3,962 Shares in McDonald’s Corporation $MCD Purchased by Quent Long Short Global Small Cap Fund LP

Quent Long Short Global Small Cap Fund LP acquired a new position in McDonald’s Corporation (NYSE:MCD) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,962 shares of the fast-food giant’s stock, valued at approximately $1,211,000.

A number of other large investors have also modified their holdings of the company. Sage Private Wealth Group LLC increased its holdings in shares of McDonald’s by 5.5% in the 4th quarter. Sage Private Wealth Group LLC now owns 1,220 shares of the fast-food giant’s stock worth $373,000 after acquiring an additional 64 shares during the period. Turtle Creek Wealth Advisors LLC increased its holdings in shares of McDonald’s by 14.7% in the 4th quarter. Turtle Creek Wealth Advisors LLC now owns 50,007 shares of the fast-food giant’s stock worth $15,284,000 after acquiring an additional 6,415 shares during the period. Nvest Wealth Strategies Inc. acquired a new stake in shares of McDonald’s in the 4th quarter worth about $79,000. OLD National Bancorp IN increased its holdings in shares of McDonald’s by 0.6% in the 4th quarter. OLD National Bancorp IN now owns 37,155 shares of the fast-food giant’s stock worth $11,356,000 after acquiring an additional 213 shares during the period. Finally, Teacher Retirement System of Texas increased its holdings in shares of McDonald’s by 8.6% in the 4th quarter. Teacher Retirement System of Texas now owns 243,923 shares of the fast-food giant’s stock worth $74,550,000 after acquiring an additional 19,320 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

Trending Headlines about McDonald’s

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

• Positive Sentiment: New nationwide value menu and $3 menu rollout should support traffic and AUVs by making pricing more competitive and simplifying promotional offers. McDonald’s new value menu debuts today
• Positive Sentiment: Menu revamp across ~17 items and added “protein” badges responds to shifting consumer demand (incl. GLP‑1 trends) — this product alignment can protect menu relevance and sales per guest. McDonald’s revamps menu across 17 items as GLP-1 use surges
• Positive Sentiment: New promotional tie-ins (Stranger Things Happy Meal) and refreshed beverage/soda items are near-term demand drivers and brand-relevance plays. McDonald’s introducing new ‘Stranger Things’ Happy Meal
• Positive Sentiment: Company added more U.S. restaurants in 2025 than any year since 2002 — a renewal of unit-growth tailwinds after a low-growth period. McDonald’s added a lot of new U.S. restaurants in 2025
• Neutral Sentiment: Some models still target upside (24/7 Wall St. $341 PT) but note execution “cracks” — mixed signals for valuation drivers. McDonald’s Price Target Hits $341—But Cracks Are Starting to Show
• Neutral Sentiment: RBC expects Q1 roughly in line with Street — reduces the chance of a major earnings surprise in the near term. McDonald’s Seen Posting Largely In-Line First-Quarter Results, RBC Says
• Neutral Sentiment: Options commentary suggests retail traders see limited downside and are selling premium via spreads — market participants positioning for muted volatility. Selling A Spread On McDonald’s Stock Could Deliver A Big Mac-Sized Return
• Negative Sentiment: Insider sale: President of McDonald’s USA, Joseph M. Erlinger, sold 333 shares (~$100.8k) — small in scale but visible to investors and sometimes viewed as a mild negative signal. Insider Form 4 filing
• Negative Sentiment: KeyCorp lowered expectations for MCD’s stock price — an analyst downgrade or lower target can weigh on sentiment. KeyCorp Lowers Expectations
• Negative Sentiment: Brand/IP risk: USPTO has questioned McDonald’s attempt to reclaim “Extra Value Meal” as a trademark — potential loss of branding control on a core promotional term. McDonald’s fights to win back ‘Extra Value Meal’ moniker
• Negative Sentiment: Regulatory / reputational watch: equality watchdog says work with McDonald’s on sexual‑harassment prevention is “ongoing,” signalling potential reputational or compliance risk. Equality watchdog update

Analyst Upgrades and Downgrades

Several analysts recently commented on MCD shares. Royal Bank Of Canada raised their target price on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research report on Thursday, February 12th. Piper Sandler raised their target price on McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 target price on the stock in a research report on Friday, February 13th. JPMorgan Chase & Co. raised their target price on McDonald’s from $305.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Finally, Mizuho raised their target price on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $340.93.

McDonald’s Trading Up 0.9%

McDonald’s stock opened at $302.82 on Friday. The stock has a market cap of $215.25 billion, a price-to-earnings ratio of 25.34, a PEG ratio of 2.71 and a beta of 0.53. The company’s 50-day moving average price is $317.71 and its two-hundred day moving average price is $311.81. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $341.75.

McDonald’s (NYSE:MCD) last released its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating 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 firm had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter last year, the company earned $2.83 EPS. McDonald’s’s quarterly revenue was up 9.7% on a year-over-year basis. Research analysts expect that McDonald’s Corporation will post 13.22 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a dividend of $1.86 per share. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.5%. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

Insider Transactions at McDonald’s

In other news, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total transaction of $854,106.50. Following the transaction, the insider directly owned 5,398 shares in the company, valued at approximately $1,755,699.50. This trade represents a 32.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Christopher J. Kempczinski sold 26,277 shares of McDonald’s stock in a transaction on 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 transaction, the chief executive officer owned 22,900 shares in the company, valued at approximately $7,587,915. This trade represents a 53.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,990 shares of company stock valued at $23,824,113 in the last quarter. Company insiders own 0.26% of the company’s stock.

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.