MSH Capital Advisors LLC raised its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 88.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,850 shares of the fast-food giant’s stock after buying an additional 2,282 shares during the quarter. MSH Capital Advisors LLC’s holdings in McDonald’s were worth $1,482,000 at the end of the most recent quarter.
Other large investors have also added to or reduced their stakes in the company. North Dakota State Investment Board purchased a new position in McDonald’s during the fourth quarter valued at $7,493,000. Pittenger & Anderson Inc. increased its holdings in shares of McDonald’s by 21.9% in the 4th quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock worth $6,567,000 after purchasing an additional 3,866 shares in the last quarter. Schroder Investment Management Group increased its holdings in shares of McDonald’s by 5.2% in the 3rd quarter. Schroder Investment Management Group now owns 1,029,572 shares of the fast-food giant’s stock worth $312,877,000 after purchasing an additional 51,039 shares in the last quarter. National Pension Service increased its holdings in shares of McDonald’s by 2.5% in the 3rd quarter. National Pension Service now owns 1,533,015 shares of the fast-food giant’s stock worth $465,868,000 after purchasing an additional 37,744 shares in the last quarter. Finally, Abich Financial Wealth Management LLC bought a new stake in shares of McDonald’s in the 3rd quarter worth $1,697,000. Hedge funds and other institutional investors own 70.29% of the company’s stock.
McDonald’s Price Performance
Shares of MCD opened at $282.48 on Tuesday. McDonald’s Corporation has a one year low of $271.98 and a one year high of $341.75. The firm has a market capitalization of $200.70 billion, a P/E ratio of 23.29, a PEG ratio of 2.81 and a beta of 0.43. The business has a fifty day moving average of $298.88 and a 200 day moving average of $309.23.
McDonald’s Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be issued a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a dividend yield of 2.6%. McDonald’s’s payout ratio is presently 61.34%.
Insider Activity at McDonald’s
In related news, insider Joseph M. Erlinger sold 333 shares of McDonald’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $302.72, for a total value of $100,805.76. Following the completion of the sale, the insider owned 8,067 shares of the company’s stock, valued at $2,442,042.24. The trade was a 3.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Insiders sold a total of 5,585 shares of company stock valued at $1,769,209 over the last three months. Insiders own 0.26% of the company’s stock.
Analyst Ratings Changes
MCD has been the subject of a number of research analyst reports. Argus raised McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 target price for the company in a report on Friday, February 13th. Morgan Stanley set a $331.00 target price on McDonald’s in a report on Friday, May 8th. Weiss Ratings lowered McDonald’s from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, April 27th. Truist Financial lifted their target price on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Citigroup lifted their target price on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $334.45.
Read Our Latest Analysis on MCD
More McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s continues to benefit from broad brand visibility and steady traffic interest, with several recent articles highlighting popular menu items, breakfast customization, and Memorial Day store-hour searches that keep the chain top of mind for customers. Why McDonald’s Won’t Let You Order Fries For Breakfast
- Positive Sentiment: Coverage around the enduring appeal of McDonald’s classic menu items, including the Egg McMuffin and other iconic products, reinforces the company’s strong customer loyalty and menu power. 31 Years Ago, McDonald’s Added An Iconic Dessert To The Menu
- Neutral Sentiment: Several articles focus on holiday operating hours and ordering tips rather than business fundamentals, so they are unlikely to have a direct impact on earnings or valuation. Is McDonald’s open on Monday, May 25 for Memorial Day 2026?
- Neutral Sentiment: Discussion of product comparisons and customer ordering quirks adds to brand chatter, but these stories are mostly informational and not likely to materially move the stock. McDonald’s double hamburger vs McDouble: Is there a difference?
- Negative Sentiment: Zacks highlighted ongoing inflation pressure on McDonald’s franchisees, citing higher beef, energy, and supply-chain costs that could squeeze margins and limit profitability if value pricing remains necessary. Can McDonald’s Support Franchisee Margins Amid Inflation Pressure?
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.
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