McDonald’s Corporation $MCD Shares Bought by First American Trust FSB

First American Trust FSB grew its stake in McDonald’s Corporation (NYSE:MCD) by 8.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 43,545 shares of the fast-food giant’s stock after purchasing an additional 3,489 shares during the period. McDonald’s comprises approximately 1.0% of First American Trust FSB’s investment portfolio, making the stock its 28th largest holding. First American Trust FSB’s holdings in McDonald’s were worth $13,232,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Evergreen Private Wealth LLC grew its position in 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 buying an additional 52 shares during the period. Decker Retirement Planning Inc. raised its position in shares of 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 acquiring an additional 50 shares during the period. Legacy Investment Solutions LLC purchased a new stake in shares of McDonald’s during the 2nd quarter worth about $25,000. Financial Gravity Companies Inc. acquired a new stake in shares of McDonald’s during the 2nd quarter valued at about $29,000. Finally, Traub Capital Management LLC acquired a new stake in shares of McDonald’s during the 2nd quarter valued at about $29,000. 70.29% of the stock is owned by hedge funds and other institutional investors.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s is rolling out the national Big Arch burger in early March — a high-visibility product launch that could boost store traffic and temporary check increases if it resonates with consumers. McDonald’s Big Arch burger is headed to US menus in early March — here’s what to know
• Positive Sentiment: Company commentary and coverage highlight McDonald’s expanding focus on larger, premium sandwiches and upsell items — a menu trend that supports higher average checks and margin expansion. McDonald’s goes big on a growing menu trend
• Positive Sentiment: Erste Group upgraded MCD to Buy and expects stronger sales growth for 2026 (included in lists of low-volatility dividend stocks), giving investors a catalyst and fresh conviction around earnings upside. Erste Group Sees McDonald’s (MCD) Benefiting from Strong Financial Profile
• Neutral Sentiment: Operational tweak: McDonald’s updated its cash-rounding rules as pennies disappear — a small checkout/transaction change that could slightly simplify cash handling but has limited earnings impact. McDonald’s updates its cash rules as pennies vanish – how this might change your checkout routine
• Neutral Sentiment: Feature story on packaging evolution — useful for brand/ESG narrative but unlikely to move near-term fundamentals. How McDonald’s packaging has changed over the decades
• Negative Sentiment: Broader market weakness (Dow down, software weakness) could apply short-term downward pressure on MCD despite company-specific positives if risk-off sentiment deepens. Stock Market Today: Dow Dives, Cybersecurity Plays Hit As Software Sinks; Gold Stocks Shine (Live Coverage)

McDonald’s Stock Performance

Shares of MCD opened at $334.55 on Tuesday. The stock has a 50 day moving average price of $314.97 and a 200 day moving average price of $309.41. McDonald’s Corporation has a one year low of $283.47 and a one year high of $335.67. The stock has a market capitalization of $238.25 billion, a price-to-earnings ratio of 28.00, a PEG ratio of 2.92 and a beta of 0.52.

McDonald’s (NYSE:MCD) last announced 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 company had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same quarter last year, the firm posted $2.83 EPS. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s dividend payout ratio is currently 62.26%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on MCD shares. Citigroup upped their price target on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a research report on Tuesday, January 6th. Royal Bank Of Canada increased their target price on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research report on Thursday, February 12th. TD Cowen reissued a “hold” rating and issued a $320.00 price target on shares of McDonald’s in a research note on Thursday, February 12th. Finally, BTIG Research upped their price objective on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, McDonald’s presently has an average rating of “Hold” and an average target price of $337.04.

Insider Buying and Selling

In other McDonald’s news, EVP Manuel Jm Steijaert sold 6,567 shares of the firm’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 transaction, the executive vice president directly owned 4,606 shares of the company’s stock, valued at $1,407,133. This trade represents a 58.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at $2,005,760. This trade represents a 28.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,550 shares of company stock worth $23,484,957 in the last 90 days. 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.