Union Bancaire Privee UBP SA Has $38.50 Million Stake in McDonald’s Corporation $MCD

Union Bancaire Privee UBP SA reduced its holdings in McDonald’s Corporation (NYSE:MCD) by 23.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 126,027 shares of the fast-food giant’s stock after selling 39,144 shares during the period. Union Bancaire Privee UBP SA’s holdings in McDonald’s were worth $38,504,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MCD. Evergreen Private Wealth LLC increased its position in shares of McDonald’s by 162.5% in the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after acquiring an additional 52 shares during the last quarter. Traub Capital Management LLC bought a new position in McDonald’s in the second quarter valued at approximately $29,000. Painted Porch Advisors LLC increased its position in shares of McDonald’s by 735.7% during the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after purchasing an additional 103 shares during the last quarter. Davis Capital Management bought a new stake in shares of McDonald’s during the 3rd quarter worth approximately $37,000. Finally, Saranac Partners Ltd acquired a new stake in shares of McDonald’s in the 3rd quarter valued at approximately $37,000. 70.29% of the stock is owned by institutional investors.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, CMO Edith Morgan Flatley sold 4,692 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the transaction, the chief marketing officer owned 6,200 shares in the company, valued at $2,052,200. This trade represents a 43.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of McDonald’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at $7,587,915. This represents a 53.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,657 shares of company stock valued at $23,722,204 over the last ninety days. Company insiders own 0.25% of the company’s stock.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: Company cut prices on its value menu — a tactical move to boost traffic among price-sensitive consumers that could support near-term same-store sales. McDonald’s Value Menu Just Got Even Cheaper
• Positive Sentiment: Reports say McDonald’s will roll out $3 menu items to retain lower-income customers — another price-led initiative that may boost traffic but could pressure margins. McDonald’s reportedly launching $3 menu items to retain lower-income customers
• Positive Sentiment: Marketing tie-in: Super Mario Galaxy movie Happy Meal toys arriving next week — a family-focused promotion that typically lifts traffic and AUVs in the short term. Super Mario Galaxy Movie Toys Arrive In McDonald’s Next Week
• Neutral Sentiment: McDonald’s launched collectible trading cards (some listed at high prices on secondary markets) — good for brand engagement but limited near-term financial impact. McDonald’s launches trading cards – and some of the rarest are already listed on eBay for huge sums
• Neutral Sentiment: Consumer guidance about McDonald’s soft-serve (what to know before eating the ice cream again) may affect short-term customer sentiment but has no clear systemic food-safety finding reported. What You Should Know Before Eating McDonald’s Ice Cream Again
• Negative Sentiment: Reports show wide geographic price variation for the new Big Arch burger — highlights the limits of corporate pricing control under the franchise model and raises concerns about margin consistency. Price of McDonald’s new Big Arch burger varies across the US—here’s where it’s most expensive
• Negative Sentiment: Analyses flag a broader “burger pricing challenge” for McDonald’s because franchisees set local prices — this dynamic can blunt promotional effectiveness and complicate margin forecasts. McDonald’s faces a burger pricing challenge
• Negative Sentiment: Legal risk: a federal judge allowed two former Black vice presidents’ harassment and retaliation claims to proceed — a meaningful reputational and potential financial risk that investors monitor closely. McDonald’s must face Black ex-executives’ harassment, retaliation claims
• Negative Sentiment: Market reaction: commentary and market reports note MCD trading down more than the broader market — investors appear to be pricing in the margin/price-power concerns plus legal scrutiny despite ongoing promotional efforts. McDonald’s (MCD) Dips More Than Broader Market: What You Should Know

McDonald’s Price Performance

MCD opened at $309.89 on Friday. The company 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 business has a fifty day simple moving average of $321.55 and a 200 day simple moving average of $311.72. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75.

McDonald’s (NYSE:MCD) last posted 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. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The company had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter last year, the firm earned $2.83 earnings per share. The company’s revenue was up 9.7% on a year-over-year basis. Equities analysts anticipate 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. Shareholders of record on Tuesday, March 3rd were issued a $1.86 dividend. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. McDonald’s’s payout ratio is currently 62.26%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on MCD shares. Citigroup lifted their price target on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. boosted their target price on McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. Mizuho raised their price target on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Tigress Financial lifted their price objective on shares of McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Finally, Jefferies Financial Group upped their price objective on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $339.69.

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.