Susquehanna Fundamental Investments LLC Makes New $34.63 Million Investment in McDonald’s Corporation $MCD

Posted by Francis Steltz on Aug 31st, 2026

Susquehanna Fundamental Investments LLC bought a new stake in McDonald’s Corporation (NYSE:MCD – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 128,112 shares of the fast-food giant’s stock, valued at approximately $34,630,000.

A number of other institutional investors have also modified their holdings of the stock. Hamilton Point Investment Advisors LLC grew its position in McDonald’s by 1.8% in the 4th quarter. Hamilton Point Investment Advisors LLC now owns 1,750 shares of the fast-food giant’s stock valued at $535,000 after buying an additional 31 shares during the last quarter. Encompass More Asset Management lifted its stake in shares of McDonald’s by 1.5% in the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock worth $648,000 after acquiring an additional 32 shares during the period. Richmond Investment Services LLC lifted its stake in shares of McDonald’s by 1.4% in the 4th quarter. Richmond Investment Services LLC now owns 2,278 shares of the fast-food giant’s stock worth $696,000 after acquiring an additional 32 shares during the period. Papamarkou Wellner Asset Management inc. boosted its holdings in shares of McDonald’s by 0.4% in the fourth quarter. Papamarkou Wellner Asset Management inc. now owns 8,809 shares of the fast-food giant’s stock valued at $2,692,000 after acquiring an additional 32 shares in the last quarter. Finally, Allied Investment Advisors LLC boosted its holdings in shares of McDonald’s by 2.6% in the fourth quarter. Allied Investment Advisors LLC now owns 1,366 shares of the fast-food giant’s stock valued at $417,000 after acquiring an additional 34 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on MCD. BTIG Research reissued a “buy” rating and set a $350.00 price target on shares of McDonald’s in a report on Wednesday, August 5th. Robert W. Baird raised McDonald’s to a “hold” rating in a report on Monday, August 24th. Citigroup boosted their target price on McDonald’s from $335.00 to $345.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Argus cut their target price on McDonald’s from $320.00 to $310.00 and set a “buy” rating for the company in a research note on Wednesday, August 26th. Finally, Freedom Capital upgraded McDonald’s from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $322.96.

Read Our Latest Research Report on MCD

McDonald’s Stock Up 0.0%

Shares of NYSE MCD opened at $265.05 on Monday. The stock has a market capitalization of $187.56 billion, a price-to-earnings ratio of 21.53, a price-to-earnings-growth ratio of 2.97 and a beta of 0.41. McDonald’s Corporation has a 52 week low of $259.85 and a 52 week high of $341.75. The firm has a 50-day moving average price of $270.67 and a 200 day moving average price of $291.48.

McDonald’s (NYSE:MCD – Get Free Report) last issued its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping the consensus estimate of $3.32 by $0.06. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. The company had revenue of $7.10 billion for the quarter, compared to analyst estimates of $7.13 billion. During the same period in the prior year, the business posted $3.19 earnings per share. The firm’s revenue for the quarter was up 3.7% compared to the same quarter last year. Equities research analysts expect that McDonald’s Corporation will post 12.87 EPS for the current fiscal year.

McDonald’s Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, September 1st will be issued a $1.86 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.8%. McDonald’s’s dividend payout ratio is currently 60.44%.

Insiders Place Their Bets

In related news, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the transaction, the insider directly owned 7,734 shares of the company’s stock, valued at $2,198,930.88. This trade represents a 40.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.26% of the stock is owned by insiders.

Trending Headlines about McDonald’s

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

Positive Sentiment: Investors purchased 34,703 MCD call options, approximately 34% above typical volume. The activity may indicate increased bullish speculation, though options flow alone does not confirm a sustained rally.
Positive Sentiment: McDonald’s benefited from a modest rebound in burger stocks as traders considered whether elevated short interest could contribute to a short squeeze. Wendy’s Climbs 4%, McDonald’s Ticks Up: Is Short Interest Setting Up a Squeeze in the Burger Trade?
Positive Sentiment: The company is bringing back Spicy McNuggets on September 1 after a two-year absence, alongside other limited-time menu items and seasonal coffee promotions. These launches could support traffic and customer engagement, although their financial impact is likely modest. McDonald’s to Bring Back Spicy McNuggets
Positive Sentiment: A consumer survey again ranked McDonald’s fries ahead of major competitors, reinforcing the brand’s strong customer recognition. A Hello Kitty and Godzilla Happy Meal promotion may provide additional promotional appeal.
Neutral Sentiment: Analyst comparisons with Domino’s highlight McDonald’s global expansion, digital initiatives and customer-engagement efforts, but do not represent a new company-specific catalyst. McDonald’s vs. Domino’s: Which Stock Has Better Growth Prospects?
Neutral Sentiment: Reports about a fake McDonald’s support bot promising free premium AI tools appear to be a scam warning rather than an operating or earnings development.
Negative Sentiment: Argus lowered its McDonald’s price target to $310, signaling more limited near-term upside despite the target remaining above the current market level. Argus Lowers McDonald’s Price Target
Negative Sentiment: McDonald’s slipped with other burger stocks after takeover speculation surrounding Wendy’s faded, removing a sector-wide catalyst. Separately, commentary pointing to weakening consumer conditions raises concerns about pressure on traffic and value-focused spending, though the claim is not a formal company forecast.

McDonald’s 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.