Everett Harris & Co. CA trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 0.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 395,961 shares of the fast-food giant’s stock after selling 1,871 shares during the period. McDonald’s makes up 1.5% of Everett Harris & Co. CA’s investment portfolio, making the stock its 14th largest position. Everett Harris & Co. CA’s holdings in McDonald’s were worth $121,018,000 as of its most recent SEC filing.
A number of other large investors have also bought and sold shares of MCD. Your Advocates Ltd. LLP purchased a new stake in McDonald’s in the fourth quarter worth $27,000. Park Place Capital Corp increased its position in McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after buying an additional 45 shares during the last quarter. DecisionPoint Financial LLC increased its position in McDonald’s by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after buying an additional 97 shares during the last quarter. Entrust Financial LLC purchased a new stake in McDonald’s in the fourth quarter worth $31,000. Finally, Painted Porch Advisors LLC increased its position in McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after buying an additional 103 shares during the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
A number of analysts have issued reports on MCD shares. KeyCorp decreased their target price on McDonald’s from $345.00 to $330.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Guggenheim decreased their target price on McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Royal Bank Of Canada decreased their target price on McDonald’s from $330.00 to $305.00 and set a “sector perform” rating for the company in a research report on Friday, May 8th. Rothschild & Co Redburn raised McDonald’s from a “sell” rating to a “neutral” rating and raised their target price for the stock from $260.00 to $306.00 in a research report on Thursday, April 23rd. Finally, Piper Sandler raised 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. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $336.26.
Insider Buying and Selling at McDonald’s
In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the completion of the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% 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, insider Joseph M. Erlinger sold 333 shares of McDonald’s 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 directly owned 7,734 shares of the company’s stock, valued at $2,166,370.74. This represents a 4.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 6,055 shares of company stock valued at $1,769,373 in the last three months. 0.26% of the stock is owned by corporate insiders.
Key McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is testing AI-powered drive-thru ordering, and early reports say the Google-based system is already reaching about 90% accuracy. That could support faster service, lower labor costs, and better margins if it scales successfully. McDonald’s Google AI Drive-Thru Ordering Hits 90% Accuracy
- Positive Sentiment: Analysts and market commentary continue to point to McDonald’s as a potential long-term winner, with one note highlighting upside tied to its recent growth strategy and another citing beverage innovation—new McCafé and energy drinks—as a way to boost traffic and ticket size in 2026. Can Beverage Innovation Fuel the Next Leg of Growth for MCD Stock?
- Positive Sentiment: McDonald’s is also promoting limited-time offerings tied to the 2026 FIFA World Cup, which could help drive short-term customer traffic and sales. McDonald’s Celebrates 2026 FIFA World Cup With Limited-Time Meals
- Neutral Sentiment: Several articles are focused on McDonald’s broader brand and menu appeal, including long-running popular orders and comparisons with competitors, but these are unlikely to materially move the stock on their own. McDonald’s And Burger King Use The Same Potatoes For Fries — But One Chain Still Dominates
- Neutral Sentiment: News about a restaurant worker injury in Yuba City appears operationally isolated and does not yet suggest a companywide financial impact, though it may add some reputational noise. McDonald’s Employee in ICU After Coworker Allegedly Throws Hot Oil in Yuba City Attack
- Negative Sentiment: Some coverage questions whether customers actually want AI ordering, and those concerns could temper enthusiasm around the technology rollout if service quality or customer satisfaction suffers. McDonald’s is testing AI ordering at drive-thrus — but customers don’t want it
- Negative Sentiment: Another article says McDonald’s is officially replacing drive-thru workers with AI, which could raise labor and execution concerns, even if it supports efficiency over time. McDonalds Orders People Over 55 Still Swear By After Decades
McDonald’s Stock Performance
Shares of NYSE MCD opened at $277.58 on Tuesday. The stock has a market cap of $197.22 billion, a PE ratio of 22.88, a price-to-earnings-growth ratio of 2.79 and a beta of 0.41. McDonald’s Corporation has a fifty-two week low of $271.85 and a fifty-two week high of $341.75. The stock has a fifty day moving average of $291.34 and a 200-day moving average of $307.36.
McDonald’s (NYSE:MCD – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.09. The company had revenue of $6.52 billion during the quarter, compared to analyst estimates 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 quarter last year, the company earned $2.67 earnings per share. On average, sell-side analysts predict that McDonald’s Corporation will post 12.93 EPS for the current year.
McDonald’s Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be paid a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a yield of 2.7%. McDonald’s’s dividend payout ratio (DPR) is currently 61.34%.
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.
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