McDonald’s Corporation $MCD Stock Position Lifted by Sei Investments Co.

Posted by Doug Wharley on Jul 25th, 2026

Sei Investments Co. grew its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 20.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 222,061 shares of the fast-food giant’s stock after acquiring an additional 36,943 shares during the quarter. Sei Investments Co.’s holdings in McDonald’s were worth $69,006,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the company. Your Advocates Ltd. LLP acquired a new stake in McDonald’s during the fourth quarter worth about $27,000. IFC & Insurance Marketing Inc. acquired a new position in McDonald’s in the fourth quarter valued at approximately $29,000. Abound Financial LLC acquired a new stake in shares of McDonald’s during the 4th quarter worth approximately $30,000. DecisionPoint Financial LLC lifted its holdings in shares of McDonald’s by 1,616.7% in the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after purchasing an additional 97 shares during the last quarter. Finally, Entrust Financial LLC acquired a new position in McDonald’s during the 4th quarter valued at approximately $31,000. 70.29% of the stock is currently owned by institutional investors.

McDonald’s Stock Up 0.6%

Shares of MCD opened at $264.46 on Friday. The firm has a market capitalization of $187.90 billion, a PE ratio of 21.80, a P/E/G ratio of 2.82 and a beta of 0.41. The firm has a 50-day moving average price of $275.99 and a 200 day moving average price of $298.87. McDonald’s Corporation has a 52-week low of $260.96 and a 52-week high of $341.75.

McDonald’s (NYSE:MCD – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. The company had revenue of $6.52 billion for 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%. McDonald’s’s revenue was up 9.4% on a year-over-year basis. During the same period in the previous year, the firm earned $2.67 EPS. On average, equities analysts expect that McDonald’s Corporation will post 12.86 EPS for the current year.

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, September 1st will be issued a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $7.44 annualized dividend and a yield of 2.8%. McDonald’s’s payout ratio is presently 61.34%.

More McDonald’s News

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

Positive Sentiment: McDonald’s announced a quarterly dividend of $1.86 per share, reinforcing its reputation as a steady income stock and highlighting continued cash generation. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
Positive Sentiment: BTIG Research kept a buy rating on McDonald’s and said the stock still offers meaningful upside, even after cutting its price target to $350 from $370. Benzinga
Positive Sentiment: Recent consumer-focused coverage around McValue packs, online availability, and a new dipping sauce suggests McDonald’s is still leaning on value-driven promotions and menu innovation to drive traffic. Here’s what’s new at McDonald’s this week
Neutral Sentiment: Media coverage highlighting McDonald’s new McValue packs and online ordering is more promotional than financial, so it may help awareness but does not yet prove a material sales lift. McDonald’s McValue packs now available online. Here’s how to score one
Neutral Sentiment: Analysts and media continue to frame McDonald’s as a defensive dividend name, but that alone is not enough to offset broader concerns about consumer spending. These 4 Dividend Stocks Are Money-Printing Machines
Negative Sentiment: New research indicates restaurant customers remain highly price sensitive despite lower gas prices, which is a warning sign for traffic and margins at McDonald’s. McDonald’s (MCD) Faces Stubborn Price Sensitive Traffic Despite Lower Gas Prices
Negative Sentiment: McDonald’s recently hit a new 52-week low, and commentary around the stock suggests investors are waiting for the August 4 earnings report before buying the dip. McDonald’s Just Hit a New 52-Week Low. Don’t Buy the Dip Until After August 4.
Negative Sentiment: StockTwits-style coverage also points to McDonald’s trading near 52-week lows amid broader concerns about weakening consumer demand. Why Did PEGA, ISRG, MCD Stocks Plunge To 52-Week Lows Today?

Insider Buying and Selling

In other news, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the sale, the insider owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. The trade was a 40.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $1,744,760.48. This represents a 30.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 8,348 shares of company stock valued at $2,355,634 over the last 90 days. 0.26% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Tigress Financial upped their price objective on McDonald’s from $385.00 to $390.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Erste Group Bank downgraded shares of McDonald’s from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Royal Bank Of Canada restated a “sector perform” rating on shares of McDonald’s in a research report on Tuesday, June 23rd. Deutsche Bank Aktiengesellschaft set a $325.00 price objective on shares of McDonald’s in a report on Thursday, July 9th. Finally, KeyCorp reiterated an “overweight” rating on shares of McDonald’s in a research report on Wednesday, July 15th. Fifteen investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $334.32.

Check Out Our Latest Report on McDonald’s

McDonald’s Company Profile

(Free Report)

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.