New York State Teachers Retirement System Sells 6,416 Shares of McDonald’s Corporation $MCD

New York State Teachers Retirement System lessened its holdings in McDonald’s Corporation (NYSE:MCD) by 1.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 557,681 shares of the fast-food giant’s stock after selling 6,416 shares during the quarter. New York State Teachers Retirement System owned about 0.08% of McDonald’s worth $169,474,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in MCD. Decker Retirement Planning Inc. grew its stake in shares of McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after buying an additional 50 shares during the last quarter. Legacy Investment Solutions LLC bought a new stake in McDonald’s in the second quarter worth $25,000. Nova Wealth Management Inc. purchased a new stake in shares of McDonald’s in the first quarter worth $26,000. GFG Capital LLC bought a new position in shares of McDonald’s during the second quarter valued at $29,000. Finally, Financial Gravity Companies Inc. purchased a new position in shares of McDonald’s in the 2nd quarter worth about $29,000. Institutional investors own 70.29% of the company’s stock.

Analyst Ratings Changes

MCD has been the topic of several recent analyst reports. Mizuho raised shares of McDonald’s to a “hold” rating in a research report on Tuesday, October 28th. Piper Sandler reiterated a “neutral” rating and issued a $325.00 target price on shares of McDonald’s in a research note on Wednesday, October 22nd. BTIG Research restated a “neutral” rating on shares of McDonald’s in a report on Friday, October 24th. Citigroup lowered their price objective on McDonald’s from $381.00 to $375.00 and set a “buy” rating on the stock in a research report on Tuesday, October 21st. Finally, TD Cowen reiterated a “hold” rating and issued a $320.00 price objective on shares of McDonald’s in a report on Thursday. Thirteen analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $328.88.

Insider Buying and Selling

In related news, EVP Manuel Jm Steijaert sold 6,567 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $305.50, for a total value of $2,006,218.50. Following the transaction, the executive vice president directly owned 4,606 shares of the company’s stock, valued at approximately $1,407,133. This trade represents a 58.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the business’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. This represents a 28.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 42,516 shares of company stock valued at $13,036,090. Company insiders own 0.25% of the company’s stock.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Barclays published a bullish forecast for MCD, signaling strong expected price appreciation and supporting upside vs. peers. Barclays Forecasts Strong Price Appreciation for McDonald’s (NYSE:MCD) Stock
• Positive Sentiment: Sanford C. Bernstein reaffirmed an overweight rating, suggesting confidence in growth/strategy that can support longer-term multiple expansion. Sanford C. Bernstein Overweight (coverage roundup)
• Neutral Sentiment: TD Cowen reiterated a “hold” with a $320 target — implies limited near-term catalyst but indicates room for modest upside from current levels. TD Cowen Hold Rating Reaffirmed
• Positive Sentiment: McDonald’s announced new and returning global menu items for 2026 — potential to boost customer traffic and average check if launches resonate. McDonald’s to Launch New and Returning Menu Items Worldwide in 2026
• Neutral Sentiment: Company says it’s changing its drive-thrus (operational update) — could improve throughput/experience but is execution-dependent. McDonald’s Is Changing Its Drive-Thrus
• Negative Sentiment: Multiple outlets report a new lawsuit alleging McDonald’s “deceived” customers about McRib ingredients — this raises near-term PR/legal risk and could pressure sales of a promoted product. McDonald’s is facing serious allegations about the McRib McDonald’s Faces Lawsuit Claiming It ‘Deceived’ Customers About the McRib
• Negative Sentiment: Unions have accused McDonald’s of repeated harassment of mostly teenage staff — intensifies labor/PR scrutiny that can lead to fines, protests, or higher labor costs if issues persist. Unions accuse McDonald’s of ‘repeated harassment’ against ‘mostly teenage’ staff
• Neutral Sentiment: Local openings (e.g., Biltmore grand opening) signal continued unit activity but have limited immediate impact on the stock. Biltmore McDonald’s celebrates grand opening

McDonald’s Stock Performance

MCD stock opened at $307.27 on Friday. The company has a market cap of $218.82 billion, a price-to-earnings ratio of 26.22, a P/E/G ratio of 3.05 and a beta of 0.53. The business’s 50-day moving average is $307.93 and its two-hundred day moving average is $304.88. McDonald’s Corporation has a fifty-two week low of $276.53 and a fifty-two week high of $326.32.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 EPS for the quarter, missing the consensus estimate of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The business had revenue of $7.08 billion for the quarter, compared to analysts’ expectations of $7.10 billion. During the same period in the previous year, the company earned $3.23 EPS. McDonald’s’s revenue for the quarter was up 3.0% compared to the same quarter last year. Equities analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current year.

McDonald’s Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were given a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Monday, December 1st. This is a positive change from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s payout ratio is presently 63.48%.

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.