Capital International Sarl Boosts Stock Position in McDonald’s Corporation $MCD

Capital International Sarl lifted its holdings in McDonald’s Corporation (NYSE:MCD) by 10.4% in the fourth quarter, HoldingsChannel reports. The firm owned 64,256 shares of the fast-food giant’s stock after purchasing an additional 6,079 shares during the quarter. Capital International Sarl’s holdings in McDonald’s were worth $19,639,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Your Advocates Ltd. LLP purchased a new position in shares of McDonald’s in the fourth quarter valued at $27,000. Park Place Capital Corp grew its holdings in shares of McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after purchasing an additional 45 shares in the last quarter. DecisionPoint Financial LLC grew its holdings in shares of McDonald’s by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after purchasing an additional 97 shares in the last quarter. Entrust Financial LLC purchased a new position in shares of McDonald’s in the fourth quarter valued at $31,000. Finally, Painted Porch Advisors LLC grew its holdings in shares of McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after purchasing an additional 103 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at McDonald’s

In other news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the completion of the sale, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Joseph M. Erlinger sold 333 shares of McDonald’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $280.11, for a total value of $93,276.63. Following the sale, the insider owned 7,734 shares of the company’s stock, valued at approximately $2,166,370.74. This trade represents a 4.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 8,681 shares of company stock valued at $2,631,594. Corporate insiders own 0.26% of the company’s stock.

Wall Street Analysts Forecast Growth

MCD has been the subject of a number of recent research reports. Jefferies Financial Group raised their target price on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. cut their target price on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a report on Monday, May 11th. UBS Group raised their target price on shares of McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a report on Thursday, February 12th. TD Cowen lowered their price target on McDonald’s from $330.00 to $300.00 and set a “hold” rating for the company in a research report on Thursday, May 7th. Finally, Piper Sandler raised their price target on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $336.26.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s launched a high-profile FIFA World Cup 2026 campaign with collectible cups, toys, and themed meals, which could lift same-store sales and create a short-term traffic boost. McDonald’s launches global FIFA World Cup 2026 campaign with collectible cups, Squishmallows
• Positive Sentiment: The company’s “McDonald’s > NEXT” menu and experience overhaul signals management is actively addressing consumer value concerns and trying to improve food quality, which investors may view as supportive for longer-term demand. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Positive Sentiment: Multiple reports say the World Cup promotion is designed as McDonald’s biggest global campaign in years, potentially strengthening brand relevance with younger consumers and families. McDonald’s Is Launching Its Biggest-Ever Global Campaign. The Secret Weapon Is a Paper Cup.
• Neutral Sentiment: Media coverage highlighting McDonald’s appeal to Gen Z and its collectible marketing strategy may support brand momentum, but it is not yet a direct financial catalyst. Gen Z Trends Make These 3 Stocks Worth Watching (MCD)
• Neutral Sentiment: Some articles noted that McDonald’s shares have lagged this year, which frames the new campaign as a potential turnaround effort rather than proof of immediate earnings acceleration. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Negative Sentiment: One consumer-focused report said only 40% of customers view McDonald’s as a good value, underscoring the affordability and perception challenges the company is trying to fix. Only 40% of customers think McDonald’s is a good value

McDonald’s Stock Up 2.6%

Shares of MCD opened at $279.73 on Friday. The company has a market cap of $198.75 billion, a PE ratio of 23.06, a P/E/G ratio of 2.79 and a beta of 0.41. The business has a fifty day moving average of $291.97 and a 200 day moving average of $307.54. McDonald’s Corporation has a 52-week low of $271.85 and a 52-week high of $341.75.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.74 by $0.09. The company had revenue of $6.52 billion during 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%.McDonald’s’s revenue was up 9.4% on a year-over-year basis. During the same period last year, the company earned $2.67 earnings per share. As a group, research analysts anticipate that McDonald’s Corporation will post 12.93 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be given a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is 61.34%.

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.