Dana Investment Advisors Inc. Reduces Holdings in McDonald’s Corporation $MCD

Dana Investment Advisors Inc. reduced its position in McDonald’s Corporation (NYSE:MCD) by 20.4% in the 3rd quarter, Holdings Channel reports. The firm owned 20,471 shares of the fast-food giant’s stock after selling 5,233 shares during the quarter. Dana Investment Advisors Inc.’s holdings in McDonald’s were worth $6,221,000 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 purchased a new stake in McDonald’s during the 2nd quarter valued at about $25,000. Evergreen Private Wealth LLC raised its holdings in McDonald’s by 162.5% in 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 during the last quarter. Financial Gravity Companies Inc. purchased a new position in McDonald’s in the 2nd quarter worth approximately $29,000. Finally, Traub Capital Management LLC acquired a new position in shares of McDonald’s during the 2nd quarter worth approximately $29,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. BMO Capital Markets reaffirmed an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Robert W. Baird set a $335.00 target price on McDonald’s in a report on Thursday, February 12th. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a report on Friday, February 13th. KeyCorp boosted their price target on shares of McDonald’s from $335.00 to $340.00 and gave the company an “overweight” rating in a research report on Friday, January 9th. Finally, Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a report on Tuesday, January 6th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $337.57.

McDonald’s Trading Down 0.4%

NYSE MCD opened at $333.23 on Wednesday. The stock has a fifty day simple moving average of $315.34 and a 200-day simple moving average of $309.60. The stock has a market cap of $237.31 billion, a PE ratio of 27.89, a P/E/G ratio of 2.97 and a beta of 0.52. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $336.00.

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

McDonald’s Announces Dividend

The business 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. This represents a $7.44 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s dividend payout ratio is currently 62.26%.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s is rolling its Big Arch Burger into U.S. menus for a limited time — a larger, promotional sandwich that has driven traffic in other markets and fits the “bigger-burger” trend; this could boost short‑term ticket and visit frequency. Read More.
• Positive Sentiment: Seasonal and promotional menu items continue: the Shamrock Shake campaign is back, driving brand engagement and incremental visits around St. Patrick’s Day. These limited-time items support traffic and social buzz. Read More.
• Positive Sentiment: McDonald’s India (West & South) owner Westlife Foodworld is running a Protein Week with low-price, app-focused protein options and free delivery promo — a targeted, value-led push that can grow AUVs and digital ordering in a fast-growing market. Read More.
• Positive Sentiment: Analyst support: JPMorgan raised its MCD price target to $325 and kept an Overweight rating, and Erste Group upgraded MCD to Buy, signaling confidence in sales momentum and McDonald’s financial profile for 2026. Note JPMorgan’s new PT still sits modestly below the current quote, so upside expectations are mixed. Read More.
• Neutral Sentiment: Longer-term perspective pieces highlight MCD’s solid multi‑year returns and low‑volatility dividend profile; useful context for investors weighing valuation vs. growth, but not immediate catalysts. Read More.
• Neutral Sentiment: Operational tweak: McDonald’s updated cash handling/check-out rules as pennies phase out — a minor customer-experience and cost/handling change with limited stock impact. Read More.
• Negative Sentiment: Macro/market weakness (broader market sell-off and Dow declines) is pressuring equities including MCD today — an external headwind that can overwhelm company-specific positives in the near term. Read More.

Insider Activity

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the transaction, the executive vice president directly owned 6,268 shares in the company, valued at $2,005,760. This trade represents a 28.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Manuel Jm Steijaert sold 6,567 shares of McDonald’s stock in a transaction 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 sale, the executive vice president directly owned 4,606 shares of the company’s stock, valued at $1,407,133. The trade was a 58.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,550 shares of company stock worth $23,484,957 in the last three months. 0.25% of the stock is currently 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.