McDonald’s Corporation $MCD Shares Purchased by Chilton Investment Co. Inc.

Chilton Investment Co. Inc. raised its stake in shares of McDonald’s Corporation (NYSE:MCD) by 23.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 48,327 shares of the fast-food giant’s stock after acquiring an additional 9,196 shares during the period. Chilton Investment Co. Inc.’s holdings in McDonald’s were worth $14,686,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of MCD. WD Rutherford LLC grew its stake in shares of McDonald’s by 1.0% in the 3rd quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after purchasing an additional 33 shares during the last quarter. Redhawk Wealth Advisors Inc. raised its stake in shares of McDonald’s by 1.4% during the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after purchasing an additional 34 shares during the last quarter. Symmetry Partners LLC lifted its holdings in shares of McDonald’s by 2.0% during the third quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock worth $538,000 after purchasing an additional 34 shares during the period. Jackson Hole Capital Partners LLC lifted its holdings in shares of McDonald’s by 0.3% during the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock worth $3,352,000 after purchasing an additional 34 shares during the period. Finally, CFO4Life Group LLC grew its position in McDonald’s by 2.1% in the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock valued at $507,000 after buying an additional 34 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have issued reports on MCD shares. Citigroup boosted their price objective on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. KeyCorp lifted their target price on shares of McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a report on Tuesday, March 3rd. Barclays boosted their price target on shares of McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Erste Group Bank raised shares of McDonald’s from a “hold” rating to a “buy” rating in a report on Wednesday, February 18th. Finally, Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a research report on Friday, February 13th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $339.69.

McDonald’s News Summary

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

• Positive Sentiment: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a clear analyst endorsement that supports upside to the stock. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target, Highlights Multi-Year Growth Strategy
• Positive Sentiment: Value menu push: McDonald’s is rolling out $3 value items and $4 breakfast deals in the U.S. starting in April to win back price‑sensitive customers — a traffic‑driving move that could boost visit frequency if franchisees and consumers adopt it. McDonald’s to launch new $3 value items in US starting April, WSJ reports
• Positive Sentiment: Digital/loyalty tailwinds: Management cites a large loyalty base and digital tools as drivers for higher visit frequency and better targeted promotions — structural levers for revenue per user and margin expansion over time. Can MCD’s Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
• Neutral Sentiment: Marketing and product noise: Viral moments (CEO burger video → memes) and new product reviews (e.g., Big Arch) keep brand relevance and social buzz high but are unlikely to move fundamentals immediately. How McDonald’s CEO’s viral burger video turned memes into money
• Neutral Sentiment: Menu coverage / consumer perception: Media attention on affordability and menu mix helps narrative but the actual impact depends on execution and unit economics. McDonald’s Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals
• Negative Sentiment: Insider selling: Executive Joseph Erlinger disclosed a sale of 2,626 shares (~$862k). While routine insider sales aren’t always predictive, they can be interpreted as a mild negative signal by some investors. Insider sale filing
• Negative Sentiment: Short‑term dampener: Analysts and commentary note the stock is down since earnings (some profit‑taking and valuation debates persist), which can cap near‑term upside until fresh evidence of traffic/margin improvement appears. Why Is McDonald’s (MCD) Down 2.5% Since Last Earnings Report?

Insiders Place Their Bets

In related news, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total value of $795,520.00. Following the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $2,005,760. This represents a 28.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,276 shares of the firm’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 transaction, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at $7,638,066. The trade was a 53.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 74,143 shares of company stock valued at $24,517,724. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Stock Performance

McDonald’s stock opened at $326.41 on Friday. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75. The firm has a market capitalization of $231.88 billion, a price-to-earnings ratio of 27.31, a price-to-earnings-growth ratio of 2.90 and a beta of 0.51. The stock’s fifty day moving average is $320.28 and its two-hundred day moving average is $311.51.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping the consensus estimate of $3.05 by $0.07. The business had revenue of $7.01 billion for the quarter, compared to analyst estimates 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 firm earned $2.83 EPS. As a group, sell-side analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

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