McDonalds Ownership

MCD Stock  USD 301.37  2.39  0.80%   
McDonalds maintains a total of 716.62 Million outstanding shares. The majority of McDonalds outstanding shares are owned by institutional investors. These third-party entities are usually referred to as non-private investors looking to shop for positions in McDonalds to benefit from reduced commissions. Accordingly, institutional holders are subject to a different set of regulations than regular investors in McDonalds. Please pay attention to any change in the institutional holdings of McDonalds as this could imply that something significant has changed or is about to change at the company. Please note that on November 18, 2024, Representative Kevin Hern of US Congress acquired $100k to $250k worth of McDonalds's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
722 M
Current Value
720 M
Avarage Shares Outstanding
887.2 M
Quarterly Volatility
137.4 M
 
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Covid
Some institutional investors establish a significant position in stocks such as McDonalds in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of McDonalds, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
The current year's Dividends Paid is expected to grow to about 4.8 B, whereas Dividend Yield is forecasted to decline to 0.01. The current year's Common Stock Shares Outstanding is expected to grow to about 956 M, whereas Net Income Applicable To Common Shares is forecasted to decline to about 4.6 B.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in McDonalds. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
For information on how to trade McDonalds Stock refer to our How to Trade McDonalds Stock guide.

McDonalds Stock Ownership Analysis

About 73.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.7. McDonalds recorded earning per share (EPS) of 11.39. The entity last dividend was issued on the 2nd of December 2024. The firm had 2:1 split on the 8th of March 1999. McDonalds Corporation operates and franchises McDonalds restaurants in the United States and internationally. McDonalds Corporation was founded in 1940 and is headquartered in Chicago, Illinois. McDonalds Corp operates under Restaurants classification in the United States and is traded on New York Stock Exchange. It employs 100000 people. To find out more about McDonalds contact the company at 630 623 3000 or learn more at https://www.mcdonalds.com.
Besides selling stocks to institutional investors, McDonalds also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different McDonalds' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align McDonalds' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

McDonalds Quarterly Liabilities And Stockholders Equity

56.17 Billion

McDonalds Insider Trades History

Less than 1% of McDonalds are currently held by insiders. Unlike McDonalds' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against McDonalds' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of McDonalds' insider trades
 
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McDonalds Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as McDonalds is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading McDonalds backward and forwards among themselves. McDonalds' institutional investor refers to the entity that pools money to purchase McDonalds' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
T. Rowe Price Associates, Inc.2024-09-30
8.1 M
Northern Trust Corp2024-09-30
M
Royal Bank Of Canada2024-09-30
7.2 M
Legal & General Group Plc2024-09-30
5.9 M
Bank Of New York Mellon Corp2024-09-30
5.8 M
Ubs Group Ag2024-09-30
5.7 M
Charles Schwab Investment Management Inc2024-09-30
5.6 M
Capital World Investors2024-09-30
4.7 M
Ubs Asset Mgmt Americas Inc2024-09-30
4.5 M
Vanguard Group Inc2024-09-30
69.6 M
Blackrock Inc2024-06-30
50.2 M
Note, although McDonalds' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

McDonalds Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific McDonalds insiders, such as employees or executives, is commonly permitted as long as it does not rely on McDonalds' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases McDonalds insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

McDonalds' latest congressional trading

Congressional trading in companies like McDonalds, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in McDonalds by those in governmental positions are based on the same information available to the general public.
2024-11-18Representative Kevin HernAcquired $100K to $250KVerify
2024-11-15Senator Tommy TubervilleAcquired $15K to $50KVerify
2024-11-14Senator Tommy TubervilleAcquired $15K to $50KVerify
2024-10-04Representative Josh GottheimerAcquired Under $15KVerify
2024-10-03Representative Josh GottheimerAcquired Under $15KVerify
2024-09-06Representative John JamesAcquired Under $15KVerify
2024-08-21Representative Jared MoskowitzAcquired Under $15KVerify
2024-08-20Senator Sheldon WhitehouseAcquired Under $15KVerify
2024-08-15Representative Josh GottheimerAcquired Under $15KVerify
2023-10-20Senator Pete RickettsAcquired $100K to $250KVerify
2020-05-14Representative Robert J WittmanAcquired Under $15KVerify
2016-07-12Senator John HoevenAcquired $50K to $100KVerify
2016-05-12Senator John HoevenAcquired $50K to $100KVerify

McDonalds Outstanding Bonds

McDonalds issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. McDonalds uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most McDonalds bonds can be classified according to their maturity, which is the date when McDonalds has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

McDonalds Corporate Filings

F4
26th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10Q
7th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
29th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F3
29th of August 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

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When determining whether McDonalds is a strong investment it is important to analyze McDonalds' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact McDonalds' future performance. For an informed investment choice regarding McDonalds Stock, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in McDonalds. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
For information on how to trade McDonalds Stock refer to our How to Trade McDonalds Stock guide.
You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Is Hotels, Restaurants & Leisure space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of McDonalds. If investors know McDonalds will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about McDonalds listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.01)
Dividend Share
6.68
Earnings Share
11.39
Revenue Per Share
36.01
Quarterly Revenue Growth
0.027
The market value of McDonalds is measured differently than its book value, which is the value of McDonalds that is recorded on the company's balance sheet. Investors also form their own opinion of McDonalds' value that differs from its market value or its book value, called intrinsic value, which is McDonalds' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because McDonalds' market value can be influenced by many factors that don't directly affect McDonalds' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between McDonalds' value and its price as these two are different measures arrived at by different means. Investors typically determine if McDonalds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, McDonalds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.