B. Metzler seel. Sohn & Co. AG raised its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 81.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 760,765 shares of the fast-food giant’s stock after buying an additional 340,774 shares during the quarter. McDonald’s makes up approximately 2.0% of B. Metzler seel. Sohn & Co. AG’s holdings, making the stock its 12th largest holding. B. Metzler seel. Sohn & Co. AG owned 0.11% of McDonald’s worth $231,189,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Brighton Jones LLC grew its stake in shares of 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 buying an additional 1,649 shares during the period. Revolve Wealth Partners LLC raised its position in shares of McDonald’s by 2.8% in the 4th 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 during the period. Sivia Capital Partners LLC boosted its holdings in McDonald’s by 11.4% in the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after acquiring an additional 206 shares during the last quarter. United Bank boosted its holdings in McDonald’s by 6.0% in the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after acquiring an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its position in McDonald’s by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock valued at $3,780,000 after acquiring an additional 312 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.
Insider Buying and Selling at McDonald’s
In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. This represents a 28.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the firm’s stock in a transaction dated 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 sale, the chief marketing officer owned 6,200 shares of the company’s stock, valued at $2,052,200. This represents a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 71,517 shares of company stock worth $23,655,503. 0.25% of the stock is currently owned by insiders.
McDonald’s News Summary
- Positive Sentiment: Tigress Financial raised its price target on MCD to $385 and kept a “buy” rating, implying roughly 17% upside from the current price — a direct bullish signal from an analyst that can drive buying interest. Street Insider: PT Raised
- Positive Sentiment: Capgemini extended its technology partnership with McDonald’s for five years to modernize restaurants and accelerate digital features — supports efficiency, digital sales growth and execution of the “Accelerating the Arches” strategy. Capgemini partnership
- Positive Sentiment: Strategic expansion plan: analyst coverage (Zacks) highlights MCD’s target of ~50,000 restaurants by 2027 with 2,600 openings planned for 2026 — accelerates unit-driven revenue potential and global footprint growth. Zacks: 50K restaurant target
- Positive Sentiment: Brand & merchandising lift: Crocs x Happy Meal collaboration and revived Happy Meal partnerships drive PR and collectible demand that can boost traffic and AUVs in limited windows. Crocs Happy Meal collab
- Neutral Sentiment: Local development: planning for a third McDonald’s in Collierville, TN — incremental local growth but immaterial to companywide fundamentals. Collierville restaurant plan
- Neutral Sentiment: Dividend narratives continue to feature MCD among reliable payers — supports longer‑term investor interest but is not an immediate price catalyst. Dividend stocks article
- Negative Sentiment: Product/PR risk from Big Arch launch — the nationwide rollout and a viral 13‑second CEO taste‑test video produced heavy attention but mixed consumer reviews and social backlash; competitors (Burger King, Wendy’s) have publicly trolled the clip. That creates short‑term reputational noise and raises the risk that the premium product may not sustain lift if consumer reception or value perception proves weak. Big Arch coverage
McDonald’s Stock Performance
Shares of NYSE:MCD opened at $328.22 on Friday. The business’s 50-day simple moving average is $318.21 and its 200 day simple moving average is $311.04. The company has a market cap of $233.17 billion, a P/E ratio of 27.47, a PEG ratio of 2.92 and a beta of 0.51. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75.
McDonald’s (NYSE:MCD – Get Free Report) last released its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.07. The firm had revenue of $7.01 billion during the quarter, compared to analysts’ expectations 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 quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.83 EPS. Analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.
McDonald’s Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be paid a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.3%. McDonald’s’s dividend payout ratio is 62.26%.
Wall Street Analysts Forecast Growth
MCD has been the subject of several research analyst reports. Truist Financial upped their price target on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Barclays boosted their target price on McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Erste Group Bank raised shares of McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. Mizuho lifted their price target on shares of McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $339.69.
View Our Latest Stock Analysis on MCD
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.
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