Natixis Advisors LLC Grows Position in McDonald’s Corporation $MCD

Natixis Advisors LLC increased its position in McDonald’s Corporation (NYSE:MCD) by 8.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 913,180 shares of the fast-food giant’s stock after purchasing an additional 69,731 shares during the period. Natixis Advisors LLC owned 0.13% of McDonald’s worth $277,507,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Korea Investment CORP raised its holdings in McDonald’s by 1.9% in the third quarter. Korea Investment CORP now owns 527,906 shares of the fast-food giant’s stock worth $160,425,000 after purchasing an additional 10,010 shares in the last quarter. Grantham Mayo Van Otterloo & Co. LLC boosted its holdings in shares of McDonald’s by 3.7% during the 3rd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 4,369 shares of the fast-food giant’s stock valued at $1,328,000 after buying an additional 157 shares in the last quarter. Munich Reinsurance Co Stock Corp in Munich purchased a new stake in shares of McDonald’s in the 3rd quarter worth about $3,320,000. Blair William & Co. IL grew its position in shares of McDonald’s by 0.5% in the 3rd quarter. Blair William & Co. IL now owns 343,959 shares of the fast-food giant’s stock worth $104,526,000 after buying an additional 1,777 shares during the period. Finally, Baltimore Washington Financial Advisors Inc. bought a new position in shares of McDonald’s in the 3rd quarter worth about $255,000. Institutional investors own 70.29% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on MCD. Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Guggenheim cut their price objective on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Robert W. Baird set a $335.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. Jefferies Financial Group lifted their target price on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $340.00 price target on shares of McDonald’s in a research report on Thursday, February 12th. Seventeen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, McDonald’s currently has a consensus rating of “Hold” and a consensus price target of $339.69.

McDonald’s Stock Performance

Shares of NYSE:MCD opened at $328.22 on Friday. The firm has a market cap of $233.17 billion, a price-to-earnings ratio of 27.47, a price-to-earnings-growth ratio of 2.92 and a beta of 0.51. The business has a 50-day simple moving average of $318.21 and a two-hundred day simple moving average of $311.04. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75.

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. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter last year, the firm posted $2.83 EPS. The business’s quarterly revenue was up 9.7% compared to the same quarter last year. As a group, research analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.86 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.

Key McDonald’s News

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

• Positive Sentiment: Tigress Financial raised its price target on MCD to $385 and kept a “buy” rating, implying roughly 17% upside from the current price — a direct bullish signal from an analyst that can drive buying interest. Street Insider: PT Raised
• Positive Sentiment: Capgemini extended its technology partnership with McDonald’s for five years to modernize restaurants and accelerate digital features — supports efficiency, digital sales growth and execution of the “Accelerating the Arches” strategy. Capgemini partnership
• Positive Sentiment: Strategic expansion plan: analyst coverage (Zacks) highlights MCD’s target of ~50,000 restaurants by 2027 with 2,600 openings planned for 2026 — accelerates unit-driven revenue potential and global footprint growth. Zacks: 50K restaurant target
• Positive Sentiment: Brand & merchandising lift: Crocs x Happy Meal collaboration and revived Happy Meal partnerships drive PR and collectible demand that can boost traffic and AUVs in limited windows. Crocs Happy Meal collab
• Neutral Sentiment: Local development: planning for a third McDonald’s in Collierville, TN — incremental local growth but immaterial to companywide fundamentals. Collierville restaurant plan
• Neutral Sentiment: Dividend narratives continue to feature MCD among reliable payers — supports longer‑term investor interest but is not an immediate price catalyst. Dividend stocks article
• Negative Sentiment: Product/PR risk from Big Arch launch — the nationwide rollout and a viral 13‑second CEO taste‑test video produced heavy attention but mixed consumer reviews and social backlash; competitors (Burger King, Wendy’s) have publicly trolled the clip. That creates short‑term reputational noise and raises the risk that the premium product may not sustain lift if consumer reception or value perception proves weak. Big Arch coverage

Insider Buying and Selling

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction 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 transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. This represents a 28.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the transaction, the executive vice president owned 2,291 shares in the company, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. 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 in the last ninety 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.