Bradley Foster & Sargent Inc. CT Has $51.72 Million Holdings in McDonald’s Corporation $MCD

Bradley Foster & Sargent Inc. CT lowered its stake in McDonald’s Corporation (NYSE:MCD) by 1.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 170,207 shares of the fast-food giant’s stock after selling 1,903 shares during the quarter. Bradley Foster & Sargent Inc. CT’s holdings in McDonald’s were worth $51,724,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Decker Retirement Planning Inc. grew its stake in shares of McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after buying an additional 50 shares during the period. Legacy Investment Solutions LLC acquired a new stake in McDonald’s in the second quarter valued at approximately $25,000. Evergreen Private Wealth LLC increased its holdings 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. acquired a new position in shares of McDonald’s during the second quarter worth approximately $29,000. Finally, Traub Capital Management LLC bought a new position in shares of McDonald’s in the 2nd quarter worth $29,000. 70.29% of the stock is owned by institutional investors.

Insider Activity at McDonald’s

In other news, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total transaction of $854,106.50. Following the completion of the sale, the insider owned 5,398 shares in the company, valued at $1,755,699.50. This trade represents a 32.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer owned 6,200 shares in the company, valued at approximately $2,052,200. The trade was a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,550 shares of company stock valued at $23,484,957 in the last 90 days. 0.25% of the stock is currently owned by company insiders.

McDonald’s Stock Down 0.4%

Shares of NYSE MCD opened at $333.23 on Wednesday. The company has a market capitalization of $237.31 billion, a PE ratio of 27.89, a PEG ratio of 2.97 and a beta of 0.52. The stock’s 50 day moving average price is $315.34 and its 200-day moving average price is $309.60. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $336.00.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.McDonald’s’s revenue was up 9.7% on a year-over-year basis. During the same period last year, the business posted $2.83 earnings per share. As a group, research analysts expect that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s payout ratio is 62.26%.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s is rolling its Big Arch Burger into U.S. menus for a limited time — a larger, promotional sandwich that has driven traffic in other markets and fits the “bigger-burger” trend; this could boost short‑term ticket and visit frequency. Read More.
• Positive Sentiment: Seasonal and promotional menu items continue: the Shamrock Shake campaign is back, driving brand engagement and incremental visits around St. Patrick’s Day. These limited-time items support traffic and social buzz. Read More.
• Positive Sentiment: McDonald’s India (West & South) owner Westlife Foodworld is running a Protein Week with low-price, app-focused protein options and free delivery promo — a targeted, value-led push that can grow AUVs and digital ordering in a fast-growing market. Read More.
• Positive Sentiment: Analyst support: JPMorgan raised its MCD price target to $325 and kept an Overweight rating, and Erste Group upgraded MCD to Buy, signaling confidence in sales momentum and McDonald’s financial profile for 2026. Note JPMorgan’s new PT still sits modestly below the current quote, so upside expectations are mixed. Read More.
• Neutral Sentiment: Longer-term perspective pieces highlight MCD’s solid multi‑year returns and low‑volatility dividend profile; useful context for investors weighing valuation vs. growth, but not immediate catalysts. Read More.
• Neutral Sentiment: Operational tweak: McDonald’s updated cash handling/check-out rules as pennies phase out — a minor customer-experience and cost/handling change with limited stock impact. Read More.
• Negative Sentiment: Macro/market weakness (broader market sell-off and Dow declines) is pressuring equities including MCD today — an external headwind that can overwhelm company-specific positives in the near term. Read More.

Analyst Ratings Changes

A number of brokerages have commented on MCD. BTIG Research boosted their price target on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Sanford C. Bernstein reissued a “market perform” rating and set a $340.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. BMO Capital Markets reaffirmed an “outperform” rating on shares of McDonald’s in a research report on Thursday, November 6th. TD Cowen reissued a “hold” rating and set a $320.00 price objective on shares of McDonald’s in a report on Thursday, February 12th. Finally, Royal Bank Of Canada increased their price objective on McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a research note on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, McDonald’s has an average rating of “Hold” and an average target price of $337.57.

About McDonald’s

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.