Fox Run Management L.L.C. Invests $1.90 Million in McDonald’s Corporation $MCD

Fox Run Management L.L.C. purchased a new position in shares of McDonald’s Corporation (NYSE:MCD) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 6,231 shares of the fast-food giant’s stock, valued at approximately $1,904,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank bought a new position in McDonald’s in the 4th quarter valued at approximately $2,890,438,000. Viking Global Investors LP lifted its stake in McDonald’s by 171.7% in the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after purchasing an additional 1,974,998 shares during the last quarter. Franklin Resources Inc. lifted its stake in McDonald’s by 36.6% in the 3rd quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after purchasing an additional 1,179,244 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in McDonald’s by 111.3% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant’s stock valued at $629,446,000 after purchasing an additional 1,090,849 shares during the last quarter. Finally, Marshall Wace LLP lifted its stake in McDonald’s by 927.5% in the 3rd quarter. Marshall Wace LLP now owns 827,547 shares of the fast-food giant’s stock valued at $251,483,000 after purchasing an additional 927,547 shares during the last quarter. Institutional investors own 70.29% of the company’s stock.

Insider Buying and Selling at McDonald’s

In other news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction on Friday, April 10th. The shares were sold at an average price of $307.00, for a total transaction of $806,182.00. Following the completion of the sale, the insider directly owned 8,400 shares in the company, valued at $2,578,800. This represents a 23.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 6,055 shares of company stock valued at $1,769,373 in the last ninety days. Insiders own 0.26% of the company’s stock.

McDonald’s Stock Performance

MCD stock opened at $277.58 on Tuesday. The company has a fifty day moving average price of $291.34 and a 200-day moving average price of $307.36. The company has a market capitalization of $197.22 billion, a P/E ratio of 22.88, a PEG ratio of 2.79 and a beta of 0.41. McDonald’s Corporation has a 52-week low of $271.85 and a 52-week high of $341.75.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.09. The firm had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The company’s revenue for the quarter was up 9.4% on a year-over-year basis. During the same quarter last year, the firm earned $2.67 earnings per share. As a group, sell-side analysts forecast that McDonald’s Corporation will post 12.93 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be paid a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. McDonald’s’s dividend payout ratio (DPR) is presently 61.34%.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is testing AI-powered drive-thru ordering, and early reports say the Google-based system is already reaching about 90% accuracy. That could support faster service, lower labor costs, and better margins if it scales successfully. McDonald’s Google AI Drive-Thru Ordering Hits 90% Accuracy
• Positive Sentiment: Analysts and market commentary continue to point to McDonald’s as a potential long-term winner, with one note highlighting upside tied to its recent growth strategy and another citing beverage innovation—new McCafé and energy drinks—as a way to boost traffic and ticket size in 2026. Can Beverage Innovation Fuel the Next Leg of Growth for MCD Stock?
• Positive Sentiment: McDonald’s is also promoting limited-time offerings tied to the 2026 FIFA World Cup, which could help drive short-term customer traffic and sales. McDonald’s Celebrates 2026 FIFA World Cup With Limited-Time Meals
• Neutral Sentiment: Several articles are focused on McDonald’s broader brand and menu appeal, including long-running popular orders and comparisons with competitors, but these are unlikely to materially move the stock on their own. McDonald’s And Burger King Use The Same Potatoes For Fries — But One Chain Still Dominates
• Neutral Sentiment: News about a restaurant worker injury in Yuba City appears operationally isolated and does not yet suggest a companywide financial impact, though it may add some reputational noise. McDonald’s Employee in ICU After Coworker Allegedly Throws Hot Oil in Yuba City Attack
• Negative Sentiment: Some coverage questions whether customers actually want AI ordering, and those concerns could temper enthusiasm around the technology rollout if service quality or customer satisfaction suffers. McDonald’s is testing AI ordering at drive-thrus — but customers don’t want it
• Negative Sentiment: Another article says McDonald’s is officially replacing drive-thru workers with AI, which could raise labor and execution concerns, even if it supports efficiency over time. McDonalds Orders People Over 55 Still Swear By After Decades

Wall Street Analyst Weigh In

MCD has been the subject of several research reports. UBS Group increased their price objective on shares of McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Royal Bank Of Canada dropped their price objective on shares of McDonald’s from $330.00 to $305.00 and set a “sector perform” rating for the company in a research note on Friday, May 8th. Guggenheim dropped their price objective on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Citigroup increased their price objective on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, Piper Sandler increased their price objective on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $336.26.

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.