Strata Wealth Advisors LLC acquired a new position in McDonald’s Corporation (NYSE:MCD – Free Report) during the third quarter, Holdings Channel.com reports. The firm acquired 2,006 shares of the fast-food giant’s stock, valued at approximately $610,000.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of McDonald’s in the second quarter worth about $2,780,712,000. Laurel Wealth Advisors LLC grew its stake in McDonald’s by 29,382.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after purchasing an additional 5,718,087 shares in the last quarter. Soundwatch Capital LLC purchased a new stake in McDonald’s during the 2nd quarter worth approximately $1,412,069,000. Viking Global Investors LP raised its position in shares of McDonald’s by 171.7% in the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after purchasing an additional 1,974,998 shares in the last quarter. Finally, Amundi raised its position in shares of McDonald’s by 96.0% in the 2nd quarter. Amundi now owns 4,032,676 shares of the fast-food giant’s stock valued at $1,188,147,000 after purchasing an additional 1,974,751 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
A number of analysts have recently weighed in on the stock. Guggenheim decreased their price target on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Jefferies Financial Group increased their price objective on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Royal Bank Of Canada boosted their target price on shares of McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a research report on Thursday, February 12th. Oppenheimer upgraded shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price on the stock in a research note on Tuesday, January 6th. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of McDonald’s in a research report on Thursday, November 6th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, McDonald’s presently has a consensus rating of “Hold” and an average target price of $337.57.
McDonald’s News Summary
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is rolling its Big Arch Burger into U.S. menus for a limited time — a larger, promotional sandwich that has driven traffic in other markets and fits the “bigger-burger” trend; this could boost short‑term ticket and visit frequency. Read More.
- Positive Sentiment: Seasonal and promotional menu items continue: the Shamrock Shake campaign is back, driving brand engagement and incremental visits around St. Patrick’s Day. These limited-time items support traffic and social buzz. Read More.
- Positive Sentiment: McDonald’s India (West & South) owner Westlife Foodworld is running a Protein Week with low-price, app-focused protein options and free delivery promo — a targeted, value-led push that can grow AUVs and digital ordering in a fast-growing market. Read More.
- Positive Sentiment: Analyst support: JPMorgan raised its MCD price target to $325 and kept an Overweight rating, and Erste Group upgraded MCD to Buy, signaling confidence in sales momentum and McDonald’s financial profile for 2026. Note JPMorgan’s new PT still sits modestly below the current quote, so upside expectations are mixed. Read More.
- Neutral Sentiment: Longer-term perspective pieces highlight MCD’s solid multi‑year returns and low‑volatility dividend profile; useful context for investors weighing valuation vs. growth, but not immediate catalysts. Read More.
- Neutral Sentiment: Operational tweak: McDonald’s updated cash handling/check-out rules as pennies phase out — a minor customer-experience and cost/handling change with limited stock impact. Read More.
- Negative Sentiment: Macro/market weakness (broader market sell-off and Dow declines) is pressuring equities including MCD today — an external headwind that can overwhelm company-specific positives in the near term. Read More.
Insider Buying and Selling at McDonald’s
In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total value of $854,106.50. Following the sale, the insider directly owned 5,398 shares of the company’s stock, valued at $1,755,699.50. This trade represents a 32.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CMO Edith Morgan Flatley sold 4,692 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the sale, the chief marketing officer owned 6,200 shares in the company, valued at $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 71,550 shares of company stock worth $23,484,957. Corporate insiders own 0.25% of the company’s stock.
McDonald’s Stock Performance
Shares of NYSE:MCD opened at $333.23 on Wednesday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $336.00. The company’s fifty day moving average is $315.34 and its two-hundred day moving average is $309.60. The stock has a market capitalization of $237.31 billion, a price-to-earnings ratio of 27.89, a price-to-earnings-growth ratio of 2.97 and a beta of 0.52.
McDonald’s (NYSE:MCD – Get Free Report) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. The business had revenue of $7.01 billion during the quarter, compared to the consensus estimate 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 EPS. Sell-side analysts expect that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.
McDonald’s Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.2%. McDonald’s’s dividend payout ratio is 62.26%.
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.
Recommended Stories
- Five stocks we like better than McDonald’s
- The gold chart Wall Street is terrified of…
- America’s 1776 happening again
- Buy this Gold Stock Before May 2026
- This makes me furious
- What a Former CIA Agent Knows About the Coming Collapse
Want to see what other hedge funds are holding MCD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for McDonald’s Corporation (NYSE:MCD – Free Report).
Receive News & Ratings for McDonald's Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for McDonald's and related companies with MarketBeat.com's FREE daily email newsletter.
