Vestmark Advisory Solutions Inc. Acquires 7,633 Shares of McDonald’s Corporation $MCD

Vestmark Advisory Solutions Inc. grew its stake in McDonald’s Corporation (NYSE:MCD) by 85.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,558 shares of the fast-food giant’s stock after acquiring an additional 7,633 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in McDonald’s were worth $5,032,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of MCD. WD Rutherford LLC increased its holdings in McDonald’s by 1.0% in the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock valued at $991,000 after purchasing an additional 33 shares during the period. Redhawk Wealth Advisors Inc. lifted its stake in McDonald’s by 1.4% in the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after purchasing an additional 34 shares in the last quarter. Symmetry Partners LLC boosted its holdings in McDonald’s by 2.0% in the 3rd quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock valued at $538,000 after purchasing an additional 34 shares during the period. Jackson Hole Capital Partners LLC grew its position in shares of 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 purchasing an additional 34 shares in the last quarter. Finally, CFO4Life Group LLC increased its holdings in shares of McDonald’s by 2.1% in the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after purchasing an additional 34 shares during the period. 70.29% of the stock is owned by institutional investors.

McDonald’s Stock Up 0.6%

Shares of NYSE MCD opened at $329.17 on Monday. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $335.67. The firm has a market cap of $234.42 billion, a P/E ratio of 27.55, a P/E/G ratio of 2.92 and a beta of 0.52. The business’s 50 day moving average price is $314.66 and its 200 day moving average price is $309.22.

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

McDonald’s Announces Dividend

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

Trending Headlines about 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

Analysts Set New Price Targets

MCD has been the subject of a number of research analyst reports. Barclays lifted their price objective on shares of McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Sanford C. Bernstein reissued a “market perform” rating and set a $340.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. UBS Group raised their price target on McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Argus raised shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 target price on the stock in a research note on Friday, February 13th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of McDonald’s in a research note on Thursday, November 6th. Sixteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $337.04.

Insiders Place Their Bets

In other news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of the sale, 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 this link. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $305.50, for a total value of $2,006,218.50. Following the sale, the executive vice president 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 SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 71,550 shares of company stock valued at $23,484,957. 0.25% of the stock is currently owned by insiders.

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.