Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 0.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 365,619 shares of the fast-food giant’s stock after purchasing an additional 2,556 shares during the period. McDonald’s makes up 0.9% of Sumitomo Mitsui DS Asset Management Company Ltd’s portfolio, making the stock its 18th biggest holding. Sumitomo Mitsui DS Asset Management Company Ltd owned 0.05% of McDonald’s worth $111,108,000 as of its most recent SEC filing.
Several other hedge funds also recently made changes to their positions in the business. Brighton Jones LLC increased its holdings in shares of McDonald’s by 21.6% in the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after buying an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings 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 worth $563,000 after acquiring an additional 52 shares during the last quarter. Caxton Associates LLP acquired a new stake in shares of McDonald’s during the first quarter worth $368,000. Jones Financial Companies Lllp raised its position in shares of McDonald’s by 24.6% during the first quarter. Jones Financial Companies Lllp now owns 173,782 shares of the fast-food giant’s stock worth $53,483,000 after purchasing an additional 34,319 shares during the period. Finally, Nova Wealth Management Inc. purchased a new stake in shares of McDonald’s during the first quarter valued at $26,000. Institutional investors and hedge funds own 70.29% of the company’s stock.
Insider Transactions at McDonald’s
In other news, EVP Manuel Jm Steijaert sold 13,134 shares of the firm’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $300.42, for a total transaction of $3,945,716.28. Following the completion of the transaction, the executive vice president directly owned 4,606 shares of the company’s stock, valued at $1,383,734.52. This trade represents a 74.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Ian Frederick Borden sold 17,134 shares of the business’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the sale, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. This represents a 39.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 42,516 shares of company stock valued at $13,036,090 in the last ninety days. Corporate insiders own 0.25% of the company’s stock.
Analyst Ratings Changes
View Our Latest Stock Analysis on McDonald’s
McDonald’s Stock Performance
MCD opened at $307.27 on Friday. McDonald’s Corporation has a twelve month low of $276.53 and a twelve month high of $326.32. The firm has a market cap of $218.82 billion, a PE ratio of 26.22, a price-to-earnings-growth ratio of 3.07 and a beta of 0.53. The firm’s fifty day moving average is $307.93 and its two-hundred day moving average is $304.78.
McDonald’s (NYSE:MCD – Get Free Report) last released its quarterly earnings data on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share for the quarter, missing the consensus estimate of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The business had revenue of $7.08 billion for the quarter, compared to the consensus estimate of $7.10 billion. During the same quarter last year, the firm earned $3.23 EPS. The company’s revenue for the quarter was up 3.0% on a year-over-year basis. Equities analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.
McDonald’s Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were given a dividend of $1.86 per share. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Monday, December 1st. McDonald’s’s payout ratio is currently 63.48%.
Key Headlines Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Barclays published a bullish forecast for MCD, signaling strong expected price appreciation and supporting upside vs. peers. Barclays Forecasts Strong Price Appreciation for McDonald’s (NYSE:MCD) Stock
- Positive Sentiment: Sanford C. Bernstein reaffirmed an overweight rating, suggesting confidence in growth/strategy that can support longer-term multiple expansion. Sanford C. Bernstein Overweight (coverage roundup)
- Neutral Sentiment: TD Cowen reiterated a “hold” with a $320 target — implies limited near-term catalyst but indicates room for modest upside from current levels. TD Cowen Hold Rating Reaffirmed
- Positive Sentiment: McDonald’s announced new and returning global menu items for 2026 — potential to boost customer traffic and average check if launches resonate. McDonald’s to Launch New and Returning Menu Items Worldwide in 2026
- Neutral Sentiment: Company says it’s changing its drive-thrus (operational update) — could improve throughput/experience but is execution-dependent. McDonald’s Is Changing Its Drive-Thrus
- Negative Sentiment: Multiple outlets report a new lawsuit alleging McDonald’s “deceived” customers about McRib ingredients — this raises near-term PR/legal risk and could pressure sales of a promoted product. McDonald’s is facing serious allegations about the McRib McDonald’s Faces Lawsuit Claiming It ‘Deceived’ Customers About the McRib
- Negative Sentiment: Unions have accused McDonald’s of repeated harassment of mostly teenage staff — intensifies labor/PR scrutiny that can lead to fines, protests, or higher labor costs if issues persist. Unions accuse McDonald’s of ‘repeated harassment’ against ‘mostly teenage’ staff
- Neutral Sentiment: Local openings (e.g., Biltmore grand opening) signal continued unit activity but have limited immediate impact on the stock. Biltmore McDonald’s celebrates grand opening
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.
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