3,049 Shares in McDonald’s Corporation $MCD Acquired by Tableaux LLC

Tableaux LLC bought a new stake in McDonald’s Corporation (NYSE:MCD) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,049 shares of the fast-food giant’s stock, valued at approximately $926,000.

Several other hedge funds also recently modified their holdings of the business. Evergreen Private Wealth LLC lifted its stake in shares of McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares during the last quarter. Decker Retirement Planning Inc. raised its holdings in McDonald’s by 142.9% during the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after buying an additional 50 shares in the last quarter. Legacy Investment Solutions LLC acquired a new stake in shares of McDonald’s in the second quarter worth about $25,000. Financial Gravity Companies Inc. acquired a new stake in shares of McDonald’s in the second quarter worth about $29,000. Finally, Traub Capital Management LLC bought a new stake in shares of McDonald’s during the 2nd quarter worth about $29,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is rolling its Big Arch Burger into U.S. menus for a limited time — a larger, promotional sandwich that has driven traffic in other markets and fits the “bigger-burger” trend; this could boost short‑term ticket and visit frequency. Read More.
• Positive Sentiment: Seasonal and promotional menu items continue: the Shamrock Shake campaign is back, driving brand engagement and incremental visits around St. Patrick’s Day. These limited-time items support traffic and social buzz. Read More.
• Positive Sentiment: McDonald’s India (West & South) owner Westlife Foodworld is running a Protein Week with low-price, app-focused protein options and free delivery promo — a targeted, value-led push that can grow AUVs and digital ordering in a fast-growing market. Read More.
• Positive Sentiment: Analyst support: JPMorgan raised its MCD price target to $325 and kept an Overweight rating, and Erste Group upgraded MCD to Buy, signaling confidence in sales momentum and McDonald’s financial profile for 2026. Note JPMorgan’s new PT still sits modestly below the current quote, so upside expectations are mixed. Read More.
• Neutral Sentiment: Longer-term perspective pieces highlight MCD’s solid multi‑year returns and low‑volatility dividend profile; useful context for investors weighing valuation vs. growth, but not immediate catalysts. Read More.
• Neutral Sentiment: Operational tweak: McDonald’s updated cash handling/check-out rules as pennies phase out — a minor customer-experience and cost/handling change with limited stock impact. Read More.
• Negative Sentiment: Macro/market weakness (broader market sell-off and Dow declines) is pressuring equities including MCD today — an external headwind that can overwhelm company-specific positives in the near term. Read More.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on MCD. BTIG Research raised their price objective on McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Barclays lifted their price target on shares of McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Mizuho upped their price objective on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Truist Financial lifted their target price on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Piper Sandler boosted their target price on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Sixteen equities 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 company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $337.57.

Insider Activity

In other news, EVP Manuel Jm Steijaert sold 6,567 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $305.50, for a total transaction of $2,006,218.50. Following the sale, the executive vice president directly owned 4,606 shares in the company, valued at approximately $1,407,133. The trade was a 58.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was 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 approximately $7,587,915. This trade represents a 53.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 71,550 shares of company stock valued at $23,484,957. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Trading Down 0.4%

Shares of MCD stock opened at $333.23 on Wednesday. The firm has a market capitalization of $237.31 billion, a P/E ratio of 27.89, a price-to-earnings-growth ratio of 2.97 and a beta of 0.52. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $336.00. The firm’s fifty day simple moving average is $315.34 and its 200 day simple moving average is $309.60.

McDonald’s (NYSE:MCD) last posted its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) 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 company had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same period last year, the business posted $2.83 EPS. The business’s quarterly revenue was up 9.7% on a year-over-year basis. Equities research analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

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

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.