Bellecapital International Ltd. Takes Position in McDonald’s Corporation $MCD

Bellecapital International Ltd. purchased a new stake in McDonald’s Corporation (NYSE:MCD) in the third quarter, HoldingsChannel reports. The firm purchased 4,550 shares of the fast-food giant’s stock, valued at approximately $1,383,000.

A number of other hedge funds also recently modified their holdings of MCD. Decker Retirement Planning Inc. boosted its holdings in shares of McDonald’s by 142.9% in the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after buying an additional 50 shares during the period. Legacy Investment Solutions LLC acquired a new position in shares of McDonald’s during the 2nd quarter worth about $25,000. HFM Investment Advisors LLC bought a new position in shares of McDonald’s during the 1st quarter worth approximately $26,000. Nova Wealth Management Inc. bought a new stake in shares of McDonald’s during the 1st quarter worth about $26,000. Finally, GFG Capital LLC bought a new stake in McDonald’s in the 2nd quarter valued at $29,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Buying and Selling

In other news, CFO Ian Frederick Borden sold 17,134 shares of McDonald’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $310.00, for a total value of $5,311,540.00. Following the completion of the transaction, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. The trade was a 39.40% 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, EVP Desiree Ralls-Morrison sold 2,486 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $2,005,760. This represents a 28.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 42,516 shares of company stock valued at $13,036,090 over the last three months. Insiders own 0.25% of the company’s stock.

Key Stores Impacting McDonald’s

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

• Positive Sentiment: Zacks highlights McDonald’s restaurant margin dollars topping $4B in Q3 2025, arguing the company’s scale and value strategy can still expand margins despite inflation and a pressured consumer — a direct bullish signal for profit leverage. Does McDonald’s $4B Margin Milestone Signal Model Durability?
• Positive Sentiment: Reporting says McDonald’s plans over 8,000 new locations and major technology upgrades — if executed, that accelerates franchised development fees, systemwide sales growth and long-term comp growth. McDonald’s 2026 expansion plans: Over 8,000 new locations and major technology upgrades coming
• Positive Sentiment: Coverage of planned drive-thru and in-restaurant changes for 2026 suggests operational improvements (speed, order accuracy, upsell) that can lift throughput and margins at scale. 4 changes coming to McDonald’s drive-thrus in 2026
• Neutral Sentiment: McDonald’s Disney Happy Meal promotion and holiday menu/availability stories are routine marketing/seasonal items that support short-term traffic but are unlikely to move the stock materially on their own. How long will Disney Happy Meal be available at McDonald’s?
• Neutral Sentiment: Multiple outlets covered McDonald’s being open on Christmas and customer-facing changes for 2026 — background consumer-facing news that maintains brand visibility but has limited near-term EPS impact. 10 changes coming to McDonald’s in 2026 that customers need to know
• Neutral Sentiment: A playful Dogecoin tweet calling out businesses that don’t accept DOGE is social-media noise rather than a catalyst for material payment adoption or revenue change. Dogecoin Account Wants You To Tag ‘Naughty’ Businesses That Won’t Take The Good Boy
• Negative Sentiment: Reports that a Minneapolis location locked doors to keep out individuals deemed a safety risk raise operational and reputational concerns in specific markets; localized safety issues can pressure sales and require extra store-level costs. McDonald’s locks doors to keep out individuals who present a risk in crime-ridden Minneapolis area
• Negative Sentiment: Lingering macro/near-term pressure: McDonald’s last quarterly report (Nov 5) showed a slight EPS and revenue miss, which remains a selling point for investors awaiting clearer margin/growth guidance.

McDonald’s Price Performance

Shares of MCD stock opened at $310.61 on Friday. The company has a market cap of $221.20 billion, a P/E ratio of 26.50, a P/E/G ratio of 3.46 and a beta of 0.52. The firm has a 50-day moving average of $308.02 and a 200-day moving average of $304.09. McDonald’s Corporation has a one year low of $276.53 and a one year high of $326.32.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share for the quarter, missing the consensus estimate of $3.33 by ($0.11). The business had revenue of $7.08 billion during the quarter, compared to analysts’ expectations of $7.10 billion. McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The firm’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same period in the prior year, the firm posted $3.23 EPS. As a group, research analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were paid a $1.86 dividend. The ex-dividend date was Monday, December 1st. This is a positive change from McDonald’s’s previous quarterly dividend of $1.77. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. McDonald’s’s dividend payout ratio is 63.48%.

Wall Street Analyst Weigh In

MCD has been the topic of a number of recent research reports. Sanford C. Bernstein restated a “market perform” rating on shares of McDonald’s in a research note on Wednesday, December 10th. BMO Capital Markets restated an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Wells Fargo & Company lifted their price objective on McDonald’s from $340.00 to $345.00 and gave the stock an “overweight” rating in a research report on Thursday, November 6th. KeyCorp reiterated an “overweight” rating and set a $335.00 target price on shares of McDonald’s in a research report on Monday, October 20th. Finally, Piper Sandler reissued a “neutral” rating and set a $325.00 target price on shares of McDonald’s in a research note on Wednesday, October 22nd. Eleven investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, McDonald’s has an average rating of “Hold” and an average target price of $324.57.

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.