Fjarde AP Fonden Fourth Swedish National Pension Fund Has $57.77 Million Stock Position in McDonald’s Corporation $MCD

Fjarde AP Fonden Fourth Swedish National Pension Fund reduced its stake in McDonald’s Corporation (NYSE:MCD) by 4.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 189,010 shares of the fast-food giant’s stock after selling 9,560 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in McDonald’s were worth $57,767,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Encompass More Asset Management increased its holdings in shares of McDonald’s by 1.5% during the fourth quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock valued at $648,000 after acquiring an additional 32 shares in the last quarter. Physician Wealth Advisors Inc. grew its holdings in McDonald’s by 1.6% during the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock worth $642,000 after buying an additional 33 shares in the last quarter. CFO4Life Group LLC grew its holdings in McDonald’s by 2.1% during the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after buying an additional 34 shares in the last quarter. Parvin Asset Management LLC grew its holdings in McDonald’s by 3.8% during the third quarter. Parvin Asset Management LLC now owns 929 shares of the fast-food giant’s stock worth $282,000 after buying an additional 34 shares in the last quarter. Finally, American National Bank of Texas grew its holdings in McDonald’s by 2.9% during the fourth quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant’s stock worth $364,000 after buying an additional 34 shares in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares of the company’s stock, valued at $1,744,760.48. This represents a 30.59% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction on Friday, April 10th. The shares were sold at an average price of $307.00, for a total value of $806,182.00. Following the transaction, the insider directly owned 8,400 shares in the company, valued at $2,578,800. This represents a 23.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 8,681 shares of company stock worth $2,631,594 in the last ninety days. Insiders own 0.26% of the company’s stock.

McDonald’s Trading Up 2.6%

MCD stock opened at $279.73 on Friday. The stock’s fifty day simple moving average is $291.97 and its two-hundred day simple moving average is $307.54. McDonald’s Corporation has a 1-year low of $271.85 and a 1-year high of $341.75. The stock has a market cap of $198.75 billion, a P/E ratio of 23.06, a P/E/G ratio of 2.72 and a beta of 0.41.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, topping the consensus estimate of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The business had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. During the same quarter in the previous year, the firm earned $2.67 earnings per share. The business’s revenue was up 9.4% on a year-over-year basis. As a group, analysts forecast that McDonald’s Corporation will post 12.93 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be given a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Tuesday, June 2nd. McDonald’s’s dividend payout ratio is currently 61.34%.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s launched a high-profile FIFA World Cup 2026 campaign with collectible cups, toys, and themed meals, which could lift same-store sales and create a short-term traffic boost. McDonald’s launches global FIFA World Cup 2026 campaign with collectible cups, Squishmallows
• Positive Sentiment: The company’s “McDonald’s > NEXT” menu and experience overhaul signals management is actively addressing consumer value concerns and trying to improve food quality, which investors may view as supportive for longer-term demand. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Positive Sentiment: Multiple reports say the World Cup promotion is designed as McDonald’s biggest global campaign in years, potentially strengthening brand relevance with younger consumers and families. McDonald’s Is Launching Its Biggest-Ever Global Campaign. The Secret Weapon Is a Paper Cup.
• Neutral Sentiment: Media coverage highlighting McDonald’s appeal to Gen Z and its collectible marketing strategy may support brand momentum, but it is not yet a direct financial catalyst. Gen Z Trends Make These 3 Stocks Worth Watching (MCD)
• Neutral Sentiment: Some articles noted that McDonald’s shares have lagged this year, which frames the new campaign as a potential turnaround effort rather than proof of immediate earnings acceleration. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Negative Sentiment: One consumer-focused report said only 40% of customers view McDonald’s as a good value, underscoring the affordability and perception challenges the company is trying to fix. Only 40% of customers think McDonald’s is a good value

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Tigress Financial upped their price target on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Citigroup upped their price target on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Jefferies Financial Group upped their price target on McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. decreased their price target on McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a report on Monday, May 11th. Finally, Truist Financial upped their price target on McDonald’s from $356.00 to $370.00 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 one has assigned a Sell rating to the stock. According to MarketBeat.com, McDonald’s has a consensus rating of “Moderate Buy” and an average target price of $336.26.

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.