Peterson Wealth Services Sells 11,199 Shares of McDonald’s Corporation $MCD

Peterson Wealth Services trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 97.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 347 shares of the fast-food giant’s stock after selling 11,199 shares during the period. Peterson Wealth Services’ holdings in McDonald’s were worth $105,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Peak Retirement Planning Inc. acquired a new stake in McDonald’s during the 3rd quarter worth $264,000. Money Concepts Capital Corp boosted its position in shares of McDonald’s by 5.3% in the 3rd quarter. Money Concepts Capital Corp now owns 24,498 shares of the fast-food giant’s stock worth $7,445,000 after purchasing an additional 1,235 shares during the last quarter. Guerra Advisors Inc acquired a new stake in shares of McDonald’s during the third quarter worth $40,000. Nicholson Wealth Management Group LLC grew its stake in shares of McDonald’s by 3.3% during the third quarter. Nicholson Wealth Management Group LLC now owns 6,694 shares of the fast-food giant’s stock worth $2,034,000 after purchasing an additional 215 shares during the period. Finally, AGF Management Ltd. increased its holdings in McDonald’s by 51.6% in the third quarter. AGF Management Ltd. now owns 119,708 shares of the fast-food giant’s stock valued at $36,378,000 after purchasing an additional 40,733 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Trading Up 0.4%

Shares of NYSE MCD opened at $319.73 on Wednesday. The company has a fifty day moving average price of $310.21 and a 200 day moving average price of $306.81. The firm has a market cap of $227.70 billion, a PE ratio of 27.28, a PEG ratio of 3.22 and a beta of 0.52. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $326.32.

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

Key McDonald’s News

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

• Positive Sentiment: BTIG upgraded MCD from Neutral to Buy and set a $360 price target after discussions with franchisees — a direct driver of improved investor sentiment and a potential catalyst for multiple buy-side re-ratings. BTIG upgrade report
• Positive Sentiment: Limited-edition McNugget® Caviar kits (partnership with Paramount Caviar) will be distributed for free online on Feb. 10 — a high-profile, low-cost promotion likely to boost traffic, social engagement and short-term same-store sales. McNugget Caviar PR
• Positive Sentiment: New product rollouts and promotions — including a Friends-themed Happy Meal with collectible toys and broader 2026 menu changes (new sauces, Happy Meals, seasonal returns) — reinforce McDonald’s ability to drive traffic and mix improvement. These campaigns support both top-line momentum and brand relevance. Friends Happy Meal launch
• Positive Sentiment: QSR profile highlights creative leadership credited with powering McDonald’s growth — qualitative evidence that management/marketing execution is being recognized by industry press, which can sustain investor confidence in long-term comp trends. QSR Magazine profile
• Neutral Sentiment: McDonald’s released final rosters for the 49th McDonald’s All American Games — a brand/CSR marketing event that helps long-term brand affinity but has limited immediate financial impact. All American Games rosters
• Neutral Sentiment: Analyst/market commentary pieces summarize why MCD outpaced the market today — useful context for short-term moves but largely descriptive of the items above (upgrade + promotions). Zacks market note
• Neutral Sentiment: Several lifestyle pieces (Shamrock Shake seasonal return, Coke taste story, broader menu reporting) keep consumer interest high but are unlikely to move fundamentals on their own. Shamrock Shake return

Analyst Ratings Changes

MCD has been the topic of a number of recent analyst reports. Wells Fargo & Company raised their target price on McDonald’s from $340.00 to $345.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. TD Cowen reissued a “hold” rating on shares of McDonald’s in a research note on Thursday, January 8th. BTIG Research upgraded shares of McDonald’s from a “neutral” rating to a “buy” rating and set a $360.00 price objective for the company in a report on Monday. Piper Sandler reiterated a “neutral” rating and issued a $325.00 target price on shares of McDonald’s in a report on Wednesday, October 22nd. Finally, Royal Bank Of Canada started coverage on shares of McDonald’s in a research report on Wednesday, October 8th. They set a “sector perform” rating and a $320.00 price target on the stock. Fifteen research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $331.37.

Insider Transactions at McDonald’s

In other McDonald’s news, EVP Manuel Jm Steijaert sold 6,567 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $305.50, for a total value of $2,006,218.50. Following the sale, the executive vice president owned 4,606 shares in the company, valued at approximately $1,407,133. The trade was a 58.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $306.58, for a total transaction of $805,079.08. Following the transaction, the insider directly owned 5,398 shares of the company’s stock, valued at $1,654,918.84. This represents a 32.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 32,008 shares of company stock worth $9,895,452 in the last 90 days. 0.25% of the stock is owned by corporate insiders.

McDonald’s Company 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.