Integrity Alliance LLC. Grows Stock Position in McDonald’s Corporation $MCD

Integrity Alliance LLC. lifted its stake in McDonald’s Corporation (NYSE:MCD) by 36.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,494 shares of the fast-food giant’s stock after purchasing an additional 2,288 shares during the period. Integrity Alliance LLC.’s holdings in McDonald’s were worth $2,596,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MCD. Your Advocates Ltd. LLP purchased a new position in McDonald’s in the fourth quarter valued at $27,000. Park Place Capital Corp raised its stake in McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after buying an additional 45 shares in the last quarter. DecisionPoint Financial LLC raised its stake in McDonald’s by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after buying an additional 97 shares in the last quarter. Entrust Financial LLC acquired a new stake in McDonald’s in the fourth quarter valued at $31,000. Finally, Painted Porch Advisors LLC raised its stake in McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after buying an additional 103 shares in the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have weighed in on MCD shares. Sanford C. Bernstein restated a “market perform” rating and issued a $340.00 price target on shares of McDonald’s in a research note on Thursday, February 12th. Rothschild & Co Redburn upgraded McDonald’s from a “sell” rating to a “neutral” rating and raised their price target for the company from $260.00 to $306.00 in a research note on Thursday, April 23rd. Barclays cut their price target on McDonald’s from $380.00 to $350.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Morgan Stanley set a $331.00 price target on McDonald’s in a research note on Friday, May 8th. Finally, Jefferies Financial Group raised their price target on McDonald’s from $360.00 to $375.00 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, fourteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, McDonald’s currently has a consensus rating of “Moderate Buy” and a consensus target price of $334.45.

Insider Buying and Selling at McDonald’s

In other news, insider Joseph M. Erlinger sold 333 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $280.11, for a total value of $93,276.63. Following the completion of the sale, the insider directly owned 7,734 shares of the company’s stock, valued at approximately $2,166,370.74. The trade was a 4.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last ninety days, insiders sold 5,918 shares of company stock valued at $1,862,485. 0.26% of the stock is currently owned by insiders.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s is rolling out fresh promotional items, including a 2026 FIFA World Cup Happy Meal and Squishmallows tie-in, plus regional beverage offerings like refreshers and dirty sodas, which could help drive traffic and keep the brand top of mind for families and younger consumers. Article Title
• Positive Sentiment: Investor commentary remains constructive, with one article arguing McDonald’s still has a strong “moat,” reinforcing the view that its scale, franchise model, and brand strength can support earnings resilience. Article Title
• Positive Sentiment: The company’s expansion in Ukraine suggests continued international growth, which can be a long-term support for revenue even in a challenging macro environment. Article Title
• Neutral Sentiment: Viral social media attention around a McDonald’s nugget “hack” may boost brand visibility, but it is unlikely to materially affect fundamentals on its own. Article Title
• Neutral Sentiment: An insider sale by Joseph M. Erlinger of 333 shares is small relative to his remaining stake and does not appear to signal a major shift in outlook, though investors may note it. Article Title
• Negative Sentiment: McDonald’s said it cannot meet its 2030 emissions targets and also fell short on a packaging goal, which could create ESG-related pressure and weigh on sentiment for some investors. Article Title

McDonald’s Stock Performance

McDonald’s stock opened at $281.09 on Thursday. McDonald’s Corporation has a fifty-two week low of $271.98 and a fifty-two week high of $341.75. The company has a market capitalization of $199.72 billion, a P/E ratio of 23.17, a PEG ratio of 2.78 and a beta of 0.43. The stock has a 50-day simple moving average of $297.03 and a 200-day simple moving average of $308.93.

McDonald’s (NYSE:MCD) last posted its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating the consensus estimate of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The business had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. During the same period in the previous year, the business earned $2.67 EPS. The business’s quarterly revenue was up 9.4% on a year-over-year basis. As a group, analysts forecast that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be issued a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Tuesday, June 2nd. McDonald’s’s payout ratio is presently 61.34%.

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.