McDonald’s Corporation $MCD Shares Bought by AMF Tjanstepension AB

AMF Tjanstepension AB boosted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 25.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 310,213 shares of the fast-food giant’s stock after purchasing an additional 63,206 shares during the quarter. AMF Tjanstepension AB’s holdings in McDonald’s were worth $94,810,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Viking Global Investors LP raised its position in McDonald’s by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after purchasing an additional 1,974,998 shares during the period. Franklin Resources Inc. raised its position in McDonald’s by 36.6% in the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after purchasing an additional 1,179,244 shares during the period. Arrowstreet Capital Limited Partnership raised its position in McDonald’s by 111.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant’s stock valued at $629,446,000 after purchasing an additional 1,090,849 shares during the period. Marshall Wace LLP raised its position in McDonald’s by 927.5% in the third quarter. Marshall Wace LLP now owns 827,547 shares of the fast-food giant’s stock valued at $251,483,000 after purchasing an additional 927,547 shares during the period. Finally, Alyeska Investment Group L.P. raised its position in McDonald’s by 766.5% in the third quarter. Alyeska Investment Group L.P. now owns 885,629 shares of the fast-food giant’s stock valued at $269,134,000 after purchasing an additional 783,416 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: UBS said McDonald’s is well positioned for global market-share gains, reinforcing the view that the company’s scale, brand power, and international footprint can help it outperform rivals. McDonald’s Seen Well-Positioned for Global Market-Share Gains, UBS Says
• Positive Sentiment: McDonald’s continues to highlight value and menu innovation, including Extra Value Meals and a new under-$3 menu, which analysts viewed as helping the chain regain share among budget-conscious customers. 5 Insightful Analyst Questions From McDonald’s’s Q1 Earnings Call
• Positive Sentiment: McDonald’s brand-building efforts, including a Nike co-branded sneaker launch and localized menu marketing such as the Spam McMuffin in Hawaii, underscore the company’s cultural relevance and ability to drive engagement. McDonald’s Tests Brand Power With Nike Tie In And Spam McMuffin
• Neutral Sentiment: Jefferies updated its list of highest-conviction buy-rated stocks, which may include McDonald’s, but the article does not provide enough detail here to assess a direct stock impact. Jefferies updates its list of highest-conviction Buy-rated stocks
• Negative Sentiment: Erste Group Bank lowered its FY2026 EPS forecast for McDonald’s, suggesting analysts see some pressure on earnings expectations. McDonald’s FY2026 EPS Forecast Lowered by Erste Group Bank
• Negative Sentiment: Some recent commentary also highlighted softer consumer spending and reduced dining-out frequency, which can weigh on traffic and same-store sales for McDonald’s. Is McDonald’s an Undervalued Dividend Stock to Buy?

McDonald’s Trading Up 2.2%

MCD stock opened at $282.34 on Tuesday. The company has a market capitalization of $200.61 billion, a PE ratio of 23.28, a P/E/G ratio of 2.75 and a beta of 0.43. McDonald’s Corporation has a 12-month low of $271.98 and a 12-month high of $341.75. The business’s fifty day moving average price is $303.40 and its 200 day moving average price is $309.85.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The company’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.67 EPS. Research analysts predict that McDonald’s Corporation will post 12.94 EPS for the current fiscal year.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 333 shares of the company’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $302.72, for a total transaction of $100,805.76. Following the sale, the insider owned 8,067 shares in the company, valued at $2,442,042.24. This represents a 3.96% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Jonathan Banner sold 6,201 shares of the company’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 sale, the executive vice president owned 2,291 shares in the company, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 12,119 shares of company stock worth $3,945,973 in the last quarter. Company insiders own 0.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on MCD. Guggenheim reduced their target price on McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Mizuho lifted their target price on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Robert W. Baird set a $305.00 target price on McDonald’s in a research report on Thursday, May 7th. JPMorgan Chase & Co. cut their target price on McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a research report on Monday, May 11th. Finally, Erste Group Bank lowered McDonald’s from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Seventeen analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $334.45.

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.