Burling Wealth Partners LLC Lowers Stock Holdings in McDonald’s Corporation $MCD

Burling Wealth Partners LLC cut its position in McDonald’s Corporation (NYSE:MCD) by 25.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,478 shares of the fast-food giant’s stock after selling 2,237 shares during the quarter. Burling Wealth Partners LLC’s holdings in McDonald’s were worth $1,968,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in shares of McDonald’s by 0.4% during the third quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock worth $21,773,010,000 after purchasing an additional 316,638 shares in the last quarter. State Street Corp increased its stake in McDonald’s by 0.8% during the 2nd quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock worth $10,175,800,000 after buying an additional 272,139 shares during the period. Geode Capital Management LLC lifted its holdings in McDonald’s by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 16,828,420 shares of the fast-food giant’s stock worth $4,901,595,000 after buying an additional 276,065 shares in the last quarter. Norges Bank acquired a new stake in McDonald’s during the 2nd quarter worth approximately $2,780,712,000. Finally, Laurel Wealth Advisors LLC boosted its position in McDonald’s by 29,382.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after buying an additional 5,718,087 shares during the period. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Analyst Ratings Changes

MCD has been the topic of a number of recent research reports. UBS Group upped their price objective on McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Robert W. Baird set a $335.00 target price on McDonald’s in a research note on Thursday, February 12th. Truist Financial upped their price target on McDonald’s from $356.00 to $370.00 and gave the stock 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 target price on the stock in a research note on Tuesday, January 6th. Finally, Citigroup raised their target price on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a 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 assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $337.04.

More McDonald’s News

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

• Positive Sentiment: Q4 beat and momentum: McDonald’s reported better-than-expected Q4 results with double-digit app engagement and U.S. comp strength (management cites value strategy driving ~6.8% U.S. comps), supporting revenue and margin outlooks. MarketBeat: McDonald’s Serves Up Double-Sized Tailwind for Growth
• Positive Sentiment: Analyst upgrades/targets revised higher: Several firms have raised price targets or upgraded MCD recently, which supports sentiment and the stock’s forward valuation narrative.
• Positive Sentiment: Product & promo catalysts: McDonald’s rolled out its 2026 menu plan and is reintroducing seasonal LTOs (e.g., Shamrock Shake) and value platforms that have historically driven traffic. These are near‑term revenue catalysts. Yahoo: McDonald’s unveils 2026 menu as sales rebound
• Positive Sentiment: Brand collaborations and marketing buzz: High-visibility tie-ins (Drake/OVO combo meal and limited-edition items) broaden reach and can spike visits and digital engagement. Yahoo: McDonald’s x Drake OVO Meal Is Out — But US Fans Have To Wait
• Positive Sentiment: Product innovation to address diet trends: McDonald’s is testing higher‑protein menu options targeted at consumers on GLP‑1 drugs — a proactive move to protect traffic if eating patterns shift. MSN: McDonald’s testing high-protein menu options for GLP-1 users
• Neutral Sentiment: Analyst blogs and sector pieces: Coverage from Zacks and other outlets highlights MCD among top picks alongside sector peers; useful context but less likely to move the stock by itself. Zacks Analyst Blog
• Negative Sentiment: Large insider selling by senior executives: CEO Christopher Kempczinski sold ~26,277 shares and CMO Edith Morgan Flatley sold ~4,692 shares in recent filings — sizable dollar amounts that investors may interpret as short‑term liquidity moves or a signal to trim exposure. American Banking News: Christopher Kempczinski Sells 26,277 Shares InsiderTrades: CMO sells shares

McDonald’s Trading Up 0.1%

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

McDonald’s (NYSE:MCD) last posted its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same period last year, the firm posted $2.83 EPS. The company’s revenue was up 9.7% on a year-over-year basis. On average, equities research analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be given a dividend of $1.86 per share. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

Insider Transactions at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total transaction of $854,106.50. Following the transaction, the insider directly owned 5,398 shares of the company’s stock, valued at approximately $1,755,699.50. This trade represents a 32.73% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 88,684 shares of company stock worth $28,796,497 over the last 90 days. Company insiders own 0.25% of the company’s stock.

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.