Tableaux LLC Takes Position in McDonald’s Corporation $MCD

Tableaux LLC acquired a new position in McDonald’s Corporation (NYSE:MCD) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 3,049 shares of the fast-food giant’s stock, valued at approximately $926,000.

Several other institutional investors have also modified their holdings of MCD. TigerOak Management L.L.C. grew its holdings in McDonald’s by 2.2% during the third quarter. TigerOak Management L.L.C. now owns 6,215 shares of the fast-food giant’s stock worth $1,889,000 after acquiring an additional 132 shares during the period. TD Asset Management Inc lifted its holdings in McDonald’s by 3.2% in the 3rd quarter. TD Asset Management Inc now owns 1,278,893 shares of the fast-food giant’s stock valued at $388,643,000 after acquiring an additional 40,077 shares during the last quarter. Jacobson & Schmitt Advisors LLC boosted its position in shares of McDonald’s by 65.2% during the 3rd quarter. Jacobson & Schmitt Advisors LLC now owns 1,244 shares of the fast-food giant’s stock valued at $378,000 after purchasing an additional 491 shares in the last quarter. Thoroughbred Financial Services LLC grew its stake in shares of McDonald’s by 1.7% in the 3rd quarter. Thoroughbred Financial Services LLC now owns 11,081 shares of the fast-food giant’s stock worth $3,367,000 after purchasing an additional 184 shares during the last quarter. Finally, Strata Wealth Advisors LLC bought a new stake in shares of McDonald’s in the 3rd quarter worth approximately $610,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Activity

In other McDonald’s news, CMO Edith Morgan Flatley sold 4,692 shares of the company’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 value of $1,553,052.00. Following the transaction, the chief marketing officer owned 6,200 shares in the company, valued at approximately $2,052,200. This represents a 43.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the completion of the sale, the chief executive officer owned 22,900 shares of the company’s stock, valued at approximately $7,587,915. The trade was a 53.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,550 shares of company stock valued at $23,484,957 in the last three months. 0.25% of the stock is currently owned by insiders.

Trending Headlines about McDonald’s

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

• Positive Sentiment: McDonald’s is rolling its Big Arch Burger into U.S. menus for a limited time — a larger, promotional sandwich that has driven traffic in other markets and fits the “bigger-burger” trend; this could boost short‑term ticket and visit frequency. Read More.
• Positive Sentiment: Seasonal and promotional menu items continue: the Shamrock Shake campaign is back, driving brand engagement and incremental visits around St. Patrick’s Day. These limited-time items support traffic and social buzz. Read More.
• Positive Sentiment: McDonald’s India (West & South) owner Westlife Foodworld is running a Protein Week with low-price, app-focused protein options and free delivery promo — a targeted, value-led push that can grow AUVs and digital ordering in a fast-growing market. Read More.
• Positive Sentiment: Analyst support: JPMorgan raised its MCD price target to $325 and kept an Overweight rating, and Erste Group upgraded MCD to Buy, signaling confidence in sales momentum and McDonald’s financial profile for 2026. Note JPMorgan’s new PT still sits modestly below the current quote, so upside expectations are mixed. Read More.
• Neutral Sentiment: Longer-term perspective pieces highlight MCD’s solid multi‑year returns and low‑volatility dividend profile; useful context for investors weighing valuation vs. growth, but not immediate catalysts. Read More.
• Neutral Sentiment: Operational tweak: McDonald’s updated cash handling/check-out rules as pennies phase out — a minor customer-experience and cost/handling change with limited stock impact. Read More.
• Negative Sentiment: Macro/market weakness (broader market sell-off and Dow declines) is pressuring equities including MCD today — an external headwind that can overwhelm company-specific positives in the near term. Read More.

McDonald’s Stock Down 0.4%

Shares of McDonald’s stock opened at $333.23 on Wednesday. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $336.00. The stock has a market cap of $237.31 billion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 2.97 and a beta of 0.52. The business has a fifty day simple moving average of $315.34 and a 200-day simple moving average of $309.60.

McDonald’s (NYSE:MCD) last announced 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. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The firm had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. During the same period in the prior year, the business earned $2.83 EPS. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. Analysts expect that McDonald’s Corporation will post 12.25 EPS for the current fiscal 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 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 dividend payout ratio (DPR) is currently 62.26%.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on MCD shares. Erste Group Bank upgraded shares of McDonald’s from a “hold” rating to a “buy” rating in a report on Wednesday, February 18th. Mizuho raised their price objective on McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price on the stock in a report on Tuesday, January 6th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $340.00 price target on shares of McDonald’s in a research report on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $337.57.

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.