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

Partners Group Holding AG acquired a new stake in McDonald’s Corporation (NYSE:MCD) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,477 shares of the fast-food giant’s stock, valued at approximately $1,063,000.

Several other hedge funds also recently bought and sold shares of MCD. Viking Global Investors LP grew its position in shares of McDonald’s by 171.7% during the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock worth $913,157,000 after buying an additional 1,974,998 shares in the last quarter. Franklin Resources Inc. grew its position in shares of McDonald’s by 36.6% during the 3rd quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock worth $1,336,155,000 after buying an additional 1,179,244 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in shares of McDonald’s by 111.3% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant’s stock worth $629,446,000 after buying an additional 1,090,849 shares in the last quarter. Marshall Wace LLP grew its position in shares of McDonald’s by 927.5% during the 3rd quarter. Marshall Wace LLP now owns 827,547 shares of the fast-food giant’s stock worth $251,483,000 after buying an additional 927,547 shares in the last quarter. Finally, Alyeska Investment Group L.P. grew its position in shares of McDonald’s by 766.5% during the 3rd quarter. Alyeska Investment Group L.P. now owns 885,629 shares of the fast-food giant’s stock worth $269,134,000 after buying an additional 783,416 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.

Trending Headlines about McDonald’s

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 Price Performance

Shares of NYSE MCD opened at $280.68 on Wednesday. The stock has a market capitalization of $199.43 billion, a P/E ratio of 23.14, a price-to-earnings-growth ratio of 2.81 and a beta of 0.43. McDonald’s Corporation has a 1-year low of $271.98 and a 1-year high of $341.75. The business has a fifty day moving average price of $302.45 and a 200 day moving average price of $309.69.

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

Insiders Place Their Bets

In related news, EVP Jonathan Banner sold 6,201 shares of the company’s 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 completion of the sale, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, insider Joseph M. Erlinger sold 333 shares of the company’s stock in a transaction on 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 owned 8,067 shares of the company’s stock, valued at $2,442,042.24. This trade represents a 3.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 12,119 shares of company stock valued at $3,945,973 over the last 90 days. 0.26% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. UBS Group increased their price target on McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. BTIG Research reissued a “buy” rating and set a $370.00 price target on shares of McDonald’s in a research report on Thursday, May 7th. KeyCorp dropped their price target on McDonald’s from $345.00 to $330.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Cfra raised McDonald’s to a “buy” rating in a research report on Friday, May 8th. Finally, Barclays dropped their price target on McDonald’s from $380.00 to $350.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $334.45.

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.