Meiji Yasuda Life Insurance Co Buys 2,039 Shares of McDonald’s Corporation $MCD

Meiji Yasuda Life Insurance Co increased its stake in shares of McDonald’s Corporation (NYSE:MCD) by 42.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 6,889 shares of the fast-food giant’s stock after acquiring an additional 2,039 shares during the period. Meiji Yasuda Life Insurance Co’s holdings in McDonald’s were worth $2,093,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MCD. Decker Retirement Planning Inc. grew its stake in McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after buying an additional 50 shares during the last quarter. Legacy Investment Solutions LLC acquired a new position in McDonald’s during the 2nd quarter worth $25,000. Evergreen Private Wealth LLC boosted its holdings 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 during the period. Financial Gravity Companies Inc. acquired a new stake in shares of McDonald’s in the second quarter valued at about $29,000. Finally, Traub Capital Management LLC acquired a new stake in shares of McDonald’s in the second quarter valued at about $29,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Stock Up 0.2%

Shares of MCD opened at $328.22 on Friday. The stock’s 50-day moving average price is $318.21 and its 200 day moving average price is $311.04. The firm has a market capitalization of $233.17 billion, a price-to-earnings ratio of 27.47, a P/E/G ratio of 2.92 and a beta of 0.51. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $341.75.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping 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 company had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter last year, the company earned $2.83 EPS. The company’s quarterly revenue was up 9.7% on a year-over-year basis. Equities research analysts expect that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

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

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on MCD. Tigress Financial boosted their price objective on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday. Guggenheim lowered their target price on McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Robert W. Baird set a $335.00 price target on McDonald’s in a research report on Thursday, February 12th. Mizuho increased their price objective on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Finally, Erste Group Bank upgraded shares of McDonald’s from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $339.69.

Insider Activity

In other news, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the transaction, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of the sale, the chief marketing officer directly owned 6,200 shares in the company, valued at approximately $2,052,200. The trade was a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 71,517 shares of company stock valued at $23,655,503. 0.25% of the stock is owned by insiders.

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.