Mufg Securities Americas Inc. Grows Stock Position in McDonald’s Corporation $MCD

Mufg Securities Americas Inc. lifted its holdings in McDonald’s Corporation (NYSE:MCD) by 21.4% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 19,243 shares of the fast-food giant’s stock after purchasing an additional 3,396 shares during the period. Mufg Securities Americas Inc.’s holdings in McDonald’s were worth $5,848,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Decker Retirement Planning Inc. boosted its stake in shares of McDonald’s by 142.9% during the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after acquiring an additional 50 shares during the last quarter. Legacy Investment Solutions LLC purchased a new stake in shares of McDonald’s in the 2nd quarter worth $25,000. Evergreen Private Wealth LLC raised its holdings in McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the period. Financial Gravity Companies Inc. purchased a new position in McDonald’s during the second quarter valued at $29,000. Finally, Traub Capital Management LLC bought a new stake in McDonald’s during the second quarter valued at about $29,000. 70.29% of the stock is currently owned by institutional investors.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s is rolling out the national Big Arch burger in early March — a high-visibility product launch that could boost store traffic and temporary check increases if it resonates with consumers. McDonald’s Big Arch burger is headed to US menus in early March — here’s what to know
• Positive Sentiment: Company commentary and coverage highlight McDonald’s expanding focus on larger, premium sandwiches and upsell items — a menu trend that supports higher average checks and margin expansion. McDonald’s goes big on a growing menu trend
• Positive Sentiment: Erste Group upgraded MCD to Buy and expects stronger sales growth for 2026 (included in lists of low-volatility dividend stocks), giving investors a catalyst and fresh conviction around earnings upside. Erste Group Sees McDonald’s (MCD) Benefiting from Strong Financial Profile
• Neutral Sentiment: Operational tweak: McDonald’s updated its cash-rounding rules as pennies disappear — a small checkout/transaction change that could slightly simplify cash handling but has limited earnings impact. McDonald’s updates its cash rules as pennies vanish – how this might change your checkout routine
• Neutral Sentiment: Feature story on packaging evolution — useful for brand/ESG narrative but unlikely to move near-term fundamentals. How McDonald’s packaging has changed over the decades
• Negative Sentiment: Broader market weakness (Dow down, software weakness) could apply short-term downward pressure on MCD despite company-specific positives if risk-off sentiment deepens. Stock Market Today: Dow Dives, Cybersecurity Plays Hit As Software Sinks; Gold Stocks Shine (Live Coverage)

McDonald’s Stock Performance

MCD stock opened at $334.55 on Tuesday. The company’s fifty day moving average price is $314.97 and its 200-day moving average price is $309.41. McDonald’s Corporation has a one year low of $283.47 and a one year high of $335.67. The company has a market capitalization of $238.25 billion, a PE ratio of 28.00, a price-to-earnings-growth ratio of 2.92 and a beta of 0.52.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 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% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.83 EPS. On average, research analysts predict that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s payout ratio is currently 62.26%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on MCD shares. Citigroup raised their price objective on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Sanford C. Bernstein restated a “market perform” rating and set a $340.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. Robert W. Baird set a $335.00 price target on shares of McDonald’s in a research report on Thursday, February 12th. Mizuho lifted their target price on shares of McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Finally, BTIG Research upped their target price on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, McDonald’s currently has a consensus rating of “Hold” and an average target price of $337.04.

Insider Activity at McDonald’s

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the transaction, the executive vice president directly owned 6,268 shares in the company, valued at approximately $2,005,760. This represents a 28.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the firm’s stock in a transaction 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 completion of the transaction, the chief marketing officer directly owned 6,200 shares of the company’s stock, valued at approximately $2,052,200. This trade represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,550 shares of company stock valued at $23,484,957 in the last 90 days. 0.25% of the stock is currently owned by insiders.

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.