Fieldview Capital Management LLC Acquires New Stake in McDonald’s Corporation $MCD

Fieldview Capital Management LLC bought a new position in shares of McDonald’s Corporation (NYSE:MCD) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 8,785 shares of the fast-food giant’s stock, valued at approximately $2,670,000.

A number of other institutional investors have also recently added to or reduced their stakes in MCD. WD Rutherford LLC increased its position in shares of McDonald’s by 1.0% during the 3rd quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after purchasing an additional 33 shares during the period. Redhawk Wealth Advisors Inc. lifted its holdings in shares of McDonald’s by 1.4% in the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock valued at $736,000 after buying an additional 34 shares during the period. Symmetry Partners LLC lifted its holdings in shares of McDonald’s by 2.0% in the third quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock valued at $538,000 after buying an additional 34 shares during the period. Jackson Hole Capital Partners LLC boosted its stake in McDonald’s by 0.3% during the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock valued at $3,352,000 after buying an additional 34 shares in the last quarter. Finally, CFO4Life Group LLC boosted its stake in McDonald’s by 2.1% during the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock valued at $507,000 after buying an additional 34 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: Tigress Financial raised its price target on MCD to $385 and kept a “buy” rating, implying roughly 17% upside from the current price — a direct bullish signal from an analyst that can drive buying interest. Street Insider: PT Raised
• Positive Sentiment: Capgemini extended its technology partnership with McDonald’s for five years to modernize restaurants and accelerate digital features — supports efficiency, digital sales growth and execution of the “Accelerating the Arches” strategy. Capgemini partnership
• Positive Sentiment: Strategic expansion plan: analyst coverage (Zacks) highlights MCD’s target of ~50,000 restaurants by 2027 with 2,600 openings planned for 2026 — accelerates unit-driven revenue potential and global footprint growth. Zacks: 50K restaurant target
• Positive Sentiment: Brand & merchandising lift: Crocs x Happy Meal collaboration and revived Happy Meal partnerships drive PR and collectible demand that can boost traffic and AUVs in limited windows. Crocs Happy Meal collab
• Neutral Sentiment: Local development: planning for a third McDonald’s in Collierville, TN — incremental local growth but immaterial to companywide fundamentals. Collierville restaurant plan
• Neutral Sentiment: Dividend narratives continue to feature MCD among reliable payers — supports longer‑term investor interest but is not an immediate price catalyst. Dividend stocks article
• Negative Sentiment: Product/PR risk from Big Arch launch — the nationwide rollout and a viral 13‑second CEO taste‑test video produced heavy attention but mixed consumer reviews and social backlash; competitors (Burger King, Wendy’s) have publicly trolled the clip. That creates short‑term reputational noise and raises the risk that the premium product may not sustain lift if consumer reception or value perception proves weak. Big Arch coverage

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on MCD shares. Robert W. Baird set a $335.00 price target on shares of McDonald’s in a research report on Thursday, February 12th. Barclays lifted their price objective on shares of McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. TD Cowen reissued a “hold” rating and set a $320.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. BTIG Research raised their target price on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Truist Financial lifted their price target on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $339.69.

McDonald’s Trading Up 0.2%

Shares of MCD opened at $328.22 on Monday. The business’s 50-day moving average price is $318.21 and its 200 day moving average price is $311.02. The stock has a market capitalization of $233.17 billion, a P/E ratio of 27.47, a P/E/G ratio of 2.92 and a beta of 0.51. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data 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. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. During the same period in the prior year, the firm earned $2.83 earnings per share. The business’s quarterly revenue was up 9.7% on a year-over-year basis. On average, research 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 declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s dividend payout ratio is 62.26%.

Insider Transactions at McDonald’s

In other news, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the sale, the chief marketing officer owned 6,200 shares in the company, valued at $2,052,200. This represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was 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 directly owned 6,268 shares of the company’s stock, valued at approximately $2,005,760. This trade represents a 28.40% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 71,517 shares of company stock worth $23,655,503. 0.25% of the stock is currently owned by insiders.

About McDonald’s

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.