Convergence Investment Partners LLC Has $1.95 Million Position in McDonald’s Corporation $MCD

Convergence Investment Partners LLC boosted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 658.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,269 shares of the fast-food giant’s stock after purchasing an additional 5,442 shares during the quarter. Convergence Investment Partners LLC’s holdings in McDonald’s were worth $1,948,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MCD. Your Advocates Ltd. LLP acquired a new stake in shares of McDonald’s in the fourth quarter worth $27,000. Park Place Capital Corp grew its stake in McDonald’s by 95.7% in the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after buying an additional 45 shares during the last quarter. IFC & Insurance Marketing Inc. bought a new position in McDonald’s in the 4th quarter worth $29,000. Abound Financial LLC acquired a new position in McDonald’s during the 4th quarter worth $30,000. Finally, Purpose Unlimited Inc. bought a new stake in McDonald’s during the fourth quarter valued at about $31,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on MCD shares. Cfra upgraded McDonald’s to a “buy” rating in a research note on Friday, May 8th. BTIG Research reaffirmed a “buy” rating and issued a $370.00 price target on shares of McDonald’s in a research report on Thursday, May 7th. Royal Bank Of Canada reissued a “sector perform” rating on shares of McDonald’s in a research report on Tuesday, June 23rd. Evercore set a $350.00 price objective on shares of McDonald’s in a research note on Friday, May 8th. Finally, Erste Group Bank lowered shares of McDonald’s from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Fifteen investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $336.32.

McDonald’s Price Performance

McDonald’s stock opened at $267.50 on Tuesday. The company has a market capitalization of $190.06 billion, a PE ratio of 22.05, a price-to-earnings-growth ratio of 2.78 and a beta of 0.41. McDonald’s Corporation has a one year low of $264.09 and a one year high of $341.75. The business has a 50 day simple moving average of $276.94 and a 200 day simple moving average of $299.99.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The firm had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. During the same period in the prior year, the business posted $2.67 earnings per share. The business’s revenue was up 9.4% compared to the same quarter last year. Equities analysts anticipate that McDonald’s Corporation will post 12.86 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were paid a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s payout ratio is currently 61.34%.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the transaction, the executive vice president directly owned 6,268 shares in the company, valued at $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the sale, the insider directly owned 7,734 shares in the company, valued at $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 8,681 shares of company stock worth $2,456,440 in the last 90 days. 0.26% of the stock is owned by corporate insiders.

McDonald’s News Summary

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

• Positive Sentiment: One Seeking Alpha article argues that McDonald’s recent sell-off is creating an opportunity for investors, signaling that the stock may be undervalued after its decline. McDonald’s Sell-Off Is Your Opportunity
• Positive Sentiment: Another article upgraded McDonald’s to Buy, saying its consistency deserves a higher valuation and pointing to accelerating top- and bottom-line growth as signs of a potential turnaround. McDonald’s: Consistency Deserves A Better Multiple (Rating Upgrade)
• Positive Sentiment: A separate bullish note said the stock is attractive after compression in earnings multiples and highlighted recent catalysts that could improve the business outlook. McDonald’s: Consistency Deserves A Better Multiple (Rating Upgrade)
• Positive Sentiment: Coverage from Zacks focused on generally optimistic Wall Street analyst sentiment, which can support shares when investors expect favorable estimates or ratings. Is McDonald’s (MCD) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Several lifestyle and menu-focused stories highlighted product novelty, including a new Caesar sauce and a drink item resembling a Starbucks-style pink drink, but these appear more brand-interest driven than material near-term catalysts. Review: McDonald’s Caesar sauce is the tangy menu addition we didn’t know we needed
• Negative Sentiment: Some recent commentary remains cautious, with one piece saying McDonald’s stock “still not good enough,” reinforcing that not all investors are convinced the valuation or growth outlook has improved enough. McDonald’s: Still Not Good Enough
• Negative Sentiment: An article on MCD’s 2026 weakness noted the stock is down sharply this year and said investors are bracing for softer same-store sales ahead of the next earnings report, which can weigh on sentiment. McDonald’s (MCD) Stock Struggles Continue: What’s Behind the 2026 Decline?

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.