McDonald’s Corporation $MCD Shares Acquired by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA increased its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 22.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 321,078 shares of the fast-food giant’s stock after purchasing an additional 59,542 shares during the quarter. McDonald’s makes up approximately 1.1% of Compagnie Lombard Odier SCmA’s portfolio, making the stock its 22nd biggest position. Compagnie Lombard Odier SCmA’s holdings in McDonald’s were worth $98,131,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of McDonald’s by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after buying an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of McDonald’s by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after buying an additional 52 shares during the last quarter. Sivia Capital Partners LLC raised its stake in McDonald’s by 11.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after acquiring an additional 206 shares in the last quarter. United Bank lifted its position in McDonald’s by 6.0% in the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after acquiring an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in McDonald’s by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock valued at $3,780,000 after acquiring an additional 312 shares in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Tigress Financial boosted their price objective on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Barclays raised their target price on shares of McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Piper Sandler lifted their target price on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $340.00 price target on shares of McDonald’s in a research report on Thursday, February 12th. Finally, Truist Financial increased their price target on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Seventeen equities 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. According to MarketBeat, McDonald’s has an average rating of “Hold” and a consensus target price of $339.69.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is targeting a large beverage opportunity — aiming at a ~$100 billion beverage market with new McCafé drinks planned for a 2026 U.S. and global rollout, a potential multi-year growth driver and same‑store check boost. Can McDonald’s Tap a $100B Beverage Opportunity in 2026?
• Positive Sentiment: The company is launching a new $3 value menu and $4 meal, a tactical move to drive traffic and affordability that could support sales and offset margin pressure if adoption is strong. McDonald’s to launch new $3 value menu, $4 meal this week
• Positive Sentiment: Lower potato input costs reported for suppliers (Lamb Weston) could indirectly help McDonald’s margins if those savings flow through to the chain, reducing a key commodity pressure. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Positive Sentiment: Operational leadership moves: Skye Anderson returns as U.S. COO and other executive adjustments aim to sharpen U.S. operations and franchising/delivery focus, which could improve execution if transitions go smoothly. McDonald’s creates US COO role
• Neutral Sentiment: Marketing/promotions: the global “KPop Demon Hunters” McFlurry and themed meal rollout is generating buzz and likely a short‑term traffic lift, but the impact is promotional and temporary rather than structural. McDonald’s menu has new ‘KPop Demon Hunters’ McFlurry. What’s in it?
• Negative Sentiment: Shares moved lower amid a broader market uptick, signaling some investor caution about near‑term upside despite recent initiatives. McDonald’s (MCD) Stock Falls Amid Market Uptick: What Investors Need to Know
• Negative Sentiment: Investor questions around the leadership shuffle and ESG focus highlight execution and strategic clarity risks; coupled with reports that some new premium product tests (e.g., a $12 burger) are receiving mixed consumer reaction, these factors could weigh on sentiment if trends persist. McDonald’s Leadership Shuffle And ESG Focus Raise Fresh Investor Questions

McDonald’s Trading Down 1.1%

Shares of MCD stock opened at $307.27 on Thursday. The company has a market capitalization of $218.29 billion, a price-to-earnings ratio of 25.71, a PEG ratio of 2.77 and a beta of 0.53. The firm has a 50-day moving average price of $321.86 and a 200 day moving average price of $311.50. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.75.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $6.81 billion. During the same period last year, the company earned $2.83 EPS. The firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. As a group, research analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were given a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.4%. McDonald’s’s dividend payout ratio is 62.26%.

Insider Activity at McDonald’s

In other news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the transaction, the executive vice president directly owned 2,291 shares of the company’s stock, valued at $763,567.39. The trade was a 73.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the sale, the chief executive officer owned 22,900 shares of the company’s stock, valued at approximately $7,587,915. This trade represents a 53.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 71,657 shares of company stock worth $23,722,204. 0.25% of the stock is currently owned by company insiders.

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.