McDonald’s Corporation $MCD Stock Position Raised by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in McDonald’s Corporation (NYSE:MCD) by 4.4% during the third quarter, HoldingsChannel.com reports. The fund owned 1,568,779 shares of the fast-food giant’s stock after acquiring an additional 65,447 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in McDonald’s were worth $476,736,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in the stock. Federated Hermes Inc. raised its holdings in shares of McDonald’s by 84.1% during the second quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock valued at $41,422,000 after buying an additional 64,757 shares during the last quarter. Global X Japan Co. Ltd. increased its position in McDonald’s by 236.7% in the 3rd quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock valued at $1,976,000 after acquiring an additional 4,571 shares during the period. D.A. Davidson & CO. raised its stake in McDonald’s by 2.7% during the 3rd quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock valued at $43,606,000 after acquiring an additional 3,774 shares in the last quarter. Choreo LLC boosted its position in McDonald’s by 1.7% during the 2nd quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock worth $17,096,000 after acquiring an additional 954 shares during the period. Finally, Regent Peak Wealth Advisors LLC bought a new position in shares of McDonald’s in the third quarter worth $1,120,000. 70.29% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Jefferies Financial Group lifted their price objective on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Piper Sandler upped their price target on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. BTIG Research raised their price objective on shares of McDonald’s from $360.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, JPMorgan Chase & Co. upped their target price on McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a research report on Tuesday. Sixteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, McDonald’s has a consensus rating of “Hold” and a consensus target price of $337.57.

Insider Buying and Selling at McDonald’s

In related news, CEO Christopher J. Kempczinski sold 26,277 shares of the company’s stock in a transaction 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 transaction, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at approximately $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the firm’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $305.50, for a total value of $2,006,218.50. Following the sale, the executive vice president owned 4,606 shares of the company’s stock, valued at $1,407,133. The trade was a 58.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 78,084 shares of company stock valued at $25,661,722 in the last ninety days. Company insiders own 0.25% of the company’s stock.

More McDonald’s News

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

• Positive Sentiment: JPMorgan raised its price target to $325 and kept an “overweight” rating, signaling continued analyst confidence in MCD’s fundamentals and growth outlook. JPMorgan Chase & Co. Boosts McDonald’s (NYSE:MCD) Price Target to $325.00
• Positive Sentiment: McDonald’s is rolling out the limited-time Big Arch burger in the U.S. (early March), a high-profile product push that can drive short-term traffic and incremental sales. McDonald’s launching Big Arch burger in March 2026
• Positive Sentiment: Industry reporting highlights that McDonald’s loyalty and rewards efforts (alongside peers) are becoming more effective at driving repeat visits — a structural tailwind for same-store sales and customer retention. Starbucks, McDonald’s, and Chipotle Reward Loyal Customers. It Brings Them Back.
• Positive Sentiment: Local promotions and limited-time offers (e.g., $1 breakfast day and bringing popular international menu items to the U.S.) should boost traffic and check size during the promo windows. This McDonald’s breakfast classic is $1 for one day only. When to get it in NC
• Neutral Sentiment: McDonald’s marketing choices include region-specific ad campaigns (e.g., an upcoming Ramadan-themed creative in Germany); these can be effective but occasionally draw public scrutiny — monitor for PR risk. Why New McDonald’s Ad Campaign Will Show Empty Boxes With No Food
• Neutral Sentiment: Regional initiatives (e.g., McDonald’s India “Protein Week”) reinforce localized menu innovation and app engagement — positive operationally but limited to regional revenue impact. McDonald’s India (W&S) Celebrates Protein Week, Encourages Everyday Protein Choices
• Negative Sentiment: Insider selling: EVP Jonathan Banner sold 6,201 shares (~$2.07M) and other insiders disclosed smaller sales. While insider sales aren’t uncommon, they can pressure sentiment for short-term traders. SEC Form 4 – Jonathan Banner sale
• Negative Sentiment: Although JPMorgan raised its target, the new $325 target still sits below the current market price, implying limited analyst upside from here and tempering expectations for further near-term upgrades. Analyst note on price target and upside

McDonald’s Stock Performance

Shares of NYSE:MCD opened at $333.09 on Thursday. The company has a market capitalization of $237.21 billion, a PE ratio of 27.87, a price-to-earnings-growth ratio of 2.96 and a beta of 0.52. The stock has a fifty day moving average of $315.63 and a 200-day moving average of $309.77. McDonald’s Corporation has a one year low of $283.47 and a one year high of $336.00.

McDonald’s (NYSE:MCD) last announced its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 company had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same period in the previous year, the firm earned $2.83 earnings per share. McDonald’s’s revenue for the quarter was up 9.7% compared to the same quarter last year. As a group, research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid 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 dividend payout ratio (DPR) is currently 62.26%.

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.