McDonald’s Corporation $MCD Shares Acquired by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. lifted its holdings in McDonald’s Corporation (NYSE:MCD) by 79.1% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 340,963 shares of the fast-food giant’s stock after purchasing an additional 150,626 shares during the period. Assenagon Asset Management S.A.’s holdings in McDonald’s were worth $105,968,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Norges Bank acquired a new stake in McDonald’s in the 4th quarter valued at about $2,890,438,000. J. Stern & Co. LLP lifted its stake in McDonald’s by 9,867.5% in the 4th quarter. J. Stern & Co. LLP now owns 2,541,008 shares of the fast-food giant’s stock worth $776,608,000 after purchasing an additional 2,515,515 shares in the last quarter. Viking Global Investors LP boosted its holdings in shares of McDonald’s by 171.7% during the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock worth $913,157,000 after purchasing an additional 1,974,998 shares during the last quarter. Franklin Resources Inc. boosted its holdings in shares of McDonald’s by 36.6% during the 3rd quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock worth $1,336,155,000 after purchasing an additional 1,179,244 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its position in shares of McDonald’s by 111.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant’s stock valued at $629,446,000 after purchasing an additional 1,090,849 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Stock Performance

Shares of McDonald’s stock opened at $273.96 on Thursday. The stock has a 50 day moving average of $284.92 and a 200 day moving average of $305.11. The firm has a market capitalization of $194.65 billion, a price-to-earnings ratio of 22.59, a PEG ratio of 2.71 and a beta of 0.41. McDonald’s Corporation has a fifty-two week low of $270.08 and a fifty-two week high of $341.75.

McDonald’s (NYSE:MCD) last posted its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The company had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter in the previous year, the business earned $2.67 earnings per share. The company’s revenue for the quarter was up 9.4% on a year-over-year basis. Analysts forecast that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were issued a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.7%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s payout ratio is 61.34%.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s unveiled FIFA World Cup 26 meals, collectible cups, and Squishmallows Happy Meal promotions, which could boost customer traffic and sales through limited-time excitement and family-friendly marketing. Article Title
• Positive Sentiment: The company’s Fried Apple Pie return and other menu nostalgia pieces may help drive short-term consumer interest and incremental restaurant visits. Article Title
• Positive Sentiment: McDonald’s launched “McDonald’s NEXT,” a company-wide modernization program focused on automation, digital integration, and restaurant redesign, which could improve efficiency and the customer experience over time. Article Title
• Positive Sentiment: McDonald’s China partnered with Syngenta Group China and McCain on a more sustainable potato supply chain, a move that may support ingredient quality, resilience, and long-term cost control for fries. Article Title
• Neutral Sentiment: Coverage about the cheapest McDonald’s burger in 2026 is mainly consumer-interest content, with limited near-term impact on the stock. Article Title
• Neutral Sentiment: Articles highlighting McDonald’s around the 52-week low and discussing buy/sell/hold views reflect valuation debate rather than a fresh fundamental catalyst. Article Title

Insider Transactions at McDonald’s

In other news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the transaction, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the completion of the transaction, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 11,307 shares of company stock worth $3,262,622 in the last ninety days. 0.26% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of McDonald’s in a report on Monday. TD Cowen restated a “hold” rating on shares of McDonald’s in a report on Friday, June 12th. Barclays cut their target price on McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. KeyCorp reduced their price target on McDonald’s from $345.00 to $330.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Finally, Morgan Stanley set a $331.00 price target on shares of McDonald’s in a research report on Friday, May 8th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, McDonald’s has an average rating of “Moderate Buy” and an average target price of $336.26.

McDonald’s 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.