McDonald’s Corporation $MCD Holdings Trimmed by Addenda Capital Inc.

Addenda Capital Inc. lowered its position in shares of McDonald’s Corporation (NYSE:MCD) by 9.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,000 shares of the fast-food giant’s stock after selling 2,183 shares during the quarter. Addenda Capital Inc.’s holdings in McDonald’s were worth $6,113,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Evergreen Private Wealth LLC lifted its stake in McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after acquiring an additional 52 shares in the last quarter. Park Place Capital Corp lifted its stake in McDonald’s by 95.7% in the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after acquiring an additional 45 shares in the last quarter. Painted Porch Advisors LLC lifted its stake in McDonald’s by 735.7% in the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after acquiring an additional 103 shares in the last quarter. Davis Capital Management purchased a new stake in McDonald’s in the 3rd quarter worth about $37,000. Finally, Saranac Partners Ltd purchased a new stake in McDonald’s in the 3rd quarter worth about $37,000. Institutional investors own 70.29% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on MCD. Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Royal Bank Of Canada raised their price target 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. Guggenheim cut their price target on McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Barclays raised their price target on McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Finally, Jefferies Financial Group raised their price target on McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Seventeen 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’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $339.69.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Management says digital channels (app, delivery, kiosks, loyalty) now represent a meaningful share of systemwide sales, supporting higher engagement and longer‑term margin/leverage potential. Will McDonald’s Digital Sales Mix Drive Its Next Phase of Growth?
• Positive Sentiment: McDonald’s expanded its value strategy (new Under‑$3 items, $4 breakfast, $5–$6 bundles / McValue 2.0) to protect traffic as consumers tighten budgets — a defensive move likely to support same‑store sales in a weaker consumer environment. McDonald’s is adding value meals as food prices continue to rise
• Positive Sentiment: Analyst support: Erste Group nudged up its FY2027 EPS estimate and maintains a Buy rating, which can boost investor confidence versus consensus estimates. (Research note cited by market coverage.)
• Neutral Sentiment: Pop‑culture promos (KPop “Demon Hunters” meal) are generating engagement and secondary revenue from collectible card resale markets — these campaigns raise traffic and earned media but have mixed and hard‑to‑quantify sales impact. Cards from McDonald’s KPop Demon Hunters meal sell online. Is yours rare?
• Neutral Sentiment: Extensive media coverage of the CEO’s viral taste‑test video and his subsequent responses has kept McDonald’s in the headlines; this generates short‑term noise but so far limited evidence of sustainable traffic impact. The Economic Divide Behind That McDonald’s CEO Viral Video
• Negative Sentiment: Ongoing PR friction from the viral CEO clip and follow‑up coverage could dent brand sentiment among some customers and create earnings risk if the story lingers. McDonald’s CEO Breaks Silence With Response to Viral Backlash
• Negative Sentiment: A rival franchisee has filed Chapter 11 (65 restaurants at risk), highlighting margin and credit stress in parts of the quick‑service ecosystem that could pressure local franchise dynamics. McDonald’s rival franchisee files Chapter 11, 65 restaurants at risk
• Negative Sentiment: Recent intraday weakness and a small pullback in the prior session show investors are watching short‑term headlines; that volatility could persist until the market fully digests the value push and digital acceleration. McDonald’s (MCD) Stock Drops Despite Market Gains: Important Facts to Note

McDonald’s Stock Performance

Shares of MCD stock opened at $307.48 on Thursday. The stock’s 50 day simple moving average is $321.49 and its 200 day simple moving average is $311.66. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.75. The company has a market capitalization of $218.44 billion, a price-to-earnings ratio of 25.73, a PEG ratio of 2.73 and a beta of 0.53.

McDonald’s (NYSE:MCD) last issued 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. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The business had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same period last year, the business earned $2.83 EPS. The firm’s revenue was up 9.7% compared to the same quarter last year. On average, analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a $1.86 dividend. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

Insiders Place Their Bets

In other McDonald’s news, CEO Christopher J. Kempczinski sold 26,276 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $333.54, for a total value of $8,764,097.04. Following the sale, the chief executive officer owned 22,900 shares of the company’s stock, valued at $7,638,066. This trade represents a 53.43% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CMO Edith Morgan Flatley sold 4,692 shares of the firm’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 sale, the chief marketing officer directly owned 6,200 shares in the company, valued at $2,052,200. This trade represents a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 71,657 shares of company stock worth $23,722,204. Corporate insiders own 0.25% of the company’s stock.

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.