McDonald’s Corporation $MCD Stock Holdings Increased by TD Asset Management Inc

TD Asset Management Inc boosted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 3.2% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,278,893 shares of the fast-food giant’s stock after purchasing an additional 40,077 shares during the period. TD Asset Management Inc owned about 0.18% of McDonald’s worth $388,643,000 at the end of the most recent reporting period.

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

McDonald’s Trading Down 0.4%

Shares of McDonald’s stock opened at $333.23 on Wednesday. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $336.00. The company’s fifty day simple moving average is $315.34 and its 200-day simple moving average is $309.60. The company has a market cap of $237.31 billion, a price-to-earnings ratio of 27.89, a PEG ratio of 2.97 and a beta of 0.52.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. The firm had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The business’s revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the firm earned $2.83 EPS. As a group, research analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.2%. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

McDonald’s News Summary

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

• Positive Sentiment: Large product launch and strong buzz — McDonald’s is bringing the Big Arch Burger to U.S. menus in early March after successful tests abroad; widespread social-media praise and press curiosity could drive incremental store visits and average-unit-sales (AUV) upside. McDonald’s to Bring Successful Big Arch Burger to U.S. Menus
• Positive Sentiment: Institutional upgrade — Erste Group upgraded MCD to Buy (from Hold) and said it expects stronger sales growth in 2026, signaling greater confidence in McDonald’s ability to sustain revenue momentum. Erste Group Sees McDonald’s Benefiting from Strong Financial Profile
• Positive Sentiment: Positive consumer stories and momentum pieces — multiple outlets are highlighting McDonald’s recent product wins and multi‑year share gains, which support investor sentiment and retail interest. If You Invested $1K in McDonald’s Stock at the Beginning of 2025
• Neutral Sentiment: Analyst target lift but limited upside — JPMorgan raised its price target to $325 and kept an Overweight rating, which is supportive, but the target sits below the current share price, implying the firm sees more limited upside from here. JPMorgan Raises MCD Price Target
• Neutral Sentiment: Regional promos and seasonal items — initiatives like McDonald’s India “Protein Week” and the Shamrock Shake seasonal push help engagement and localized comps, but are incremental rather than game-changing for global revenue. McDonald’s India Celebrates Protein Week
• Neutral Sentiment: Market-wide volatility — broader index weakness and sector moves can pressure shares despite company-specific positives; investors should watch macro sentiment for short-term swings. Stock Market Today: Dow Dives

Insider Activity

In other McDonald’s news, CEO Christopher J. Kempczinski sold 26,277 shares of the company’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 value 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. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Manuel Jm Steijaert sold 6,567 shares of McDonald’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $305.50, for a total value of $2,006,218.50. Following the sale, the executive vice president directly owned 4,606 shares in the company, valued at $1,407,133. The trade was a 58.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 71,550 shares of company stock valued at $23,484,957. Corporate insiders own 0.25% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Jefferies Financial Group increased their price objective on McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Piper Sandler upped their target price on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a report on Friday, February 13th. UBS Group boosted their price objective on shares of McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Citigroup upped their price objective on shares of McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $337.57.

McDonald’s 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.