MMA Asset Management LLC Takes Position in McDonald’s Corporation $MCD

MMA Asset Management LLC bought a new position in McDonald’s Corporation (NYSE:MCD) in the third quarter, Holdings Channel.com reports. The firm bought 1,973 shares of the fast-food giant’s stock, valued at approximately $600,000.

Several other large investors have also added to or reduced their stakes in the company. Legacy Investment Solutions LLC purchased a new stake in shares of McDonald’s in the 2nd quarter valued at $25,000. Decker Retirement Planning Inc. boosted its holdings in 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 purchasing an additional 50 shares during the last quarter. Evergreen Private Wealth LLC grew its position in McDonald’s by 162.5% during the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the period. Financial Gravity Companies Inc. purchased a new position in shares of McDonald’s during the 2nd quarter valued at about $29,000. Finally, Traub Capital Management LLC acquired a new position in shares of McDonald’s in the 2nd quarter valued at about $29,000. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Insider Transactions at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the 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 completion of the transaction, the insider 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $305.50, for a total value of $2,006,218.50. Following the completion of the transaction, the executive vice president owned 4,606 shares in the company, valued at approximately $1,407,133. This trade represents a 58.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 32,008 shares of company stock valued at $9,895,452 in the last 90 days. Corporate insiders own 0.25% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on MCD shares. BMO Capital Markets reaffirmed an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Wells Fargo & Company lifted their target price on shares of McDonald’s from $340.00 to $345.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Truist Financial increased their price target on shares of McDonald’s from $350.00 to $356.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Finally, TD Cowen reaffirmed a “hold” rating on shares of McDonald’s in a report on Thursday, January 8th. Fifteen analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $332.30.

McDonald’s Stock Performance

Shares of NYSE MCD opened at $327.29 on Friday. The firm has a fifty day moving average of $310.96 and a 200 day moving average of $307.25. The firm has a market cap of $233.08 billion, a PE ratio of 27.93, a PEG ratio of 3.27 and a beta of 0.52. McDonald’s Corporation has a one year low of $283.47 and a one year high of $328.06.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.33 by ($0.11). The company had revenue of $7.08 billion for the quarter, compared to analysts’ expectations 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 period in the previous year, the business earned $3.23 earnings per share. On average, equities analysts predict that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.3%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s payout ratio is presently 63.48%.

Key McDonald’s News

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

• Positive Sentiment: Analysts and previews expect Q4 tailwinds from value meals, digital engagement and international growth, which could support comparable-sales gains and cushion margins. Zacks’ Q4 preview highlights these drivers even as it notes cost pressures. McDonald’s to Post Q4 Earnings: What’s in the Cards for the Stock?
• Positive Sentiment: MarketBeat and other previews argue that strong execution, menu innovation and value promotions could reinforce McDonald’s defensive appeal into earnings—analysts have been raising some price targets (BTIG/UBS recently higher), signaling confidence ahead of results. McDonald’s Earnings Could Cement Its Defensive Appeal
• Positive Sentiment: McDonald’s declared its quarterly cash dividend of $1.86/share (payable March 17; record/ex-dividend dates announced), supporting income-focused investor demand and reinforcing MCD’s blue‑chip/dividend‑king narrative. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: Consumer marketing and limited-time promotions (Valentine’s McNugget “caviar” kits, return of a popular Happy Meal toy) are boosting engagement and social buzz—small but helpful for traffic and brand momentum. McDonald’s is giving away free caviar kits…
• Neutral Sentiment: Brokerage consensus remains mixed: Mizuho raised its price target (to $325) but kept a neutral rating; overall analyst coverage averages to a “Hold.” That suggests limited immediate upside from ratings alone but keeps MCD squarely on the radar. McDonald’s Stock: Analyst Estimates & Ratings
• Neutral Sentiment: Deeper analyst note coverage is focused on traffic mix (notably lower‑income consumer trends), pricing power and promotional intensity beyond raw EPS/revenue—useful context but not an immediate catalyst until management guidance. Exploring Analyst Estimates for McDonald’s Q4 Earnings
• Neutral Sentiment: Local expansion news (e.g., approval for a 24‑hour drive‑through in Tinley Park) shows continued unit-level growth potential but is unlikely to move the stock materially on its own. McDonalds OK’d to open 24-hour drive through in Tinley Park
• Negative Sentiment: Brand/operational headwinds: a consumer piece highlighting perceived declines in several menu items and a NYT report that McDonald’s opted out of selling food/drink at some official World Cup Fan Fests could dent incremental sales/opportunity and raise short‑term concern about international event exposure. World Cup 2026 – McDonald’s opts out… 7 McDonald’s Menu Items Fans Say Have Quietly Gone Downhill

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.