McDonald’s (MCD) Projected to Post Quarterly Earnings on Wednesday

McDonald’s (NYSE:MCD) is expected to post its Q4 2025 results before the market opens on Wednesday, February 11th. Analysts expect McDonald’s to post earnings of $3.00 per share and revenue of $6.81 billion for the quarter. Interested persons can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Wednesday, February 11, 2026 at 4:30 PM ET.

McDonald’s (NYSE:MCD) last released its earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 EPS for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). The business had revenue of $7.08 billion for the quarter, compared to the consensus estimate of $7.10 billion. McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The company’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.23 earnings per share. On average, analysts expect McDonald’s to post $12 EPS for the current fiscal year and $13 EPS for the next fiscal year.

McDonald’s Stock Performance

MCD opened at $319.73 on Wednesday. McDonald’s has a fifty-two week low of $283.47 and a fifty-two week high of $326.32. The firm has a 50-day moving average of $310.21 and a 200 day moving average of $306.81. The firm has a market cap of $227.70 billion, a P/E ratio of 27.28, a PEG ratio of 3.22 and a beta of 0.52.

Insider Buying and Selling

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’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 owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% 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. Insiders have sold 32,008 shares of company stock worth $9,895,452 in the last 90 days. 0.25% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Imprint Wealth LLC bought a new stake in McDonald’s during the third quarter valued at $60,000. Semmax Financial Advisors Inc. raised its holdings in shares of McDonald’s by 30.2% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 250 shares of the fast-food giant’s stock valued at $76,000 after acquiring an additional 58 shares in the last quarter. Osterweis Capital Management Inc. boosted its position in shares of McDonald’s by 8,040.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 407 shares of the fast-food giant’s stock valued at $119,000 after acquiring an additional 402 shares during the last quarter. WFA of San Diego LLC bought a new stake in shares of McDonald’s during the 2nd quarter valued at about $128,000. Finally, Darwin Wealth Management LLC purchased a new position in shares of McDonald’s during the second quarter worth about $163,000. Institutional investors own 70.29% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on MCD. Piper Sandler restated a “neutral” rating and set a $325.00 price target on shares of McDonald’s in a research note on Wednesday, October 22nd. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a report on Tuesday, January 6th. Royal Bank Of Canada began coverage on McDonald’s in a research note on Wednesday, October 8th. They issued a “sector perform” rating and a $320.00 target price on the stock. BMO Capital Markets reiterated an “outperform” rating on shares of McDonald’s in a research note on Thursday, November 6th. Finally, KeyCorp boosted their price objective on McDonald’s from $335.00 to $340.00 and gave the company an “overweight” rating in a research note on Friday, January 9th. Fifteen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $331.37.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: BTIG upgraded MCD from Neutral to Buy and set a $360 price target after discussions with franchisees — a direct driver of improved investor sentiment and a potential catalyst for multiple buy-side re-ratings. BTIG upgrade report
• Positive Sentiment: Limited-edition McNugget® Caviar kits (partnership with Paramount Caviar) will be distributed for free online on Feb. 10 — a high-profile, low-cost promotion likely to boost traffic, social engagement and short-term same-store sales. McNugget Caviar PR
• Positive Sentiment: New product rollouts and promotions — including a Friends-themed Happy Meal with collectible toys and broader 2026 menu changes (new sauces, Happy Meals, seasonal returns) — reinforce McDonald’s ability to drive traffic and mix improvement. These campaigns support both top-line momentum and brand relevance. Friends Happy Meal launch
• Positive Sentiment: QSR profile highlights creative leadership credited with powering McDonald’s growth — qualitative evidence that management/marketing execution is being recognized by industry press, which can sustain investor confidence in long-term comp trends. QSR Magazine profile
• Neutral Sentiment: McDonald’s released final rosters for the 49th McDonald’s All American Games — a brand/CSR marketing event that helps long-term brand affinity but has limited immediate financial impact. All American Games rosters
• Neutral Sentiment: Analyst/market commentary pieces summarize why MCD outpaced the market today — useful context for short-term moves but largely descriptive of the items above (upgrade + promotions). Zacks market note
• Neutral Sentiment: Several lifestyle pieces (Shamrock Shake seasonal return, Coke taste story, broader menu reporting) keep consumer interest high but are unlikely to move fundamentals on their own. Shamrock Shake return

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.