Railway Pension Investments Ltd Grows Stock Holdings in McDonald’s Corporation $MCD

Railway Pension Investments Ltd lifted its stake in McDonald’s Corporation (NYSE:MCD) by 28.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 108,400 shares of the fast-food giant’s stock after purchasing an additional 24,300 shares during the quarter. Railway Pension Investments Ltd’s holdings in McDonald’s were worth $32,942,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its stake in McDonald’s by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after purchasing an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of McDonald’s by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after buying an additional 52 shares in the last quarter. State of Wyoming grew its holdings in shares of McDonald’s by 2,600.0% during the first quarter. State of Wyoming now owns 243 shares of the fast-food giant’s stock valued at $76,000 after buying an additional 234 shares during the last quarter. Jacobs Levy Equity Management Inc. bought a new stake in shares of McDonald’s during the first quarter valued at approximately $3,511,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in McDonald’s by 14.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 141,096 shares of the fast-food giant’s stock worth $44,074,000 after acquiring an additional 17,832 shares during the last quarter. Institutional investors own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the company. Guggenheim increased their target price on McDonald’s from $295.00 to $310.00 and gave the company a “neutral” rating in a research note on Wednesday, November 19th. KeyCorp reaffirmed an “overweight” rating and set a $335.00 price target on shares of McDonald’s in a report on Monday, October 20th. Wells Fargo & Company increased their price objective on McDonald’s from $340.00 to $345.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Piper Sandler reissued a “neutral” rating and issued a $325.00 target price on shares of McDonald’s in a research report on Wednesday, October 22nd. Finally, Citigroup lowered their target price on shares of McDonald’s from $381.00 to $375.00 and set a “buy” rating on the stock in a research note on Tuesday, October 21st. Eleven investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $324.57.

Insider Buying and Selling

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Manuel Jm Steijaert sold 13,134 shares of the business’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $300.42, for a total value of $3,945,716.28. Following the transaction, the executive vice president owned 4,606 shares of the company’s stock, valued at approximately $1,383,734.52. This trade represents a 74.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 42,516 shares of company stock valued at $13,036,090 over the last three months. 0.25% of the stock is currently owned by company insiders.

Key Stores Impacting McDonald’s

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

• Neutral Sentiment: Overview of Big Mac pricing through decades — contextual story on menu pricing and inflation; useful for investor perspective on price sensitivity and consumer sentiment but not an immediate earnings driver. Here’s how much a McDonald’s Big Mac cost the decade you were born
• Neutral Sentiment: Article flags McDonald’s among restaurant stocks mentioned as potentially oversold with attractive dividends — may draw value/income buyers over time but doesn’t create immediate upside. 2 Oversold Restaurant Stocks Offering Strong Dividends
• Neutral Sentiment: Profile piece on what a public figure eats at McDonald’s — pop-culture coverage that keeps the brand visible but has negligible direct financial impact. Donald Trump’s McDonald’s Diet Hasn’t Changed
• Negative Sentiment: Class-action lawsuit alleges the McRib contains no actual rib meat — legal and reputational risk that could trigger consumer backlash, regulatory scrutiny, and modest litigation costs if the case expands; investors may view this as a reason for short-term outflows or increased caution. Mc-What? McDonald’s Sued Over Claims Its McRib Has No Actual Rib Meat
• Negative Sentiment: Customer caught on camera attacking an employee at a McDonald’s location — localized incident that raises short-term reputational concerns around safety and in-store experience; unlikely to meaningfully affect corporate fundamentals but can amplify negative headlines. McDonald’s customer caught on camera launching flying kick at employee

McDonald’s Stock Down 0.8%

McDonald’s stock opened at $303.26 on Monday. McDonald’s Corporation has a 52-week low of $276.53 and a 52-week high of $326.32. The company has a market cap of $215.97 billion, a P/E ratio of 25.88, a P/E/G ratio of 3.08 and a beta of 0.53. The business has a 50-day simple moving average of $307.87 and a two-hundred day simple moving average of $304.45.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The business had revenue of $7.08 billion during the quarter, compared to analysts’ expectations of $7.10 billion. During the same period in the previous year, the business posted $3.23 EPS. The business’s quarterly revenue was up 3.0% compared to the same quarter last year. Research analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were issued a $1.86 dividend. The ex-dividend date of this dividend was Monday, December 1st. This represents a $7.44 dividend on an annualized basis and a yield of 2.5%. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s payout ratio is 63.48%.

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.