Lansforsakringar Fondforvaltning AB publ Raises Stock Holdings in McDonald’s Corporation $MCD

Lansforsakringar Fondforvaltning AB publ boosted its position in shares of McDonald’s Corporation (NYSE:MCD) by 2.4% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 221,764 shares of the fast-food giant’s stock after acquiring an additional 5,171 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in McDonald’s were worth $67,392,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. WD Rutherford LLC lifted its holdings in shares of McDonald’s by 1.0% during the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock worth $991,000 after purchasing an additional 33 shares during the period. Redhawk Wealth Advisors Inc. raised its position in McDonald’s by 1.4% during the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after buying an additional 34 shares during the last quarter. Symmetry Partners LLC raised its position in McDonald’s by 2.0% during the 3rd quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock worth $538,000 after buying an additional 34 shares during the last quarter. Jackson Hole Capital Partners LLC lifted its stake in McDonald’s by 0.3% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock valued at $3,352,000 after acquiring an additional 34 shares during the period. Finally, CFO4Life Group LLC boosted its holdings in shares of McDonald’s by 2.1% in the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock valued at $507,000 after acquiring an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: Company is raising 2026 capital expenditures to as much as $3.9 billion to accelerate restaurant openings and hit a 50,000-location target by 2027 — management argues the ROI on these openings supports long‑term growth and same-store sales leverage. McDonald’s CapEx Steps Higher: What’s Supporting the ROI Case?
• Positive Sentiment: Analyst momentum: Erste Group Bank raised MCD to a Buy, a vote of confidence that can support further buying interest from institutional investors. McDonald’s (NYSE:MCD) Raised to Buy at Erste Group Bank
• Positive Sentiment: Menu/product innovation: McDonald’s is testing high‑protein menu options aimed at customers using GLP‑1 drugs — a potential traffic and AUV (average unit volume) driver if it attracts a new, health‑focused customer segment. McDonald’s is considering expanding protein menu for GLP-1 users
• Positive Sentiment: Brand/pop buzz: Collaborations and limited releases (e.g., the Drake OVO meal internationally) keep McDonald’s culturally relevant and can lift short‑term traffic and merchandising revenue. McDonald’s x Drake’s OVO Meal Is Finally Here — But Not in the US
• Positive Sentiment: Menu nostalgia and limited-time items returning (beloved menu items/seasonal promotions) support traffic and repeat visits—helpful for near‑term comps. McDonald’s Brings Back Beloved Menu Item
• Neutral Sentiment: Investor attention pieces (Zacks/Yahoo) note increased retail/institutional interest and recap recent fundamentals — useful context but not an immediate catalyst by itself. McDonald’s Corporation (MCD) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Local/menu curiosities (e.g., a rare Canadian breakfast item, regional shake returns) generate PR and incremental sales but limited broader financial impact. McDonald’s New Canadian Breakfast Item Is Out, but It’s a Rare Find
• Neutral Sentiment: Feature/legacy stories (human‑interest or history pieces) create brand conversation but are unlikely to move the stock materially. How One Man Humiliated McDonald’s and Built a $20 Billion Empire
• Negative Sentiment: Insider selling: CEO Christopher Kempczinski sold 26,277 shares recently — a datapoint investors watch for signaling, even though single insider sales often have benign explanations. Christopher Kempczinski Sells 26,277 Shares of McDonald’s (NYSE:MCD) Stock

McDonald’s Price Performance

Shares of MCD stock opened at $329.17 on Friday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $335.67. The company has a market cap of $234.42 billion, a price-to-earnings ratio of 27.55, a PEG ratio of 2.92 and a beta of 0.52. The stock has a 50 day simple moving average of $314.66 and a 200-day simple moving average of $309.21.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping the consensus estimate of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm’s revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.83 EPS. Analysts anticipate that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be paid a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. McDonald’s’s payout ratio is currently 62.26%.

Wall Street Analyst Weigh In

MCD has been the subject of several recent research reports. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price for the company in a report on Tuesday, January 6th. TD Cowen reaffirmed a “hold” rating and set a $320.00 price target on shares of McDonald’s in a research report on Thursday, February 12th. Barclays lifted their price objective on McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Mizuho boosted their price objective on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $337.04.

Insider Activity

In related news, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total value of $854,106.50. Following the transaction, the insider directly owned 5,398 shares of the company’s stock, valued at approximately $1,755,699.50. This trade represents a 32.73% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of McDonald’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total value of $8,706,883.95. Following the completion of the sale, the chief executive officer owned 22,900 shares in the company, valued at approximately $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 71,550 shares of company stock worth $23,484,957. Company insiders own 0.25% of the company’s stock.

McDonald’s Company 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.