Aankondiging • Jun 28
McDonald's Corporation(NYSE:MCD) dropped from Russell Top 50 Index McDonald's Corporation(NYSE:MCD) dropped from Russell Top 50 Index Recent Insider Transactions • Jun 01
Insider recently sold zł2.8m worth of stock On the 28th of May, Desiree Ralls-Morrison sold around 3k shares on-market at roughly zł1,010 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of zł23m more than they bought in the last 12 months. Declared Dividend • May 29
First quarter dividend of US$1.86 announced Shareholders will receive a dividend of US$1.86. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • May 24
First quarter dividend of US$1.86 announced Shareholders will receive a dividend of US$1.86. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • May 22
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at zł1,047. The fair value is estimated to be zł872, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 4.4%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period. Aankondiging • 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. Reported Earnings • May 07
First quarter 2026 earnings released: EPS: US$2.78 (vs US$2.61 in 1Q 2025) First quarter 2026 results: EPS: US$2.78 (up from US$2.61 in 1Q 2025). Revenue: US$6.52b (up 9.4% from 1Q 2025). Net income: US$1.98b (up 6.2% from 1Q 2025). Profit margin: 30% (down from 31% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Aankondiging • Apr 08
McDonald's Corporation, Annual General Meeting, May 20, 2026 McDonald's Corporation, Annual General Meeting, May 20, 2026. Reported Earnings • Feb 13
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). Same store sales growth: 3.1% vs FY 2024 Total stores: 45,000 (up by 1,523 from FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Aankondiging • 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. Declared Dividend • Feb 08
Third quarter dividend of US$1.86 announced Shareholders will receive a dividend of US$1.86. Ex-date: 3rd March 2026 Payment date: 17th March 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • 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. Recent Insider Transactions • Dec 23
Insider recently sold zł2.8m worth of stock On the 16th of December, Desiree Ralls-Morrison sold around 2k shares on-market at roughly zł1,146 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł3.6m. Insiders have been net sellers, collectively disposing of zł50m more than they bought in the last 12 months. Board Change • Dec 22
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. Aankondiging • 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. Recent Insider Transactions • Sep 04
Insider recently sold zł1.2m worth of stock On the 2nd of September, Morgan Flatley sold around 1k shares on-market at roughly zł1,151 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł2.8m. Insiders have been net sellers, collectively disposing of zł73m more than they bought in the last 12 months. Aankondiging • 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. Upcoming Dividend • Aug 26
Upcoming dividend of US$1.77 per share Eligible shareholders must have bought the stock before 02 September 2025. Payment date: 16 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (5.2%). Recent Insider Transactions • Aug 21
Insider recently sold zł1.1m worth of stock On the 19th of August, Jonathan Banner sold around 1k shares on-market at roughly zł1,127 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł2.8m. Insiders have been net sellers, collectively disposing of zł73m more than they bought in the last 12 months. Aankondiging • 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. Recent Insider Transactions • Aug 12
Insider recently sold zł2.8m worth of stock On the 6th of August, Desiree Ralls-Morrison sold around 2k shares on-market at roughly zł1,139 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of zł72m more than they bought in the last 12 months. New Risk • Aug 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (zł5.3m sold). Reported Earnings • Aug 06
Second quarter 2025 earnings released: EPS: US$3.14 (vs US$2.81 in 2Q 2024) Second quarter 2025 results: EPS: US$3.14 (up from US$2.81 in 2Q 2024). Revenue: US$6.84b (up 5.4% from 2Q 2024). Net income: US$2.25b (up 11% from 2Q 2024). Profit margin: 33% (up from 31% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Recent Insider Transactions • Aug 05
Insider recently sold zł1.1m worth of stock On the 1st of August, Morgan Flatley sold around 976 shares on-market at roughly zł1,123 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł1.1m. Insiders have been net sellers, collectively disposing of zł69m more than they bought in the last 12 months. Recent Insider Transactions • Jul 30
EVP & President of McDonald's USA recently sold zł1.0m worth of stock On the 23rd of July, Joseph Erlinger sold around 939 shares on-market at roughly zł1,086 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.1m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months. Recent Insider Transactions • Jul 25
EVP & President of McDonald's USA recently sold zł1.0m worth of stock On the 23rd of July, Joseph Erlinger sold around 939 shares on-market at roughly zł1,086 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.1m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months. Aankondiging • 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. Recent Insider Transactions • Jul 11
Insider recently sold zł1.1m worth of stock On the 10th of July, Morgan Flatley sold around 1k shares on-market at roughly zł1,092 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł1.1m. Insiders have been net sellers, collectively disposing of zł67m more than they bought in the last 12 months. Upcoming Dividend • May 26
Upcoming dividend of US$1.77 per share Eligible shareholders must have bought the stock before 02 June 2025. Payment date: 16 June 2025. Payout ratio is a comfortable 60% and the cash payout ratio is 75%. Trailing yield: 2.3%. Lower than top quartile of Polish dividend payers (6.8%). Lower than average of industry peers (2.8%). Recent Insider Transactions • May 25
EVP & President of McDonald's USA recently sold zł1.1m worth of stock On the 23rd of May, Joseph Erlinger sold around 939 shares on-market at roughly zł1,183 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł1.2m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months. Aankondiging • 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. Reported Earnings • May 03
First quarter 2025 earnings released: EPS: US$2.60 (vs US$2.67 in 1Q 2024) First quarter 2025 results: EPS: US$2.60 (down from US$2.67 in 1Q 2024). Revenue: US$5.96b (down 3.5% from 1Q 2024). Net income: US$1.87b (down 3.2% from 1Q 2024). Profit margin: 31% (in line with 1Q 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Europe. Recent Insider Transactions • May 02
EVP & President of McDonald's USA recently sold zł1.1m worth of stock On the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly zł1,198 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł13m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months. Recent Insider Transactions • Apr 30
EVP & President of McDonald's USA recently sold zł1.1m worth of stock On the 23rd of April, Joseph Erlinger sold around 939 shares on-market at roughly zł1,198 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł13m. Insiders have been net sellers, collectively disposing of zł68m more than they bought in the last 12 months. Board Change • Apr 30
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. Aankondiging • 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. Aankondiging • Apr 08
McDonald's Corporation, Annual General Meeting, May 20, 2025 McDonald's Corporation, Annual General Meeting, May 20, 2025. Recent Insider Transactions • Mar 27
EVP & President of McDonald's USA recently sold zł1.1m worth of stock On the 24th of March, Joseph Erlinger sold around 939 shares on-market at roughly zł1,183 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth zł13m. Insiders have been net sellers, collectively disposing of zł69m more than they bought in the last 12 months. Board Change • Mar 27
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. Aankondiging • Mar 12
McDonald's Corporation Announces Executive Changes, Effective on or About May 1, 2025 On March 10, 2025, the Board of Directors of McDonald’s Corporation approved changes to the Company’s senior management, including the appointment of Gillian (Jill) McDonald as Executive Vice President – Global Chief Restaurant Experience Officer. Ms. McDonald, one of the Company’s named executive officers, currently serves as Executive Vice President – President, International Operated Markets (IOM), and will separate from that role on or about May 1, 2025. The Board appointed Manuel JM Steijaert, currently the Company’s Executive Vice President – Global Chief Customer Officer, to replace Ms. McDonald as Executive Vice President – President, IOM, on or about May 1, 2025. Board Change • Mar 10
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. Recent Insider Transactions • Feb 15
Chairman & CEO recently sold zł13m worth of stock On the 11th of February, Christopher Kempczinski sold around 11k shares on-market at roughly zł1,250 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by zł39m. Reported Earnings • Feb 11
Full year 2024 earnings released: EPS: US$11.39 (vs US$11.64 in FY 2023) Full year 2024 results: EPS: US$11.39 (down from US$11.64 in FY 2023). Revenue: US$25.9b (up 1.7% from FY 2023). Net income: US$8.22b (down 2.9% from FY 2023). Profit margin: 32% (down from 33% in FY 2023). The decrease in margin was driven by higher expenses. Same store sales growth: Down 0.1% vs FY 2023 Total stores: 43,477 (up by 1,655 from FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Europe. Board Change • Feb 10
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. Aankondiging • Feb 07
Mcdonald's Corporation Announces Quarterly Cash Dividend, Payable on March 17, 2025 McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on March 17, 2025 to shareholders of record at the close of business on March 3, 2025. Aankondiging • Jan 18
John J. Mulligan to Retire from the Board of Directors of McDonald's Corporation McDonald's Corporation announced that on January 13, 2025, Director John J. Mulligan notified the company of his decision to retire from the Company’s Board of Directors, effective as of the date of the Company’s 2025 Annual Shareholders’ Meeting. The retirement is not because of a disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Recent Insider Transactions • Dec 30
EVP & President of McDonald's USA recently sold zł1.3m worth of stock On the 23rd of December, Joseph Erlinger sold around 1k shares on-market at roughly zł1,195 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.3m. Insiders have been net sellers, collectively disposing of zł45m more than they bought in the last 12 months. Recent Insider Transactions • Dec 25
EVP & President of McDonald's USA recently sold zł1.3m worth of stock On the 23rd of December, Joseph Erlinger sold around 1k shares on-market at roughly zł1,195 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth zł1.3m. Insiders have been net sellers, collectively disposing of zł49m more than they bought in the last 12 months. Board Change • Dec 12
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. 
