Perigon Wealth Management LLC Has $18.22 Million Stake in McDonald’s Corporation $MCD

Perigon Wealth Management LLC grew its position in McDonald’s Corporation (NYSE:MCD) by 4.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,949 shares of the fast-food giant’s stock after buying an additional 2,692 shares during the quarter. Perigon Wealth Management LLC’s holdings in McDonald’s were worth $18,218,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in MCD. Decker Retirement Planning Inc. lifted its stake in McDonald’s by 142.9% during the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after purchasing an additional 50 shares during the last quarter. Legacy Investment Solutions LLC acquired a new position in shares of McDonald’s during the 2nd quarter worth $25,000. HFM Investment Advisors LLC bought a new stake in shares of McDonald’s during the 1st quarter worth $26,000. Nova Wealth Management Inc. bought a new stake in shares of McDonald’s during the 1st quarter worth $26,000. Finally, GFG Capital LLC acquired a new stake in McDonald’s in the second quarter valued at about $29,000. Institutional investors own 70.29% of the company’s stock.

Insider Buying and Selling

In other McDonald’s news, CFO Ian Frederick Borden sold 17,134 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $310.00, for a total value of $5,311,540.00. Following the sale, the chief financial officer owned 26,353 shares in the company, valued at approximately $8,169,430. The trade was a 39.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Joseph M. Erlinger sold 3,195 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $305.82, for a total value of $977,094.90. Following the completion of the sale, the insider directly owned 6,088 shares of the company’s stock, valued at approximately $1,861,832.16. The trade was a 34.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 42,516 shares of company stock valued at $13,036,090 over the last 90 days. 0.25% of the stock is owned by corporate insiders.

McDonald’s Price Performance

NYSE:MCD opened at $310.61 on Friday. McDonald’s Corporation has a one year low of $276.53 and a one year high of $326.32. The company has a market cap of $221.20 billion, a PE ratio of 26.50, a P/E/G ratio of 3.46 and a beta of 0.52. The firm’s 50 day simple moving average is $308.02 and its 200 day simple moving average is $304.09.

McDonald’s (NYSE:MCD) last announced 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 during the quarter, compared to analyst estimates of $7.10 billion. McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The company’s revenue was up 3.0% compared to the same quarter last year. During the same quarter last year, the company posted $3.23 earnings per share. Equities research analysts expect that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were given a dividend of $1.86 per share. 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 an increase from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio is 63.48%.

Key Stores Impacting McDonald’s

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

• Positive Sentiment: Zacks highlights McDonald’s restaurant margin dollars topping $4B in Q3 2025, arguing the company’s scale and value strategy can still expand margins despite inflation and a pressured consumer — a direct bullish signal for profit leverage. Does McDonald’s $4B Margin Milestone Signal Model Durability?
• Positive Sentiment: Reporting says McDonald’s plans over 8,000 new locations and major technology upgrades — if executed, that accelerates franchised development fees, systemwide sales growth and long-term comp growth. McDonald’s 2026 expansion plans: Over 8,000 new locations and major technology upgrades coming
• Positive Sentiment: Coverage of planned drive-thru and in-restaurant changes for 2026 suggests operational improvements (speed, order accuracy, upsell) that can lift throughput and margins at scale. 4 changes coming to McDonald’s drive-thrus in 2026
• Neutral Sentiment: McDonald’s Disney Happy Meal promotion and holiday menu/availability stories are routine marketing/seasonal items that support short-term traffic but are unlikely to move the stock materially on their own. How long will Disney Happy Meal be available at McDonald’s?
• Neutral Sentiment: Multiple outlets covered McDonald’s being open on Christmas and customer-facing changes for 2026 — background consumer-facing news that maintains brand visibility but has limited near-term EPS impact. 10 changes coming to McDonald’s in 2026 that customers need to know
• Neutral Sentiment: A playful Dogecoin tweet calling out businesses that don’t accept DOGE is social-media noise rather than a catalyst for material payment adoption or revenue change. Dogecoin Account Wants You To Tag ‘Naughty’ Businesses That Won’t Take The Good Boy
• Negative Sentiment: Reports that a Minneapolis location locked doors to keep out individuals deemed a safety risk raise operational and reputational concerns in specific markets; localized safety issues can pressure sales and require extra store-level costs. McDonald’s locks doors to keep out individuals who present a risk in crime-ridden Minneapolis area
• Negative Sentiment: Lingering macro/near-term pressure: McDonald’s last quarterly report (Nov 5) showed a slight EPS and revenue miss, which remains a selling point for investors awaiting clearer margin/growth guidance.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Barclays dropped their target price on shares of McDonald’s from $362.00 to $358.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Guggenheim increased their price objective on shares of McDonald’s from $295.00 to $310.00 and gave the company a “neutral” rating in a research note on Wednesday, November 19th. Wells Fargo & Company raised their target price on shares of McDonald’s from $340.00 to $345.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of McDonald’s in a research note on Wednesday, December 10th. Finally, Robert W. Baird upped their price target on shares of McDonald’s from $322.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Eleven analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, McDonald’s currently has an average rating of “Hold” and an average target price of $324.57.

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.