AGF Management Ltd. Acquires 40,733 Shares of McDonald’s Corporation $MCD

AGF Management Ltd. increased its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 51.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 119,708 shares of the fast-food giant’s stock after purchasing an additional 40,733 shares during the quarter. AGF Management Ltd.’s holdings in McDonald’s were worth $36,378,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Decker Retirement Planning Inc. increased its position in shares of McDonald’s by 142.9% in the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after acquiring an additional 50 shares during the last quarter. Legacy Investment Solutions LLC bought a new position in McDonald’s in the second quarter valued at approximately $25,000. Evergreen Private Wealth LLC grew its stake in McDonald’s by 162.5% in the third 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 in the last quarter. GFG Capital LLC acquired a new position in shares of McDonald’s during the 2nd quarter worth approximately $29,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of McDonald’s during the 2nd quarter worth approximately $29,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Stock Up 1.1%

McDonald’s stock opened at $318.35 on Tuesday. The company’s 50-day moving average price is $310.03 and its two-hundred day moving average price is $306.64. The stock has a market cap of $226.72 billion, a P/E ratio of 27.16, a P/E/G ratio of 3.18 and a beta of 0.53. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $326.32.

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

Wall Street Analyst Weigh In

MCD has been the subject of several analyst reports. Morgan Stanley set a $335.00 target price on shares of McDonald’s in a research note on Friday, October 17th. Robert W. Baird lifted their price objective on shares of McDonald’s from $322.00 to $325.00 and gave the company a “neutral” rating in a research report on Thursday, November 6th. BTIG Research raised shares of McDonald’s from a “neutral” rating to a “buy” rating and set a $360.00 target price on the stock in a report on Monday. TD Cowen reiterated a “hold” rating on shares of McDonald’s in a research note on Thursday, January 8th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Fifteen investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $330.81.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: BTIG upgraded McDonald’s from Neutral to Buy and set a $360 price target after conversations with franchisees — a headline catalyst that likely encouraged buying interest. BTIG upgrade
• Positive Sentiment: McDonald’s is launching limited‑edition, free McNugget® Caviar kits (partnership with Paramount Caviar) for Valentine’s Day — a high‑visibility promotion likely to drive short‑term visits and social media buzz. McNugget Caviar PR
• Positive Sentiment: Seasonal and menu items — including the expected return of the Shamrock Shake and broader 2026 menu updates (new sauces, Happy Meal tweaks) — provide recurring traffic drivers and marketing lift. Shamrock Shake return
• Positive Sentiment: Brand sponsorship: McDonald’s released final rosters for the 49th McDonald’s All American Games — continued youth/sports sponsorship that supports brand relevance and community engagement. All American Games rosters
• Neutral Sentiment: Market recap pieces note MCD outpaced the market in the latest session — descriptive coverage that reflects market movement but adds limited new fundamental insight. Zacks market recap
• Neutral Sentiment: Human‑interest/brand stories (e.g., why McDonald’s Coke tastes different) are generating positive publicity but are unlikely to materially change fundamentals. Coke tastes better article
• Negative Sentiment: Institutional activity: UMB Bank trimmed its MCD stake (small reduction) — a minor selling signal but not large enough to suggest material repositioning by institutions. UMB Bank trims position
• Negative Sentiment: Service/quality chatter: social posts about McDonald’s cheese not melting have circulated — a reputational item to monitor if it gains traction, but currently a limited operational risk. Cheese melting discussion

Insider Transactions at McDonald’s

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction on 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 owned 6,268 shares in the company, valued at $2,005,760. This trade represents 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 dated Wednesday, November 5th. The shares were sold at an average price of $300.42, for a total transaction of $3,945,716.28. Following the completion of the sale, the executive vice president directly owned 4,606 shares of the company’s stock, valued at approximately $1,383,734.52. The trade was a 74.04% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 45,142 shares of company stock valued at $13,841,169. Corporate insiders own 0.25% of the company’s stock.

McDonald’s 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.