Partners Group Holding AG Purchases Shares of 3,477 McDonald’s Corporation $MCD

Partners Group Holding AG purchased a new stake in McDonald’s Corporation (NYSE:MCD) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 3,477 shares of the fast-food giant’s stock, valued at approximately $1,063,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MCD. Viking Global Investors LP raised its stake in McDonald’s by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after buying an additional 1,974,998 shares during the last quarter. Franklin Resources Inc. raised its stake in McDonald’s by 36.6% in the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after buying an additional 1,179,244 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in McDonald’s by 111.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant’s stock valued at $629,446,000 after buying an additional 1,090,849 shares during the last quarter. Marshall Wace LLP raised its stake in McDonald’s by 927.5% in the third quarter. Marshall Wace LLP now owns 827,547 shares of the fast-food giant’s stock valued at $251,483,000 after buying an additional 927,547 shares during the last quarter. Finally, Alyeska Investment Group L.P. raised its stake in McDonald’s by 766.5% in the third quarter. Alyeska Investment Group L.P. now owns 885,629 shares of the fast-food giant’s stock valued at $269,134,000 after buying an additional 783,416 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have recently weighed in on MCD. KeyCorp cut their price objective on McDonald’s from $345.00 to $330.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Piper Sandler raised their price objective on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating 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 price objective for the company in a research note on Friday, February 13th. Truist Financial raised their price objective on McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, 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. Seventeen research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $334.45.

Insider Activity

In related news, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction dated 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 directly owned 2,291 shares of the company’s stock, valued at $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Joseph M. Erlinger sold 333 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $302.72, for a total value of $100,805.76. Following the sale, the insider directly owned 8,067 shares in the company, valued at approximately $2,442,042.24. This trade represents a 3.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 12,119 shares of company stock worth $3,945,973. 0.26% of the stock is owned by corporate insiders.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s U.S. comparable sales rose 3.9% in Q1 2026, helped by McValue offers and sub-$3 deals that appear to be resonating with price-sensitive customers. Article title
• Positive Sentiment: McDonald’s is also leaning into brand-building and product news, including a teased collaboration with Devin Booker and Nike, plus a new drink lineup rollout, which could support traffic and keep the brand culturally relevant. Article title Article title
• Positive Sentiment: UBS said McDonald’s is well positioned for global market-share gains, reinforcing the bull case that the company can outperform peers even in a slower consumer backdrop. Article title
• Neutral Sentiment: Several lighter consumer and brand stories around McDonald’s, including menu trivia and customer reactions to products like the Filet-O-Fish, are mostly sentiment/engagement pieces and are unlikely to materially move the stock. Article title Article title
• Negative Sentiment: Bloomberg reported McDonald’s will miss some emissions goals due to an energy crunch, which adds ESG execution risk and could weigh on sentiment from sustainability-focused investors. Article title
• Negative Sentiment: Erste Group Bank lowered its FY2026 EPS forecast for McDonald’s, which may reinforce concerns that profit growth could be more constrained than hoped. Article title

McDonald’s Stock Down 0.6%

Shares of NYSE:MCD opened at $280.68 on Wednesday. McDonald’s Corporation has a 52-week low of $271.98 and a 52-week high of $341.75. The stock has a market cap of $199.43 billion, a price-to-earnings ratio of 23.14, a PEG ratio of 2.81 and a beta of 0.43. The business has a 50-day moving average price of $302.45 and a 200-day moving average price of $309.69.

McDonald’s (NYSE:MCD) last posted its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping the consensus estimate of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.McDonald’s’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same period last year, the company earned $2.67 earnings per share. As a group, equities analysts anticipate that McDonald’s Corporation will post 12.94 EPS for the current fiscal year.

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.