McDonald’s Corporation $MCD Shares Sold by Voya Investment Management LLC

Voya Investment Management LLC decreased its stake in shares of McDonald’s Corporation (NYSE:MCD) by 13.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 159,792 shares of the fast-food giant’s stock after selling 25,200 shares during the quarter. Voya Investment Management LLC’s holdings in McDonald’s were worth $48,559,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in MCD. Nova Wealth Management Inc. acquired a new position in shares of McDonald’s during the 1st quarter valued at about $26,000. HFM Investment Advisors LLC purchased a new position in McDonald’s during the first quarter worth about $26,000. Decker Retirement Planning Inc. boosted its holdings in McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after purchasing an additional 50 shares during the last quarter. Legacy Investment Solutions LLC purchased a new stake in shares of McDonald’s in the 2nd quarter valued at approximately $25,000. Finally, GFG Capital LLC acquired a new stake in shares of McDonald’s during the 2nd quarter worth approximately $29,000. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Stores Impacting McDonald’s

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

• Positive Sentiment: McDonald’s raised its quarterly dividend to $1.86 (annualized $7.44), signaling continued free‑cash‑flow strength and supporting the stock’s income appeal. (Dividend disclosure appeared in recent MarketBeat reporting.)
• Positive Sentiment: Holiday marketing is driving strong attention — the Grinch Meal promotion generated broad press and consumer buzz, which can boost seasonal traffic and brand engagement. Read More.
• Positive Sentiment: McDonald’s revived its digital MONOPOLY promotion to push app downloads, reinforce value messaging and support U.S. traffic for Q4 — a digital-first campaign that can improve repeat visits and AUVs. Read More.
• Neutral Sentiment: Analyst and institutional activity remains mixed: several analysts reaffirm or tweak targets around the low‑to‑mid $300s, and institutional holdings changed modestly — supports a “hold” consensus but not a clear re‑rating catalyst. (Coverage summarized in recent market reports.)
• Neutral Sentiment: Political/insider transaction news: a report noted Representative Julie Johnson sold shares of McDonald’s; such public selling can draw short‑term attention but doesn’t change fundamentals. Read More.
• Negative Sentiment: EVP Desiree Ralls‑Morrison sold 2,486 shares (~$795k at $320) and reduced her holdings ~28% — insider selling can be perceived negatively by investors, especially when clustered with other sales. SEC filing: Read More.
• Negative Sentiment: Reputational hit: McDonald’s pulled an AI Christmas ad after backlash in some markets, which generated negative headlines and potential short‑term brand distraction. Read More.
• Negative Sentiment: Broader industry pressure: analysts note U.S. restaurants face softer demand, higher value sensitivity and cost pressures — a tougher consumer backdrop could cap same‑store sales and margin upside. Read More.

Analysts Set New Price Targets

MCD has been the subject of several analyst reports. BMO Capital Markets reiterated an “outperform” rating on shares of McDonald’s in a research report on Thursday, November 6th. Truist Financial lowered their price target on McDonald’s from $360.00 to $350.00 and set a “buy” rating for the company in a report on Tuesday, October 14th. Barclays reduced their price objective on shares of McDonald’s from $362.00 to $358.00 and set an “overweight” rating on the stock in a report on Thursday, November 6th. Piper Sandler reaffirmed a “neutral” rating and issued a $325.00 target price on shares of McDonald’s in a research report on Wednesday, October 22nd. Finally, Mizuho upgraded shares of McDonald’s to a “hold” rating in a research report on Tuesday, October 28th. Eleven research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $324.57.

Insider Buying and Selling at McDonald’s

In other news, insider Joseph M. Erlinger sold 3,195 shares of the company’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $305.82, for a total transaction of $977,094.90. Following the sale, the insider owned 6,088 shares of the company’s stock, valued at approximately $1,861,832.16. This represents a 34.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Manuel Jm Steijaert sold 13,134 shares of McDonald’s stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $300.42, for a total value of $3,945,716.28. Following the completion of the transaction, the executive vice president owned 4,606 shares of the company’s stock, valued at approximately $1,383,734.52. This trade represents a 74.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 42,516 shares of company stock worth $13,036,090. 0.25% of the stock is currently owned by insiders.

McDonald’s Price Performance

NYSE MCD opened at $315.85 on Friday. The company has a market cap of $224.93 billion, a P/E ratio of 26.95, a P/E/G ratio of 3.51 and a beta of 0.52. The stock has a 50-day moving average of $307.19 and a two-hundred day moving average of $303.87. McDonald’s Corporation has a 1-year low of $276.53 and a 1-year high of $326.32.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.33 by ($0.11). The business had revenue of $7.08 billion for the quarter, compared to analyst estimates of $7.10 billion. McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The firm’s revenue for the quarter was up 3.0% compared to the same quarter last year. During the same period in the prior year, the company posted $3.23 EPS. On average, analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were given a $1.86 dividend. The ex-dividend date of this dividend was Monday, December 1st. This represents a $7.44 annualized dividend and a yield of 2.4%. This is a boost from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio is 63.48%.

McDonald’s Company 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.