MMA Asset Management LLC Invests $600,000 in McDonald’s Corporation $MCD

MMA Asset Management LLC purchased a new position in shares of McDonald’s Corporation (NYSE:MCD) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,973 shares of the fast-food giant’s stock, valued at approximately $600,000.

A number of other large investors also recently bought and sold shares of the business. Legacy Investment Solutions LLC bought a new stake in McDonald’s during the 2nd quarter valued at about $25,000. Decker Retirement Planning Inc. increased its position in shares of McDonald’s by 142.9% during the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after acquiring an additional 50 shares during the period. Evergreen Private Wealth LLC raised its stake in shares of McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after acquiring an additional 52 shares in the last quarter. Financial Gravity Companies Inc. purchased a new stake in shares of McDonald’s in the second quarter valued at approximately $29,000. Finally, Traub Capital Management LLC bought a new position in McDonald’s in the second quarter worth approximately $29,000. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Key McDonald’s News

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

• Positive Sentiment: Analysts and previews expect Q4 tailwinds from value meals, digital engagement and international growth, which could support comparable-sales gains and cushion margins. Zacks’ Q4 preview highlights these drivers even as it notes cost pressures. McDonald’s to Post Q4 Earnings: What’s in the Cards for the Stock?
• Positive Sentiment: MarketBeat and other previews argue that strong execution, menu innovation and value promotions could reinforce McDonald’s defensive appeal into earnings—analysts have been raising some price targets (BTIG/UBS recently higher), signaling confidence ahead of results. McDonald’s Earnings Could Cement Its Defensive Appeal
• Positive Sentiment: McDonald’s declared its quarterly cash dividend of $1.86/share (payable March 17; record/ex-dividend dates announced), supporting income-focused investor demand and reinforcing MCD’s blue‑chip/dividend‑king narrative. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: Consumer marketing and limited-time promotions (Valentine’s McNugget “caviar” kits, return of a popular Happy Meal toy) are boosting engagement and social buzz—small but helpful for traffic and brand momentum. McDonald’s is giving away free caviar kits…
• Neutral Sentiment: Brokerage consensus remains mixed: Mizuho raised its price target (to $325) but kept a neutral rating; overall analyst coverage averages to a “Hold.” That suggests limited immediate upside from ratings alone but keeps MCD squarely on the radar. McDonald’s Stock: Analyst Estimates & Ratings
• Neutral Sentiment: Deeper analyst note coverage is focused on traffic mix (notably lower‑income consumer trends), pricing power and promotional intensity beyond raw EPS/revenue—useful context but not an immediate catalyst until management guidance. Exploring Analyst Estimates for McDonald’s Q4 Earnings
• Neutral Sentiment: Local expansion news (e.g., approval for a 24‑hour drive‑through in Tinley Park) shows continued unit-level growth potential but is unlikely to move the stock materially on its own. McDonalds OK’d to open 24-hour drive through in Tinley Park
• Negative Sentiment: Brand/operational headwinds: a consumer piece highlighting perceived declines in several menu items and a NYT report that McDonald’s opted out of selling food/drink at some official World Cup Fan Fests could dent incremental sales/opportunity and raise short‑term concern about international event exposure. World Cup 2026 – McDonald’s opts out… 7 McDonald’s Menu Items Fans Say Have Quietly Gone Downhill

Analyst Ratings Changes

A number of equities research analysts have weighed in on MCD shares. Piper Sandler reaffirmed a “neutral” rating and set a $325.00 target price on shares of McDonald’s in a research report on Wednesday, October 22nd. Mizuho lifted their price objective on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a report on Friday. Robert W. Baird increased their target price on shares of McDonald’s from $322.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Citigroup reduced their price target on shares of McDonald’s from $381.00 to $375.00 and set a “buy” rating for the company in a report on Tuesday, October 21st. Finally, Wells Fargo & Company increased their price objective on shares of McDonald’s from $340.00 to $345.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Fifteen investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $332.30.

Insiders Place Their Bets

In related news, EVP Desiree Ralls-Morrison sold 2,486 shares of the business’s 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 directly owned 6,268 shares in the company, valued at $2,005,760. The trade was a 28.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Ian Frederick Borden sold 17,134 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $310.00, for a total value of $5,311,540.00. Following the completion of the sale, the chief financial officer owned 26,353 shares of the company’s stock, valued at approximately $8,169,430. This trade represents a 39.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 32,008 shares of company stock valued at $9,895,452 in the last 90 days. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Stock Up 1.2%

Shares of McDonald’s stock opened at $327.29 on Friday. The company has a market cap of $233.08 billion, a P/E ratio of 27.93, a PEG ratio of 3.27 and a beta of 0.52. The firm’s 50 day moving average price is $310.96 and its 200-day moving average price is $307.25. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $328.06.

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 analysts’ consensus estimates of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The firm had revenue of $7.08 billion for the quarter, compared to analysts’ expectations of $7.10 billion. During the same period in the previous year, the company earned $3.23 EPS. The company’s revenue was up 3.0% on a year-over-year basis. As a group, equities research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be given a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) is presently 63.48%.

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.