Oregon Public Employees Retirement Fund Has $24.79 Million Stake in McDonald’s Corporation $MCD

Oregon Public Employees Retirement Fund increased its position in McDonald’s Corporation (NYSE:MCD) by 32.3% in the 3rd quarter, Holdings Channel reports. The firm owned 81,576 shares of the fast-food giant’s stock after buying an additional 19,898 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in McDonald’s were worth $24,790,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in McDonald’s by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after purchasing an additional 1,649 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of McDonald’s by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after buying an additional 52 shares in the last quarter. Caxton Associates LLP bought a new position in shares of McDonald’s during the 1st quarter worth approximately $368,000. Intech Investment Management LLC boosted its stake in McDonald’s by 11.3% in the 1st quarter. Intech Investment Management LLC now owns 27,818 shares of the fast-food giant’s stock valued at $8,690,000 after buying an additional 2,820 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in McDonald’s by 5.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 13,206 shares of the fast-food giant’s stock valued at $4,125,000 after buying an additional 634 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.

Key McDonald’s News

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

• Positive Sentiment: Barclays raised its price target to $372 and kept an “overweight” rating, highlighting expected strong price appreciation and backing upside for the stock. Barclays Forecasts Strong Price Appreciation for McDonald’s
• Positive Sentiment: Sanford C. Bernstein reaffirmed an “overweight” rating, reinforcing buy-side analyst support that can drive demand for shares. Bernstein Overweight Note
• Positive Sentiment: McDonald’s announced new and returning global menu items for 2026 and branded promotions (including Pokémon Happy Meals and returning Pokémon cards), which support traffic and seasonal revenue upside. Menu Items 2026
• Positive Sentiment: Company plans to change drive‑thru operations — a potential improvement to throughput and ticket size if execution boosts speed and order accuracy. Drive‑Thru Changes
• Neutral Sentiment: TD Cowen reaffirmed a “hold” rating with a $320 price target — modest upside but less bullish than other broker moves, suggesting mixed analyst views on near‑term catalysts. TD Cowen Hold Note
• Neutral Sentiment: New restaurant openings such as the Biltmore McDonald’s grand opening are operationally positive but have limited near‑term impact on global same‑store sales. Biltmore Grand Opening
• Negative Sentiment: Lawsuits allege McDonald’s misled customers about McRib ingredients (claims include use of off‑cuts/organs), creating a reputational and potential legal risk that could pressure same‑store sales or force costly disclosures/settlements. McRib Lawsuit (MSN) McRib Lawsuit (USA Today)
• Negative Sentiment: Unions have accused McDonald’s of repeated harassment of largely teenage staff — a labor and PR headline that could increase scrutiny, potential regulatory risk, or labor costs if it escalates. Union Allegations

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on MCD shares. Royal Bank Of Canada started coverage on McDonald’s in a report on Wednesday, October 8th. They set a “sector perform” rating and a $320.00 price objective for the company. Morgan Stanley set a $335.00 target price on shares of McDonald’s in a research report on Friday, October 17th. Mizuho upgraded shares of McDonald’s to a “hold” rating in a research report on Tuesday, October 28th. Piper Sandler reaffirmed a “neutral” rating and set a $325.00 price objective on shares of McDonald’s in a report on Wednesday, October 22nd. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a report on Friday, October 31st. Thirteen investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $328.68.

Insider Transactions at McDonald’s

In related news, insider Joseph M. Erlinger sold 3,195 shares of the firm’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $305.82, for a total value of $977,094.90. Following the transaction, the insider owned 6,088 shares in the company, valued at $1,861,832.16. This trade 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 is available at the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the business’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total value of $795,520.00. Following the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. This represents a 28.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 42,516 shares of company stock worth $13,036,090 in the last ninety days. 0.25% of the stock is currently owned by insiders.

McDonald’s Trading Up 1.6%

Shares of MCD stock opened at $308.92 on Friday. McDonald’s Corporation has a 1 year low of $276.53 and a 1 year high of $326.32. The firm’s 50 day moving average is $307.75 and its 200-day moving average is $304.66. The firm has a market capitalization of $220.00 billion, a price-to-earnings ratio of 26.36, a PEG ratio of 3.09 and a beta of 0.53.

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

McDonald’s Increases Dividend

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