APG Asset Management N.V. Buys 5,700 Shares of McDonald’s Corporation $MCD

APG Asset Management N.V. boosted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 1.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 410,400 shares of the fast-food giant’s stock after acquiring an additional 5,700 shares during the quarter. APG Asset Management N.V. owned 0.06% of McDonald’s worth $124,716,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of MCD. Vanguard Group Inc. boosted its position in McDonald’s by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock valued at $21,773,010,000 after buying an additional 316,638 shares during the period. State Street Corp increased its position in shares of McDonald’s by 0.8% in the second quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock valued at $10,175,800,000 after acquiring an additional 272,139 shares during the period. Geode Capital Management LLC raised its stake in shares of McDonald’s by 1.7% during the second quarter. Geode Capital Management LLC now owns 16,828,420 shares of the fast-food giant’s stock valued at $4,901,595,000 after acquiring an additional 276,065 shares during the last quarter. Norges Bank purchased a new stake in shares of McDonald’s during the second quarter worth about $2,780,712,000. Finally, Laurel Wealth Advisors LLC grew its stake in shares of McDonald’s by 29,382.3% in the second quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock worth $1,676,339,000 after purchasing an additional 5,718,087 shares during the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

McDonald’s Stock Up 1.9%

MCD stock opened at $340.85 on Friday. The business has a 50 day moving average of $316.42 and a 200 day moving average of $310.25. The firm has a market cap of $242.14 billion, a PE ratio of 28.52, a price-to-earnings-growth ratio of 3.03 and a beta of 0.52. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.35.

McDonald’s (NYSE:MCD) last released its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping 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 firm had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same period in the prior year, the firm posted $2.83 earnings per share. The company’s quarterly revenue was up 9.7% on a year-over-year basis. On average, research analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

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

Analysts Set New Price Targets

A number of research firms have commented on MCD. Truist Financial upped their price target on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. 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. Jefferies Financial Group boosted their price objective on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. TD Cowen restated a “hold” rating and issued a $320.00 price objective on shares of McDonald’s in a report on Thursday, February 12th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $337.57.

Key McDonald’s News

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

• Positive Sentiment: Street support: JPMorgan raised its price target to $325 and remains constructive, giving buy‑side validation and likely contributing to bullish flows. Article Title
• Positive Sentiment: Promotions and LTOs driving traffic: The U.S. rollout of the “Big Arch” supersized burger and national $1 McMuffin promotions are generating buzz and should lift short‑term visits and digital engagement, supporting revenue and comp trends. Article Title Article Title
• Positive Sentiment: Loyalty and digital momentum: Coverage highlights McDonald’s rewards and app-driven promotions are improving visit frequency and ticket, a structural tailwind for margins and recurring sales. Article Title
• Positive Sentiment: Dividend income visibility: Management confirmed a $1.86 quarterly dividend (ex‑div March 3, payable March 17), supporting demand from income‑oriented investors. Article Title
• Neutral Sentiment: Mixed analyst estimate moves from Zacks: Zacks updated numerous quarterly and FY2027/28 EPS estimates — lifting some full‑year/quarter forecasts while trimming others. The net effect is ambiguous for near‑term sentiment but shows analysts are actively re‑modeling. (Zacks coverage also discusses value strategy sustaining traffic.) Article Title
• Neutral Sentiment: Product novelty tests: International menu items and limited‑time offers can boost visits but their incremental margin impact is uncertain; useful for short‑term traffic but not a proven long‑term earnings catalyst. Article Title
• Negative Sentiment: Insider selling: Executives disclosed sales (including a recent sale by Joe Erlinger), which can spook some investors even if part of routine diversification. Article Title
• Negative Sentiment: Regional ad controversy: A Ramadan ad in Germany showing empty boxes drew criticism — a reputational headline that may pressure local sentiment but is unlikely to materially affect global fundamentals. Article Title

Insider Buying and Selling at McDonald’s

In related news, 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 transaction of $1,553,052.00. Following the completion of the sale, the chief marketing officer owned 6,200 shares of the company’s stock, valued at $2,052,200. This trade represents a 43.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Joseph M. Erlinger sold 333 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $330.43, for a total value of $110,033.19. Following the completion of the transaction, the insider directly owned 8,733 shares in the company, valued at $2,885,645.19. This trade represents a 3.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 78,084 shares of company stock worth $25,661,722 in the last 90 days. Insiders own 0.25% of the company’s 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.