Dearborn Partners LLC trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 2.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 164,603 shares of the fast-food giant’s stock after selling 3,887 shares during the period. McDonald’s makes up 2.5% of Dearborn Partners LLC’s investment portfolio, making the stock its 3rd largest holding. Dearborn Partners LLC’s holdings in McDonald’s were worth $50,308,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. raised its position in McDonald’s by 1.0% in the 4th 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 raised its position in McDonald’s by 0.6% in the 3rd quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock valued at $10,643,704,000 after buying an additional 196,505 shares during the last quarter. Geode Capital Management LLC raised its position 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 valued at $5,195,965,000 after buying an additional 76,090 shares during the last quarter. Norges Bank purchased a new stake in McDonald’s in the 4th quarter valued at $2,890,438,000. Finally, Bank of New York Mellon Corp raised its position in McDonald’s by 0.8% in the 4th quarter. Bank of New York Mellon Corp now owns 5,283,655 shares of the fast-food giant’s stock valued at $1,614,843,000 after buying an additional 40,506 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets
MCD has been the subject of several research analyst reports. Robert W. Baird set a $305.00 target price on McDonald’s in a research report on Thursday, May 7th. TD Cowen cut their target price on McDonald’s from $330.00 to $300.00 and set a “hold” rating for the company in a research note on Thursday, May 7th. Jefferies Financial Group lifted their price target on McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Cfra upgraded McDonald’s to a “buy” rating in a research report on Friday, May 8th. Finally, Wells Fargo & Company dropped their price target on McDonald’s from $355.00 to $320.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $336.26.
McDonald’s Stock Performance
Shares of MCD stock opened at $279.73 on Friday. The firm has a market cap of $198.75 billion, a P/E ratio of 23.06, a P/E/G ratio of 2.79 and a beta of 0.41. McDonald’s Corporation has a fifty-two week low of $271.85 and a fifty-two week high of $341.75. The business’s 50 day moving average price is $291.97 and its 200-day moving average price is $307.54.
McDonald’s (NYSE:MCD – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating the consensus estimate of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The company had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. During the same period in the previous year, the company posted $2.67 earnings per share. The firm’s revenue was up 9.4% on a year-over-year basis. As a group, equities analysts predict that McDonald’s Corporation will post 12.93 EPS for the current year.
McDonald’s Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be paid a $1.86 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. McDonald’s’s payout ratio is currently 61.34%.
McDonald’s News Roundup
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s launched a high-profile FIFA World Cup 2026 campaign with collectible cups, toys, and themed meals, which could lift same-store sales and create a short-term traffic boost. McDonald’s launches global FIFA World Cup 2026 campaign with collectible cups, Squishmallows
- Positive Sentiment: The company’s “McDonald’s > NEXT” menu and experience overhaul signals management is actively addressing consumer value concerns and trying to improve food quality, which investors may view as supportive for longer-term demand. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
- Positive Sentiment: Multiple reports say the World Cup promotion is designed as McDonald’s biggest global campaign in years, potentially strengthening brand relevance with younger consumers and families. McDonald’s Is Launching Its Biggest-Ever Global Campaign. The Secret Weapon Is a Paper Cup.
- Neutral Sentiment: Media coverage highlighting McDonald’s appeal to Gen Z and its collectible marketing strategy may support brand momentum, but it is not yet a direct financial catalyst. Gen Z Trends Make These 3 Stocks Worth Watching (MCD)
- Neutral Sentiment: Some articles noted that McDonald’s shares have lagged this year, which frames the new campaign as a potential turnaround effort rather than proof of immediate earnings acceleration. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
- Negative Sentiment: One consumer-focused report said only 40% of customers view McDonald’s as a good value, underscoring the affordability and perception challenges the company is trying to fix. Only 40% of customers think McDonald’s is a good value
Insider Buying and Selling at McDonald’s
In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $307.00, for a total value of $806,182.00. Following the completion of the sale, the insider owned 8,400 shares in the company, valued at $2,578,800. This represents a 23.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the completion of the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 8,681 shares of company stock valued at $2,631,594 in the last 90 days. Company insiders own 0.26% of the company’s stock.
McDonald’s 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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