US Bancorp DE Sells 19,786 Shares of McDonald’s Corporation $MCD

US Bancorp DE cut its holdings in McDonald’s Corporation (NYSE:MCD) by 2.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 946,514 shares of the fast-food giant’s stock after selling 19,786 shares during the period. US Bancorp DE owned 0.13% of McDonald’s worth $287,637,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Federated Hermes Inc. increased its position in shares of McDonald’s by 84.1% in the second quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock valued at $41,422,000 after acquiring an additional 64,757 shares during the period. Global X Japan Co. Ltd. grew its stake in shares of 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 worth $1,976,000 after purchasing an additional 4,571 shares during the last quarter. D.A. Davidson & CO. increased its holdings in McDonald’s by 2.7% during the 3rd 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 during the period. Choreo LLC increased its holdings in McDonald’s by 1.7% during the 2nd quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock valued at $17,096,000 after purchasing an additional 954 shares during the period. Finally, Regent Peak Wealth Advisors LLC bought a new position in McDonald’s during the 3rd quarter valued at approximately $1,120,000. Institutional investors own 70.29% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on MCD. Truist Financial lifted their price objective on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. UBS Group lifted their price target on shares of McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a report on Friday, February 13th. Royal Bank Of Canada lifted their target price on shares of McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research note on Thursday, February 12th. Finally, Wells Fargo & Company boosted their price target on shares of McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $337.57.

McDonald’s Stock Performance

Shares of McDonald’s stock opened at $333.09 on Thursday. The company has a 50-day simple moving average of $315.63 and a two-hundred day simple moving average of $309.77. The stock has a market capitalization of $237.21 billion, a PE ratio of 27.87, a price-to-earnings-growth ratio of 2.96 and a beta of 0.52. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $336.00.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results 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. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter last year, the firm earned $2.83 earnings per share. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. As a group, equities research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be paid a $1.86 dividend. 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 currently 62.26%.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: JPMorgan raised its price target to $325 and kept an “overweight” rating, signaling continued analyst confidence in MCD’s fundamentals and growth outlook. JPMorgan Chase & Co. Boosts McDonald’s (NYSE:MCD) Price Target to $325.00
• Positive Sentiment: McDonald’s is rolling out the limited-time Big Arch burger in the U.S. (early March), a high-profile product push that can drive short-term traffic and incremental sales. McDonald’s launching Big Arch burger in March 2026
• Positive Sentiment: Industry reporting highlights that McDonald’s loyalty and rewards efforts (alongside peers) are becoming more effective at driving repeat visits — a structural tailwind for same-store sales and customer retention. Starbucks, McDonald’s, and Chipotle Reward Loyal Customers. It Brings Them Back.
• Positive Sentiment: Local promotions and limited-time offers (e.g., $1 breakfast day and bringing popular international menu items to the U.S.) should boost traffic and check size during the promo windows. This McDonald’s breakfast classic is $1 for one day only. When to get it in NC
• Neutral Sentiment: McDonald’s marketing choices include region-specific ad campaigns (e.g., an upcoming Ramadan-themed creative in Germany); these can be effective but occasionally draw public scrutiny — monitor for PR risk. Why New McDonald’s Ad Campaign Will Show Empty Boxes With No Food
• Neutral Sentiment: Regional initiatives (e.g., McDonald’s India “Protein Week”) reinforce localized menu innovation and app engagement — positive operationally but limited to regional revenue impact. McDonald’s India (W&S) Celebrates Protein Week, Encourages Everyday Protein Choices
• Negative Sentiment: Insider selling: EVP Jonathan Banner sold 6,201 shares (~$2.07M) and other insiders disclosed smaller sales. While insider sales aren’t uncommon, they can pressure sentiment for short-term traders. SEC Form 4 – Jonathan Banner sale
• Negative Sentiment: Although JPMorgan raised its target, the new $325 target still sits below the current market price, implying limited analyst upside from here and tempering expectations for further near-term upgrades. Analyst note on price target and upside

Insider Activity

In related news, EVP Manuel Jm Steijaert sold 6,567 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $305.50, for a total transaction of $2,006,218.50. Following the sale, the executive vice president directly owned 4,606 shares of the company’s stock, valued at $1,407,133. This trade represents a 58.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total value of $854,106.50. Following the completion of the transaction, the insider directly owned 5,398 shares of the company’s stock, valued at approximately $1,755,699.50. This trade represents a 32.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 78,084 shares of company stock valued at $25,661,722. Corporate insiders own 0.25% of the company’s stock.

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.