1,670 Shares in McDonald’s Corporation $MCD Acquired by Ninepoint Partners LP

Ninepoint Partners LP acquired a new stake in McDonald’s Corporation (NYSE:MCD) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,670 shares of the fast-food giant’s stock, valued at approximately $507,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in MCD. Dunhill Financial LLC raised its holdings in shares of McDonald’s by 8.4% during the 3rd quarter. Dunhill Financial LLC now owns 972 shares of the fast-food giant’s stock worth $295,000 after acquiring an additional 75 shares during the period. Clare Market Investments LLC boosted its position in shares of McDonald’s by 24.4% during the third quarter. Clare Market Investments LLC now owns 3,134 shares of the fast-food giant’s stock worth $952,000 after buying an additional 615 shares during the period. Creative Financial Designs Inc. ADV increased its stake in McDonald’s by 321.7% during the third quarter. Creative Financial Designs Inc. ADV now owns 2,606 shares of the fast-food giant’s stock worth $792,000 after purchasing an additional 1,988 shares during the period. Handelsbanken Fonder AB grew its holdings in shares of McDonald’s by 1.6% in the third quarter. Handelsbanken Fonder AB now owns 279,129 shares of the fast-food giant’s stock valued at $84,825,000 after purchasing an additional 4,346 shares in the last quarter. Finally, Generali Investments Management Co LLC lifted its holdings in McDonald’s by 3.1% during the 3rd quarter. Generali Investments Management Co LLC now owns 9,423 shares of the fast-food giant’s stock worth $2,864,000 after buying an additional 283 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Activity at McDonald’s

In other McDonald’s news, CEO Christopher J. Kempczinski sold 26,276 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $333.54, for a total value of $8,764,097.04. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at approximately $7,638,066. This trade represents a 53.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the sale, the executive vice president owned 2,291 shares in the company, valued at approximately $763,567.39. This represents a 73.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 78,084 shares of company stock worth $25,661,722. 0.25% of the stock is currently owned by insiders.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Street support: JPMorgan raised its price target to $325 and remains constructive, giving buy‑side validation and likely contributing to bullish flows. Article Title
• Positive Sentiment: Promotions and LTOs driving traffic: The U.S. rollout of the “Big Arch” supersized burger and national $1 McMuffin promotions are generating buzz and should lift short‑term visits and digital engagement, supporting revenue and comp trends. Article Title Article Title
• Positive Sentiment: Loyalty and digital momentum: Coverage highlights McDonald’s rewards and app-driven promotions are improving visit frequency and ticket, a structural tailwind for margins and recurring sales. Article Title
• Positive Sentiment: Dividend income visibility: Management confirmed a $1.86 quarterly dividend (ex‑div March 3, payable March 17), supporting demand from income‑oriented investors. Article Title
• Neutral Sentiment: Mixed analyst estimate moves from Zacks: Zacks updated numerous quarterly and FY2027/28 EPS estimates — lifting some full‑year/quarter forecasts while trimming others. The net effect is ambiguous for near‑term sentiment but shows analysts are actively re‑modeling. (Zacks coverage also discusses value strategy sustaining traffic.) Article Title
• Neutral Sentiment: Product novelty tests: International menu items and limited‑time offers can boost visits but their incremental margin impact is uncertain; useful for short‑term traffic but not a proven long‑term earnings catalyst. Article Title
• Negative Sentiment: Insider selling: Executives disclosed sales (including a recent sale by Joe Erlinger), which can spook some investors even if part of routine diversification. Article Title
• Negative Sentiment: Regional ad controversy: A Ramadan ad in Germany showing empty boxes drew criticism — a reputational headline that may pressure local sentiment but is unlikely to materially affect global fundamentals. Article Title

Analysts Set New Price Targets

A number of research firms have issued reports on MCD. Jefferies Financial Group increased their price target on McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Piper Sandler raised their price objective on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. Barclays lifted their price target on McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Finally, Mizuho upped their price target on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $337.57.

McDonald’s Stock Performance

Shares of NYSE:MCD opened at $340.85 on Friday. The company has a 50-day simple moving average of $316.42 and a 200-day simple moving average of $310.19. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.35. The stock has a market capitalization of $242.14 billion, a price-to-earnings ratio of 28.52, a PEG ratio of 2.97 and a beta of 0.52.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.07. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The firm had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the previous year, the firm posted $2.83 EPS. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. As a group, research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be given a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.2%. McDonald’s’s dividend payout ratio is presently 62.26%.

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.