McDonald’s Corporation $MCD Stock Position Lifted by Aviso Financial Inc.

Aviso Financial Inc. boosted its stake in McDonald’s Corporation (NYSE:MCD) by 6.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,751 shares of the fast-food giant’s stock after buying an additional 1,538 shares during the quarter. Aviso Financial Inc.’s holdings in McDonald’s were worth $7,825,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Norges Bank purchased a new position in McDonald’s in the second quarter valued at about $2,780,712,000. Laurel Wealth Advisors LLC lifted its holdings in shares of McDonald’s by 29,382.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after buying an additional 5,718,087 shares during the last quarter. Soundwatch Capital LLC acquired a new position in McDonald’s in the second quarter worth approximately $1,412,069,000. Viking Global Investors LP increased its holdings in McDonald’s by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock worth $913,157,000 after buying an additional 1,974,998 shares during the last quarter. Finally, Amundi lifted its stake in McDonald’s by 96.0% in the second quarter. Amundi now owns 4,032,676 shares of the fast-food giant’s stock valued at $1,188,147,000 after acquiring an additional 1,974,751 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on MCD. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $340.00 price objective on shares of McDonald’s in a research note on Thursday, February 12th. UBS Group boosted their price target on McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Guggenheim cut their price objective on McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price for the company in a report on Tuesday, January 6th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $337.57.

McDonald’s Stock Up 1.9%

Shares of NYSE MCD opened at $340.85 on Friday. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $341.35. The company has a market cap of $242.14 billion, a P/E ratio of 28.52, a P/E/G ratio of 3.03 and a beta of 0.52. The business’s 50 day moving average is $316.42 and its two-hundred day moving average is $310.25.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.07. The company 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%.McDonald’s’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period in the prior year, the business earned $2.83 earnings per share. Sell-side analysts expect that McDonald’s Corporation will post 12.25 earnings per share 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. Stockholders of record on Tuesday, March 3rd will be issued a dividend of $1.86 per share. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a dividend yield of 2.2%. McDonald’s’s payout ratio is presently 62.26%.

McDonald’s News Roundup

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 Buying and Selling at McDonald’s

In related news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total value of $854,106.50. Following the completion of the sale, the insider owned 5,398 shares in the company, valued at approximately $1,755,699.50. This trade represents a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Jonathan Banner sold 6,201 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the transaction, the executive vice president owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 78,084 shares of company stock valued at $25,661,722 in the last three months. Company insiders own 0.25% of the company’s stock.

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.