Keybank National Association OH Sells 6,245 Shares of McDonald’s Corporation $MCD

Keybank National Association OH trimmed its holdings in McDonald’s Corporation (NYSE:MCD) by 1.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 370,150 shares of the fast-food giant’s stock after selling 6,245 shares during the period. Keybank National Association OH’s holdings in McDonald’s were worth $113,129,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of MCD. Evergreen Private Wealth LLC increased its holdings in 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 buying an additional 52 shares in the last quarter. Park Place Capital Corp increased its holdings in McDonald’s by 95.7% in the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after buying an additional 45 shares in the last quarter. DecisionPoint Financial LLC increased its holdings in McDonald’s by 1,616.7% in the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after buying an additional 97 shares in the last quarter. Painted Porch Advisors LLC increased its holdings in McDonald’s by 735.7% in the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after buying an additional 103 shares in the last quarter. Finally, Davis Capital Management bought a new stake in McDonald’s in the 3rd quarter worth about $37,000. 70.29% of the stock is currently owned by institutional investors.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is rolling out a U.S. launch of six crafted beverages (refreshers and sodas) on May 6 to capture higher-margin beverage spend and compete with specialty coffee chains; this product push could lift average check and beverage mix. McDonald’s introduces first-ever lineup of refreshers, crafted sodas
• Positive Sentiment: BTIG reaffirmed a buy and set a $370 price target, reflecting bullish conviction from at least one institutional analyst and signaling upside vs. current levels. Benzinga Coverage
• Neutral Sentiment: Macro/sector tailwinds: a Canada foodservice market report forecasts multi‑year growth in QSR and digital ordering, a supportive backdrop for chains including McDonald’s but not specific to MCD’s near-term results. Canada Foodservice Market Report Forecast
• Neutral Sentiment: Brand and promo activity (Stranger Things Happy Meal, viral CEO moments, menu retrospectives) keeps McDonald’s top-of-mind and aids traffic intermittently but are short-term marketing effects rather than structural earnings drivers. McDonald’s x Stranger Things Happy Meal
• Negative Sentiment: Analyst actions are weighing on the stock: Erste Group trimmed its FY2026 EPS forecast slightly and moved the stock from buy to hold, signaling more cautious near‑term expectations for growth/valuation. Erste estimate change / MarketBeat Finviz (coverage note)
• Negative Sentiment: Customer perception risk: early coverage criticizes the new McValue menu as underwhelming, which could blunt traffic gains if customers perceive weaker value despite product refreshes. Why McDonald’s New McValue Menu Is Not The Deal Customers Were Hoping For
• Negative Sentiment: Market reaction: several news items and analyst moves coincided with a ~3% intraday pullback reported in recent sessions, reflecting investor sensitivity to guidance and sentiment shifts. McDonald’s (MCD) Stock Sinks As Market Gains

Wall Street Analysts Forecast Growth

Several research firms recently commented on MCD. Weiss Ratings downgraded McDonald’s from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday. Sanford C. Bernstein reiterated a “market perform” rating and issued a $340.00 price objective on shares of McDonald’s in a report on Thursday, February 12th. Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a report on Tuesday, January 6th. Mizuho lifted their price objective on McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Finally, Jefferies Financial Group raised their target price on McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Sixteen analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $340.93.

McDonald’s Stock Performance

Shares of NYSE:MCD opened at $292.55 on Wednesday. The stock has a market capitalization of $207.95 billion, a price-to-earnings ratio of 24.48, a PEG ratio of 2.68 and a beta of 0.53. The stock’s 50-day simple moving average is $315.71 and its two-hundred day simple moving average is $312.01. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $341.75.

McDonald’s (NYSE:MCD) last announced its earnings results 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 business had revenue of $7.01 billion for 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 business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period last year, the firm posted $2.83 earnings per share. As a group, equities analysts forecast that McDonald’s Corporation will post 13.21 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is presently 62.26%.

Insider Transactions at McDonald’s

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the transaction, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of McDonald’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the transaction, the chief marketing officer directly owned 6,200 shares in the company, valued at approximately $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 71,990 shares of company stock valued at $23,824,113. Company insiders own 0.26% of the company’s stock.

McDonald’s Profile

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.