Bank of New York Mellon Corp Lowers Position in McDonald’s Corporation $MCD

Bank of New York Mellon Corp trimmed its position in shares of McDonald’s Corporation (NYSE:MCD) by 2.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,243,149 shares of the fast-food giant’s stock after selling 134,676 shares during the quarter. Bank of New York Mellon Corp owned 0.73% of McDonald’s worth $1,593,341,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the company. Decker Retirement Planning Inc. grew its position in McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after purchasing an additional 50 shares in the last quarter. Legacy Investment Solutions LLC bought a new position in shares of McDonald’s in the second quarter valued at approximately $25,000. Evergreen Private Wealth LLC increased its position in shares of McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after acquiring an additional 52 shares during the last quarter. GFG Capital LLC purchased a new stake in shares of McDonald’s during the second quarter valued at approximately $29,000. Finally, Financial Gravity Companies Inc. bought a new stake in McDonald’s during the second quarter worth $29,000. Institutional investors own 70.29% of the company’s stock.

McDonald’s Trading Up 0.3%

McDonald’s stock opened at $313.91 on Wednesday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $326.32. The firm has a market capitalization of $223.55 billion, a price-to-earnings ratio of 26.78, a P/E/G ratio of 3.11 and a beta of 0.53. The firm has a 50 day simple moving average of $309.21 and a 200 day simple moving average of $306.22.

McDonald’s (NYSE:MCD) last issued its earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The business had revenue of $7.08 billion for the quarter, compared to the consensus estimate of $7.10 billion. During the same period in the previous year, the firm earned $3.23 EPS. The company’s revenue was up 3.0% compared to the same quarter last year. On average, equities research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current year.

Insider Buying and Selling

In other McDonald’s news, EVP Manuel Jm Steijaert sold 6,567 shares of McDonald’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $305.50, for a total transaction of $2,006,218.50. Following the completion of the transaction, the executive vice president owned 4,606 shares of the company’s stock, valued at $1,407,133. The trade was a 58.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Ian Frederick Borden sold 17,134 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the sale, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. The trade was a 39.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 45,142 shares of company stock worth $13,841,169. Company insiders own 0.25% of the company’s stock.

Analyst Upgrades and Downgrades

MCD has been the topic of a number of recent analyst reports. KeyCorp lifted their target price on McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a research note on Friday, January 9th. Citigroup lowered their price objective on shares of McDonald’s from $381.00 to $375.00 and set a “buy” rating on the stock in a research report on Tuesday, October 21st. BMO Capital Markets reissued an “outperform” rating on shares of McDonald’s in a research report on Thursday, November 6th. Truist Financial raised their price target on shares of McDonald’s from $350.00 to $356.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. Finally, Wells Fargo & Company upped their price objective on McDonald’s from $340.00 to $345.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Thirteen investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $328.88.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s revived its 1980s “Changeables” Happy Meal toys — a nostalgia play (16 transforming robots/dinosaurs) expected to drive family foot traffic and incremental Happy Meal sales. McDonald’s brings back popular Happy Meal toy from 1980s
• Positive Sentiment: Company is doubling down on value — $5 meals and a revived Snack Wrap — initiatives that management/coverage say are intended to boost transactions and fuel a franchise rebound. These are direct drivers of same‑store sales and margin mix for franchised restaurants. McDonald’s doubles down on value
• Positive Sentiment: Limited‑edition promotional tie‑ins (FRIENDS Meal, collectibles) and bringing overseas fan favorites to the U.S. signal ongoing product innovation to sustain customer interest and drive visit frequency. McDonald’s launches limited-edition FRIENDS Meal
• Neutral Sentiment: Jefferies expects McDonald’s fourth‑quarter results roughly in line with consensus (U.S. same‑store sales ~4.5%, EPS ~ $3), noting continued U.S. share gains but limited near‑term surprises — supportive but not a catalyst. McDonald’s seen delivering inline fourth quarter results
• Neutral Sentiment: Coverage pieces (menu reviews, superfan features) and menu tweaks are keeping the brand top‑of‑mind but are unlikely individually to move fundamentals; they support ongoing marketing momentum. Hot honey menu review
• Negative Sentiment: Pepsi/competitor dynamics: Domino’s is rolling out bigger deals following McDonald’s playbook, highlighting intensifying promotional competition that could pressure margins or force continued discounting. Domino’s follows McDonald’s menu plan

McDonald’s Company 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.