Erste Group Bank Estimates McDonald’s FY2027 Earnings

McDonald’s Corporation (NYSE:MCD) – Analysts at Erste Group Bank issued their FY2027 earnings per share (EPS) estimates for shares of McDonald’s in a report issued on Wednesday, February 18th. Erste Group Bank analyst S. Lingnau anticipates that the fast-food giant will earn $14.35 per share for the year. Erste Group Bank currently has a “Buy” rating on the stock. The consensus estimate for McDonald’s’ current full-year earnings is $12.25 per share.

MCD has been the topic of several other research reports. Royal Bank Of Canada increased their price target on shares of McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a research report on Thursday, February 12th. BTIG Research raised their target price on McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Piper Sandler lifted their price target on McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Jefferies Financial Group raised their price objective on McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, 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. Sixteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $337.04.

McDonald’s Stock Up 0.6%

MCD stock opened at $329.17 on Monday. The company’s 50-day moving average price is $314.66 and its two-hundred day moving average price is $309.22. The firm has a market cap of $234.42 billion, a P/E ratio of 27.55, a P/E/G ratio of 2.92 and a beta of 0.52. McDonald’s has a 12 month low of $283.47 and a 12 month high of $335.67.

McDonald’s (NYSE:MCD) last posted its quarterly earnings results 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 business 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%.McDonald’s’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.83 earnings per share.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Decker Retirement Planning Inc. grew its holdings in McDonald’s by 142.9% in the second 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 during the period. Legacy Investment Solutions LLC acquired a new position in shares of McDonald’s during the second quarter worth approximately $25,000. Evergreen Private Wealth LLC lifted its holdings in shares of 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 purchasing an additional 52 shares in the last quarter. Your Advocates Ltd. LLP acquired a new stake in McDonald’s in the 4th quarter valued at $27,000. Finally, Park Place Capital Corp increased its stake in McDonald’s by 95.7% during the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after purchasing an additional 45 shares in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of the business’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 sale, the executive vice president directly owned 6,268 shares in the company, valued at approximately $2,005,760. The trade was a 28.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $305.50, for a total value of $2,006,218.50. Following the completion of the transaction, the executive vice president directly owned 4,606 shares of the company’s stock, valued at $1,407,133. This represents a 58.78% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 71,550 shares of company stock valued at $23,484,957. 0.25% of the stock is currently owned by company insiders.

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be given a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Company is raising 2026 capital expenditures to as much as $3.9 billion to accelerate restaurant openings and hit a 50,000-location target by 2027 — management argues the ROI on these openings supports long‑term growth and same-store sales leverage. McDonald’s CapEx Steps Higher: What’s Supporting the ROI Case?
• Positive Sentiment: Analyst momentum: Erste Group Bank raised MCD to a Buy, a vote of confidence that can support further buying interest from institutional investors. McDonald’s (NYSE:MCD) Raised to Buy at Erste Group Bank
• Positive Sentiment: Menu/product innovation: McDonald’s is testing high‑protein menu options aimed at customers using GLP‑1 drugs — a potential traffic and AUV (average unit volume) driver if it attracts a new, health‑focused customer segment. McDonald’s is considering expanding protein menu for GLP-1 users
• Positive Sentiment: Brand/pop buzz: Collaborations and limited releases (e.g., the Drake OVO meal internationally) keep McDonald’s culturally relevant and can lift short‑term traffic and merchandising revenue. McDonald’s x Drake’s OVO Meal Is Finally Here — But Not in the US
• Positive Sentiment: Menu nostalgia and limited-time items returning (beloved menu items/seasonal promotions) support traffic and repeat visits—helpful for near‑term comps. McDonald’s Brings Back Beloved Menu Item
• Neutral Sentiment: Investor attention pieces (Zacks/Yahoo) note increased retail/institutional interest and recap recent fundamentals — useful context but not an immediate catalyst by itself. McDonald’s Corporation (MCD) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Local/menu curiosities (e.g., a rare Canadian breakfast item, regional shake returns) generate PR and incremental sales but limited broader financial impact. McDonald’s New Canadian Breakfast Item Is Out, but It’s a Rare Find
• Neutral Sentiment: Feature/legacy stories (human‑interest or history pieces) create brand conversation but are unlikely to move the stock materially. How One Man Humiliated McDonald’s and Built a $20 Billion Empire
• Negative Sentiment: Insider selling: CEO Christopher Kempczinski sold 26,277 shares recently — a datapoint investors watch for signaling, even though single insider sales often have benign explanations. Christopher Kempczinski Sells 26,277 Shares of McDonald’s (NYSE:MCD) Stock

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.