Kepler Cheuvreux Suisse SA purchased a new stake in McDonald’s Corporation (NYSE:MCD – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The fund purchased 10,393 shares of the fast-food giant’s stock, valued at approximately $3,158,000.
A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Beese Fulmer Investment Management Inc. grew its position in shares of McDonald’s by 2.1% during the 3rd quarter. Beese Fulmer Investment Management Inc. now owns 54,326 shares of the fast-food giant’s stock worth $16,509,000 after buying an additional 1,119 shares during the period. Financial Life Planners acquired a new position in shares of McDonald’s during the 3rd quarter valued at $49,000. RiverPark Advisors LLC lifted its position in shares of McDonald’s by 8.8% during the 3rd quarter. RiverPark Advisors LLC now owns 2,965 shares of the fast-food giant’s stock valued at $901,000 after acquiring an additional 239 shares during the period. Mackenzie Financial Corp boosted its stake in McDonald’s by 2.0% during the third quarter. Mackenzie Financial Corp now owns 793,281 shares of the fast-food giant’s stock worth $241,070,000 after acquiring an additional 15,483 shares in the last quarter. Finally, Franklin Resources Inc. boosted its stake in McDonald’s by 36.6% during the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock worth $1,336,155,000 after acquiring an additional 1,179,244 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors.
McDonald’s Trading Down 0.9%
McDonald’s stock opened at $327.74 on Wednesday. The firm has a market capitalization of $232.83 billion, a price-to-earnings ratio of 27.43, a price-to-earnings-growth ratio of 2.94 and a beta of 0.51. The firm’s fifty day moving average price is $319.06 and its two-hundred day moving average price is $311.25. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75.
McDonald’s Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be issued a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s payout ratio is currently 62.26%.
Analysts Set New Price Targets
MCD has been the subject of several research analyst reports. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $340.00 price target on shares of McDonald’s in a research note on Thursday, February 12th. Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Mizuho raised their target price on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price for the company in a research report on Tuesday, January 6th. Finally, Jefferies Financial Group upped their price target on McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $339.69.
Get Our Latest Analysis on MCD
Insider Buying and Selling
In related news, EVP Jonathan Banner sold 6,201 shares of the business’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 transaction, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. The trade was a 73.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the company’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the completion of the sale, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 71,517 shares of company stock valued at $23,655,503. 0.25% of the stock is currently owned by company insiders.
More McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Loyalty momentum: McDonald’s loyalty program is near 210 million active users across 70+ markets, improving engagement and providing a direct lever to drive repeat sales and targeted promotions as it targets 250M members by 2027. Will McDonald’s 210M Loyalty Users Fuel Long-Term Growth?
- Positive Sentiment: Analyst support: A published price-target raise to $385 signals at least one analyst’s bullish view on upside vs. current levels, which can support sentiment and buy-side interest. McDonald’s (NYSE:MCD) Price Target Raised to $385.00
- Positive Sentiment: New product and partner activations: Recent consumer-facing moves — a spring menu featuring Cadbury items and a Crocs Happy Meal promotion — are small-but-visible initiatives that can boost traffic, social buzz and limited-time sales. McDonald’s just unveiled its new spring menu — Cadbury products will send fans wild McDonald’s rolls out Crocs Happy Meal. What comes inside?
- Positive Sentiment: Brand & marketing traction: The Big Arch burger rollout and CEO-led taste-test moments have generated viral attention and sparked playful competitor responses — a sign of strong brand engagement that can translate into short-term traffic lifts. McDonald’s Big Arch Burger Tests Brand Power And Rich Valuation McDonald’s CEO’s Big Arch taste test sparked a war of fast-food copycats
- Neutral Sentiment: Valuation debate: Recent analysis questions whether the current share price fully reflects McDonald’s fundamentals — pointing to strong brand and growth drivers but mixed valuation signals, which may temper buying conviction. Is McDonald’s (MCD) Share Price Justified After Recent Gains And Mixed Valuation Signals
- Neutral Sentiment: Product-level chatter: Lifestyle and menu stories (sauce comparisons, Filet‑O‑Fish nostalgia, rare-store features) keep the brand top-of-mind but are unlikely to move fundamentals materially. McDonald’s Big Mac Sauce Vs Big Arch Sauce: Here’s The Difference
- Negative Sentiment: Macro/operational risk: Analysis highlights exposure to high oil prices (logistics, delivery partner costs, packaging inputs and consumer pump sensitivity). A sustained spike in fuel could pressure margins, delivery economics and low-income consumer traffic. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs
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.
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