Ameriprise Financial Inc. grew its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 0.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,422,014 shares of the fast-food giant’s stock after acquiring an additional 21,168 shares during the quarter. Ameriprise Financial Inc. owned 0.62% of McDonald’s worth $1,343,501,000 at the end of the most recent reporting period.
Several other hedge funds also recently made changes to their positions in the business. Norges Bank acquired a new stake in shares of McDonald’s in the second quarter valued at approximately $2,780,712,000. Laurel Wealth Advisors LLC increased its holdings in shares of McDonald’s by 29,382.3% in the second quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after purchasing an additional 5,718,087 shares during the last quarter. Soundwatch Capital LLC bought a new position in shares of McDonald’s in the second quarter valued at about $1,412,069,000. Viking Global Investors LP lifted its stake in shares of McDonald’s by 171.7% during the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock worth $913,157,000 after buying an additional 1,974,998 shares during the last quarter. Finally, Amundi lifted its stake in shares of McDonald’s by 96.0% during the 2nd quarter. Amundi now owns 4,032,676 shares of the fast-food giant’s stock worth $1,188,147,000 after buying an additional 1,974,751 shares during the last quarter. 70.29% of the stock is owned by institutional investors.
Trending Headlines about McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a clear analyst endorsement that supports upside to the stock. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target, Highlights Multi-Year Growth Strategy
- Positive Sentiment: Value menu push: McDonald’s is rolling out $3 value items and $4 breakfast deals in the U.S. starting in April to win back price‑sensitive customers — a traffic‑driving move that could boost visit frequency if franchisees and consumers adopt it. McDonald’s to launch new $3 value items in US starting April, WSJ reports
- Positive Sentiment: Digital/loyalty tailwinds: Management cites a large loyalty base and digital tools as drivers for higher visit frequency and better targeted promotions — structural levers for revenue per user and margin expansion over time. Can MCD’s Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
- Neutral Sentiment: Marketing and product noise: Viral moments (CEO burger video → memes) and new product reviews (e.g., Big Arch) keep brand relevance and social buzz high but are unlikely to move fundamentals immediately. How McDonald’s CEO’s viral burger video turned memes into money
- Neutral Sentiment: Menu coverage / consumer perception: Media attention on affordability and menu mix helps narrative but the actual impact depends on execution and unit economics. McDonald’s Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals
- Negative Sentiment: Insider selling: Executive Joseph Erlinger disclosed a sale of 2,626 shares (~$862k). While routine insider sales aren’t always predictive, they can be interpreted as a mild negative signal by some investors. Insider sale filing
- Negative Sentiment: Short‑term dampener: Analysts and commentary note the stock is down since earnings (some profit‑taking and valuation debates persist), which can cap near‑term upside until fresh evidence of traffic/margin improvement appears. Why Is McDonald’s (MCD) Down 2.5% Since Last Earnings Report?
McDonald’s Price Performance
McDonald’s (NYSE:MCD – Get Free Report) last released its earnings results 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 firm 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%.The company’s revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the company posted $2.83 EPS. Sell-side analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.
McDonald’s Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given 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 yield of 2.3%. McDonald’s’s dividend payout ratio is currently 62.26%.
Insider Activity
In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the sale, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their ownership of the stock. The sale 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 transaction of $1,553,052.00. Following the completion of the transaction, the chief marketing officer directly owned 6,200 shares in the company, valued at approximately $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. Over the last three months, insiders sold 74,143 shares of company stock valued at $24,517,724. Company insiders own 0.25% of the company’s stock.
Wall Street Analysts Forecast Growth
MCD has been the subject of several research reports. JPMorgan Chase & Co. raised their price objective on shares of McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Robert W. Baird set a $335.00 target price on McDonald’s in a research report on Thursday, February 12th. Piper Sandler lifted their price target on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target for the company in a report on Tuesday, January 6th. Finally, Tigress Financial boosted their price target on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Seventeen 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. Based on data from MarketBeat, McDonald’s presently has a consensus rating of “Hold” and a consensus price target of $339.69.
Check Out Our Latest Stock Analysis on McDonald’s
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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