McDonald’s Corporation $MCD Shares Purchased by Integrity Alliance LLC.

Integrity Alliance LLC. boosted its stake in McDonald’s Corporation (NYSE:MCD) by 36.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,494 shares of the fast-food giant’s stock after acquiring an additional 2,288 shares during the period. Integrity Alliance LLC.’s holdings in McDonald’s were worth $2,596,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Harbour Investments Inc. increased its position in McDonald’s by 84.4% during the 4th quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock worth $10,853,000 after purchasing an additional 16,252 shares during the period. North Dakota State Investment Board acquired a new position in McDonald’s during the 4th quarter worth approximately $7,493,000. Pittenger & Anderson Inc. increased its position in McDonald’s by 21.9% during the 4th quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock worth $6,567,000 after purchasing an additional 3,866 shares during the period. Schroder Investment Management Group increased its position in McDonald’s by 5.2% during the 3rd quarter. Schroder Investment Management Group now owns 1,029,572 shares of the fast-food giant’s stock worth $312,877,000 after purchasing an additional 51,039 shares during the period. Finally, National Pension Service increased its position in McDonald’s by 2.5% during the 3rd quarter. National Pension Service now owns 1,533,015 shares of the fast-food giant’s stock worth $465,868,000 after purchasing an additional 37,744 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Buying and Selling at McDonald’s

In related news, insider Joseph M. Erlinger sold 333 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was 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 position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. In the last 90 days, insiders sold 5,918 shares of company stock valued at $1,862,485. Corporate insiders own 0.26% of the company’s stock.

McDonald’s Price Performance

MCD opened at $281.09 on Thursday. The stock has a market cap of $199.72 billion, a P/E ratio of 23.17, a P/E/G ratio of 2.78 and a beta of 0.43. The stock’s 50 day simple moving average is $297.03 and its 200 day simple moving average is $308.93. McDonald’s Corporation has a 1-year low of $271.98 and a 1-year high of $341.75.

McDonald’s (NYSE:MCD) last released its quarterly earnings results 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 business had revenue of $6.52 billion for 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 company’s revenue was up 9.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.67 EPS. Research analysts expect that McDonald’s Corporation will post 12.93 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be issued 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 2.6%. McDonald’s’s dividend payout ratio is currently 61.34%.

More McDonald’s News

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

• Positive Sentiment: McDonald’s is rolling out fresh promotional items, including a 2026 FIFA World Cup Happy Meal and Squishmallows tie-in, plus regional beverage offerings like refreshers and dirty sodas, which could help drive traffic and keep the brand top of mind for families and younger consumers. Article Title
• Positive Sentiment: Investor commentary remains constructive, with one article arguing McDonald’s still has a strong “moat,” reinforcing the view that its scale, franchise model, and brand strength can support earnings resilience. Article Title
• Positive Sentiment: The company’s expansion in Ukraine suggests continued international growth, which can be a long-term support for revenue even in a challenging macro environment. Article Title
• Neutral Sentiment: Viral social media attention around a McDonald’s nugget “hack” may boost brand visibility, but it is unlikely to materially affect fundamentals on its own. Article Title
• Neutral Sentiment: An insider sale by Joseph M. Erlinger of 333 shares is small relative to his remaining stake and does not appear to signal a major shift in outlook, though investors may note it. Article Title
• Negative Sentiment: McDonald’s said it cannot meet its 2030 emissions targets and also fell short on a packaging goal, which could create ESG-related pressure and weigh on sentiment for some investors. Article Title

Wall Street Analyst Weigh In

MCD has been the topic of several recent analyst reports. Piper Sandler boosted their target price on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Rothschild & Co Redburn upgraded McDonald’s from a “sell” rating to a “neutral” rating and boosted their target price for the stock from $260.00 to $306.00 in a research report on Thursday, April 23rd. Erste Group Bank cut McDonald’s from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. KeyCorp dropped their target price 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. Finally, Jefferies Financial Group boosted their target price on McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, McDonald’s has a consensus rating of “Moderate Buy” and an average target price of $334.45.

McDonald’s 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.