Huntington National Bank Sells 9,125 Shares of McDonald’s Corporation $MCD

Huntington National Bank reduced its stake in McDonald’s Corporation (NYSE:MCD) by 3.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 252,116 shares of the fast-food giant’s stock after selling 9,125 shares during the quarter. Huntington National Bank’s holdings in McDonald’s were worth $76,616,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of MCD. Vanguard Group Inc. raised its holdings in shares of McDonald’s by 0.4% in the third quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock valued at $21,773,010,000 after purchasing an additional 316,638 shares during the last quarter. State Street Corp increased its stake in McDonald’s by 0.8% in the 2nd quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock valued at $10,175,800,000 after buying an additional 272,139 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of 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 purchased a new position in shares of McDonald’s in the 2nd quarter worth approximately $2,780,712,000. Finally, Laurel Wealth Advisors LLC grew its holdings in shares of McDonald’s by 29,382.3% in the second 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 acquiring an additional 5,718,087 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Street support: JPMorgan raised its price target to $325 and remains constructive, giving buy‑side validation and likely contributing to bullish flows. Article Title
• Positive Sentiment: Promotions and LTOs driving traffic: The U.S. rollout of the “Big Arch” supersized burger and national $1 McMuffin promotions are generating buzz and should lift short‑term visits and digital engagement, supporting revenue and comp trends. Article Title Article Title
• Positive Sentiment: Loyalty and digital momentum: Coverage highlights McDonald’s rewards and app-driven promotions are improving visit frequency and ticket, a structural tailwind for margins and recurring sales. Article Title
• Positive Sentiment: Dividend income visibility: Management confirmed a $1.86 quarterly dividend (ex‑div March 3, payable March 17), supporting demand from income‑oriented investors. Article Title
• Neutral Sentiment: Mixed analyst estimate moves from Zacks: Zacks updated numerous quarterly and FY2027/28 EPS estimates — lifting some full‑year/quarter forecasts while trimming others. The net effect is ambiguous for near‑term sentiment but shows analysts are actively re‑modeling. (Zacks coverage also discusses value strategy sustaining traffic.) Article Title
• Neutral Sentiment: Product novelty tests: International menu items and limited‑time offers can boost visits but their incremental margin impact is uncertain; useful for short‑term traffic but not a proven long‑term earnings catalyst. Article Title
• Negative Sentiment: Insider selling: Executives disclosed sales (including a recent sale by Joe Erlinger), which can spook some investors even if part of routine diversification. Article Title
• Negative Sentiment: Regional ad controversy: A Ramadan ad in Germany showing empty boxes drew criticism — a reputational headline that may pressure local sentiment but is unlikely to materially affect global fundamentals. Article Title

McDonald’s Stock Up 1.9%

Shares of NYSE:MCD opened at $340.85 on Friday. The firm has a market capitalization of $242.14 billion, a PE ratio of 28.52, a P/E/G ratio of 2.97 and a beta of 0.52. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.35. The company has a 50-day moving average price of $316.42 and a two-hundred day moving average price of $310.19.

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

McDonald’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders 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 annualized dividend and a dividend yield of 2.2%. McDonald’s’s dividend payout ratio is currently 62.26%.

Insider Transactions at McDonald’s

In other news, CEO Christopher J. Kempczinski sold 26,277 shares of McDonald’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the sale, the chief marketing officer directly owned 6,200 shares in the company, valued at $2,052,200. This trade represents a 43.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 78,084 shares of company stock valued at $25,661,722. 0.25% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

MCD has been the topic of a number of recent analyst reports. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a report on Friday, February 13th. KeyCorp lifted their target price on McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a research note on Friday, January 9th. Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. BTIG Research lifted their price objective on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Finally, Piper Sandler boosted their target price on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, McDonald’s currently has a consensus rating of “Hold” and a consensus target price of $337.57.

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.