McDonald’s Corporation $MCD Holdings Decreased by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 9.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 173,096 shares of the fast-food giant’s stock after selling 17,290 shares during the period. Allspring Global Investments Holdings LLC’s holdings in McDonald’s were worth $52,493,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the business. Federated Hermes Inc. raised its holdings in shares of McDonald’s by 84.1% during the second 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 in the last quarter. Global X Japan Co. Ltd. grew its stake in McDonald’s by 236.7% in the third quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock valued at $1,976,000 after purchasing an additional 4,571 shares in the last quarter. D.A. Davidson & CO. grew its stake 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 in the last quarter. Regent Peak Wealth Advisors LLC purchased a new position in McDonald’s in the third quarter valued at about $1,120,000. Finally, Synergy Asset Management LLC grew its stake in McDonald’s by 317.2% in the third quarter. Synergy Asset Management LLC now owns 19,079 shares of the fast-food giant’s stock valued at $5,691,000 after purchasing an additional 14,506 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

McDonald’s Price Performance

Shares of NYSE:MCD opened at $307.27 on Thursday. The stock has a market capitalization of $218.29 billion, a P/E ratio of 25.71, a P/E/G ratio of 2.77 and a beta of 0.53. The business has a 50-day moving average of $321.86 and a two-hundred day moving average of $311.50. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75.

McDonald’s (NYSE:MCD) last issued its quarterly earnings data 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. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The business had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same quarter in the prior year, the firm posted $2.83 EPS. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. As a group, research analysts expect that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.4%. The ex-dividend date was Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

Insider Buying and Selling

In related news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the sale, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This represents a 73.02% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the completion of the transaction, the chief executive officer owned 22,900 shares in the company, valued at $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 71,657 shares of company stock worth $23,722,204. 0.25% of the stock is currently owned by company insiders.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is targeting a large beverage opportunity — aiming at a ~$100 billion beverage market with new McCafé drinks planned for a 2026 U.S. and global rollout, a potential multi-year growth driver and same‑store check boost. Can McDonald’s Tap a $100B Beverage Opportunity in 2026?
• Positive Sentiment: The company is launching a new $3 value menu and $4 meal, a tactical move to drive traffic and affordability that could support sales and offset margin pressure if adoption is strong. McDonald’s to launch new $3 value menu, $4 meal this week
• Positive Sentiment: Lower potato input costs reported for suppliers (Lamb Weston) could indirectly help McDonald’s margins if those savings flow through to the chain, reducing a key commodity pressure. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Positive Sentiment: Operational leadership moves: Skye Anderson returns as U.S. COO and other executive adjustments aim to sharpen U.S. operations and franchising/delivery focus, which could improve execution if transitions go smoothly. McDonald’s creates US COO role
• Neutral Sentiment: Marketing/promotions: the global “KPop Demon Hunters” McFlurry and themed meal rollout is generating buzz and likely a short‑term traffic lift, but the impact is promotional and temporary rather than structural. McDonald’s menu has new ‘KPop Demon Hunters’ McFlurry. What’s in it?
• Negative Sentiment: Shares moved lower amid a broader market uptick, signaling some investor caution about near‑term upside despite recent initiatives. McDonald’s (MCD) Stock Falls Amid Market Uptick: What Investors Need to Know
• Negative Sentiment: Investor questions around the leadership shuffle and ESG focus highlight execution and strategic clarity risks; coupled with reports that some new premium product tests (e.g., a $12 burger) are receiving mixed consumer reaction, these factors could weigh on sentiment if trends persist. McDonald’s Leadership Shuffle And ESG Focus Raise Fresh Investor Questions

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on MCD shares. Citigroup raised their price target on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. TD Cowen reissued a “hold” rating and issued a $320.00 price target on shares of McDonald’s in a research note on Thursday, February 12th. BTIG Research increased their price objective on McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Erste Group Bank raised shares of McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. Finally, Jefferies Financial Group lifted their target price on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seventeen equities research 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.com, McDonald’s has a consensus rating of “Hold” and an average target price of $339.69.

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.