Sage Private Wealth Group LLC Sells 208 Shares of McDonald’s Corporation $MCD

17 Oct 2025, 10:44 by Tristan Rich · The Markets Daily

Sage Private Wealth Group LLC lowered its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 15.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,128 shares of the fast-food giant’s stock after selling 208 shares during the period. Sage Private Wealth Group LLC’s holdings in McDonald’s were worth $330,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Roof Eidam Maycock Peralta LLC increased its stake in shares of McDonald’s by 13.2% in the second quarter. Roof Eidam Maycock Peralta LLC now owns 736 shares of the fast-food giant’s stock valued at $215,000 after buying an additional 86 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services raised its position in shares of McDonald’s by 1.0% during the second quarter. First National Bank of Mount Dora Trust Investment Services now owns 22,039 shares of the fast-food giant’s stock worth $6,439,000 after acquiring an additional 227 shares during the last quarter. Oxbow Advisors LLC lifted its stake in shares of McDonald’s by 1.7% during the second quarter. Oxbow Advisors LLC now owns 25,313 shares of the fast-food giant’s stock valued at $7,396,000 after acquiring an additional 431 shares during the period. Nordea Investment Management AB lifted its stake in shares of McDonald’s by 2.2% during the second quarter. Nordea Investment Management AB now owns 590,295 shares of the fast-food giant’s stock valued at $172,006,000 after acquiring an additional 12,900 shares during the period. Finally, TFC Financial Management Inc. increased its position in McDonald’s by 18.8% in the second quarter. TFC Financial Management Inc. now owns 994 shares of the fast-food giant’s stock worth $290,000 after purchasing an additional 157 shares during the period. Institutional investors own 70.29% of the company’s stock.

Insider Transactions at McDonald’s

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,487 shares of the business’s stock in a transaction that occurred on Wednesday, August 6th. The stock was sold at an average price of $310.00, for a total value of $770,970.00. Following the sale, the executive vice president owned 8,754 shares in the company, valued at approximately $2,713,740. The trade was a 22.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CMO Edith Morgan Flatley sold 1,000 shares of the business’s stock in a transaction on Tuesday, September 2nd. The stock was sold at an average price of $315.00, for a total transaction of $315,000.00. Following the completion of the sale, the chief marketing officer directly owned 6,858 shares in the company, valued at approximately $2,160,270. This represents a 12.73% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 6,402 shares of company stock worth $1,973,407 in the last 90 days. 0.25% of the stock is owned by corporate insiders.

McDonald’s Price Performance

NYSE:MCD opened at $305.33 on Friday. The business’s 50-day simple moving average is $306.24 and its 200-day simple moving average is $305.58. McDonald’s Corporation has a fifty-two week low of $276.53 and a fifty-two week high of $326.32. The stock has a market capitalization of $217.88 billion, a PE ratio of 26.16, a price-to-earnings-growth ratio of 3.22 and a beta of 0.50.

McDonald’s (NYSE:MCD – Get Free Report) last announced its quarterly earnings results on Wednesday, August 6th. The fast-food giant reported $3.19 earnings per share for the quarter, beating analysts’ consensus estimates of $3.15 by $0.04. McDonald’s had a net margin of 32.21% and a negative return on equity of 225.52%. The firm had revenue of $6.84 billion for the quarter, compared to analyst estimates of $6.68 billion. During the same quarter in the previous year, the firm posted $2.97 earnings per share. The business’s revenue was up 5.4% on a year-over-year basis. On average, research analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were given a dividend of $1.77 per share. This represents a $7.08 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Tuesday, September 2nd. McDonald’s’s dividend payout ratio is currently 60.67%.

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. Weiss Ratings restated a “buy (b)” rating on shares of McDonald’s in a report on Wednesday, October 8th. Citigroup increased their price target on McDonald’s from $373.00 to $381.00 and gave the company a “buy” rating in a research note on Wednesday, September 17th. Melius assumed coverage on McDonald’s in a research report on Monday, July 14th. They issued a “sell” rating and a $250.00 price target on the stock. Truist Financial dropped their price objective on McDonald’s from $360.00 to $350.00 and set a “buy” rating for the company in a report on Tuesday. Finally, Barclays upped their price target on McDonald’s from $355.00 to $360.00 and gave the company an “overweight” rating in a research note on Thursday, August 7th. Eleven equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, McDonald’s presently has an average rating of “Hold” and a consensus target price of $324.27.

Check Out Our Latest Stock Report on MCD

About McDonald’s

(Free Report)

McDonald’s Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Spain, and the U.K.