APG Asset Management N.V. Buys 5,700 Shares of McDonald’s Corporation $MCD

APG Asset Management N.V. increased its stake in McDonald’s Corporation (NYSE:MCD) by 1.4% during the 3rd quarter, HoldingsChannel reports. The firm owned 410,400 shares of the fast-food giant’s stock after buying an additional 5,700 shares during the period. APG Asset Management N.V.’s holdings in McDonald’s were worth $124,716,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Evergreen Private Wealth LLC increased its position in McDonald’s by 162.5% during the third 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. Decker Retirement Planning Inc. grew its stake in shares of McDonald’s by 142.9% during the 2nd 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 period. Legacy Investment Solutions LLC purchased a new stake in shares of McDonald’s during the 2nd quarter valued at about $25,000. Financial Gravity Companies Inc. bought a new position in shares of McDonald’s in the 2nd quarter worth approximately $29,000. Finally, Traub Capital Management LLC purchased a new position in shares of McDonald’s in the second quarter worth approximately $29,000. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: Street support: JPMorgan raised its price target to $325 and remains constructive, giving buy‑side validation and likely contributing to bullish flows. Article Title
• Positive Sentiment: Promotions and LTOs driving traffic: The U.S. rollout of the “Big Arch” supersized burger and national $1 McMuffin promotions are generating buzz and should lift short‑term visits and digital engagement, supporting revenue and comp trends. Article Title Article Title
• Positive Sentiment: Loyalty and digital momentum: Coverage highlights McDonald’s rewards and app-driven promotions are improving visit frequency and ticket, a structural tailwind for margins and recurring sales. Article Title
• Positive Sentiment: Dividend income visibility: Management confirmed a $1.86 quarterly dividend (ex‑div March 3, payable March 17), supporting demand from income‑oriented investors. Article Title
• Neutral Sentiment: Mixed analyst estimate moves from Zacks: Zacks updated numerous quarterly and FY2027/28 EPS estimates — lifting some full‑year/quarter forecasts while trimming others. The net effect is ambiguous for near‑term sentiment but shows analysts are actively re‑modeling. (Zacks coverage also discusses value strategy sustaining traffic.) Article Title
• Neutral Sentiment: Product novelty tests: International menu items and limited‑time offers can boost visits but their incremental margin impact is uncertain; useful for short‑term traffic but not a proven long‑term earnings catalyst. Article Title
• Negative Sentiment: Insider selling: Executives disclosed sales (including a recent sale by Joe Erlinger), which can spook some investors even if part of routine diversification. Article Title
• Negative Sentiment: Regional ad controversy: A Ramadan ad in Germany showing empty boxes drew criticism — a reputational headline that may pressure local sentiment but is unlikely to materially affect global fundamentals. Article Title

Insider Activity

In other news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the sale, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. The trade was a 73.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the sale, the chief marketing officer owned 6,200 shares in the company, valued at $2,052,200. This represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 78,084 shares of company stock valued at $25,661,722. 0.25% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have commented on the stock. BTIG Research upped their target price on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Truist Financial upped their price objective on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Wells Fargo & Company lifted their target price on McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Mizuho boosted their price target on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Finally, Piper Sandler raised their price objective on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $337.57.

McDonald’s Price Performance

MCD stock opened at $340.85 on Friday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.35. The business has a 50 day simple moving average of $316.42 and a two-hundred day simple moving average of $310.25. The company has a market capitalization of $242.14 billion, a price-to-earnings ratio of 28.52, a PEG ratio of 3.03 and a beta of 0.52.

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

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s dividend payout ratio is 62.26%.

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.