Trajan Wealth LLC Acquires 1,406 Shares of McDonald’s Co. (NYSE:MCD)

20 Apr 2025, 10:18 by Renee Jackson · The Cerbat Gem

Trajan Wealth LLC grew its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 11.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,077 shares of the fast-food giant’s stock after purchasing an additional 1,406 shares during the quarter. Trajan Wealth LLC’s holdings in McDonald’s were worth $4,081,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of MCD. Vanguard Group Inc. raised its holdings in McDonald’s by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 70,169,342 shares of the fast-food giant’s stock valued at $20,341,391,000 after buying an additional 526,466 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of McDonald’s by 1.0% during the 4th quarter. Geode Capital Management LLC now owns 16,074,438 shares of the fast-food giant’s stock valued at $4,652,768,000 after acquiring an additional 157,458 shares during the last quarter. Capital Research Global Investors raised its stake in shares of McDonald’s by 5.2% in the 4th quarter. Capital Research Global Investors now owns 10,652,445 shares of the fast-food giant’s stock valued at $3,088,037,000 after acquiring an additional 531,070 shares in the last quarter. Norges Bank acquired a new stake in McDonald’s in the 4th quarter worth approximately $2,725,190,000. Finally, Bank of New York Mellon Corp boosted its position in McDonald’s by 0.9% during the fourth quarter. Bank of New York Mellon Corp now owns 5,803,833 shares of the fast-food giant’s stock worth $1,682,473,000 after purchasing an additional 52,195 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Activity

In other McDonald’s news, CEO Christopher J. Kempczinski sold 10,500 shares of the firm’s stock in a transaction that occurred on Tuesday, February 11th. The shares were sold at an average price of $310.05, for a total transaction of $3,255,525.00. Following the sale, the chief executive officer now directly owns 32,756 shares in the company, valued at approximately $10,155,997.80. This trade represents a 24.27 % decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Joseph M. Erlinger sold 300 shares of the stock in a transaction on Thursday, January 23rd. The stock was sold at an average price of $280.75, for a total transaction of $84,225.00. Following the sale, the insider now directly owns 7,887 shares of the company’s stock, valued at $2,214,275.25. This represents a 3.66 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 27,497 shares of company stock valued at $8,461,400 in the last quarter. Company insiders own 0.23% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on MCD shares. JPMorgan Chase & Co. boosted their price objective on shares of McDonald’s from $280.00 to $300.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 11th. Citigroup cut their price target on McDonald’s from $360.00 to $353.00 and set a “buy” rating for the company in a report on Thursday, April 3rd. Erste Group Bank raised shares of McDonald’s from a “hold” rating to a “strong-buy” rating in a report on Monday, March 17th. Morgan Stanley lowered their target price on shares of McDonald’s from $340.00 to $335.00 and set an “overweight” rating on the stock in a research note on Monday, March 17th. Finally, KeyCorp increased their price objective on McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a research note on Thursday, March 27th. Nine research analysts have rated the stock with a hold rating, sixteen have assigned a buy rating and one has given a strong buy rating to the company. According to MarketBeat, McDonald’s has a consensus rating of “Moderate Buy” and an average price target of $322.87.

Read Our Latest Report on MCD

McDonald’s Stock Performance

Shares of McDonald’s stock opened at $310.82 on Friday. McDonald’s Co. has a 52 week low of $243.53 and a 52 week high of $326.32. The stock has a market capitalization of $222.07 billion, a price-to-earnings ratio of 27.29, a PEG ratio of 3.10 and a beta of 0.62. The firm has a fifty day moving average of $307.38 and a two-hundred day moving average of $299.32.

McDonald’s (NYSE:MCD – Get Free Report) last issued its earnings results on Monday, February 10th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $2.83. McDonald’s had a negative return on equity of 181.63% and a net margin of 31.73%. As a group, research analysts forecast that McDonald’s Co. will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 17th. Stockholders of record on Monday, March 3rd were given a dividend of $1.77 per share. The ex-dividend date of this dividend was Monday, March 3rd. This represents a $7.08 dividend on an annualized basis and a dividend yield of 2.28%. McDonald’s’s dividend payout ratio is 62.16%.

McDonald’s Company Profile

(Free Report)