US Bancorp DE Trims Position in McDonald’s Corporation $MCD

US Bancorp DE decreased its position in McDonald’s Corporation (NYSE:MCD) by 2.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 946,514 shares of the fast-food giant’s stock after selling 19,786 shares during the quarter. US Bancorp DE’s holdings in McDonald’s were worth $287,637,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in MCD. Federated Hermes Inc. raised its position in McDonald’s by 84.1% in the second quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock worth $41,422,000 after acquiring an additional 64,757 shares during the period. Global X Japan Co. Ltd. grew its position in shares of McDonald’s by 236.7% during the 3rd quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock valued at $1,976,000 after acquiring an additional 4,571 shares during the period. D.A. Davidson & CO. increased its stake in shares of McDonald’s by 2.7% in the 3rd quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock worth $43,606,000 after purchasing an additional 3,774 shares in the last quarter. Choreo LLC increased its stake in shares of McDonald’s by 1.7% in the 2nd quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock worth $17,096,000 after purchasing an additional 954 shares in the last quarter. Finally, Regent Peak Wealth Advisors LLC bought a new position in McDonald’s in the 3rd quarter worth $1,120,000. 70.29% of the stock is currently owned by institutional investors.

McDonald’s News Roundup

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

• Positive Sentiment: JPMorgan raised its price target to $325 and kept an “overweight” rating, signaling continued analyst confidence in MCD’s fundamentals and growth outlook. JPMorgan Chase & Co. Boosts McDonald’s (NYSE:MCD) Price Target to $325.00
• Positive Sentiment: McDonald’s is rolling out the limited-time Big Arch burger in the U.S. (early March), a high-profile product push that can drive short-term traffic and incremental sales. McDonald’s launching Big Arch burger in March 2026
• Positive Sentiment: Industry reporting highlights that McDonald’s loyalty and rewards efforts (alongside peers) are becoming more effective at driving repeat visits — a structural tailwind for same-store sales and customer retention. Starbucks, McDonald’s, and Chipotle Reward Loyal Customers. It Brings Them Back.
• Positive Sentiment: Local promotions and limited-time offers (e.g., $1 breakfast day and bringing popular international menu items to the U.S.) should boost traffic and check size during the promo windows. This McDonald’s breakfast classic is $1 for one day only. When to get it in NC
• Neutral Sentiment: McDonald’s marketing choices include region-specific ad campaigns (e.g., an upcoming Ramadan-themed creative in Germany); these can be effective but occasionally draw public scrutiny — monitor for PR risk. Why New McDonald’s Ad Campaign Will Show Empty Boxes With No Food
• Neutral Sentiment: Regional initiatives (e.g., McDonald’s India “Protein Week”) reinforce localized menu innovation and app engagement — positive operationally but limited to regional revenue impact. McDonald’s India (W&S) Celebrates Protein Week, Encourages Everyday Protein Choices
• Negative Sentiment: Insider selling: EVP Jonathan Banner sold 6,201 shares (~$2.07M) and other insiders disclosed smaller sales. While insider sales aren’t uncommon, they can pressure sentiment for short-term traders. SEC Form 4 – Jonathan Banner sale
• Negative Sentiment: Although JPMorgan raised its target, the new $325 target still sits below the current market price, implying limited analyst upside from here and tempering expectations for further near-term upgrades. Analyst note on price target and upside

Insider Activity at McDonald’s

In other news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total transaction of $854,106.50. Following the completion of the transaction, the insider directly owned 5,398 shares in the company, valued at approximately $1,755,699.50. This represents a 32.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the sale, the executive vice president owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 78,084 shares of company stock valued at $25,661,722 in the last 90 days. 0.25% of the stock is currently owned by insiders.

McDonald’s Price Performance

MCD stock opened at $333.09 on Thursday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $336.00. The business has a 50 day simple moving average of $315.63 and a two-hundred day simple moving average of $309.77. The company has a market capitalization of $237.21 billion, a price-to-earnings ratio of 27.87, a PEG ratio of 2.96 and a beta of 0.52.

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

McDonald’s Dividend Announcement

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 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s payout ratio is currently 62.26%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. KeyCorp boosted their price target on McDonald’s from $335.00 to $340.00 and gave the company an “overweight” rating in a report on Friday, January 9th. Royal Bank Of Canada lifted their price objective on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research report on Thursday, February 12th. Barclays increased their target price on shares of McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $340.00 price target on shares of McDonald’s in a report on Thursday, February 12th. Finally, Piper Sandler increased their price objective on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. Sixteen 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 company. According to data from MarketBeat, McDonald’s has a consensus rating of “Hold” and a consensus target price of $337.57.

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.