Mufg Securities Americas Inc. Raises Position in McDonald’s Corporation $MCD

Mufg Securities Americas Inc. grew its stake in McDonald’s Corporation (NYSE:MCD) by 21.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 19,243 shares of the fast-food giant’s stock after purchasing an additional 3,396 shares during the period. Mufg Securities Americas Inc.’s holdings in McDonald’s were worth $5,848,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the stock. Lake Street Private Wealth LLC raised its holdings in McDonald’s by 1.2% during the 3rd quarter. Lake Street Private Wealth LLC now owns 8,065 shares of the fast-food giant’s stock valued at $2,451,000 after buying an additional 96 shares during the period. AXQ Capital LP increased its position in McDonald’s by 23.0% during the third quarter. AXQ Capital LP now owns 1,071 shares of the fast-food giant’s stock valued at $325,000 after acquiring an additional 200 shares during the last quarter. First Financial Bankshares Inc raised its stake in shares of McDonald’s by 0.6% in the third quarter. First Financial Bankshares Inc now owns 314,629 shares of the fast-food giant’s stock valued at $95,613,000 after acquiring an additional 1,759 shares during the period. Compound Planning Inc. lifted its holdings in shares of McDonald’s by 11.7% in the 3rd quarter. Compound Planning Inc. now owns 7,911 shares of the fast-food giant’s stock worth $2,404,000 after acquiring an additional 830 shares during the last quarter. Finally, Cary Street Partners Investment Advisory LLC lifted its holdings in shares of McDonald’s by 1.9% in the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 2,999 shares of the fast-food giant’s stock worth $911,000 after acquiring an additional 57 shares during the last quarter. Institutional investors own 70.29% of the company’s stock.

McDonald’s Price Performance

Shares of McDonald’s stock opened at $334.55 on Tuesday. The stock has a market cap of $238.25 billion, a price-to-earnings ratio of 28.00, a PEG ratio of 2.92 and a beta of 0.52. The firm’s 50-day moving average is $314.97 and its two-hundred day moving average is $309.41. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $335.67.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the prior year, the company earned $2.83 EPS. The company’s revenue was up 9.7% compared to the same quarter last year. On average, equities analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be given a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s payout ratio is presently 62.26%.

Analysts Set New Price Targets

Several analysts have issued reports on MCD shares. Robert W. Baird set a $335.00 price objective on shares of McDonald’s in a research note on Thursday, February 12th. Wells Fargo & Company upped their price objective on McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Erste Group Bank upgraded McDonald’s from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. BTIG Research boosted their target price on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, KeyCorp upped their price target on shares of McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a report on Friday, January 9th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $337.04.

Insider Activity

In related news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of the transaction, the chief marketing officer owned 6,200 shares in the company, valued at $2,052,200. The trade was a 43.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $2,005,760. This trade represents a 28.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,550 shares of company stock worth $23,484,957 over the last ninety days. 0.25% of the stock is currently owned by corporate insiders.

More McDonald’s News

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

• Positive Sentiment: McDonald’s is rolling out the national Big Arch burger in early March — a high-visibility product launch that could boost store traffic and temporary check increases if it resonates with consumers. McDonald’s Big Arch burger is headed to US menus in early March — here’s what to know
• Positive Sentiment: Company commentary and coverage highlight McDonald’s expanding focus on larger, premium sandwiches and upsell items — a menu trend that supports higher average checks and margin expansion. McDonald’s goes big on a growing menu trend
• Positive Sentiment: Erste Group upgraded MCD to Buy and expects stronger sales growth for 2026 (included in lists of low-volatility dividend stocks), giving investors a catalyst and fresh conviction around earnings upside. Erste Group Sees McDonald’s (MCD) Benefiting from Strong Financial Profile
• Neutral Sentiment: Operational tweak: McDonald’s updated its cash-rounding rules as pennies disappear — a small checkout/transaction change that could slightly simplify cash handling but has limited earnings impact. McDonald’s updates its cash rules as pennies vanish – how this might change your checkout routine
• Neutral Sentiment: Feature story on packaging evolution — useful for brand/ESG narrative but unlikely to move near-term fundamentals. How McDonald’s packaging has changed over the decades
• Negative Sentiment: Broader market weakness (Dow down, software weakness) could apply short-term downward pressure on MCD despite company-specific positives if risk-off sentiment deepens. Stock Market Today: Dow Dives, Cybersecurity Plays Hit As Software Sinks; Gold Stocks Shine (Live Coverage)

McDonald’s 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.