BI Asset Management Fondsmaeglerselskab A S Increases Stake in McDonald’s Corporation $MCD

BI Asset Management Fondsmaeglerselskab A S boosted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 1,447.3% during the 3rd quarter, Holdings Channel reports. The firm owned 7,876 shares of the fast-food giant’s stock after acquiring an additional 7,367 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in McDonald’s were worth $2,393,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Brighton Jones LLC raised its stake in shares of McDonald’s by 21.6% in 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 last quarter. Revolve Wealth Partners LLC increased its holdings in 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 during the period. Sivia Capital Partners LLC raised its position in McDonald’s by 11.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after buying an additional 206 shares during the last quarter. Clear Creek Financial Management LLC lifted its stake in McDonald’s by 12.6% during the 2nd quarter. Clear Creek Financial Management LLC now owns 2,465 shares of the fast-food giant’s stock valued at $720,000 after acquiring an additional 275 shares during the period. Finally, Callan Family Office LLC boosted its holdings in shares of McDonald’s by 162.1% in the 2nd quarter. Callan Family Office LLC now owns 17,950 shares of the fast-food giant’s stock valued at $5,244,000 after acquiring an additional 11,101 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently issued reports on the stock. TD Cowen reissued a “hold” rating on shares of McDonald’s in a report on Thursday, January 8th. UBS Group reaffirmed a “buy” rating and set a $350.00 price target on shares of McDonald’s in a research report on Monday, February 2nd. Barclays boosted their price objective on McDonald’s from $358.00 to $372.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. BMO Capital Markets reaffirmed an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Finally, KeyCorp boosted their price target on McDonald’s from $335.00 to $340.00 and gave the company an “overweight” rating in a report on Friday, January 9th. Fifteen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $332.30.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Analysts and previews expect Q4 tailwinds from value meals, digital engagement and international growth, which could support comparable-sales gains and cushion margins. Zacks’ Q4 preview highlights these drivers even as it notes cost pressures. McDonald’s to Post Q4 Earnings: What’s in the Cards for the Stock?
• Positive Sentiment: MarketBeat and other previews argue that strong execution, menu innovation and value promotions could reinforce McDonald’s defensive appeal into earnings—analysts have been raising some price targets (BTIG/UBS recently higher), signaling confidence ahead of results. McDonald’s Earnings Could Cement Its Defensive Appeal
• Positive Sentiment: McDonald’s declared its quarterly cash dividend of $1.86/share (payable March 17; record/ex-dividend dates announced), supporting income-focused investor demand and reinforcing MCD’s blue‑chip/dividend‑king narrative. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: Consumer marketing and limited-time promotions (Valentine’s McNugget “caviar” kits, return of a popular Happy Meal toy) are boosting engagement and social buzz—small but helpful for traffic and brand momentum. McDonald’s is giving away free caviar kits…
• Neutral Sentiment: Brokerage consensus remains mixed: Mizuho raised its price target (to $325) but kept a neutral rating; overall analyst coverage averages to a “Hold.” That suggests limited immediate upside from ratings alone but keeps MCD squarely on the radar. McDonald’s Stock: Analyst Estimates & Ratings
• Neutral Sentiment: Deeper analyst note coverage is focused on traffic mix (notably lower‑income consumer trends), pricing power and promotional intensity beyond raw EPS/revenue—useful context but not an immediate catalyst until management guidance. Exploring Analyst Estimates for McDonald’s Q4 Earnings
• Neutral Sentiment: Local expansion news (e.g., approval for a 24‑hour drive‑through in Tinley Park) shows continued unit-level growth potential but is unlikely to move the stock materially on its own. McDonalds OK’d to open 24-hour drive through in Tinley Park
• Negative Sentiment: Brand/operational headwinds: a consumer piece highlighting perceived declines in several menu items and a NYT report that McDonald’s opted out of selling food/drink at some official World Cup Fan Fests could dent incremental sales/opportunity and raise short‑term concern about international event exposure. World Cup 2026 – McDonald’s opts out… 7 McDonald’s Menu Items Fans Say Have Quietly Gone Downhill

Insider Activity at McDonald’s

In related news, EVP Manuel Jm Steijaert sold 6,567 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $305.50, for a total value of $2,006,218.50. Following the completion of the sale, the executive vice president owned 4,606 shares of the company’s stock, valued at approximately $1,407,133. The trade was a 58.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the transaction, the executive vice president directly owned 6,268 shares in the company, valued at approximately $2,005,760. The trade was a 28.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 32,008 shares of company stock worth $9,895,452 in the last quarter. 0.25% of the stock is owned by insiders.

McDonald’s Stock Up 1.2%

Shares of McDonald’s stock opened at $327.29 on Friday. The firm has a market cap of $233.08 billion, a PE ratio of 27.93, a P/E/G ratio of 3.31 and a beta of 0.52. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $328.06. The business has a 50-day moving average price of $310.96 and a 200 day moving average price of $307.31.

McDonald’s (NYSE:MCD) last issued its quarterly earnings data on Wednesday, November 5th. The fast-food giant reported $3.22 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 firm’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same period in the previous year, the business posted $3.23 earnings per share. On average, sell-side analysts expect that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) 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.