Metis Global Partners LLC Sells 3,829 Shares of McDonald’s Corporation $MCD

Metis Global Partners LLC decreased its holdings in McDonald’s Corporation (NYSE:MCD) by 7.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,450 shares of the fast-food giant’s stock after selling 3,829 shares during the period. Metis Global Partners LLC’s holdings in McDonald’s were worth $13,812,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Federated Hermes Inc. grew its stake in McDonald’s by 84.1% during the second quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock valued at $41,422,000 after acquiring an additional 64,757 shares in the last quarter. Global X Japan Co. Ltd. lifted its stake in McDonald’s by 236.7% in the 3rd quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock worth $1,976,000 after purchasing an additional 4,571 shares in the last quarter. D.A. Davidson & CO. boosted its holdings in McDonald’s by 2.7% in the 3rd quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock valued at $43,606,000 after purchasing an additional 3,774 shares during the period. Choreo LLC boosted its holdings in McDonald’s by 1.7% in the 2nd quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock valued at $17,096,000 after purchasing an additional 954 shares during the period. Finally, Regent Peak Wealth Advisors LLC purchased a new position in shares of McDonald’s during the 3rd quarter valued at $1,120,000. Institutional investors own 70.29% of the company’s stock.

McDonald’s News Roundup

Here are the key news stories impacting McDonald’s this week:

• Positive Sentiment: Q4 beat — McDonald’s reported stronger-than-expected fourth-quarter results (revenue up ~9.7% YoY; EPS topped consensus), a primary bullish catalyst for the stock. McDonald’s Q4 Earnings & Revenues Beat Estimates, Rise Y/Y
• Positive Sentiment: Value-driven traffic recovery — Management says Extra Value Meals, $5 meal bundles and promotions lifted U.S. traffic and drove the fastest comparable-sales growth in over two years, while loyalty engagement climbed strongly. McDONALD’S REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS
• Positive Sentiment: Analyst upgrades/targets rising — Multiple firms have raised price targets and reiterated Buy/Overweight ratings after the beat, supporting upside momentum. MCD Price Target Raised at Truist (example)
• Neutral Sentiment: Marketing/pop-culture buzz — Stunts like free McNugget “caviar” kits and the seasonal Shamrock Shake generated headlines and short-term traffic spikes; good for brand momentum but limited long-term earnings impact. McDonald’s launches McNugget caviar kits
• Negative Sentiment: Franchisee tensions — Some franchisees are resisting centralized pricing/value directives; uneven local execution or disputes could limit consistent margin or traffic benefits. Value is the key to McDonald’s growth plans, but it’s creating tensions with some franchisees
• Negative Sentiment: Insider selling — A senior U.S. executive disclosed a ~2,626-share sale (~$854k), which some investors view as profit-taking after the earnings pop. SEC Form 4: Joseph M. Erlinger sale

McDonald’s Trading Up 2.7%

MCD opened at $331.78 on Friday. The stock has a market capitalization of $236.28 billion, a P/E ratio of 27.76, a PEG ratio of 3.26 and a beta of 0.52. The stock has a 50-day moving average price of $312.69 and a 200-day moving average price of $308.07. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $333.38.

McDonald’s (NYSE:MCD) last released its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a negative return on equity of 313.07% and a net margin of 31.85%.McDonald’s’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.83 EPS. On average, equities research analysts predict that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s payout ratio is presently 63.48%.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, EVP Manuel Jm Steijaert sold 6,567 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $305.50, for a total transaction of $2,006,218.50. Following the completion of the sale, the executive vice president directly owned 4,606 shares in the company, valued at $1,407,133. This represents a 58.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total value of $854,106.50. Following the transaction, the insider directly owned 5,398 shares in the company, valued at $1,755,699.50. This trade represents a 32.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 31,439 shares of company stock worth $9,772,464 over the last 90 days. Company insiders own 0.25% of the company’s stock.

Analysts Set New Price Targets

MCD has been the topic of a number of recent analyst reports. TD Cowen reiterated a “hold” rating and issued a $320.00 price objective on shares of McDonald’s in a research report on Thursday. Truist Financial upped their target price on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a report on Tuesday, January 6th. Piper Sandler boosted their price objective on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Wells Fargo & Company upped their price objective on shares of McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a research report on Thursday. Fourteen 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 stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $335.63.

About McDonald’s

McDonald’s Corporation (NYSE: MCD) is a global quick-service restaurant company best known for its hamburgers, French fries and breakfast offerings. The company develops, operates and franchises a system of restaurants that sell a range of food and beverage items, including signature products such as the Big Mac, Quarter Pounder, Chicken McNuggets, McCafé coffee beverages and a variety of salads, desserts and seasonal menu items. McDonald’s serves customers through company-operated restaurants and franchised locations, and it supports sales via dine-in, drive-thru, digital ordering platforms and third-party delivery partnerships.

Founded in 1940 by brothers Richard and Maurice McDonald as a single San Bernardino, California restaurant, the business was transformed into a franchising model after Ray Kroc joined in the mid-1950s and led the brand’s national and international expansion.