New York Life Investment Management LLC Sells 10,492 Shares of McDonald’s Corporation $MCD

New York Life Investment Management LLC cut its position in McDonald’s Corporation (NYSE:MCD) by 9.8% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 96,917 shares of the fast-food giant’s stock after selling 10,492 shares during the quarter. New York Life Investment Management LLC’s holdings in McDonald’s were worth $29,452,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in MCD. Lantz Financial LLC grew its stake in McDonald’s by 6.3% in the third quarter. Lantz Financial LLC now owns 5,317 shares of the fast-food giant’s stock valued at $1,616,000 after acquiring an additional 316 shares during the period. AdvisorShares Investments LLC raised its position in shares of McDonald’s by 830.2% during the third quarter. AdvisorShares Investments LLC now owns 1,600 shares of the fast-food giant’s stock worth $486,000 after purchasing an additional 1,428 shares during the period. Canvas Wealth Advisors LLC lifted its holdings in shares of McDonald’s by 2.0% in the 3rd quarter. Canvas Wealth Advisors LLC now owns 3,600 shares of the fast-food giant’s stock worth $1,084,000 after purchasing an additional 69 shares in the last quarter. Atlanta Consulting Group Advisors LLC grew its position in McDonald’s by 2.5% in the 3rd quarter. Atlanta Consulting Group Advisors LLC now owns 1,999 shares of the fast-food giant’s stock valued at $607,000 after purchasing an additional 49 shares during the period. Finally, German American Bancorp Inc. increased its stake in McDonald’s by 4.7% during the 3rd quarter. German American Bancorp Inc. now owns 2,024 shares of the fast-food giant’s stock valued at $615,000 after purchasing an additional 90 shares in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at McDonald’s

In other news, CFO Ian Frederick Borden sold 17,134 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the transaction, the chief financial officer owned 26,353 shares in the company, valued at approximately $8,169,430. This represents a 39.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the business’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the sale, the executive vice president owned 6,268 shares in the company, valued at $2,005,760. This represents a 28.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 32,008 shares of company stock worth $9,895,452 over the last quarter. 0.25% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms have weighed in on MCD. BMO Capital Markets reaffirmed an “outperform” rating on shares of McDonald’s in a research note on Thursday, November 6th. Mizuho raised their price target on shares of McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research report on Friday. BTIG Research raised 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, February 2nd. Barclays increased their price objective on McDonald’s from $358.00 to $372.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Fifteen investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $332.30.

McDonald’s Stock Up 1.2%

Shares of MCD stock opened at $327.29 on Monday. The firm has a market cap of $233.08 billion, a P/E ratio of 27.93, a PEG ratio of 3.31 and a beta of 0.52. The company has a 50 day moving average of $310.96 and a 200-day moving average of $307.38. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $328.06.

McDonald’s Announces Dividend

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

Trending Headlines about McDonald’s

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.