McDonald’s (NYSE:MCD – Get Free Report) had its target price lifted by research analysts at Tigress Financial from $360.00 to $385.00 in a research report issued to clients and investors on Friday, Marketbeat Ratings reports. The brokerage currently has a “buy” rating on the fast-food giant’s stock. Tigress Financial’s target price would indicate a potential upside of 17.30% from the company’s previous close.
MCD has been the subject of a number of other research reports. Royal Bank Of Canada increased their price target on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a report on Thursday, February 12th. Piper Sandler lifted their price objective on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. Barclays upped their target price on McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. UBS Group increased their target price on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, Argus raised shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target for the company in a research report on Friday, February 13th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $339.69.
Read Our Latest Report on McDonald’s
McDonald’s Price Performance
McDonald’s (NYSE:MCD – Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share 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 analysts’ expectations of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the prior year, the company posted $2.83 EPS. Analysts forecast that McDonald’s will post 12.25 earnings per share for the current fiscal year.
Insider Activity
In related news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the transaction, the executive vice president directly owned 6,268 shares in the company, valued at $2,005,760. This represents a 28.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,517 shares of company stock valued at $23,655,503 over the last three months. 0.25% of the stock is currently owned by company insiders.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in McDonald’s by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock valued at $22,112,675,000 after buying an additional 703,458 shares during the last quarter. State Street Corp boosted its holdings in shares of McDonald’s by 2.7% during the fourth quarter. State Street Corp now owns 35,983,997 shares of the fast-food giant’s stock valued at $10,997,789,000 after acquiring an additional 959,140 shares during the period. Geode Capital Management LLC grew its position in shares of McDonald’s by 0.4% during the fourth quarter. Geode Capital Management LLC now owns 17,038,519 shares of the fast-food giant’s stock worth $5,195,965,000 after acquiring an additional 76,090 shares during the last quarter. Norges Bank acquired a new stake in shares of McDonald’s in the 2nd quarter worth about $2,780,712,000. Finally, Price T Rowe Associates Inc. MD increased its holdings in shares of McDonald’s by 3.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 9,474,749 shares of the fast-food giant’s stock worth $2,895,768,000 after acquiring an additional 277,617 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.
Key Stories Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- 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
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.
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