DJE Kapital AG Raises Holdings in McDonald’s Corporation $MCD

Posted by Brenda Bartman on Jul 21st, 2026

DJE Kapital AG lifted its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 12.9% during the 1st quarter, HoldingsChannel reports. The firm owned 45,617 shares of the fast-food giant’s stock after acquiring an additional 5,200 shares during the quarter. DJE Kapital AG’s holdings in McDonald’s were worth $14,139,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in McDonald’s by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock valued at $22,112,675,000 after buying an additional 703,458 shares during the last quarter. State Street Corp increased its stake in McDonald’s by 2.7% in the 4th quarter. State Street Corp now owns 35,983,997 shares of the fast-food giant’s stock worth $10,997,789,000 after acquiring an additional 959,140 shares during the last quarter. Geode Capital Management LLC increased its stake in McDonald’s by 0.4% in the 4th quarter. Geode Capital Management LLC now owns 17,038,519 shares of the fast-food giant’s stock worth $5,195,965,000 after acquiring an additional 76,090 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in shares of McDonald’s by 3.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 9,474,749 shares of the fast-food giant’s stock worth $2,895,768,000 after acquiring an additional 277,617 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of McDonald’s during the 4th quarter worth approximately $2,890,438,000. 70.29% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Sanford C. Bernstein reiterated a “market perform” rating on shares of McDonald’s in a research report on Monday, June 22nd. Tigress Financial boosted their price target on shares of McDonald’s from $385.00 to $390.00 and gave the stock a “buy” rating in a research report on Friday. KeyCorp reaffirmed an “overweight” rating on shares of McDonald’s in a research note on Wednesday, July 15th. Barclays lowered their price objective on shares of McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Finally, Robert W. Baird set a $305.00 price objective on shares of McDonald’s in a research note on Thursday, May 7th. Fifteen investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, McDonald’s presently has a consensus rating of “Moderate Buy” and an average price target of $336.32.

Read Our Latest Analysis on MCD

McDonald’s Trading Down 0.1%

Shares of MCD opened at $267.50 on Tuesday. The firm has a fifty day moving average price of $276.94 and a 200-day moving average price of $299.99. The firm has a market capitalization of $190.06 billion, a P/E ratio of 22.05, a P/E/G ratio of 2.78 and a beta of 0.41. McDonald’s Corporation has a 12-month low of $264.09 and a 12-month high of $341.75.

McDonald’s (NYSE:MCD – Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping the consensus estimate of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The company had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter last year, the firm posted $2.67 EPS. The firm’s revenue was up 9.4% compared to the same quarter last year. Analysts predict that McDonald’s Corporation will post 12.86 earnings per share for the current year.

McDonald’s Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were given a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.8%. McDonald’s’s dividend payout ratio (DPR) is 61.34%.

Insider Buying and Selling

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares of the company’s stock, valued at $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the sale, the insider directly owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. This trade represents a 40.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 8,681 shares of company stock worth $2,456,440. Corporate insiders own 0.26% of the company’s stock.

Key Stories Impacting McDonald’s

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

Positive Sentiment: One Seeking Alpha article argues that McDonald’s recent sell-off is creating an opportunity for investors, signaling that the stock may be undervalued after its decline. McDonald’s Sell-Off Is Your Opportunity
Positive Sentiment: Another article upgraded McDonald’s to Buy, saying its consistency deserves a higher valuation and pointing to accelerating top- and bottom-line growth as signs of a potential turnaround. McDonald’s: Consistency Deserves A Better Multiple (Rating Upgrade)
Positive Sentiment: A separate bullish note said the stock is attractive after compression in earnings multiples and highlighted recent catalysts that could improve the business outlook. McDonald’s: Consistency Deserves A Better Multiple (Rating Upgrade)
Positive Sentiment: Coverage from Zacks focused on generally optimistic Wall Street analyst sentiment, which can support shares when investors expect favorable estimates or ratings. Is McDonald’s (MCD) a Buy as Wall Street Analysts Look Optimistic?
Neutral Sentiment: Several lifestyle and menu-focused stories highlighted product novelty, including a new Caesar sauce and a drink item resembling a Starbucks-style pink drink, but these appear more brand-interest driven than material near-term catalysts. Review: McDonald’s Caesar sauce is the tangy menu addition we didn’t know we needed
Negative Sentiment: Some recent commentary remains cautious, with one piece saying McDonald’s stock “still not good enough,” reinforcing that not all investors are convinced the valuation or growth outlook has improved enough. McDonald’s: Still Not Good Enough
Negative Sentiment: An article on MCD’s 2026 weakness noted the stock is down sharply this year and said investors are bracing for softer same-store sales ahead of the next earnings report, which can weigh on sentiment. McDonald’s (MCD) Stock Struggles Continue: What’s Behind the 2026 Decline?

McDonald’s Company Profile

(Free Report)

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.