Fiera Capital Corp Decreases Position in McDonald’s Corporation $MCD

Fiera Capital Corp trimmed its holdings in McDonald’s Corporation (NYSE:MCD) by 1.7% in the third quarter, HoldingsChannel.com reports. The firm owned 114,354 shares of the fast-food giant’s stock after selling 1,958 shares during the quarter. Fiera Capital Corp’s holdings in McDonald’s were worth $34,751,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MCD. Brighton Jones LLC grew its holdings 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 during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of 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 valued at $563,000 after purchasing an additional 52 shares during the period. Sivia Capital Partners LLC boosted its position in shares of 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 valued at $589,000 after purchasing an additional 206 shares during the period. United Bank grew its stake 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 last quarter. Finally, Schnieders Capital Management LLC. increased its position in McDonald’s by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after buying an additional 312 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on MCD. Royal Bank Of Canada boosted their price objective on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research note on Thursday, February 12th. Citigroup lifted their target price on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Robert W. Baird set a $335.00 price target on shares of McDonald’s in a research note on Thursday, February 12th. Erste Group Bank raised shares of McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday. Finally, Jefferies Financial Group upped their target price on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $337.04.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction 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. This represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total value of $854,106.50. Following the completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 71,550 shares of company stock worth $23,484,957. 0.25% of the stock is currently owned by company insiders.

Key Headlines Impacting McDonald’s

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 Stock Performance

Shares of MCD opened at $329.17 on Friday. The stock has a market capitalization of $234.42 billion, a P/E ratio of 27.55, a P/E/G ratio of 2.91 and a beta of 0.52. McDonald’s Corporation has a 1 year low of $283.47 and a 1 year high of $335.67. The company’s fifty day moving average is $314.66 and its two-hundred day moving average is $309.14.

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

McDonald’s Dividend Announcement

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

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.