Fiera Capital Corp Decreases Stake in McDonald’s Corporation $MCD

Fiera Capital Corp cut its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 1.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 114,354 shares of the fast-food giant’s stock after selling 1,958 shares during the quarter. Fiera Capital Corp’s holdings in McDonald’s were worth $34,751,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Decker Retirement Planning Inc. increased its holdings in shares of McDonald’s by 142.9% in the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after purchasing an additional 50 shares during the last quarter. Legacy Investment Solutions LLC purchased a new stake in McDonald’s in the 2nd quarter valued at $25,000. Evergreen Private Wealth LLC increased its stake in shares of McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after acquiring an additional 52 shares during the last quarter. Financial Gravity Companies Inc. purchased a new position in shares of McDonald’s during the 2nd quarter worth $29,000. Finally, Traub Capital Management LLC acquired a new position in shares of McDonald’s during the 2nd quarter valued at about $29,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Buying and Selling at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the sale, the executive vice president directly owned 6,268 shares in the company, valued at approximately $2,005,760. This represents a 28.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of McDonald’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the completion of the transaction, the chief executive officer owned 22,900 shares of the company’s stock, valued at $7,587,915. This represents a 53.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 71,550 shares of company stock valued at $23,484,957. 0.25% of the stock is currently owned by company insiders.

McDonald’s Stock Up 0.6%

NYSE:MCD opened at $329.17 on Friday. The company has a fifty day simple moving average of $314.66 and a two-hundred day simple moving average of $309.14. The company has a market cap of $234.42 billion, a price-to-earnings ratio of 27.55, a price-to-earnings-growth ratio of 2.91 and a beta of 0.52. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $335.67.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.07. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The business had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same period last year, the firm earned $2.83 earnings per share. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. On average, analysts expect that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be paid a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is presently 62.26%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Wells Fargo & Company raised 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, February 12th. Erste Group Bank upgraded shares of McDonald’s from a “hold” rating to a “buy” rating in a report on Wednesday. TD Cowen reiterated a “hold” rating and issued a $320.00 price objective on shares of McDonald’s in a research report on Thursday, February 12th. Mizuho lifted their target price on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Finally, Royal Bank Of Canada raised their price objective on McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a research report on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, McDonald’s has an average rating of “Hold” and a consensus target price of $337.04.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Company is raising 2026 capital expenditures to as much as $3.9 billion to accelerate restaurant openings and hit a 50,000-location target by 2027 — management argues the ROI on these openings supports long‑term growth and same-store sales leverage. McDonald’s CapEx Steps Higher: What’s Supporting the ROI Case?
• Positive Sentiment: Analyst momentum: Erste Group Bank raised MCD to a Buy, a vote of confidence that can support further buying interest from institutional investors. McDonald’s (NYSE:MCD) Raised to Buy at Erste Group Bank
• Positive Sentiment: Menu/product innovation: McDonald’s is testing high‑protein menu options aimed at customers using GLP‑1 drugs — a potential traffic and AUV (average unit volume) driver if it attracts a new, health‑focused customer segment. McDonald’s is considering expanding protein menu for GLP-1 users
• Positive Sentiment: Brand/pop buzz: Collaborations and limited releases (e.g., the Drake OVO meal internationally) keep McDonald’s culturally relevant and can lift short‑term traffic and merchandising revenue. McDonald’s x Drake’s OVO Meal Is Finally Here — But Not in the US
• Positive Sentiment: Menu nostalgia and limited-time items returning (beloved menu items/seasonal promotions) support traffic and repeat visits—helpful for near‑term comps. McDonald’s Brings Back Beloved Menu Item
• Neutral Sentiment: Investor attention pieces (Zacks/Yahoo) note increased retail/institutional interest and recap recent fundamentals — useful context but not an immediate catalyst by itself. McDonald’s Corporation (MCD) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Local/menu curiosities (e.g., a rare Canadian breakfast item, regional shake returns) generate PR and incremental sales but limited broader financial impact. McDonald’s New Canadian Breakfast Item Is Out, but It’s a Rare Find
• Neutral Sentiment: Feature/legacy stories (human‑interest or history pieces) create brand conversation but are unlikely to move the stock materially. How One Man Humiliated McDonald’s and Built a $20 Billion Empire
• Negative Sentiment: Insider selling: CEO Christopher Kempczinski sold 26,277 shares recently — a datapoint investors watch for signaling, even though single insider sales often have benign explanations. Christopher Kempczinski Sells 26,277 Shares of McDonald’s (NYSE:MCD) Stock

McDonald’s Company Profile

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.