Jupiter Wealth Management LLC Makes New $946,000 Investment in McDonald’s Corporation $MCD

Jupiter Wealth Management LLC purchased a new position in shares of McDonald’s Corporation (NYSE:MCD) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,500 shares of the fast-food giant’s stock, valued at approximately $946,000.

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

Analysts Set New Price Targets

Several research firms have recently issued reports on MCD. UBS Group set a $305.00 price target on shares of McDonald’s in a research note on Wednesday, August 5th. Piper Sandler set a $286.00 price objective on McDonald’s in a report on Tuesday, August 4th. Robert W. Baird lowered their target price on McDonald’s from $305.00 to $285.00 and set a “neutral” rating for the company in a research report on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft increased their target price on McDonald’s from $335.00 to $345.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Finally, Morgan Stanley lowered their price objective on shares of McDonald’s from $322.00 to $319.00 and set an “equal weight” rating on the stock in a report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, McDonald’s presently has a consensus rating of “Moderate Buy” and a consensus price target of $325.44.

McDonald’s Stock Up 0.8%

MCD stock opened at $269.53 on Friday. The firm has a market capitalization of $190.73 billion, a PE ratio of 21.90, a P/E/G ratio of 3.00 and a beta of 0.41. McDonald’s Corporation has a twelve month low of $260.96 and a twelve month high of $341.75. The stock’s 50 day moving average is $272.63 and its 200-day moving average is $293.83.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.32 by $0.06. The business had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%.McDonald’s’s revenue was up 3.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.19 earnings per share. On average, equities research analysts anticipate that McDonald’s Corporation will post 12.88 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be paid a $1.86 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 annualized dividend and a dividend yield of 2.8%. McDonald’s’s dividend payout ratio is presently 60.44%.

More McDonald’s News

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

• Positive Sentiment: McDonald’s value reset in the U.S.—including sharper pricing, digital offers and improved franchise execution—could help reverse traffic weakness and drive sales growth. International growth and the broader recovery plan provide additional potential upside. Can MCD’s Value Reset Turn U.S. Traffic Weakness Into Sales Growth?
• Positive Sentiment: A beverage platform that has reportedly performed at or above plan in every market where it has launched is viewed as McDonald’s clearest potential catalyst for a future stock rally. New fall drinks, even without the traditional Pumpkin Spice Latte, could support seasonal beverage sales. What Could Power the Next Rally in McDonald’s Stock
• Positive Sentiment: The Hello Kitty–Godzilla Happy Meal and a new Xbox partnership offering digital rewards tied to popular games could increase customer engagement, particularly among families and younger consumers. The collectible toys are reportedly selling quickly. Xbox and McDonald’s Partnership
• Neutral Sentiment: Seasonal menu changes, the return of a popular breakfast item, new dinner offerings and a regionally tailored Shravan menu may support customer interest, but the articles provide no quantified impact on revenue or earnings. McDonald’s Brings Back Breakfast Item
• Neutral Sentiment: McDonald’s has underperformed some restaurant peers in 2026, reinforcing the market’s focus on whether its turnaround initiatives can produce measurable traffic and sales gains. Restaurant Stock Comparison
• Negative Sentiment: Zacks Research lowered its EPS forecasts across 2026–2028, including FY2026 to $12.84 from $12.95, FY2027 to $13.77 from $14.14 and FY2028 to $14.96 from $15.40. The revisions reflect ongoing concern about U.S. traffic and execution, creating a near-term valuation headwind. McDonald’s Earnings Estimates

Insider Buying and Selling at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the completion of the sale, the insider directly owned 7,734 shares of the company’s stock, valued at $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 8,348 shares of company stock valued at $2,355,634. Company insiders own 0.26% 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.