Natixis Advisors LLC grew its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 8.3% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 913,180 shares of the fast-food giant’s stock after purchasing an additional 69,731 shares during the quarter. Natixis Advisors LLC’s holdings in McDonald’s were worth $277,507,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC increased its holdings in McDonald’s by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after buying an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of McDonald’s by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after acquiring an additional 52 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of McDonald’s by 11.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after acquiring an additional 206 shares during the last quarter. United Bank grew its position in shares of McDonald’s by 6.0% during the 2nd quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after acquiring an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in shares of McDonald’s by 2.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock valued at $3,780,000 after acquiring an additional 312 shares during the period. Institutional investors own 70.29% of the company’s stock.
McDonald’s Stock Performance
MCD opened at $328.22 on Friday. The stock has a market cap of $233.17 billion, a price-to-earnings ratio of 27.47, a price-to-earnings-growth ratio of 2.92 and a beta of 0.51. The firm’s fifty day moving average is $318.21 and its 200 day moving average is $311.04. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75.
McDonald’s Announces Dividend
The firm 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 dividend of $1.86 per share. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.
Analyst Upgrades and Downgrades
A number of equities analysts recently commented on the company. Mizuho raised their target price on McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Robert W. Baird set a $335.00 price target on McDonald’s in a research report on Thursday, February 12th. Barclays raised their price objective on McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Finally, Tigress Financial lifted their price objective on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research report on Friday. Seventeen investment 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’s stock. According to data from MarketBeat.com, McDonald’s has an average rating of “Hold” and an average price target of $339.69.
Get Our Latest Analysis on MCD
Trending Headlines about McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Tigress Financial raised its price target on MCD to $385 and kept a “buy” rating, implying roughly 17% upside from the current price — a direct bullish signal from an analyst that can drive buying interest. Street Insider: PT Raised
- Positive Sentiment: Capgemini extended its technology partnership with McDonald’s for five years to modernize restaurants and accelerate digital features — supports efficiency, digital sales growth and execution of the “Accelerating the Arches” strategy. Capgemini partnership
- Positive Sentiment: Strategic expansion plan: analyst coverage (Zacks) highlights MCD’s target of ~50,000 restaurants by 2027 with 2,600 openings planned for 2026 — accelerates unit-driven revenue potential and global footprint growth. Zacks: 50K restaurant target
- Positive Sentiment: Brand & merchandising lift: Crocs x Happy Meal collaboration and revived Happy Meal partnerships drive PR and collectible demand that can boost traffic and AUVs in limited windows. Crocs Happy Meal collab
- Neutral Sentiment: Local development: planning for a third McDonald’s in Collierville, TN — incremental local growth but immaterial to companywide fundamentals. Collierville restaurant plan
- Neutral Sentiment: Dividend narratives continue to feature MCD among reliable payers — supports longer‑term investor interest but is not an immediate price catalyst. Dividend stocks article
- Negative Sentiment: Product/PR risk from Big Arch launch — the nationwide rollout and a viral 13‑second CEO taste‑test video produced heavy attention but mixed consumer reviews and social backlash; competitors (Burger King, Wendy’s) have publicly trolled the clip. That creates short‑term reputational noise and raises the risk that the premium product may not sustain lift if consumer reception or value perception proves weak. Big Arch coverage
Insider Activity at McDonald’s
In related news, CEO Christopher J. Kempczinski sold 26,276 shares of McDonald’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the sale, the chief executive officer owned 22,900 shares of the company’s stock, valued at approximately $7,638,066. This trade represents a 53.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the transaction, the executive vice president owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 71,517 shares of company stock worth $23,655,503 in the last three months. Corporate insiders own 0.25% of the company’s stock.
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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