McDonald’s Corporation $MCD Shares Sold by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 16.3% during the first quarter, Holdings Channel.com reports. The firm owned 105,498 shares of the fast-food giant’s stock after selling 20,529 shares during the quarter. Union Bancaire Privee UBP SA’s holdings in McDonald’s were worth $32,649,000 as of its most recent filing with the SEC.

Other institutional investors have also bought and sold shares of the company. Norges Bank bought a new stake in shares of McDonald’s during the 4th quarter worth about $2,890,438,000. J. Stern & Co. LLP raised its stake in shares of McDonald’s by 9,867.5% in the 4th quarter. J. Stern & Co. LLP now owns 2,541,008 shares of the fast-food giant’s stock worth $776,608,000 after buying an additional 2,515,515 shares in the last quarter. Viking Global Investors LP lifted its holdings in shares of McDonald’s by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after buying an additional 1,974,998 shares during the period. Franklin Resources Inc. boosted its stake in McDonald’s by 36.6% during the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after buying an additional 1,179,244 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in McDonald’s by 111.3% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant’s stock worth $629,446,000 after acquiring an additional 1,090,849 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the stock. Evercore set a $350.00 price target on shares of McDonald’s in a report on Friday, May 8th. Cfra raised shares of McDonald’s to a “buy” rating in a research note on Friday, May 8th. KeyCorp reduced their target price on shares of McDonald’s from $345.00 to $330.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Tigress Financial upped their price target on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a report on Friday, March 6th. Finally, Wells Fargo & Company cut their price objective on McDonald’s from $355.00 to $320.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $336.26.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is drawing attention for menu-driven buzz, including the return of its fried apple pie and coverage around World Cup collectible cups, which can help traffic, social engagement, and near-term sales. We Tried It: A Visit to McDonald’s 35-Foot Fried Apple Pie Along Rte 66
• Positive Sentiment: The company is also expanding and modernizing, including a new Howard City location and a broader “McDonald’s NEXT” push focused on automation, digital ordering, better food quality, and improved franchise economics. McDonald’s opens first Howard City location
• Positive Sentiment: Some commentary says lower oil prices are helping restaurant stocks broadly, easing consumer wallet pressure and lifting quick-service dining names like McDonald’s. Jack in the Box and First Watch Stocks Trade Up, What You Need To Know
• Neutral Sentiment: Zacks noted that McDonald’s is relying on China expansion to support long-term growth, but macro pressure and regional volatility are still weighing on near-term trends. Can McDonald’s China Expansion Support IDL Growth Amid Macro Pressure?
• Neutral Sentiment: Several articles were mostly consumer-interest pieces about how to save money at McDonald’s or how its products taste, which add brand visibility but are unlikely to materially affect fundamentals. How To Find the Cheapest McDonald’s Wherever You Are
• Negative Sentiment: One recent article highlights that Burger King breakfast sandwiches may outperform McDonald’s on a key advantage, reinforcing competitive pressure in breakfast and value-focused traffic. Burger King breakfast sandwiches outshine McDonald’s every time with one big advantage
• Negative Sentiment: There is also scrutiny around McDonald’s new AI drive-thru testing after a prior system was removed in 2024 due to ordering errors, which could raise questions about execution risk if rollout issues persist. McDonald’s is testing a new AI drive-thru system after removing its previous one in 2024 over order errors

Insider Buying and Selling at McDonald’s

In other news, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the transaction, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This trade represents a 40.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president directly owned 6,268 shares in the company, valued at $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 11,307 shares of company stock valued at $3,262,622. 0.26% of the stock is owned by corporate insiders.

McDonald’s Stock Up 2.1%

Shares of NYSE:MCD opened at $270.21 on Friday. The company’s fifty day moving average is $283.43 and its two-hundred day moving average is $304.54. The company has a market cap of $191.98 billion, a P/E ratio of 22.28, a price-to-earnings-growth ratio of 2.64 and a beta of 0.41. McDonald’s Corporation has a 12-month low of $264.53 and a 12-month high of $341.75.

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

McDonald’s Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were paid a $1.86 dividend. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.8%. McDonald’s’s dividend payout ratio is 61.34%.

McDonald’s Company 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.