Proficio Capital Partners LLC Purchases New Holdings in McDonald’s Corporation $MCD

Proficio Capital Partners LLC purchased a new position in shares of McDonald’s Corporation (NYSE:MCD) during the second quarter, Holdings Channel reports. The institutional investor purchased 2,855 shares of the fast-food giant’s stock, valued at approximately $772,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. State Street Corp increased its position in shares of McDonald’s by 2.7% during the 4th quarter. State Street Corp now owns 35,983,997 shares of the fast-food giant’s stock valued at $10,997,789,000 after purchasing an additional 959,140 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of McDonald’s by 0.4% in the 4th quarter. Geode Capital Management LLC now owns 17,038,519 shares of the fast-food giant’s stock worth $5,195,965,000 after buying an additional 76,090 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in shares of McDonald’s by 3.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 9,474,749 shares of the fast-food giant’s stock worth $2,895,768,000 after buying an additional 277,617 shares during the last quarter. Norges Bank bought a new position in McDonald’s during the fourth quarter valued at about $2,890,438,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in McDonald’s by 7.4% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 5,560,037 shares of the fast-food giant’s stock worth $1,699,314,000 after buying an additional 384,762 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have commented on MCD. Robert W. Baird raised shares of McDonald’s to a “hold” rating in a research report on Monday, August 24th. BTIG Research restated a “buy” rating and set a $350.00 price target on shares of McDonald’s in a research note on Wednesday, August 5th. Evercore set a $320.00 price target on shares of McDonald’s in a report on Thursday, July 23rd. KeyCorp dropped their price objective on McDonald’s from $315.00 to $305.00 and set an “overweight” rating on the stock in a research note on Wednesday, August 5th. Finally, Sanford C. Bernstein reissued a “market perform” rating and set a $295.00 price objective on shares of McDonald’s in a report on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $322.96.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: International operated markets delivered 1.5% comparable-sales growth in the second quarter of 2026, led by Germany, Australia and the United Kingdom. Value offers, menu innovation and loyalty programs could help McDonald’s offset softer demand in some regions. Can MCD’s International Markets Drive Growth Amid Consumer Pressure?
• Positive Sentiment: A SpongeBob and One Piece-themed Happy Meal is scheduled to launch September 15. The high-profile collaboration may support traffic, family demand and promotional engagement, although its financial impact is likely limited. McDonald’s Announces SpongeBob/One Piece Collab Happy Meal
• Neutral Sentiment: McDonald’s and Burger King introduced chicken-nugget offerings on the same day, highlighting continued menu competition. The launch could generate traffic but also underscores the crowded quick-service restaurant market. Chicken nuggets land on menus at Burger King, McDonald’s on same day
• Negative Sentiment: McDonald’s has lagged the S&P 500 over the past year, and its shares are near a 12-month low. Analysts remain moderately optimistic, but the relative weakness suggests investors are concerned about growth and valuation amid a challenging consumer environment. Is McDonald’s Stock Underperforming the S&P 500?

McDonald’s Stock Performance

Shares of McDonald’s stock opened at $261.11 on Wednesday. The stock has a market capitalization of $184.77 billion, a P/E ratio of 21.21, a P/E/G ratio of 2.95 and a beta of 0.41. McDonald’s Corporation has a 52-week low of $259.85 and a 52-week high of $341.75. The stock’s 50-day simple moving average is $270.33 and its 200 day simple moving average is $290.60.

McDonald’s (NYSE:MCD) last issued its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping analysts’ consensus estimates of $3.32 by $0.06. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. The firm had revenue of $7.10 billion during the quarter, compared to analyst estimates of $7.13 billion. During the same quarter last year, the business earned $3.19 earnings per share. The company’s quarterly revenue was up 3.7% on a year-over-year basis. Equities research analysts forecast that McDonald’s Corporation will post 12.87 EPS for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, September 1st will be paid a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Tuesday, September 1st. McDonald’s’s payout ratio is currently 60.44%.

Insiders Place Their Bets

In other McDonald’s news, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the sale, the insider owned 7,734 shares of the company’s stock, valued at $2,198,930.88. The trade was a 40.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.26% of the company’s stock.

About McDonald’s

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.