Havemeyer Place LP bought a new stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 2,547 shares of the fast-food giant’s stock, valued at approximately $778,000.
Several other institutional investors and hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in McDonald’s by 1.0% during 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 acquiring an additional 703,458 shares in the last quarter. State Street Corp grew its stake in McDonald’s by 0.6% during 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 acquiring an additional 196,505 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of 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 in the last quarter. Norges Bank bought a new stake in shares of McDonald’s in the 4th quarter valued at approximately $2,890,438,000. Finally, Bank of New York Mellon Corp grew its stake in shares of 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 in the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.
Insider Buying and Selling
In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction 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 $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 333 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $280.11, for a total value of $93,276.63. Following the sale, the insider directly owned 7,734 shares of the company’s stock, valued at $2,166,370.74. The trade was a 4.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 6,055 shares of company stock valued at $1,769,373 in the last ninety days. Company insiders own 0.26% of the company’s stock.
Analyst Ratings Changes
View Our Latest Analysis on McDonald’s
Key Headlines Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is testing AI-powered drive-thru ordering, and early reports say the Google-based system is already reaching about 90% accuracy. That could support faster service, lower labor costs, and better margins if it scales successfully. McDonald’s Google AI Drive-Thru Ordering Hits 90% Accuracy
- Positive Sentiment: Analysts and market commentary continue to point to McDonald’s as a potential long-term winner, with one note highlighting upside tied to its recent growth strategy and another citing beverage innovation—new McCafé and energy drinks—as a way to boost traffic and ticket size in 2026. Can Beverage Innovation Fuel the Next Leg of Growth for MCD Stock?
- Positive Sentiment: McDonald’s is also promoting limited-time offerings tied to the 2026 FIFA World Cup, which could help drive short-term customer traffic and sales. McDonald’s Celebrates 2026 FIFA World Cup With Limited-Time Meals
- Neutral Sentiment: Several articles are focused on McDonald’s broader brand and menu appeal, including long-running popular orders and comparisons with competitors, but these are unlikely to materially move the stock on their own. McDonald’s And Burger King Use The Same Potatoes For Fries — But One Chain Still Dominates
- Neutral Sentiment: News about a restaurant worker injury in Yuba City appears operationally isolated and does not yet suggest a companywide financial impact, though it may add some reputational noise. McDonald’s Employee in ICU After Coworker Allegedly Throws Hot Oil in Yuba City Attack
- Negative Sentiment: Some coverage questions whether customers actually want AI ordering, and those concerns could temper enthusiasm around the technology rollout if service quality or customer satisfaction suffers. McDonald’s is testing AI ordering at drive-thrus — but customers don’t want it
- Negative Sentiment: Another article says McDonald’s is officially replacing drive-thru workers with AI, which could raise labor and execution concerns, even if it supports efficiency over time. McDonalds Orders People Over 55 Still Swear By After Decades
McDonald’s Stock Down 0.8%
Shares of McDonald’s stock opened at $277.58 on Tuesday. The stock has a market capitalization of $197.22 billion, a P/E ratio of 22.88, a PEG ratio of 2.79 and a beta of 0.41. The stock has a 50 day moving average price of $291.34 and a two-hundred day moving average price of $307.36. McDonald’s Corporation has a 12-month low of $271.85 and a 12-month high of $341.75.
McDonald’s (NYSE:MCD – Get Free Report) last announced its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. The firm had revenue of $6.52 billion during the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The company’s revenue was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.67 earnings per share. Sell-side analysts anticipate that McDonald’s Corporation will post 12.93 earnings per share 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 given a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a yield of 2.7%. McDonald’s’s dividend payout ratio is presently 61.34%.
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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