Erste Asset Management GmbH Has $1.43 Million Stock Holdings in McDonald’s Corporation $MCD

Erste Asset Management GmbH lowered its position in shares of McDonald’s Corporation (NYSE:MCD) by 94.8% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,732 shares of the fast-food giant’s stock after selling 85,903 shares during the quarter. Erste Asset Management GmbH’s holdings in McDonald’s were worth $1,434,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of MCD. WD Rutherford LLC boosted its holdings in McDonald’s by 1.0% in the 3rd quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after purchasing an additional 33 shares during the period. Redhawk Wealth Advisors Inc. increased its holdings in shares of McDonald’s by 1.4% during the third 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 during the period. Symmetry Partners LLC raised its position in shares of McDonald’s by 2.0% in the third quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock valued at $538,000 after buying an additional 34 shares in the last quarter. Jackson Hole Capital Partners LLC boosted its stake in shares of McDonald’s by 0.3% in the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock valued at $3,352,000 after buying an additional 34 shares during the period. Finally, CFO4Life Group LLC grew its position in McDonald’s by 2.1% during the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after buying an additional 34 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.

Wall Street Analysts Forecast Growth

MCD has been the subject of several analyst reports. BTIG Research lifted their price objective on McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Jefferies Financial Group raised their price target on McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Mizuho increased their price objective on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Finally, UBS Group raised their target price 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. Sixteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, McDonald’s currently has an average rating of “Hold” and an average price target of $337.57.

McDonald’s Stock Performance

NYSE MCD opened at $340.85 on Monday. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.35. The stock has a market cap of $242.14 billion, a PE ratio of 28.52, a PEG ratio of 3.03 and a beta of 0.51. The firm’s fifty day moving average price is $316.42 and its two-hundred day moving average price is $310.29.

McDonald’s (NYSE:MCD) last released its quarterly earnings data 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. The company had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.McDonald’s’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the business posted $2.83 EPS. As a group, sell-side analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s payout ratio is 62.26%.

Insider Buying and Selling

In other McDonald’s news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the sale, the chief marketing officer directly owned 6,200 shares of the company’s stock, valued at $2,052,200. The trade was a 43.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,517 shares of company stock valued at $23,655,503 over the last three months. Insiders own 0.25% of the company’s stock.

More McDonald’s News

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

• Positive Sentiment: Street support: JPMorgan raised its price target to $325 and remains constructive, giving buy‑side validation and likely contributing to bullish flows. Article Title
• Positive Sentiment: Promotions and LTOs driving traffic: The U.S. rollout of the “Big Arch” supersized burger and national $1 McMuffin promotions are generating buzz and should lift short‑term visits and digital engagement, supporting revenue and comp trends. Article Title Article Title
• Positive Sentiment: Loyalty and digital momentum: Coverage highlights McDonald’s rewards and app-driven promotions are improving visit frequency and ticket, a structural tailwind for margins and recurring sales. Article Title
• Positive Sentiment: Dividend income visibility: Management confirmed a $1.86 quarterly dividend (ex‑div March 3, payable March 17), supporting demand from income‑oriented investors. Article Title
• Neutral Sentiment: Mixed analyst estimate moves from Zacks: Zacks updated numerous quarterly and FY2027/28 EPS estimates — lifting some full‑year/quarter forecasts while trimming others. The net effect is ambiguous for near‑term sentiment but shows analysts are actively re‑modeling. (Zacks coverage also discusses value strategy sustaining traffic.) Article Title
• Neutral Sentiment: Product novelty tests: International menu items and limited‑time offers can boost visits but their incremental margin impact is uncertain; useful for short‑term traffic but not a proven long‑term earnings catalyst. Article Title
• Negative Sentiment: Insider selling: Executives disclosed sales (including a recent sale by Joe Erlinger), which can spook some investors even if part of routine diversification. Article Title
• Negative Sentiment: Regional ad controversy: A Ramadan ad in Germany showing empty boxes drew criticism — a reputational headline that may pressure local sentiment but is unlikely to materially affect global fundamentals. Article Title

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.