First National Bank of Omaha Invests $1.32 Million in McDonald’s Corporation $MCD

First National Bank of Omaha acquired a new stake in shares of McDonald’s Corporation (NYSE:MCD) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 4,339 shares of the fast-food giant’s stock, valued at approximately $1,319,000.

Several other institutional investors have also recently made changes to their positions in the company. Evergreen Private Wealth LLC lifted its position in shares of McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the period. Legacy Investment Solutions LLC bought a new position in McDonald’s in the second quarter worth approximately $25,000. Decker Retirement Planning Inc. lifted its holdings in McDonald’s by 142.9% during the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after buying an additional 50 shares during the period. Financial Gravity Companies Inc. purchased a new stake in McDonald’s during the second quarter worth $29,000. Finally, Traub Capital Management LLC bought a new stake in McDonald’s during the 2nd quarter valued at $29,000. Institutional investors own 70.29% of the company’s stock.

Analyst Ratings Changes

MCD has been the subject of a number of analyst reports. BTIG Research upped their price objective on McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. KeyCorp increased their price target on shares of McDonald’s from $335.00 to $340.00 and gave the company an “overweight” rating in a research report on Friday, January 9th. UBS Group raised their price target on shares of McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Oppenheimer upgraded shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a research note on Tuesday, January 6th. Finally, TD Cowen reissued a “hold” rating and set a $320.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $337.04.

Insiders Place Their Bets

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the transaction, the executive vice president owned 6,268 shares in the company, valued at approximately $2,005,760. This trade represents a 28.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total value of $854,106.50. Following the completion of the sale, the insider owned 5,398 shares in the company, valued at $1,755,699.50. The trade was a 32.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 88,684 shares of company stock worth $28,796,497. Company 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: Analyst upgrade: Erste Group raised MCD from “hold” to “buy”, which supports positive analyst sentiment and may lift demand for the shares. Read More.
• Positive Sentiment: Menu and sales momentum: Management rolled out the 2026 menu tied to a sales rebound and stronger comps; investors view the menu plan as a near‑term catalyst for traffic and revenue. Read More.
• Positive Sentiment: High-profile marketing push: New collaborations and limited-edition items with Drake/OVO (including a specialty Sprite and promoted combo meals) boost brand relevance and can drive short-term visits and social buzz. Read More. Read More.
• Positive Sentiment: Product innovation for shifting diets: McDonald’s is testing high‑protein menu options aimed at consumers on GLP‑1 drugs — a proactive move to defend traffic as dietary preferences shift. Read More.
• Neutral Sentiment: Seasonal and nostalgia items returning (Shamrock Shake, Changeables Happy Meal toys) — these typically boost short-term foot traffic but are not structural catalysts. Read More. Read More.
• Neutral Sentiment: Consumer interest pieces (e.g., Filet‑O‑Fish customization trick) drive PR and footfall curiosity but are unlikely to move fundamentals. Read More.
• Negative Sentiment: Insider selling: CEO Christopher Kempczinski and CMO Edith Morgan Flatley disclosed multi‑million dollar sales in mid‑February (large reductions in holdings), which can be interpreted as a near‑term negative signal for sentiment. Read More.

McDonald’s Stock Performance

Shares of MCD opened at $327.90 on Thursday. The stock has a 50-day moving average of $314.06 and a two-hundred day moving average of $308.84. The stock has a market cap of $233.52 billion, a P/E ratio of 27.44, a P/E/G ratio of 2.91 and a beta of 0.52. McDonald’s Corporation has a one year low of $283.47 and a one year high of $335.67.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.07. The firm 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 company’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period last year, the business posted $2.83 earnings per share. Analysts predict that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

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

About McDonald’s

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.