026, reinforcing the market’s focus on whether its turnaround initiatives can produce measurable traffic and sales gains. Restaurant Stock Comparison
- Negative Sentiment: Zacks Research lowered its EPS forecasts across 2026–2028, including FY2026 to $12.84 from $12.95, FY2027 to $13.77 from $14.14 and FY2028 to $14.96 from $15.40. The revisions reflect ongoing concern about U.S. traffic and execution, creating a near-term valuation headwind. McDonald’s Earnings Estimates
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.
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