LGT Group Foundation Increases Stock Position in McDonald’s Corporation $MCD

LGT Group Foundation boosted its position in McDonald’s Corporation (NYSE:MCD) by 133.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 105,845 shares of the fast-food giant’s stock after acquiring an additional 60,546 shares during the period. LGT Group Foundation’s holdings in McDonald’s were worth $31,809,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of MCD. Federated Hermes Inc. lifted its holdings in McDonald’s by 84.1% in the 2nd quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock worth $41,422,000 after buying an additional 64,757 shares during the period. Global X Japan Co. Ltd. increased its stake in shares of McDonald’s by 236.7% during the third quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock valued at $1,976,000 after buying an additional 4,571 shares during the period. D.A. Davidson & CO. increased its stake in shares of McDonald’s by 2.7% during the third quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock valued at $43,606,000 after buying an additional 3,774 shares during the period. Choreo LLC raised its holdings in shares of McDonald’s by 1.7% during the second quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock valued at $17,096,000 after acquiring an additional 954 shares in the last quarter. Finally, Regent Peak Wealth Advisors LLC purchased a new stake in McDonald’s in the third quarter worth $1,120,000. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. BTIG Research lifted their price target on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Oppenheimer upgraded shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a report on Tuesday, January 6th. Robert W. Baird set a $335.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. UBS Group boosted their price target on shares of McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Finally, Truist Financial increased their price target on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Seventeen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $339.69.

McDonald’s Price Performance

MCD opened at $328.22 on Monday. The stock has a 50-day moving average price of $318.21 and a 200-day moving average price of $311.02. The firm has a market cap of $233.17 billion, a PE ratio of 27.47, a P/E/G ratio of 2.92 and a beta of 0.51. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75.

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

McDonald’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be paid a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.3%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.

Insiders Place Their Bets

In other news, CEO Christopher J. Kempczinski sold 26,276 shares of the business’s stock in a transaction on Friday, February 13th. The stock was 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 owned 22,900 shares in the company, valued at $7,638,066. The trade was a 53.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 71,517 shares of company stock worth $23,655,503. 0.25% of the stock is owned by corporate insiders.

McDonald’s News Roundup

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

• Positive Sentiment: Analyst price target raised to $385 — a direct bullish signal that increases upside expectations and can support buying interest. McDonald’s (NYSE:MCD) Price Target Raised to $385.00
• Positive Sentiment: Viral “Big Arch” burger video added meaningful brand value (reported at ≈$18M) — free marketing and renewed customer attention could lift short-term traffic and digital orders. McDonald’s Big Arch burger viral video has added at least $18 million brand value to the chain
• Positive Sentiment: Product and promotion activity (new Happy Meal, Crocs Happy Meal tie‑in) — ongoing limited‑time offers and collaborations help traffic and merchandising. McDonald’s, Crocs team up on new Happy Meal for limited time
• Neutral Sentiment: Executive talent visibility — McDonald’s CIO Brian Rice joining Albertsons’ board highlights McDonald’s digital capability but is not an immediate earnings driver. A Look At Albertsons Companies (ACI) Valuation As Tech Leader Brian Rice Joins The Board
• Neutral Sentiment: Menu reviews and local nostalgia pieces (Filet‑O‑Fish upgrade, Long Island location story) keep brand conversation active but are unlikely to move the stock materially. The Game-Changing McDonald’s Filet-O-Fish Upgrade That Makes It 10x Better
• Negative Sentiment: $150 oil risk argument — coverage warns that a big jump in oil threatens demand (drive‑through, delivery, franchise economics) more than McDonald’s direct input costs, implying traffic and same‑store sales downside if fuel spikes. This is a key macro sensitivity to watch. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs
• Negative Sentiment: Viral CEO tasting video drew mockery — while it increased awareness, any reputational noise could blunt the marketing upside and merits monitoring of brand sentiment. McDonald’s CEO mocked online after awkward Big Arch Burger tasting video goes viral

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.