Capital World Investors Buys 23,851 Shares of McDonald’s Corporation $MCD

Capital World Investors grew its stake in McDonald’s Corporation (NYSE:MCD) by 1.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,550,991 shares of the fast-food giant’s stock after purchasing an additional 23,851 shares during the period. Capital World Investors’ holdings in McDonald’s were worth $474,029,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Encompass More Asset Management lifted its stake in shares of McDonald’s by 1.5% in the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock valued at $648,000 after purchasing an additional 32 shares during the last quarter. Physician Wealth Advisors Inc. lifted its stake in shares of McDonald’s by 1.6% in the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after purchasing an additional 33 shares during the last quarter. CFO4Life Group LLC lifted its stake in shares of McDonald’s by 2.1% in the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock valued at $507,000 after purchasing an additional 34 shares during the last quarter. American National Bank of Texas lifted its stake in shares of McDonald’s by 2.9% in the 4th quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant’s stock valued at $364,000 after purchasing an additional 34 shares during the last quarter. Finally, Allied Investment Advisors LLC lifted its stake in shares of McDonald’s by 2.6% in the 4th quarter. Allied Investment Advisors LLC now owns 1,366 shares of the fast-food giant’s stock valued at $417,000 after purchasing an additional 34 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

McDonald’s News Summary

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

Insider Activity at McDonald’s

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

Analyst Ratings Changes

Several equities research analysts have recently issued reports on MCD shares. Robert W. Baird set a $305.00 price objective on McDonald’s in a research note on Thursday, May 7th. Barclays reduced their price target on McDonald’s from $380.00 to $350.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Tigress Financial increased 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. Cfra upgraded McDonald’s to a “buy” rating in a report on Friday, May 8th. Finally, 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. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, McDonald’s has an average rating of “Moderate Buy” and a consensus price target of $336.26.

McDonald’s Stock Performance

Shares of NYSE MCD opened at $279.73 on Monday. The business’s 50 day moving average price is $291.97 and its 200-day moving average price is $307.56. McDonald’s Corporation has a fifty-two week low of $271.85 and a fifty-two week high of $341.75. The company has a market cap of $198.75 billion, a price-to-earnings ratio of 23.06, a PEG ratio of 2.79 and a beta of 0.41.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results 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 firm had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. During the same period in the prior year, the business posted $2.67 earnings per share. The company’s revenue for the quarter was up 9.4% on a year-over-year basis. Sell-side analysts predict that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Announces Dividend

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

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.