O Shaughnessy Asset Management LLC lifted its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 7.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 134,042 shares of the fast-food giant’s stock after acquiring an additional 8,975 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in McDonald’s were worth $40,967,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also modified their holdings of the company. Your Advocates Ltd. LLP acquired a new stake in shares of McDonald’s in the fourth quarter worth $27,000. Park Place Capital Corp boosted its position in shares of McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after buying an additional 45 shares during the period. DecisionPoint Financial LLC boosted its position in shares of McDonald’s by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after buying an additional 97 shares during the period. Entrust Financial LLC acquired a new stake in shares of McDonald’s in the fourth quarter worth $31,000. Finally, Painted Porch Advisors LLC boosted its position in shares of McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after buying an additional 103 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.
Insider Activity
In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $307.00, for a total transaction of $806,182.00. Following the transaction, the insider directly owned 8,400 shares in the company, valued at $2,578,800. This trade represents a 23.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were 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 in the company, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 8,681 shares of company stock worth $2,631,594. Corporate insiders own 0.26% of the company’s stock.
McDonald’s News Roundup
- 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
McDonald’s Price Performance
NYSE MCD opened at $279.73 on Monday. McDonald’s Corporation has a fifty-two week low of $271.85 and a fifty-two week high of $341.75. The stock’s 50-day moving average is $291.97 and its two-hundred day moving average is $307.56. The firm has a market cap of $198.75 billion, a P/E ratio of 23.06, a price-to-earnings-growth ratio of 2.79 and a beta of 0.41.
McDonald’s (NYSE:MCD – Get Free Report) last posted its 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 last year, the company earned $2.67 earnings per share. The business’s revenue was up 9.4% compared to the same quarter last year. On average, equities analysts expect that McDonald’s Corporation will post 12.93 EPS for the current year.
McDonald’s Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.7%. The ex-dividend date is Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is 61.34%.
Analysts Set New Price Targets
Several analysts have recently commented on MCD shares. BTIG Research reaffirmed a “buy” rating and issued a $370.00 target price on shares of McDonald’s in a research report on Thursday, May 7th. Evercore set a $350.00 target price on McDonald’s in a research report on Friday, May 8th. JPMorgan Chase & Co. decreased their target price on McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research report on Monday, May 11th. Argus raised McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 target price for the company in a research report on Friday, February 13th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $340.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $336.26.
Check Out Our Latest Stock Report on McDonald’s
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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