McDonald’s Corporation $MCD Shares Acquired by Mariner LLC

Mariner LLC lifted its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 1.9% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 820,743 shares of the fast-food giant’s stock after acquiring an additional 15,002 shares during the period. Mariner LLC owned approximately 0.12% of McDonald’s worth $249,406,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Mercer Global Advisors Inc. ADV lifted its stake in shares of McDonald’s by 17.5% during the third quarter. Mercer Global Advisors Inc. ADV now owns 152,055 shares of the fast-food giant’s stock worth $46,208,000 after buying an additional 22,593 shares during the period. MFA Wealth Services increased its position in shares of McDonald’s by 3.2% in the 3rd quarter. MFA Wealth Services now owns 2,131 shares of the fast-food giant’s stock valued at $648,000 after acquiring an additional 66 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in McDonald’s by 1.5% in the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 131,338 shares of the fast-food giant’s stock worth $39,912,000 after acquiring an additional 1,904 shares during the last quarter. Moneta Group Investment Advisors LLC raised its stake in McDonald’s by 0.7% in the 3rd quarter. Moneta Group Investment Advisors LLC now owns 26,807 shares of the fast-food giant’s stock worth $8,146,000 after acquiring an additional 198 shares during the last quarter. Finally, Moore Capital Management LP lifted its position in McDonald’s by 294.1% during the 3rd quarter. Moore Capital Management LP now owns 5,316 shares of the fast-food giant’s stock worth $1,615,000 after acquiring an additional 3,967 shares during the period. 70.29% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have recently weighed in on MCD. Truist Financial increased their price objective on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. TD Cowen reiterated a “hold” rating and issued a $320.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a report on Friday, February 13th. Wells Fargo & Company upped their price objective on shares of McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Finally, Oppenheimer upgraded shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective on the stock in a research note on Tuesday, January 6th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $339.69.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Company plans a U.S. value push with new menu items priced at $3 or less and $4 breakfast meal deals starting in April — a move designed to drive traffic and defend comps in a cost-conscious consumer environment. Read More.
• Positive Sentiment: Viral social media attention after the CEO was filmed eating the new Big Arch burger coincided with strong early sales and heightened brand chatter, which can translate into short-term traffic and incremental sales. Read More.
• Positive Sentiment: KeyBanc raised its price target to $354 and kept an Overweight rating, citing strong domestic momentum — a catalyst for investor confidence and upward analyst pressure. Read More.
• Positive Sentiment: Company marketing/CSR activity such as donating $0.25 from shakes to local chapters supports brand goodwill and community engagement. Read More.
• Neutral Sentiment: Analyst coverage and commentary is active: some outlets summarize bullish theses and higher price targets, while options commentary notes the stock’s flatness has made certain put-selling strategies attractive — mixed signals for short‑term direction. Read More.
• Negative Sentiment: Valuation concerns: analysis argues the McValue 2.0 rollout is constructive but MCD’s rich valuation leaves limited upside for investors, constraining near-term gains. Read More.
• Negative Sentiment: Competitive pressure: commentary notes peers like DRI and QSR are outpacing McDonald’s stock performance and rivals are reacting aggressively to Big Arch, highlighting execution and category risks. Read More.
• Negative Sentiment: Industry headwinds on core burger economics and margin pressures are being discussed, which could limit margin expansion if commodity or promotional costs rise. Read More.

Insider Activity at McDonald’s

In other news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the sale, the executive vice president owned 2,291 shares in the company, valued at $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the sale, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at $7,587,915. This represents a 53.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 71,657 shares of company stock valued at $23,722,204. 0.25% of the stock is currently owned by company insiders.

McDonald’s Trading Up 0.1%

Shares of MCD stock opened at $326.79 on Tuesday. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $341.75. The business’s 50 day moving average is $320.82 and its two-hundred day moving average is $311.61. The company has a market capitalization of $232.15 billion, a P/E ratio of 27.35, a P/E/G ratio of 2.90 and a beta of 0.51.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating analysts’ consensus estimates 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 negative return on equity of 343.90% and a net margin of 31.85%.The business’s revenue was up 9.7% compared to the same quarter last year. During the same period in the previous year, the business earned $2.83 earnings per share. On average, research analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

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

McDonald’s 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.