Invesco Ltd. Has $1.27 Billion Stake in McDonald’s Corporation $MCD

Invesco Ltd. boosted its holdings in McDonald’s Corporation (NYSE:MCD) by 1.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,194,445 shares of the fast-food giant’s stock after buying an additional 67,996 shares during the period. Invesco Ltd. owned approximately 0.59% of McDonald’s worth $1,274,650,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in MCD. Vanguard Group Inc. lifted its stake in McDonald’s by 0.4% in the third quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock valued at $21,773,010,000 after buying an additional 316,638 shares during the period. State Street Corp grew its position in shares of McDonald’s by 0.8% during the 2nd quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock worth $10,175,800,000 after buying an additional 272,139 shares during the period. Norges Bank bought a new stake in shares of McDonald’s in the 2nd quarter valued at about $2,780,712,000. Laurel Wealth Advisors LLC raised its position in shares of McDonald’s by 29,382.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after acquiring an additional 5,718,087 shares during the period. Finally, Soundwatch Capital LLC bought a new position in McDonald’s during the 2nd quarter worth approximately $1,412,069,000. 70.29% of the stock is currently owned by institutional investors.

McDonald’s Stock Down 0.3%

NYSE MCD opened at $324.09 on Friday. The firm’s 50 day moving average is $319.82 and its 200-day moving average is $311.43. The company has a market capitalization of $230.23 billion, a PE ratio of 27.12, a price-to-earnings-growth ratio of 2.89 and a beta of 0.51. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $341.75.

McDonald’s (NYSE:MCD) last released 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. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The business had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same quarter in the prior year, the company posted $2.83 earnings per share. McDonald’s’s revenue was up 9.7% on a year-over-year basis. As a group, sell-side analysts expect that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Dividend Announcement

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

McDonald’s News Roundup

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

• Positive Sentiment: Value strategy could increase traffic and win back price‑sensitive customers — McDonald’s plans $3 items and $4 breakfast deals starting in April, which investors view as a demand stimulus. McDonald’s to launch new $3 value items in US starting April, WSJ reports
• Positive Sentiment: Analyst bullishness: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a direct positive for investor sentiment. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target
• Positive Sentiment: Digital & loyalty tailwinds: McDonald’s loyalty ecosystem (near ~210M active users) can lift visit frequency and enable targeted promotions that amplify the value push. Can MCD’s Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
• Neutral Sentiment: Marketing & product chatter (Big Arch review, menu renames, viral CEO burger video) raise brand visibility but are unlikely to change near‑term fundamentals by themselves. McDonald’s Big Arch review
• Neutral Sentiment: PR/branding note: CEO’s viral burger video and meme-driven engagement have monetization and awareness upside but are incremental to core sales drivers. How McDonald’s CEO’s viral burger video turned memes into money
• Negative Sentiment: Margin/public‑reaction risk: Some online voices flag concerns the deeper discounting could pressure margins or signal desperation, a potential risk if traffic lift and upsells don’t offset lower price points. McDonald’s planning value menu, internet has one major concern
• Negative Sentiment: Insider sale: Executive Joseph Erlinger sold ~2,626 shares (~$862k), which can be interpreted as a mild negative signal even though such sales may be routine. Insider sale filing

Insider Buying and Selling

In related news, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the sale, the executive vice president directly owned 6,268 shares in the company, valued at approximately $2,005,760. This trade represents a 28.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated 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 transaction, the executive vice president owned 2,291 shares of the company’s stock, valued at $763,567.39. The trade was a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 74,143 shares of company stock worth $24,517,724 in the last 90 days. 0.25% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have commented on MCD. BTIG Research upped their target price on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Tigress Financial boosted their price target on shares of McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a report on Friday, March 6th. JPMorgan Chase & Co. upped their price objective on shares of McDonald’s from $305.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Robert W. Baird set a $335.00 target price on McDonald’s in a report on Thursday, February 12th. Finally, UBS Group boosted their target price on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $339.69.

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.