Fort Washington Investment Advisors Inc. OH grew its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 2.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 217,389 shares of the fast-food giant’s stock after acquiring an additional 5,960 shares during the quarter. Fort Washington Investment Advisors Inc. OH’s holdings in McDonald’s were worth $66,062,000 as of its most recent filing with the SEC.
A number of other large investors have also modified their holdings of MCD. Brighton Jones LLC raised its stake in McDonald’s by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after acquiring an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after purchasing an additional 52 shares during the period. AlphaQuest LLC bought a new stake in shares of McDonald’s during the first quarter valued at about $34,000. State of Wyoming lifted its holdings in McDonald’s by 2,600.0% in the first quarter. State of Wyoming now owns 243 shares of the fast-food giant’s stock worth $76,000 after purchasing an additional 234 shares during the period. Finally, Calton & Associates Inc. bought a new position in McDonald’s in the 1st quarter valued at about $525,000. Institutional investors and hedge funds own 70.29% of the company’s stock.
McDonald’s Trading Down 0.7%
Shares of McDonald’s stock opened at $308.54 on Tuesday. The stock has a market capitalization of $219.73 billion, a price-to-earnings ratio of 26.33, a P/E/G ratio of 3.46 and a beta of 0.52. The firm’s 50-day moving average price is $308.03 and its two-hundred day moving average price is $304.14. McDonald’s Corporation has a 1-year low of $276.53 and a 1-year high of $326.32.
McDonald’s Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were paid a $1.86 dividend. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Monday, December 1st. McDonald’s’s payout ratio is presently 63.48%.
Analyst Ratings Changes
A number of research firms have commented on MCD. Barclays dropped their price target on shares of McDonald’s from $362.00 to $358.00 and set an “overweight” rating on the stock in a research report on Thursday, November 6th. BMO Capital Markets restated an “outperform” rating on shares of McDonald’s 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. Royal Bank Of Canada began coverage on McDonald’s in a research note on Wednesday, October 8th. They issued a “sector perform” rating and a $320.00 price objective on the stock. Finally, Morgan Stanley set a $335.00 price objective on McDonald’s in a report on Friday, October 17th. Eleven equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $324.57.
Read Our Latest Analysis on McDonald’s
McDonald’s News Summary
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: New / limited‑time menu and marketing activations could boost traffic and AUVs in the near term — McDonald’s has relaunched a beefier Big Mac variation that typically drives incremental visits. McDonald’s brings back ‘Big Mac on steroids’ burger
- Positive Sentiment: Brand collaborations aimed at kids and families (Crayola Happy Meals) can lift traffic and frequency during promotional windows and help value perception. Crayola and McDonald’s Teaming up for Otherworldly New Happy Meals
- Neutral Sentiment: Nostalgia and PR pieces (e.g., origin story of the fried apple pie, celebrity gold cards) help brand equity but are unlikely to move revenue or margins meaningfully. The Original McDonald’s Fried Apple Pie Recipe Came From This Southern Family’s Kitchen
- Neutral Sentiment: Operational/consumer info (holiday hours, how‑to pieces, retrospectives on breakfast buffets) are background items for customers but don’t change investment theses. Will McDonald’s be open on New Year’s Day? Fast-food chain timings and more explored
- Neutral Sentiment: Product features and employee‑style pieces (e.g., McNuggets employee tips) are engagement/PR content with limited investor impact. How to enjoy McDonald’s Chicken McNuggets, employee-style
- Negative Sentiment: Coverage outlining “4 big changes” coming in 2026 — including pricing shifts — raises investor concern that higher menu prices or structural changes could pressure traffic or require tradeoffs between market share and margins. Investors view such signals cautiously given recent demand sensitivity. The 4 big changes coming to McDonald’s in 2026 — and how they’ll impact prices
- Negative Sentiment: Industry analysis (QSR) highlights McDonald’s need to “reestablish value,” implying recent weakness in comps and a potential near‑term pullback in traffic until value perception is restored — a near‑term risk to same‑store sales and consensus estimates. McDonald’s in 2025: A Race to Reestablish Value, and Some Grinch Magic
Insiders Place Their Bets
In other news, insider Joseph M. Erlinger sold 3,195 shares of the firm’s stock in a transaction on Friday, November 14th. The stock was 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 in the company, valued at approximately $1,861,832.16. This trade represents a 34.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CFO Ian Frederick Borden sold 17,134 shares of McDonald’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $310.00, for a total value of $5,311,540.00. Following the completion of the transaction, the chief financial officer directly owned 26,353 shares of the company’s stock, valued at $8,169,430. This represents a 39.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 42,516 shares of company stock worth $13,036,090 over the last ninety days. Company insiders own 0.25% of the company’s stock.
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.
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