McDonald’s Corporation $MCD Shares Sold by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC lessened its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 9.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 173,096 shares of the fast-food giant’s stock after selling 17,290 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in McDonald’s were worth $52,493,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of MCD. WD Rutherford LLC grew its position in McDonald’s by 1.0% in the 3rd quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after buying an additional 33 shares in the last quarter. Physician Wealth Advisors Inc. boosted its holdings in shares of McDonald’s by 1.6% in the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after acquiring an additional 33 shares in the last quarter. Redhawk Wealth Advisors Inc. increased its stake in shares of McDonald’s by 1.4% during the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock valued at $736,000 after acquiring an additional 34 shares during the period. Symmetry Partners LLC raised its holdings in McDonald’s by 2.0% during the third quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock worth $538,000 after purchasing an additional 34 shares in the last quarter. Finally, Jackson Hole Capital Partners LLC raised its holdings in McDonald’s by 0.3% during the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock worth $3,352,000 after purchasing an additional 34 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.

McDonald’s Stock Performance

McDonald’s stock opened at $307.27 on Thursday. The firm has a market cap of $218.29 billion, a price-to-earnings ratio of 25.71, a price-to-earnings-growth ratio of 2.77 and a beta of 0.53. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75. The firm’s 50 day moving average price is $321.86 and its two-hundred day moving average price is $311.50.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data 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%.The company’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.83 EPS. As a group, equities analysts predict that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s dividend payout ratio is currently 62.26%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on MCD. Robert W. Baird set a $335.00 price target on McDonald’s in a research note on Thursday, February 12th. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective on the stock in a research note on Tuesday, January 6th. TD Cowen restated a “hold” rating and issued a $320.00 price objective on shares of McDonald’s in a report on Thursday, February 12th. Mizuho raised their target price on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Finally, JPMorgan Chase & Co. lifted their target price on McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $339.69.

Insider Buying and Selling

In related news, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total value of $854,106.50. Following the transaction, the insider owned 5,398 shares of the company’s stock, valued at approximately $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 can be accessed through this hyperlink. Also, EVP Jonathan Banner sold 6,201 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the sale, the executive vice president owned 2,291 shares in the company, valued at approximately $763,567.39. The trade was a 73.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 71,657 shares of company stock worth $23,722,204. Company insiders own 0.25% of the company’s stock.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is targeting a large beverage opportunity — aiming at a ~$100 billion beverage market with new McCafé drinks planned for a 2026 U.S. and global rollout, a potential multi-year growth driver and same‑store check boost. Can McDonald’s Tap a $100B Beverage Opportunity in 2026?
• Positive Sentiment: The company is launching a new $3 value menu and $4 meal, a tactical move to drive traffic and affordability that could support sales and offset margin pressure if adoption is strong. McDonald’s to launch new $3 value menu, $4 meal this week
• Positive Sentiment: Lower potato input costs reported for suppliers (Lamb Weston) could indirectly help McDonald’s margins if those savings flow through to the chain, reducing a key commodity pressure. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Positive Sentiment: Operational leadership moves: Skye Anderson returns as U.S. COO and other executive adjustments aim to sharpen U.S. operations and franchising/delivery focus, which could improve execution if transitions go smoothly. McDonald’s creates US COO role
• Neutral Sentiment: Marketing/promotions: the global “KPop Demon Hunters” McFlurry and themed meal rollout is generating buzz and likely a short‑term traffic lift, but the impact is promotional and temporary rather than structural. McDonald’s menu has new ‘KPop Demon Hunters’ McFlurry. What’s in it?
• Negative Sentiment: Shares moved lower amid a broader market uptick, signaling some investor caution about near‑term upside despite recent initiatives. McDonald’s (MCD) Stock Falls Amid Market Uptick: What Investors Need to Know
• Negative Sentiment: Investor questions around the leadership shuffle and ESG focus highlight execution and strategic clarity risks; coupled with reports that some new premium product tests (e.g., a $12 burger) are receiving mixed consumer reaction, these factors could weigh on sentiment if trends persist. McDonald’s Leadership Shuffle And ESG Focus Raise Fresh Investor Questions

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.