OMERS ADMINISTRATION Corp Boosts Stock Position in McDonald’s Corporation $MCD

Posted by Trevor Kearing on Jul 27th, 2026

OMERS ADMINISTRATION Corp lifted its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 31.6% in the first quarter, Holdings Channel.com reports. The fund owned 39,383 shares of the fast-food giant’s stock after purchasing an additional 9,452 shares during the period. OMERS ADMINISTRATION Corp’s holdings in McDonald’s were worth $12,240,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in MCD. Norges Bank purchased a new stake in McDonald’s during the 4th quarter worth about $2,890,438,000. Diamant Asset Management Inc. boosted its stake in McDonald’s by 30,979.0% in the 1st quarter. Diamant Asset Management Inc. now owns 2,596,340 shares of the fast-food giant’s stock worth $806,917,000 after purchasing an additional 2,587,986 shares during the period. J. Stern & Co. LLP grew its holdings in McDonald’s by 9,867.5% during the 4th quarter. J. Stern & Co. LLP now owns 2,541,008 shares of the fast-food giant’s stock valued at $776,608,000 after buying an additional 2,515,515 shares in the last quarter. Viking Global Investors LP grew its holdings in McDonald’s by 171.7% during the 2nd 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 in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its position in shares of McDonald’s by 49.9% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 3,104,337 shares of the fast-food giant’s stock valued at $948,779,000 after buying an additional 1,033,041 shares during the period. 70.29% of the stock is owned by institutional investors.

McDonald’s Stock Performance

Shares of NYSE:MCD opened at $264.46 on Monday. The firm has a market capitalization of $187.90 billion, a PE ratio of 21.80, a price-to-earnings-growth ratio of 2.84 and a beta of 0.41. McDonald’s Corporation has a 52-week low of $260.96 and a 52-week high of $341.75. The firm has a fifty day moving average of $275.99 and a 200 day moving average of $298.86.

McDonald’s (NYSE:MCD – Get Free Report) last released 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. 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 for the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter last year, the business posted $2.67 earnings per share. The company’s revenue for the quarter was up 9.4% on a year-over-year basis. On average, sell-side analysts forecast that McDonald’s Corporation will post 12.86 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be given a dividend of $1.86 per share. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 annualized dividend and a dividend yield of 2.8%. McDonald’s’s dividend payout ratio is 61.34%.

Insider Transactions at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the sale, the insider owned 7,734 shares of the company’s stock, valued at $2,198,930.88. The trade was a 40.44% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 8,348 shares of company stock worth $2,355,634. 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 announced a quarterly dividend of $1.86 per share, reinforcing its reputation as a steady income stock and highlighting continued cash generation. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
Positive Sentiment: BTIG Research kept a buy rating on McDonald’s and said the stock still offers meaningful upside, even after cutting its price target to $350 from $370. Benzinga
Positive Sentiment: Recent consumer-focused coverage around McValue packs, online availability, and a new dipping sauce suggests McDonald’s is still leaning on value-driven promotions and menu innovation to drive traffic. Here’s what’s new at McDonald’s this week
Neutral Sentiment: Media coverage highlighting McDonald’s new McValue packs and online ordering is more promotional than financial, so it may help awareness but does not yet prove a material sales lift. McDonald’s McValue packs now available online. Here’s how to score one
Neutral Sentiment: Analysts and media continue to frame McDonald’s as a defensive dividend name, but that alone is not enough to offset broader concerns about consumer spending. These 4 Dividend Stocks Are Money-Printing Machines
Negative Sentiment: New research indicates restaurant customers remain highly price sensitive despite lower gas prices, which is a warning sign for traffic and margins at McDonald’s. McDonald’s (MCD) Faces Stubborn Price Sensitive Traffic Despite Lower Gas Prices
Negative Sentiment: McDonald’s recently hit a new 52-week low, and commentary around the stock suggests investors are waiting for the August 4 earnings report before buying the dip. McDonald’s Just Hit a New 52-Week Low. Don’t Buy the Dip Until After August 4.
Negative Sentiment: StockTwits-style coverage also points to McDonald’s trading near 52-week lows amid broader concerns about weakening consumer demand. Why Did PEGA, ISRG, MCD Stocks Plunge To 52-Week Lows Today?

Analyst Ratings Changes

A number of brokerages have recently issued reports on MCD. Deutsche Bank Aktiengesellschaft set a $325.00 price target on shares of McDonald’s in a report on Thursday, July 9th. JPMorgan Chase & Co. decreased their target price on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Evercore set a $320.00 target price on shares of McDonald’s in a report on Thursday. Tigress Financial increased their target price on shares of McDonald’s from $385.00 to $390.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Finally, Erste Group Bank downgraded shares of McDonald’s from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $334.32.

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About McDonald’s

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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.