Union Bancaire Privee UBP SA Has $38.50 Million Position in McDonald’s Corporation $MCD

Union Bancaire Privee UBP SA lessened its position in shares of McDonald’s Corporation (NYSE:MCD) by 23.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 126,027 shares of the fast-food giant’s stock after selling 39,144 shares during the period. Union Bancaire Privee UBP SA’s holdings in McDonald’s were worth $38,504,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Evergreen Private Wealth LLC boosted its holdings 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 valued at $26,000 after purchasing an additional 52 shares in the last quarter. Traub Capital Management LLC acquired a new stake in McDonald’s in the second quarter valued at about $29,000. Painted Porch Advisors LLC grew its position in McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after acquiring an additional 103 shares during the last quarter. Davis Capital Management acquired a new position in McDonald’s during the third quarter worth about $37,000. Finally, Saranac Partners Ltd bought a new position in shares of McDonald’s in the third quarter worth about $37,000. 70.29% of the stock is owned by institutional investors.

Insider Buying and Selling

In other McDonald’s news, CEO Christopher J. Kempczinski sold 26,276 shares of the stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the completion of the sale, the chief executive officer owned 22,900 shares of the company’s stock, valued at approximately $7,638,066. This represents a 53.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $328.34, for a total transaction of $862,220.84. Following the completion of the transaction, the insider owned 8,733 shares in the company, valued at $2,867,393.22. This trade represents a 23.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 71,657 shares of company stock valued at $23,722,204. Insiders own 0.25% of the company’s stock.

McDonald’s Stock Performance

MCD stock opened at $309.89 on Friday. The company has a market capitalization of $220.14 billion, a P/E ratio of 25.93, a PEG ratio of 2.81 and a beta of 0.51. The company has a fifty day moving average price of $321.55 and a 200-day moving average price of $311.72. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $341.75.

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

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s payout ratio is currently 62.26%.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Company cut prices on its value menu — a tactical move to boost traffic among price-sensitive consumers that could support near-term same-store sales. McDonald’s Value Menu Just Got Even Cheaper
• Positive Sentiment: Reports say McDonald’s will roll out $3 menu items to retain lower-income customers — another price-led initiative that may boost traffic but could pressure margins. McDonald’s reportedly launching $3 menu items to retain lower-income customers
• Positive Sentiment: Marketing tie-in: Super Mario Galaxy movie Happy Meal toys arriving next week — a family-focused promotion that typically lifts traffic and AUVs in the short term. Super Mario Galaxy Movie Toys Arrive In McDonald’s Next Week
• Neutral Sentiment: McDonald’s launched collectible trading cards (some listed at high prices on secondary markets) — good for brand engagement but limited near-term financial impact. McDonald’s launches trading cards – and some of the rarest are already listed on eBay for huge sums
• Neutral Sentiment: Consumer guidance about McDonald’s soft-serve (what to know before eating the ice cream again) may affect short-term customer sentiment but has no clear systemic food-safety finding reported. What You Should Know Before Eating McDonald’s Ice Cream Again
• Negative Sentiment: Reports show wide geographic price variation for the new Big Arch burger — highlights the limits of corporate pricing control under the franchise model and raises concerns about margin consistency. Price of McDonald’s new Big Arch burger varies across the US—here’s where it’s most expensive
• Negative Sentiment: Analyses flag a broader “burger pricing challenge” for McDonald’s because franchisees set local prices — this dynamic can blunt promotional effectiveness and complicate margin forecasts. McDonald’s faces a burger pricing challenge
• Negative Sentiment: Legal risk: a federal judge allowed two former Black vice presidents’ harassment and retaliation claims to proceed — a meaningful reputational and potential financial risk that investors monitor closely. McDonald’s must face Black ex-executives’ harassment, retaliation claims
• Negative Sentiment: Market reaction: commentary and market reports note MCD trading down more than the broader market — investors appear to be pricing in the margin/price-power concerns plus legal scrutiny despite ongoing promotional efforts. McDonald’s (MCD) Dips More Than Broader Market: What You Should Know

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. Piper Sandler upped their price objective on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. TD Cowen reiterated a “hold” rating and set a $320.00 price target on shares of McDonald’s in a report on Thursday, February 12th. Royal Bank Of Canada increased their price target on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research note on Thursday, February 12th. Barclays raised their price objective on McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Finally, KeyCorp upped their target price on McDonald’s from $340.00 to $354.00 and gave the stock an “overweight” rating in a report on Tuesday, March 3rd. Seventeen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, McDonald’s currently has a consensus rating of “Hold” and an average target price of $339.69.

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.