Dakota Wealth Management Reduces Holdings in McDonald’s Corporation $MCD

Dakota Wealth Management reduced its position in McDonald’s Corporation (NYSE:MCD) by 6.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 32,107 shares of the fast-food giant’s stock after selling 2,371 shares during the quarter. Dakota Wealth Management’s holdings in McDonald’s were worth $9,757,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Decker Retirement Planning Inc. raised its position 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 last quarter. Legacy Investment Solutions LLC acquired a new position in McDonald’s during the second quarter worth about $25,000. Evergreen Private Wealth LLC grew its stake 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 valued at $26,000 after acquiring an additional 52 shares in the last quarter. Financial Gravity Companies Inc. acquired a new stake in McDonald’s in the 2nd quarter valued at about $29,000. Finally, Traub Capital Management LLC purchased a new position in McDonald’s in the 2nd quarter worth approximately $29,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Stock Up 1.6%

MCD stock opened at $334.55 on Tuesday. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $335.67. The stock has a market cap of $238.25 billion, a price-to-earnings ratio of 28.00, a price-to-earnings-growth ratio of 2.92 and a beta of 0.52. The business has a fifty day moving average of $314.97 and a two-hundred day moving average of $309.41.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.07. The business had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The company’s revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the business posted $2.83 EPS. As a group, sell-side analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Dividend Announcement

The business 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 dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on MCD shares. BTIG Research upped their price target on McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Jefferies Financial Group lifted their price objective on McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Citigroup raised their target price on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, UBS Group lifted their price target on McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, McDonald’s presently has an average rating of “Hold” and a consensus target price of $337.04.

Insider Buying and Selling at McDonald’s

In other news, CEO Christopher J. Kempczinski sold 26,276 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $333.54, for a total value of $8,764,097.04. Following the sale, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at approximately $7,638,066. The trade was a 53.43% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the company’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 transaction 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 represents a 58.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 71,550 shares of company stock valued at $23,484,957. 0.25% of the stock is currently owned by company insiders.

Trending Headlines about McDonald’s

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

• Positive Sentiment: McDonald’s is rolling out the national Big Arch burger in early March — a high-visibility product launch that could boost store traffic and temporary check increases if it resonates with consumers. McDonald’s Big Arch burger is headed to US menus in early March — here’s what to know
• Positive Sentiment: Company commentary and coverage highlight McDonald’s expanding focus on larger, premium sandwiches and upsell items — a menu trend that supports higher average checks and margin expansion. McDonald’s goes big on a growing menu trend
• Positive Sentiment: Erste Group upgraded MCD to Buy and expects stronger sales growth for 2026 (included in lists of low-volatility dividend stocks), giving investors a catalyst and fresh conviction around earnings upside. Erste Group Sees McDonald’s (MCD) Benefiting from Strong Financial Profile
• Neutral Sentiment: Operational tweak: McDonald’s updated its cash-rounding rules as pennies disappear — a small checkout/transaction change that could slightly simplify cash handling but has limited earnings impact. McDonald’s updates its cash rules as pennies vanish – how this might change your checkout routine
• Neutral Sentiment: Feature story on packaging evolution — useful for brand/ESG narrative but unlikely to move near-term fundamentals. How McDonald’s packaging has changed over the decades
• Negative Sentiment: Broader market weakness (Dow down, software weakness) could apply short-term downward pressure on MCD despite company-specific positives if risk-off sentiment deepens. Stock Market Today: Dow Dives, Cybersecurity Plays Hit As Software Sinks; Gold Stocks Shine (Live Coverage)

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.