Groupama Asset Managment Lowers Stock Holdings in McDonald’s Corporation $MCD

Groupama Asset Managment lessened its holdings in McDonald’s Corporation (NYSE:MCD) by 24.0% in the third quarter, HoldingsChannel reports. The institutional investor owned 7,581 shares of the fast-food giant’s stock after selling 2,399 shares during the quarter. Groupama Asset Managment’s holdings in McDonald’s were worth $2,304,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Brighton Jones LLC grew its position in shares of McDonald’s by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after purchasing an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in McDonald’s by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in McDonald’s by 11.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after purchasing an additional 206 shares in the last quarter. United Bank boosted its stake in McDonald’s by 6.0% in the 2nd quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after purchasing an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. boosted its stake in McDonald’s by 2.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after purchasing an additional 312 shares during the period. 70.29% of the stock is owned by institutional investors.

McDonald’s Stock Down 1.9%

MCD stock opened at $309.89 on Friday. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $341.75. The firm has a market capitalization of $220.14 billion, a P/E ratio of 25.93, a price-to-earnings-growth ratio of 2.81 and a beta of 0.51. The company has a fifty day simple moving average of $321.55 and a two-hundred day simple moving average of $311.72.

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

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s payout ratio is presently 62.26%.

Insider Buying and Selling

In other news, CMO Edith Morgan Flatley sold 4,692 shares of McDonald’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer owned 6,200 shares in the company, valued at approximately $2,052,200. The trade was a 43.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,276 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $333.54, for a total value of $8,764,097.04. Following the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,638,066. This represents a 53.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 71,657 shares of company stock valued at $23,722,204. Insiders own 0.25% of the company’s stock.

Analyst Upgrades and Downgrades

MCD has been the topic of several recent analyst reports. Robert W. Baird set a $335.00 price objective on shares of McDonald’s in a research report on Thursday, February 12th. BTIG Research upped their target price on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Mizuho raised their target price on shares of McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Oppenheimer upgraded shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a report on Tuesday, January 6th. Finally, Tigress Financial boosted their price target on shares of McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $339.69.

McDonald’s News Summary

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

• Positive Sentiment: Movie and toy promotions tied to Super Mario Galaxy should boost short‑term foot traffic and Happy Meal sales next week. Super Mario Galaxy Movie Toys Arrive In McDonald’s Next Week Mario Returns To McDonald’s Happy Meals for Super Mario Galaxy Movie Tie-In
• Positive Sentiment: Collectible trading‑card drops are creating buzz and secondary‑market interest, which can drive incremental restaurant visits and social media engagement. McDonald’s launches trading cards – and some of the rarest are already listed on eBay for huge sums
• Neutral Sentiment: McDonald’s rollout of $3 menu items aims to retain lower‑income customers—good for traffic but likely margin‑dilutive if sales mix shifts toward deep value offerings. McDonald’s reportedly launching $3 menu items to retain lower-income customers
• Neutral Sentiment: New premium burger (Big Arch) pricing varies widely by market, highlighting inconsistent franchise pricing that complicates national comps and consumer perception. Price of McDonald’s new Big Arch burger varies across the US—here’s where it’s most expensive
• Negative Sentiment: A federal judge allowed two former Black McDonald’s vice presidents to proceed with harassment and retaliation claims, creating legal and reputational risk that could lead to costs and distraction. McDonald’s must face Black ex-executives’ harassment, retaliation claims
• Negative Sentiment: Analysts and coverage highlight a franchise‑level pricing challenge: operators can set prices and opt out of promotions, which can raise prices at certain locations, hurt comps and complicate company messaging. McDonald’s faces a burger pricing challenge
• Negative Sentiment: Market writeups calling out MCD’s larger‑than‑market drop reinforce negative sentiment and can amplify selling pressure in the short term. McDonald’s (MCD) Dips More Than Broader Market: What You Should Know

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.