Groupama Asset Managment Decreases Stock Position in McDonald’s Corporation $MCD

Groupama Asset Managment cut its holdings in McDonald’s Corporation (NYSE:MCD) by 24.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,581 shares of the fast-food giant’s stock after selling 2,399 shares during the quarter. Groupama Asset Managment’s holdings in McDonald’s were worth $2,304,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Brighton Jones LLC boosted its position in shares of McDonald’s by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after buying an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC raised its position in McDonald’s by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after buying an additional 52 shares during the last quarter. Sivia Capital Partners LLC raised its position in McDonald’s by 11.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after buying an additional 206 shares during the last quarter. United Bank lifted its stake in McDonald’s by 6.0% during the 2nd quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after acquiring an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. lifted its stake in McDonald’s by 2.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock valued at $3,780,000 after acquiring an additional 312 shares during the period. Institutional investors own 70.29% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: Movie and toy promotions tied to Super Mario Galaxy should boost short‑term foot traffic and Happy Meal sales next week. Super Mario Galaxy Movie Toys Arrive In McDonald’s Next Week Mario Returns To McDonald’s Happy Meals for Super Mario Galaxy Movie Tie-In
• Positive Sentiment: Collectible trading‑card drops are creating buzz and secondary‑market interest, which can drive incremental restaurant visits and social media engagement. McDonald’s launches trading cards – and some of the rarest are already listed on eBay for huge sums
• Neutral Sentiment: McDonald’s rollout of $3 menu items aims to retain lower‑income customers—good for traffic but likely margin‑dilutive if sales mix shifts toward deep value offerings. McDonald’s reportedly launching $3 menu items to retain lower-income customers
• Neutral Sentiment: New premium burger (Big Arch) pricing varies widely by market, highlighting inconsistent franchise pricing that complicates national comps and consumer perception. Price of McDonald’s new Big Arch burger varies across the US—here’s where it’s most expensive
• Negative Sentiment: A federal judge allowed two former Black McDonald’s vice presidents to proceed with harassment and retaliation claims, creating legal and reputational risk that could lead to costs and distraction. McDonald’s must face Black ex-executives’ harassment, retaliation claims
• Negative Sentiment: Analysts and coverage highlight a franchise‑level pricing challenge: operators can set prices and opt out of promotions, which can raise prices at certain locations, hurt comps and complicate company messaging. McDonald’s faces a burger pricing challenge
• Negative Sentiment: Market writeups calling out MCD’s larger‑than‑market drop reinforce negative sentiment and can amplify selling pressure in the short term. McDonald’s (MCD) Dips More Than Broader Market: What You Should Know

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on MCD shares. Truist Financial lifted their price target on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. JPMorgan Chase & Co. raised their target price on shares of McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. Mizuho lifted their target price on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Finally, Wells Fargo & Company boosted their target price on shares of McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $339.69.

McDonald’s Stock Down 1.9%

Shares of NYSE:MCD opened at $309.89 on Friday. The stock has a market capitalization of $220.14 billion, a PE ratio of 25.93, a price-to-earnings-growth ratio of 2.81 and a beta of 0.51. The firm’s 50 day moving average price is $321.55 and its 200-day moving average price is $311.72. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.75.

McDonald’s (NYSE:MCD) last announced its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) 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 company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. During the same period in the previous year, the business posted $2.83 earnings per share. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. Analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. McDonald’s’s payout ratio is presently 62.26%.

Insider Buying and Selling

In other news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the sale, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total value of $862,220.84. Following the transaction, the insider owned 8,733 shares in the company, valued at $2,867,393.22. This trade represents a 23.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 71,657 shares of company stock valued at $23,722,204. Company insiders own 0.25% of the company’s stock.

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.