Orion Porfolio Solutions LLC Purchases 5,407 Shares of McDonald’s Corporation $MCD

Orion Porfolio Solutions LLC raised its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 9.8% in the 3rd quarter, Holdings Channel reports. The firm owned 60,677 shares of the fast-food giant’s stock after purchasing an additional 5,407 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in McDonald’s were worth $18,439,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of McDonald’s by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock valued at $21,773,010,000 after acquiring an additional 316,638 shares during the period. State Street Corp boosted its position in McDonald’s by 0.8% in the second quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock valued at $10,175,800,000 after buying an additional 272,139 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of McDonald’s by 1.7% during the second quarter. Geode Capital Management LLC now owns 16,828,420 shares of the fast-food giant’s stock worth $4,901,595,000 after purchasing an additional 276,065 shares during the last quarter. Norges Bank purchased a new stake in shares of McDonald’s in the second quarter worth about $2,780,712,000. Finally, Laurel Wealth Advisors LLC increased its holdings in shares of McDonald’s by 29,382.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after purchasing an additional 5,718,087 shares in the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the sale, the executive vice president owned 6,268 shares in the company, valued at $2,005,760. This represents a 28.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction 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 sale, the executive vice president owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This represents a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 71,517 shares of company stock valued at $23,655,503 over the last quarter. 0.25% of the stock is owned by corporate insiders.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Capgemini renewed a five‑year global strategic partnership to modernize McDonald’s guest and crew platforms, supporting the company’s “Accelerating the Arches” digital/automation agenda — a news item that reduces execution risk on tech investments and can boost long‑term margins. Capgemini and McDonald’s renew their strategic partnership
• Positive Sentiment: KeyCorp raised its price target to $354 and maintained an “overweight” rating, signaling analyst confidence in upside from pricing, menu innovation and margin resilience. Analyst upgrades can spur buying interest. KeyCorp price target raise
• Positive Sentiment: McDonald’s launched the Big Arch Burger nationally — a premium, differentiated product that tests higher pricing and media attention; if accepted, the item could lift average check and support revenue growth. Big Arch Burger Launch Tests McDonald’s Premium Pricing And Investor Expectations
• Positive Sentiment: McDonald’s plans a €150M investment to open 25 restaurants in Ireland over five years — a steady international expansion that supports unit growth and long‑term comps. McDonald’s to invest €150m in Ireland to open 25 new outlets
• Neutral Sentiment: Consumer reviews for the Big Arch are mixed on taste, size and value — strong adoption would help margins, but mixed reception raises the risk the item becomes a short‑lived marketing event rather than sustained revenue. McDonald’s new Big Arch burger is an ode to American excess
• Negative Sentiment: A short viral clip of McDonald’s CEO’s awkward taste test sparked online mockery and competitor play — Burger King posted a taste‑test response and Wendy’s joined the “burger battle.” The episode creates reputational noise and highlights the risk of direct CEO‑facing social media, which can pressure sentiment even if sales aren’t affected. Burger King bites back at McDonald’s viral taste test

McDonald’s Price Performance

MCD stock opened at $331.75 on Thursday. The business’s 50-day moving average is $317.58 and its two-hundred day moving average is $310.78. The firm has a market capitalization of $235.68 billion, a P/E ratio of 27.76, a P/E/G ratio of 2.95 and a beta of 0.51. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $341.75.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.07. The business had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the previous year, the company earned $2.83 EPS. On average, analysts expect that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Announces Dividend

The business also recently declared 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. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.2%. McDonald’s’s payout ratio is 62.26%.

Analysts Set New Price Targets

A number of brokerages have commented on MCD. Piper Sandler increased their target price on McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. TD Cowen reissued a “hold” rating and issued a $320.00 price objective on shares of McDonald’s in a report on Thursday, February 12th. BMO Capital Markets restated an “outperform” rating on shares of McDonald’s in a research report on Thursday, November 6th. KeyCorp lifted their target price on shares of McDonald’s from $340.00 to $354.00 and gave the stock an “overweight” rating in a research note on Tuesday. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Sixteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, McDonald’s presently has a consensus rating of “Hold” and an average target price of $338.07.

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.