Capital World Investors Has $464.08 Million Stock Position in McDonald’s Corporation $MCD

Capital World Investors lessened its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 0.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,527,140 shares of the fast-food giant’s stock after selling 2,036 shares during the quarter. Capital World Investors owned 0.21% of McDonald’s worth $464,083,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. WD Rutherford LLC raised its position in shares of McDonald’s by 1.0% during the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock worth $991,000 after purchasing an additional 33 shares during the period. Redhawk Wealth Advisors Inc. increased its stake in McDonald’s by 1.4% during the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after purchasing an additional 34 shares in the last quarter. Symmetry Partners LLC increased its stake in McDonald’s by 2.0% during the 3rd quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock worth $538,000 after purchasing an additional 34 shares in the last quarter. Jackson Hole Capital Partners LLC raised its holdings in McDonald’s by 0.3% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock worth $3,352,000 after buying an additional 34 shares during the period. Finally, CFO4Life Group LLC lifted its stake in McDonald’s by 2.1% in the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock valued at $507,000 after buying an additional 34 shares in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Loyalty momentum: McDonald’s loyalty program is near 210 million active users across 70+ markets, improving engagement and providing a direct lever to drive repeat sales and targeted promotions as it targets 250M members by 2027. Will McDonald’s 210M Loyalty Users Fuel Long-Term Growth?
• Positive Sentiment: Analyst support: A published price-target raise to $385 signals at least one analyst’s bullish view on upside vs. current levels, which can support sentiment and buy-side interest. McDonald’s (NYSE:MCD) Price Target Raised to $385.00
• Positive Sentiment: New product and partner activations: Recent consumer-facing moves — a spring menu featuring Cadbury items and a Crocs Happy Meal promotion — are small-but-visible initiatives that can boost traffic, social buzz and limited-time sales. McDonald’s just unveiled its new spring menu — Cadbury products will send fans wild McDonald’s rolls out Crocs Happy Meal. What comes inside?
• Positive Sentiment: Brand & marketing traction: The Big Arch burger rollout and CEO-led taste-test moments have generated viral attention and sparked playful competitor responses — a sign of strong brand engagement that can translate into short-term traffic lifts. McDonald’s Big Arch Burger Tests Brand Power And Rich Valuation McDonald’s CEO’s Big Arch taste test sparked a war of fast-food copycats
• Neutral Sentiment: Valuation debate: Recent analysis questions whether the current share price fully reflects McDonald’s fundamentals — pointing to strong brand and growth drivers but mixed valuation signals, which may temper buying conviction. Is McDonald’s (MCD) Share Price Justified After Recent Gains And Mixed Valuation Signals
• Neutral Sentiment: Product-level chatter: Lifestyle and menu stories (sauce comparisons, Filet‑O‑Fish nostalgia, rare-store features) keep the brand top-of-mind but are unlikely to move fundamentals materially. McDonald’s Big Mac Sauce Vs Big Arch Sauce: Here’s The Difference
• Negative Sentiment: Macro/operational risk: Analysis highlights exposure to high oil prices (logistics, delivery partner costs, packaging inputs and consumer pump sensitivity). A sustained spike in fuel could pressure margins, delivery economics and low-income consumer traffic. McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs

McDonald’s Trading Down 0.9%

Shares of MCD opened at $327.74 on Wednesday. The stock’s 50-day moving average price is $319.06 and its two-hundred day moving average price is $311.25. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $341.75. The company has a market capitalization of $232.83 billion, a PE ratio of 27.43, a PEG ratio of 2.94 and a beta of 0.51.

McDonald’s (NYSE:MCD) last released its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.07. The business had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. McDonald’s’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.83 earnings per share. Equities research analysts predict 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 will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be paid a dividend of $1.86 per share. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.3%. McDonald’s’s payout ratio is 62.26%.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. Tigress Financial increased their price objective on shares of McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Jefferies Financial Group boosted their target price on shares of McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Robert W. Baird set a $335.00 price objective on McDonald’s in a research note on Thursday, February 12th. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 target price on the stock in a research note on Friday, February 13th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Seventeen 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. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $339.69.

Insider Activity at McDonald’s

In related news, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total transaction of $854,106.50. Following the transaction, the insider directly owned 5,398 shares of the company’s stock, valued at $1,755,699.50. This trade represents a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the transaction, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. This represents a 73.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 71,517 shares of company stock valued at $23,655,503 over the last 90 days. 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.