Munich Reinsurance Co Stock Corp in Munich Makes New Investment in McDonald’s Corporation $MCD

Munich Reinsurance Co Stock Corp in Munich bought a new stake in shares of McDonald’s Corporation (NYSE:MCD) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 10,924 shares of the fast-food giant’s stock, valued at approximately $3,320,000.

Several other large investors have also modified their holdings of the business. WD Rutherford LLC lifted its holdings in McDonald’s by 1.0% in the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after acquiring an additional 33 shares during the last quarter. Redhawk Wealth Advisors Inc. grew its position in McDonald’s by 1.4% in the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after acquiring an additional 34 shares during the period. Symmetry Partners LLC increased its stake in McDonald’s by 2.0% during the third quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock worth $538,000 after acquiring an additional 34 shares during the last quarter. Jackson Hole Capital Partners LLC increased its stake in McDonald’s by 0.3% during the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock worth $3,352,000 after acquiring an additional 34 shares during the last quarter. Finally, CFO4Life Group LLC raised its position in McDonald’s by 2.1% in the third 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 period. Institutional investors own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on MCD. Barclays increased their price target on McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. KeyCorp boosted their price objective on shares of McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a report on Tuesday, March 3rd. Oppenheimer raised 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 report on Tuesday, January 6th. Citigroup increased their target price on shares of McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Argus raised shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a research note on Friday, February 13th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $339.69.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: Tigress Financial raised its price target on MCD to $385 and kept a “buy” rating, implying roughly 17% upside from the current price — a direct bullish signal from an analyst that can drive buying interest. Street Insider: PT Raised
• Positive Sentiment: Capgemini extended its technology partnership with McDonald’s for five years to modernize restaurants and accelerate digital features — supports efficiency, digital sales growth and execution of the “Accelerating the Arches” strategy. Capgemini partnership
• Positive Sentiment: Strategic expansion plan: analyst coverage (Zacks) highlights MCD’s target of ~50,000 restaurants by 2027 with 2,600 openings planned for 2026 — accelerates unit-driven revenue potential and global footprint growth. Zacks: 50K restaurant target
• Positive Sentiment: Brand & merchandising lift: Crocs x Happy Meal collaboration and revived Happy Meal partnerships drive PR and collectible demand that can boost traffic and AUVs in limited windows. Crocs Happy Meal collab
• Neutral Sentiment: Local development: planning for a third McDonald’s in Collierville, TN — incremental local growth but immaterial to companywide fundamentals. Collierville restaurant plan
• Neutral Sentiment: Dividend narratives continue to feature MCD among reliable payers — supports longer‑term investor interest but is not an immediate price catalyst. Dividend stocks article
• Negative Sentiment: Product/PR risk from Big Arch launch — the nationwide rollout and a viral 13‑second CEO taste‑test video produced heavy attention but mixed consumer reviews and social backlash; competitors (Burger King, Wendy’s) have publicly trolled the clip. That creates short‑term reputational noise and raises the risk that the premium product may not sustain lift if consumer reception or value perception proves weak. Big Arch coverage

Insider Buying and Selling at McDonald’s

In related news, CEO Christopher J. Kempczinski sold 26,277 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total value of $8,706,883.95. Following the sale, the chief executive officer owned 22,900 shares of the company’s stock, valued at $7,587,915. This trade represents a 53.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the transaction, the executive vice president owned 6,268 shares of the company’s stock, valued at $2,005,760. This represents a 28.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 71,517 shares of company stock valued at $23,655,503. 0.25% of the stock is currently owned by company insiders.

McDonald’s Trading Up 0.2%

McDonald’s stock opened at $328.22 on Friday. The firm has a market capitalization of $233.17 billion, a P/E ratio of 27.47, a P/E/G ratio of 2.92 and a beta of 0.51. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.75. The stock’s fifty day simple moving average is $318.21 and its 200-day simple moving average is $311.04.

McDonald’s (NYSE:MCD) last released its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The firm had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. During the same period last year, the business posted $2.83 earnings per share. McDonald’s’s revenue was up 9.7% compared to the same quarter last year. Sell-side analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be paid a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is presently 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.