McDonald’s Corporation $MCD Shares Acquired by Oregon Public Employees Retirement Fund

Posted by Chris Copeland on Aug 16th, 2026

Oregon Public Employees Retirement Fund grew its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 7.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 87,348 shares of the fast-food giant’s stock after buying an additional 5,772 shares during the period. Oregon Public Employees Retirement Fund’s holdings in McDonald’s were worth $23,611,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Hamilton Point Investment Advisors LLC boosted its stake in shares of McDonald’s by 1.8% during the fourth quarter. Hamilton Point Investment Advisors LLC now owns 1,750 shares of the fast-food giant’s stock valued at $535,000 after acquiring an additional 31 shares during the last quarter. Encompass More Asset Management raised its stake in McDonald’s by 1.5% in the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock valued at $648,000 after purchasing an additional 32 shares during the last quarter. Richmond Investment Services LLC raised its stake in McDonald’s by 1.4% in the 4th quarter. Richmond Investment Services LLC now owns 2,278 shares of the fast-food giant’s stock valued at $696,000 after purchasing an additional 32 shares during the last quarter. Papamarkou Wellner Asset Management inc. lifted its holdings in McDonald’s by 0.4% in the 4th quarter. Papamarkou Wellner Asset Management inc. now owns 8,809 shares of the fast-food giant’s stock valued at $2,692,000 after purchasing an additional 32 shares in the last quarter. Finally, Physician Wealth Advisors Inc. boosted its stake in shares of McDonald’s by 1.6% during the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock worth $642,000 after purchasing an additional 33 shares during the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

McDonald’s Price Performance

NYSE MCD opened at $272.61 on Friday. The company has a market cap of $192.91 billion, a P/E ratio of 22.15, a P/E/G ratio of 3.05 and a beta of 0.41. McDonald’s Corporation has a 12 month low of $260.96 and a 12 month high of $341.75. The company has a 50-day moving average of $273.81 and a 200-day moving average of $295.28.

McDonald’s (NYSE:MCD – Get Free Report) last released its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.32 by $0.06. The business had revenue of $7.10 billion for the quarter, compared to analysts’ expectations of $7.13 billion. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. The company’s quarterly revenue was up 3.7% on a year-over-year basis. During the same period last year, the company earned $3.19 earnings per share. As a group, equities research analysts anticipate that McDonald’s Corporation will post 12.88 EPS for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be paid a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. McDonald’s’s payout ratio is currently 60.44%.

Insiders Place Their Bets

In related news, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the transaction, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This trade represents a 40.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 8,348 shares of company stock valued at $2,355,634. Insiders own 0.26% of the company’s stock.

Analyst Upgrades and Downgrades

MCD has been the subject of a number of analyst reports. Cfra raised shares of McDonald’s to a “buy” rating in a research report on Friday, May 8th. Piper Sandler set a $286.00 target price on shares of McDonald’s in a research report on Tuesday, August 4th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $295.00 target price on shares of McDonald’s in a research note on Wednesday, August 5th. Evercore set a $320.00 price target on McDonald’s in a report on Thursday, July 23rd. Finally, TD Cowen reissued a “hold” rating on shares of McDonald’s in a research note on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, McDonald’s presently has an average rating of “Moderate Buy” and an average target price of $325.44.

Get Our Latest Report on MCD

Trending Headlines about McDonald’s

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

Positive Sentiment: McDonald’s is emphasizing lower-priced meals to win back cost-conscious customers, a potentially supportive strategy as consumers increasingly prioritize value. McDonald’s is betting on cheaper meals to win back customers
Positive Sentiment: New growth initiatives include Red Bull energy drinks, additional beverages and limited-time menu items. These products could increase traffic and average spending while supporting a simpler restaurant operating model. McDonald’s bringing Red Bull drinks and new sodas to US customers
Positive Sentiment: The Hello Kitty x Godzilla Happy Meal promotion may generate customer interest and family traffic when it launches, although its financial impact is likely limited. McDonald’s Announces Eight Hello Kitty x Godzilla Toys
Neutral Sentiment: Recent earnings showed adjusted EPS of $3.38, above expectations, while revenue of $7.10 billion was slightly below consensus. Management acknowledged inconsistent value-menu execution and excessive operational complexity, making successful implementation of the turnaround strategy critical. Five Insightful Analyst Questions From McDonald’s Q2 Earnings Call
Negative Sentiment: McDonald’s is reportedly losing ground to Burger King and other low-cost alternatives, including gas-station food, as customers seek cheaper meals. Slowing second-quarter sales growth raises concerns about U.S. traffic and market share. The burger wars are heating up as McDonald’s loses ground
Negative Sentiment: Erste Group lowered its fiscal 2027 EPS forecast, adding to investor concerns about earnings growth. McDonald’s FY2027 EPS Forecast Lowered
Negative Sentiment: Reports that McDonald’s maintained a 515-page customer dossier could create privacy and reputational risks, though the immediate financial effect is unclear. McDonald’s customer dossier report

McDonald’s Profile

(Free Report)

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.