McDonald’s Corporation $MCD Shares Bought by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd grew its position in shares of McDonald’s Corporation (NYSE:MCD) by 3.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 258,773 shares of the fast-food giant’s stock after purchasing an additional 8,602 shares during the period. Swiss Life Asset Management Ltd’s holdings in McDonald’s were worth $78,639,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in MCD. Evergreen Private Wealth LLC grew its holdings in McDonald’s by 162.5% during the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares in the last quarter. Traub Capital Management LLC acquired a new position in McDonald’s in the 2nd quarter worth $29,000. Davis Capital Management acquired a new position in McDonald’s in the 3rd quarter worth $37,000. Miller Wealth Advisors LLC purchased a new position in McDonald’s in the 3rd quarter valued at about $38,000. Finally, Guerra Advisors Inc purchased a new position in McDonald’s in the 3rd quarter valued at about $40,000. 70.29% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at McDonald’s

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction on 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 completion of 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total transaction of $862,220.84. Following the sale, the insider owned 8,733 shares of the company’s stock, valued at approximately $2,867,393.22. The trade was a 23.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,657 shares of company stock valued at $23,722,204 over the last 90 days. Insiders own 0.25% of the company’s stock.

Trending Headlines about McDonald’s

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

• Positive Sentiment: McDonald’s launched collectible trading cards that are already appearing on resale sites — a small but positive brand/engagement and merchandising development that could drive incremental revenue and social buzz. McDonald’s launches trading cards
• Neutral Sentiment: McDonald’s introduced a new $3 value menu intended to protect traffic among lower-income customers — likely supportive for same-store traffic but also a signal of uneven consumer spending (mixed implications for margins). McDonald’s newest $3 value menu
• Neutral Sentiment: Broader commentary about social media and AI accelerating CEO reputational risk — a contextual risk that raises governance and communications stakes for large consumer brands like McDonald’s but isn’t an immediate financial driver on its own. Jack Schlossberg has a warning for America’s CEOs
• Negative Sentiment: A federal judge ruled two former Black McDonald’s vice presidents can proceed with claims they faced racial slurs, harassment and retaliation — this legal risk raises potential litigation costs, reputational damage and governance scrutiny. McDonald’s must face Black ex-executives’ harassment, retaliation claims
• Negative Sentiment: Franchise pricing dynamics: because franchisees set local prices and can skip promotions, McDonald’s faces uneven pricing and promotional execution that can compress AUVs and make top‑line performance less predictable (airport/rest‑stop price spikes highlighted). McDonald’s faces a burger pricing challenge
• Negative Sentiment: Market commentary and news roundups linked the legal and pricing stories to the share decline, amplifying the selloff beyond broader market moves. These pieces likely contributed to the outsized drop in MCD shares. Here’s Why McDonald’s (MCD) Fell More Than Broader Market

McDonald’s Stock Performance

Shares of MCD stock opened at $315.70 on Thursday. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75. The company’s 50-day simple moving average is $321.53 and its 200-day simple moving average is $311.73. The stock has a market capitalization of $224.27 billion, a price-to-earnings ratio of 26.42, a PEG ratio of 2.90 and a beta of 0.51.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share 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 during the quarter, compared to analyst estimates of $6.81 billion. During the same period in the previous year, the company earned $2.83 earnings per share. McDonald’s’s quarterly revenue 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 year.

McDonald’s Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Tuesday, March 3rd. McDonald’s’s payout ratio is 62.26%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Erste Group Bank raised McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target for the company in a report on Tuesday, January 6th. Barclays raised their price objective on McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. UBS Group upped their target price on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Finally, Guggenheim reduced their target price on McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Seventeen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $339.69.

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.