Focus Partners Advisor Solutions LLC Has $1.81 Million Position in McDonald’s Corporation $MCD

Focus Partners Advisor Solutions LLC lifted its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 39.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 6,020 shares of the fast-food giant’s stock after purchasing an additional 1,710 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in McDonald’s were worth $1,814,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MCD. Decker Retirement Planning Inc. raised its stake 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 last quarter. Legacy Investment Solutions LLC bought a new stake in shares of McDonald’s during the second quarter valued at approximately $25,000. Evergreen Private Wealth LLC increased its holdings in shares of McDonald’s by 162.5% in the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares in the last quarter. Financial Gravity Companies Inc. acquired a new stake in shares of McDonald’s in the second quarter valued at approximately $29,000. Finally, Traub Capital Management LLC bought a new position in McDonald’s in the 2nd quarter worth approximately $29,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s renewed a multi‑year global technology partnership with Capgemini to modernize guest and crew platforms, supporting digital scale and the company’s “Accelerating the Arches” strategy — a potential margin and efficiency tailwind. Read More.
• Positive Sentiment: Management is pursuing aggressive unit growth — targeting 50,000 restaurants by 2027 with ~2,600 openings planned in 2026 — which is a clear growth catalyst if franchise economics hold and new units drive system sales. Read More.
• Positive Sentiment: Fresh and revived brand partnerships (new Happy Meal collaborations, a Crocs Happy Meal tie‑in, and NHL promotional items in Canada) boost marketing momentum and can drive incremental traffic and AUVs on a low incremental cost basis. Read More. Read More. Read More.
• Neutral Sentiment: Macro/investor positioning trends such as the recent “HALO” trade (investors rotating into defensive, consumer‑staples names) could support demand for MCD as a relatively defensive, high‑quality consumer stock even as growth cycles shift. Read More.
• Negative Sentiment: The nationwide rollout of the Big Arch Burger has drawn mixed consumer reviews and is testing premium pricing — raising short‑term execution and value perception questions that investors watch closely. Read More.
• Negative Sentiment: A short, awkward viral video of McDonald’s CEO sampling the Big Arch triggered a social‑media backlash and competitor response (Burger King, Wendy’s taste‑test posts), creating reputational noise and distracting from product messaging — a near‑term sentiment headwind. Read More. Read More.

Insider Activity at McDonald’s

In other news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer owned 6,200 shares of the company’s stock, valued at $2,052,200. The trade was a 43.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction 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 approximately $2,005,760. This represents a 28.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 71,517 shares of company stock valued at $23,655,503. 0.25% of the stock is owned by corporate insiders.

McDonald’s Trading Down 1.3%

NYSE:MCD opened at $327.34 on Friday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The firm has a market capitalization of $232.54 billion, a price-to-earnings ratio of 27.39, a PEG ratio of 2.95 and a beta of 0.51. The business’s 50-day moving average price is $317.86 and its two-hundred day moving average price is $310.90.

McDonald’s (NYSE:MCD) last announced 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 company had revenue of $7.01 billion during the quarter, compared to analysts’ expectations 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 was up 9.7% on a year-over-year basis. During the same period in the prior year, the business posted $2.83 EPS. Sell-side analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

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 issued 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 62.26%.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on MCD shares. Jefferies Financial Group increased their price objective on McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Wells Fargo & Company upped their price target on McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a report on Friday, February 13th. Erste Group Bank upgraded McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. Finally, Mizuho upped their target price on shares of McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $338.07.

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.