McDonald’s Corporation $MCD Stock Position Lifted by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA lifted its holdings in McDonald’s Corporation (NYSE:MCD) by 22.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 321,078 shares of the fast-food giant’s stock after buying an additional 59,542 shares during the quarter. McDonald’s makes up 1.1% of Compagnie Lombard Odier SCmA’s portfolio, making the stock its 22nd biggest position. Compagnie Lombard Odier SCmA’s holdings in McDonald’s were worth $98,131,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. CRA Financial Services LLC raised its position in shares of McDonald’s by 1.1% during the 4th quarter. CRA Financial Services LLC now owns 3,975 shares of the fast-food giant’s stock worth $1,215,000 after purchasing an additional 45 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of McDonald’s by 2.7% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 17,955 shares of the fast-food giant’s stock worth $5,488,000 after purchasing an additional 469 shares during the last quarter. Powerhouse Assets LLC bought a new stake in shares of McDonald’s in the 4th quarter worth approximately $250,000. Hengehold Capital Management LLC boosted its position in McDonald’s by 1.0% during the 4th quarter. Hengehold Capital Management LLC now owns 14,332 shares of the fast-food giant’s stock valued at $4,380,000 after purchasing an additional 140 shares during the period. Finally, Victory Financial Group LLC boosted its position in McDonald’s by 16.4% during the 4th quarter. Victory Financial Group LLC now owns 2,124 shares of the fast-food giant’s stock valued at $649,000 after purchasing an additional 299 shares during the period. 70.29% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at McDonald’s

In other news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction on 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 sale, the chief marketing officer owned 6,200 shares of the company’s stock, valued at approximately $2,052,200. The trade was a 43.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $328.34, for a total value of $862,220.84. Following the completion of the sale, the insider owned 8,733 shares of the company’s stock, valued at approximately $2,867,393.22. This trade represents a 23.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,657 shares of company stock worth $23,722,204 over the last 90 days. 0.25% of the stock is currently owned by corporate insiders.

McDonald’s Trading Down 1.1%

Shares of NYSE:MCD opened at $307.27 on Thursday. The company has a 50 day moving average of $321.86 and a 200-day moving average of $311.50. The firm has a market cap 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. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.75.

McDonald’s (NYSE:MCD) last posted 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 net margin of 31.85% and a negative return on equity of 343.90%. The business had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same quarter last year, the business earned $2.83 earnings per share. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. Equities research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Announces Dividend

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

Key McDonald’s News

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

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on MCD shares. Barclays boosted their price target on shares of McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Royal Bank Of Canada lifted their price objective on shares of McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research report on Thursday, February 12th. Piper Sandler boosted their target price on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Wells Fargo & Company upped their target price on shares of McDonald’s from $345.00 to $355.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Guggenheim dropped their price target on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently 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.