WINTON GROUP Ltd Buys New Stake in McDonald’s Corporation $MCD

WINTON GROUP Ltd purchased a new position in shares of McDonald’s Corporation (NYSE:MCD) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 50,756 shares of the fast-food giant’s stock, valued at approximately $15,424,000. McDonald’s makes up about 0.6% of WINTON GROUP Ltd’s holdings, making the stock its 23rd largest holding.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Legacy Investment Solutions LLC acquired a new position in shares of McDonald’s in the second quarter worth about $25,000. Evergreen Private Wealth LLC grew its position in shares of McDonald’s by 162.5% during the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after acquiring an additional 52 shares during the period. Financial Gravity Companies Inc. purchased a new position in shares of McDonald’s in the 2nd quarter valued at about $29,000. Traub Capital Management LLC purchased a new position in shares of McDonald’s in the 2nd quarter valued at about $29,000. Finally, Davis Capital Management acquired a new position in McDonald’s in the 3rd quarter worth about $37,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

More McDonald’s News

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

• Positive Sentiment: Analyst price target raised to $385 — a direct bullish signal that increases upside expectations and can support buying interest. McDonald’s (NYSE:MCD) Price Target Raised to $385.00
• Positive Sentiment: Viral “Big Arch” burger video added meaningful brand value (reported at ≈$18M) — free marketing and renewed customer attention could lift short-term traffic and digital orders. McDonald’s Big Arch burger viral video has added at least $18 million brand value to the chain
• Positive Sentiment: Product and promotion activity (new Happy Meal, Crocs Happy Meal tie‑in) — ongoing limited‑time offers and collaborations help traffic and merchandising. McDonald’s, Crocs team up on new Happy Meal for limited time
• Neutral Sentiment: Executive talent visibility — McDonald’s CIO Brian Rice joining Albertsons’ board highlights McDonald’s digital capability but is not an immediate earnings driver. A Look At Albertsons Companies (ACI) Valuation As Tech Leader Brian Rice Joins The Board
• Neutral Sentiment: Menu reviews and local nostalgia pieces (Filet‑O‑Fish upgrade, Long Island location story) keep brand conversation active but are unlikely to move the stock materially. The Game-Changing McDonald’s Filet-O-Fish Upgrade That Makes It 10x Better
• Negative Sentiment: $150 oil risk argument — coverage warns that a big jump in oil threatens demand (drive‑through, delivery, franchise economics) more than McDonald’s direct input costs, implying traffic and same‑store sales downside if fuel spikes. This is a key macro sensitivity to watch. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs
• Negative Sentiment: Viral CEO tasting video drew mockery — while it increased awareness, any reputational noise could blunt the marketing upside and merits monitoring of brand sentiment. McDonald’s CEO mocked online after awkward Big Arch Burger tasting video goes viral

McDonald’s Stock Performance

Shares of MCD opened at $328.22 on Monday. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75. The stock has a 50 day moving average price of $318.21 and a 200 day moving average price of $311.02. The stock has a market capitalization of $233.17 billion, a price-to-earnings ratio of 27.47, a PEG ratio of 2.92 and a beta of 0.51.

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

McDonald’s Dividend Announcement

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

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Barclays increased their price target on McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Wells Fargo & Company upped their target price on McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Truist Financial boosted their price target on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Sanford C. Bernstein restated a “market perform” rating and set a $340.00 price objective on shares of McDonald’s in a research report on Thursday, February 12th. Finally, Mizuho increased their price objective on shares of McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $339.69.

Insiders Place Their Bets

In related news, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the sale, the executive vice president owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total value of $795,520.00. Following the transaction, the executive vice president owned 6,268 shares in the company, valued at approximately $2,005,760. The trade was a 28.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 71,517 shares of company stock worth $23,655,503. 0.25% of the stock is currently owned by insiders.

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.