1,585 Shares in McDonald’s Corporation $MCD Acquired by Twin Capital Management Inc.

Twin Capital Management Inc. acquired a new stake in shares of McDonald’s Corporation (NYSE:MCD) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,585 shares of the fast-food giant’s stock, valued at approximately $482,000.

Several other large investors also recently added to or reduced their stakes in MCD. Legacy Investment Solutions LLC acquired a new stake in McDonald’s in the 2nd quarter worth approximately $25,000. Decker Retirement Planning Inc. raised 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 purchasing an additional 50 shares during the period. Evergreen Private Wealth LLC raised its position in shares of 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 during the period. Financial Gravity Companies Inc. acquired a new stake in shares of McDonald’s in the second quarter worth $29,000. Finally, Traub Capital Management LLC bought a new stake in shares of McDonald’s during the 2nd quarter worth $29,000. 70.29% of the stock is owned by institutional investors.

Insider Activity

In related news, insider Joseph M. Erlinger sold 3,195 shares of the firm’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $305.82, for a total transaction of $977,094.90. Following the completion of the sale, the insider directly owned 6,088 shares of the company’s stock, valued at $1,861,832.16. This trade represents a 34.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Ian Frederick Borden sold 17,134 shares of the business’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $310.00, for a total value of $5,311,540.00. Following the completion of the transaction, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. This represents a 39.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 32,008 shares of company stock worth $9,895,452. 0.25% of the stock is currently owned by insiders.

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

McDonald’s Price Performance

Shares of MCD stock opened at $327.29 on Monday. The stock’s fifty day simple moving average is $310.96 and its 200 day simple moving average is $307.38. McDonald’s Corporation has a one year low of $283.47 and a one year high of $328.06. The firm has a market cap of $233.08 billion, a price-to-earnings ratio of 27.93, a P/E/G ratio of 3.31 and a beta of 0.52.

McDonald’s Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Guggenheim lifted their target price on shares of McDonald’s from $310.00 to $325.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Mizuho raised their price target on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a research report on Tuesday, January 6th. TD Cowen reaffirmed a “hold” rating on shares of McDonald’s in a report on Thursday, January 8th. Finally, Robert W. Baird lifted their price target on McDonald’s from $322.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, November 6th. Fifteen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $332.30.

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.