Twin Capital Management Inc. Makes New $482,000 Investment in McDonald’s Corporation $MCD

Twin Capital Management Inc. bought a new position in shares of McDonald’s Corporation (NYSE:MCD) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 1,585 shares of the fast-food giant’s stock, valued at approximately $482,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Federated Hermes Inc. grew its holdings in McDonald’s by 84.1% during the 2nd quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock worth $41,422,000 after acquiring an additional 64,757 shares during the period. Global X Japan Co. Ltd. boosted its position in shares of McDonald’s by 236.7% in the 3rd quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock worth $1,976,000 after purchasing an additional 4,571 shares during the last quarter. Welch Group LLC grew its stake in shares of McDonald’s by 1.1% during the second quarter. Welch Group LLC now owns 206,004 shares of the fast-food giant’s stock worth $60,188,000 after purchasing an additional 2,180 shares during the period. D.A. Davidson & CO. increased its holdings in McDonald’s by 2.7% in the third quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock valued at $43,606,000 after purchasing an additional 3,774 shares during the last quarter. Finally, Choreo LLC lifted its stake in McDonald’s by 1.7% in the second quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock valued at $17,096,000 after buying an additional 954 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Stock Performance

NYSE:MCD opened at $327.29 on Monday. The stock has a 50-day simple moving average of $310.96 and a 200 day simple moving average of $307.38. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $328.06. The company has a market cap of $233.08 billion, a PE ratio of 27.93, a PEG ratio of 3.31 and a beta of 0.52.

McDonald’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) is 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

Analyst Ratings Changes

Several research firms have recently issued reports on MCD. Barclays boosted their target price on McDonald’s from $358.00 to $372.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. KeyCorp lifted their target price on McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a report on Friday, January 9th. TD Cowen restated a “hold” rating on shares of McDonald’s in a report on Thursday, January 8th. Finally, Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a research report on Tuesday, January 6th. Fifteen equities research 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, McDonald’s has a consensus rating of “Hold” and an average target price of $332.30.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, 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 transaction of $795,520.00. Following the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $305.50, for a total transaction of $2,006,218.50. Following the transaction, the executive vice president owned 4,606 shares of the company’s stock, valued at approximately $1,407,133. This represents a 58.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 32,008 shares of company stock worth $9,895,452. Company insiders own 0.25% of the company’s stock.

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.