WINTON GROUP Ltd Sells 23,018 Shares of McDonald’s Corporation $MCD

WINTON GROUP Ltd reduced its stake in McDonald’s Corporation (NYSE:MCD) by 45.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,738 shares of the fast-food giant’s stock after selling 23,018 shares during the period. WINTON GROUP Ltd’s holdings in McDonald’s were worth $8,478,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Encompass More Asset Management increased its stake in McDonald’s by 1.5% during the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock valued at $648,000 after purchasing an additional 32 shares in the last quarter. Physician Wealth Advisors Inc. increased its stake in McDonald’s by 1.6% during the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after purchasing an additional 33 shares in the last quarter. CFO4Life Group LLC increased its stake in McDonald’s by 2.1% during the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock valued at $507,000 after purchasing an additional 34 shares in the last quarter. Parvin Asset Management LLC increased its stake in McDonald’s by 3.8% during the 3rd quarter. Parvin Asset Management LLC now owns 929 shares of the fast-food giant’s stock valued at $282,000 after purchasing an additional 34 shares in the last quarter. Finally, American National Bank of Texas increased its stake in McDonald’s by 2.9% during the 4th quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant’s stock valued at $364,000 after purchasing an additional 34 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on MCD. Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a research note on Friday, February 13th. BTIG Research restated a “buy” rating and set a $370.00 price target on shares of McDonald’s in a research note on Thursday, May 7th. Wells Fargo & Company cut their price target on shares of McDonald’s from $355.00 to $320.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Mizuho upped their price target on shares of McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Finally, KeyCorp cut their price target on shares of McDonald’s from $345.00 to $330.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $336.26.

McDonald’s Price Performance

NYSE:MCD opened at $279.73 on Friday. The firm has a market capitalization of $198.75 billion, a P/E ratio of 23.06, a PEG ratio of 2.72 and a beta of 0.41. McDonald’s Corporation has a 1-year low of $271.85 and a 1-year high of $341.75. The company’s fifty day moving average price is $291.97 and its 200-day moving average price is $307.54.

McDonald’s (NYSE:MCD) last released 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 for the quarter, compared to analyst estimates of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The business’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.67 earnings per share. Equities analysts anticipate that McDonald’s Corporation will post 12.93 EPS for the current fiscal year.

McDonald’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be paid a $1.86 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. McDonald’s’s dividend payout ratio is presently 61.34%.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s launched a high-profile FIFA World Cup 2026 campaign with collectible cups, toys, and themed meals, which could lift same-store sales and create a short-term traffic boost. McDonald’s launches global FIFA World Cup 2026 campaign with collectible cups, Squishmallows
• Positive Sentiment: The company’s “McDonald’s > NEXT” menu and experience overhaul signals management is actively addressing consumer value concerns and trying to improve food quality, which investors may view as supportive for longer-term demand. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Positive Sentiment: Multiple reports say the World Cup promotion is designed as McDonald’s biggest global campaign in years, potentially strengthening brand relevance with younger consumers and families. McDonald’s Is Launching Its Biggest-Ever Global Campaign. The Secret Weapon Is a Paper Cup.
• Neutral Sentiment: Media coverage highlighting McDonald’s appeal to Gen Z and its collectible marketing strategy may support brand momentum, but it is not yet a direct financial catalyst. Gen Z Trends Make These 3 Stocks Worth Watching (MCD)
• Neutral Sentiment: Some articles noted that McDonald’s shares have lagged this year, which frames the new campaign as a potential turnaround effort rather than proof of immediate earnings acceleration. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Negative Sentiment: One consumer-focused report said only 40% of customers view McDonald’s as a good value, underscoring the affordability and perception challenges the company is trying to fix. Only 40% of customers think McDonald’s is a good value

Insiders Place Their Bets

In other news, insider Joseph M. Erlinger sold 333 shares of the stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $280.11, for a total value of $93,276.63. Following the sale, the insider owned 7,734 shares in the company, valued at $2,166,370.74. This represents a 4.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president owned 6,268 shares in the company, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 8,681 shares of company stock worth $2,631,594 in the last quarter. Company insiders own 0.26% of the company’s stock.

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.