공시 • May 22
Mcdonald's Announces Quarterly Cash Dividend, Payable on June 16, 2026 McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026. Buy Or Sell Opportunity • Apr 09
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at €263. The fair value is estimated to be €219, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 7.1%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period. 공시 • Apr 08
McDonald's Corporation, Annual General Meeting, May 20, 2026 McDonald's Corporation, Annual General Meeting, May 20, 2026. Reported Earnings • Feb 12
Full year 2025 earnings released: EPS: US$11.95 (vs US$11.45 in FY 2024) Full year 2025 results: EPS: US$11.95 (up from US$11.45 in FY 2024). Revenue: US$26.9b (up 3.7% from FY 2024). Net income: US$8.56b (up 4.1% from FY 2024). Profit margin: 32% (in line with FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year. 공시 • Feb 10
McDonald's Corporation Announces the Election of James D. Farley, Jr., to Its Board of Directors, Effective February 4, 2026 McDonald's Corporation announced the election of James D. Farley, Jr., to its Board of Directors, effective February 4, 2026. Mr. Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's Board of Directors, where he is guiding the company's Ford+ transformation, a strategy centered on digital innovation, customer-centric design, and operational modernization. He brings more than 30 years of experience leading complex global organizations and transforming iconic consumer brands. He previously served as chief operating officer and president of new businesses, technology and strategy teams. Earlier in his career at Ford, Farley held leadership roles overseeing Ford Europe, Middle East, and Africa; Global Marketing, Sales & Service; the ongoing reinvention of the Lincoln brand; and Ford's operations in Canada, Mexico, and South America. Prior to Ford, he spent nearly two decades at Toyota and Lexus in brand marketing and product leadership. His election brings the Board to a total of 12 members, each contributing diverse experience and expertise that strengthen McDonald’s long-term strategic direction. 공시 • Feb 05
McDonald's Declares Quarterly Cash Dividend, Payable on March 17, 2026 McDonald's Corporation's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on March 17, 2026 to shareholders of record at the close of business on March 3, 2026. Buy Or Sell Opportunity • Dec 14
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 4.7% to €269. The fair value is estimated to be €222, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period. Upcoming Dividend • Nov 21
Upcoming dividend of US$1.86 per share Eligible shareholders must have bought the stock before 28 November 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (3.2%). New Risk • Nov 06
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 06
Third quarter 2025 earnings released: EPS: US$3.18 (vs US$3.15 in 3Q 2024) Third quarter 2025 results: EPS: US$3.18 (up from US$3.15 in 3Q 2024). Revenue: US$7.08b (up 3.0% from 3Q 2024). Net income: US$2.28b (up 1.0% from 3Q 2024). Profit margin: 32% (in line with 3Q 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Board Change • Oct 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공시 • Oct 23
Mcdonald's Corporation Raises Quarterly Cash Dividend, Payable on December 15, 2025 McDonald's Corporation Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on December 15, 2025 to shareholders of record at the close of business on December 1, 2025. The 5% increase over the Company's previous quarterly dividend reflects continued confidence in the Accelerating the Arches growth strategy and ability to drive long-term profitable growth for all stakeholders. 공시 • Aug 26
McDonald’s Corporation Appoints Saumya Mittal as Chief People Officer for Asia McDonald’s Corporation has announced the appointment of Saumya Mittal as its new Chief People Officer for Asia. Taking charge from Singapore, she will oversee the company’s people and culture agenda across diverse Asian markets, a region marked by rapid growth and shifting workforce dynamics. Mittal, who has built an 18-year career in human resources, previously held leadership positions at PepsiCo, focusing on talent, culture, and organisational transformation, and later at Google as APAC Commercial HR Lead. Her cross-industry experience is expected to bolster McDonald’s employee engagement and leadership pipeline in the region. 공시 • Aug 12
McDonald's Introduces McDonaldland VR McDonald's is bringing its most iconic characters and worlds to life in an all-new way. Introducing McDonaldland VR -- an interactive digital universe launching alongside the new McDonaldland Meal. Starting August 12, fans can transport themselves into McDonaldland like never before. Whether through Meta Horizon Worlds on Meta Quest or a seamless Web VR experience, visitors can explore vibrant zones, meet classic characters, play games, and unlock surprises -- all from the comfort of home. Inside McDonaldland VR, fans can: Meet Classic characters: Interact with Grimace, Hamburglar, Birdie, and others -- all fully animated and part of your journey. Play Interactive Mini-Games: Mt. McDonaldland Shake Challenge: Hop aboard The Captain's ship to collect shake ingredients from an uping volcano. Golden Arches Obstacle Course: Navigate condiment geysers, rapids, and oversized landmarks in a fast-paced, multi-zone adventure. Explore Themed Worlds: Roam through the Apple Pie Tree Forest, Hamburger Patch, and Filet-O-Fish Lake, each packed with interactive surprises and moments of delight. Find Hidden Collectibles: Hunt for Mt. McDonaldland Shake icons and unlock Easter eggs throughout the world. Earn Exclusive In-Game Wearables: Complete quests to unlock items like the Mayor McCheese Hat, Burger Buddy Backpack, and Ronald McDonald's Guitar. 공시 • Jul 23
McDonald's Declares Quarterly Cash Dividend, Payable on September 16, 2025 McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on September 16, 2025 to shareholders of record at the close of business on September 2, 2025. 공시 • May 21
McDonald's Announces Quarterly Cash Dividend, Payable on June 16, 2025 McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on June 16, 2025 to shareholders of record at the close of business on June 2, 2025. 공시 • Apr 22
SOC Investment Group Files an Exempt Solicitation Statement with Securities and Exchange Commission On April 21, 2025, SOC Investment Group announced that it has filed an exempt solicitation statement with Securities and Exchange Commission, recommended the shareholders of the Company to vote against the Company board nominees Director Paul Walsh, at the annual meeting of shareholders of the Company scheduled to be held on May 20, 2025. 공시 • Apr 08
McDonald's Corporation, Annual General Meeting, May 20, 2025 McDonald's Corporation, Annual General Meeting, May 20, 2025. Board Change • Mar 18
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.