Lorne Steinberg Wealth Management Inc. Acquires 8,304 Shares of McDonald’s Corporation $MCD

Lorne Steinberg Wealth Management Inc. grew its holdings in McDonald’s Corporation (NYSE:MCD) by 665.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,551 shares of the fast-food giant’s stock after purchasing an additional 8,304 shares during the quarter. Lorne Steinberg Wealth Management Inc.’s holdings in McDonald’s were worth $2,902,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new stake in McDonald’s during the second quarter worth $2,780,712,000. Laurel Wealth Advisors LLC lifted its stake in shares of McDonald’s by 29,382.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock worth $1,676,339,000 after purchasing an additional 5,718,087 shares during the last quarter. Soundwatch Capital LLC bought a new stake in McDonald’s during the second quarter valued at about $1,412,069,000. Viking Global Investors LP grew its stake in McDonald’s by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after purchasing an additional 1,974,998 shares during the last quarter. Finally, Amundi raised its holdings in McDonald’s by 96.0% in the second quarter. Amundi now owns 4,032,676 shares of the fast-food giant’s stock worth $1,188,147,000 after purchasing an additional 1,974,751 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors.

McDonald’s News Summary

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

• Positive Sentiment: New product push — McDonald’s is launching a limited‑time Hot Honey sauce and new protein‑focused sandwiches (promoted to start Jan. 27), a menu strategy meant to drive traffic and boost average check. McDonald’s bets big on hot honey and protein to bring customers
• Positive Sentiment: Aggressive store growth target — McDonald’s reiterated plans to open ~8,000 restaurants by end‑2027, a scale play that supports revenue growth and franchise development. McDonald’s Plans to Open 8,000 Restaurants by End of 2027 and Shake Up Menu
• Positive Sentiment: Strong shareholder returns profile — a recent analysis highlights ~$79 billion returned to shareholders over the past decade via buybacks and dividends, underscoring cash flow strength and support for the stock. How McDonald’s Returned $79 Billion To Shareholders
• Neutral Sentiment: Menu localization and novelty — McDonald’s is bringing overseas fan favorites and occasional region‑specific items (beer in Europe) to generate buzz; good for marketing but limited duration impact. McDonald’s finally brings overseas fan favorites to US in 2026
• Neutral Sentiment: Positive mentions in market‑crash thinking pieces — some outlets list MCD as a defensive/quality pick in volatile markets, which can support demand from risk‑averse investors. Worried About a Market Crash in 2026? Buy These 3 Stocks
• Negative Sentiment: Pricing‑war risk — analysts flag an elevated risk of a fast‑food pricing war that could compress margins and offset traffic gains from promotions. McDonald’s: The Risk Of A Fast-Food Pricing War Is Increasing Significantly
• Negative Sentiment: Customer backlash on loyalty changes — reports of unhappy customers over loyalty program changes could dampen repeat visits in affected markets. McDonald’s customers unhappy about loyalty scheme changes
• Negative Sentiment: Earnings watch — MCD previously missed quarterly EPS estimates (Nov. 5), so new initiatives will be judged on whether they restore margin and beat future estimates. (Earnings details in recent filings and analyst notes.)

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the stock. Piper Sandler reaffirmed a “neutral” rating and issued a $325.00 price objective on shares of McDonald’s in a research report on Wednesday, October 22nd. Mizuho raised McDonald’s to a “hold” rating in a research report on Tuesday, October 28th. Robert W. Baird raised their price objective on McDonald’s from $322.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, November 6th. Barclays boosted their price target on McDonald’s from $358.00 to $372.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Finally, Truist Financial lifted their price objective on McDonald’s from $350.00 to $356.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Thirteen investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $328.88.

McDonald’s Stock Up 1.0%

McDonald’s stock opened at $309.24 on Monday. The firm has a market capitalization of $220.23 billion, a price-to-earnings ratio of 26.39, a PEG ratio of 3.07 and a beta of 0.53. McDonald’s Corporation has a 52-week low of $283.28 and a 52-week high of $326.32. The company has a fifty day simple moving average of $308.87 and a 200-day simple moving average of $306.02.

McDonald’s (NYSE:MCD) last issued its earnings results 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). The company 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 company’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.23 earnings per share. On average, research analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

Insider Buying and Selling

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the transaction, the executive vice president owned 6,268 shares in the company, valued at $2,005,760. The trade was a 28.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Ian Frederick Borden sold 17,134 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the transaction, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. The trade was a 39.40% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 45,142 shares of company stock worth $13,841,169. 0.25% of the stock is owned by corporate insiders.

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.