McDonald’s Corporation $MCD Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 4.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,568,779 shares of the fast-food giant’s stock after purchasing an additional 65,447 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.22% of McDonald’s worth $476,736,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in McDonald’s by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock valued at $21,773,010,000 after buying an additional 316,638 shares during the period. State Street Corp boosted its position in shares of McDonald’s by 0.8% in the second quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock worth $10,175,800,000 after acquiring an additional 272,139 shares during the last quarter. Geode Capital Management LLC grew its holdings in McDonald’s by 1.7% in the second quarter. Geode Capital Management LLC now owns 16,828,420 shares of the fast-food giant’s stock valued at $4,901,595,000 after purchasing an additional 276,065 shares during the period. Norges Bank acquired a new position in McDonald’s during the second quarter worth approximately $2,780,712,000. Finally, Laurel Wealth Advisors LLC raised its stake in McDonald’s by 29,382.3% during the second quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock worth $1,676,339,000 after purchasing an additional 5,718,087 shares during the period. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts have recently issued reports on the stock. TD Cowen reissued a “hold” rating and set a $320.00 price objective on shares of McDonald’s in a research note on Thursday, February 12th. JPMorgan Chase & Co. upped their price target on McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday. BMO Capital Markets restated an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Piper Sandler lifted their price objective on McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and set a $340.00 target price on shares of McDonald’s in a report on Thursday, February 12th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $337.57.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, EVP Manuel Jm Steijaert sold 6,567 shares of the stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $305.50, for a total transaction of $2,006,218.50. Following the transaction, the executive vice president owned 4,606 shares of the company’s stock, valued at $1,407,133. This trade represents a 58.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The shares were 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 of the company’s stock, valued at $1,755,699.50. This trade represents a 32.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 78,084 shares of company stock valued at $25,661,722. Corporate 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: JPMorgan raised its price target to $325 and kept an “overweight” rating, signaling continued analyst confidence in MCD’s fundamentals and growth outlook. JPMorgan Chase & Co. Boosts McDonald’s (NYSE:MCD) Price Target to $325.00
• Positive Sentiment: McDonald’s is rolling out the limited-time Big Arch burger in the U.S. (early March), a high-profile product push that can drive short-term traffic and incremental sales. McDonald’s launching Big Arch burger in March 2026
• Positive Sentiment: Industry reporting highlights that McDonald’s loyalty and rewards efforts (alongside peers) are becoming more effective at driving repeat visits — a structural tailwind for same-store sales and customer retention. Starbucks, McDonald’s, and Chipotle Reward Loyal Customers. It Brings Them Back.
• Positive Sentiment: Local promotions and limited-time offers (e.g., $1 breakfast day and bringing popular international menu items to the U.S.) should boost traffic and check size during the promo windows. This McDonald’s breakfast classic is $1 for one day only. When to get it in NC
• Neutral Sentiment: McDonald’s marketing choices include region-specific ad campaigns (e.g., an upcoming Ramadan-themed creative in Germany); these can be effective but occasionally draw public scrutiny — monitor for PR risk. Why New McDonald’s Ad Campaign Will Show Empty Boxes With No Food
• Neutral Sentiment: Regional initiatives (e.g., McDonald’s India “Protein Week”) reinforce localized menu innovation and app engagement — positive operationally but limited to regional revenue impact. McDonald’s India (W&S) Celebrates Protein Week, Encourages Everyday Protein Choices
• Negative Sentiment: Insider selling: EVP Jonathan Banner sold 6,201 shares (~$2.07M) and other insiders disclosed smaller sales. While insider sales aren’t uncommon, they can pressure sentiment for short-term traders. SEC Form 4 – Jonathan Banner sale
• Negative Sentiment: Although JPMorgan raised its target, the new $325 target still sits below the current market price, implying limited analyst upside from here and tempering expectations for further near-term upgrades. Analyst note on price target and upside

McDonald’s Price Performance

Shares of McDonald’s stock opened at $333.09 on Thursday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $336.00. The company has a market capitalization of $237.21 billion, a PE ratio of 27.87, a P/E/G ratio of 2.96 and a beta of 0.52. The business has a 50-day moving average of $315.63 and a 200-day moving average of $309.77.

McDonald’s (NYSE:MCD) last issued its quarterly 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 negative return on equity of 343.90% and a net margin of 31.85%.The firm had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter in the prior year, the business posted $2.83 earnings per share. McDonald’s’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, equities analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be paid a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date 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.