Fiscal Wisdom Wealth Management LLC purchased a new stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 2,176 shares of the fast-food giant’s stock, valued at approximately $675,000. McDonald’s makes up about 0.6% of Fiscal Wisdom Wealth Management LLC’s investment portfolio, making the stock its 27th biggest position.
Other hedge funds have also modified their holdings of the company. Legacy Investment Solutions LLC bought a new stake in shares of McDonald’s during the second quarter valued at approximately $25,000. Decker Retirement Planning Inc. boosted its position in shares of McDonald’s by 142.9% during the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after acquiring an additional 50 shares during the last quarter. Evergreen Private Wealth LLC grew its stake in McDonald’s by 162.5% during the third 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 in the last quarter. Financial Gravity Companies Inc. bought a new stake in McDonald’s in the 2nd quarter valued at $29,000. Finally, Traub Capital Management LLC purchased a new stake in McDonald’s in the 2nd quarter worth $29,000. 70.29% of the stock is currently owned by institutional investors.
Insider Buying and Selling
In related news, EVP Manuel Jm Steijaert sold 6,567 shares of the business’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 completion of the sale, the executive vice president owned 4,606 shares in the company, valued at approximately $1,407,133. The trade was a 58.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the transaction, the chief marketing officer directly owned 6,200 shares in the company, valued at $2,052,200. The trade was a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 88,684 shares of company stock worth $28,796,497 over the last ninety days. Corporate insiders own 0.25% of the company’s stock.
Key Stories Impacting McDonald’s
- Positive Sentiment: Analyst upgrade: Erste Group raised MCD from “hold” to “buy”, which supports positive analyst sentiment and may lift demand for the shares. Read More.
- Positive Sentiment: Menu and sales momentum: Management rolled out the 2026 menu tied to a sales rebound and stronger comps; investors view the menu plan as a near‑term catalyst for traffic and revenue. Read More.
- Positive Sentiment: High-profile marketing push: New collaborations and limited-edition items with Drake/OVO (including a specialty Sprite and promoted combo meals) boost brand relevance and can drive short-term visits and social buzz. Read More. Read More.
- Positive Sentiment: Product innovation for shifting diets: McDonald’s is testing high‑protein menu options aimed at consumers on GLP‑1 drugs — a proactive move to defend traffic as dietary preferences shift. Read More.
- Neutral Sentiment: Seasonal and nostalgia items returning (Shamrock Shake, Changeables Happy Meal toys) — these typically boost short-term foot traffic but are not structural catalysts. Read More. Read More.
- Neutral Sentiment: Consumer interest pieces (e.g., Filet‑O‑Fish customization trick) drive PR and footfall curiosity but are unlikely to move fundamentals. Read More.
- Negative Sentiment: Insider selling: CEO Christopher Kempczinski and CMO Edith Morgan Flatley disclosed multi‑million dollar sales in mid‑February (large reductions in holdings), which can be interpreted as a near‑term negative signal for sentiment. Read More.
Wall Street Analyst Weigh In
A number of research analysts have recently weighed in on the company. BTIG Research raised their price objective on McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Truist Financial increased their price target on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Mizuho lifted their price objective on McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Citigroup upped their price objective on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price for the company in a report on Tuesday, January 6th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, McDonald’s currently has an average rating of “Hold” and an average price target of $337.04.
Check Out Our Latest Analysis on MCD
McDonald’s Stock Performance
NYSE MCD opened at $327.90 on Thursday. The business’s 50 day moving average price is $314.06 and its 200-day moving average price is $308.84. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $335.67. The company has a market cap of $233.52 billion, a P/E ratio of 27.44, a P/E/G ratio of 2.91 and a beta of 0.52.
McDonald’s (NYSE:MCD – Get Free Report) last announced its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The business had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter in the prior year, the firm posted $2.83 earnings per share. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. As a group, equities analysts predict that McDonald’s Corporation will post 12.25 EPS for the current year.
McDonald’s Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a dividend of $1.86 per share. 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 payout ratio is presently 62.26%.
McDonald’s Company 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.
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