Meyer Handelman Co. Sells 4,500 Shares of McDonald’s Corporation $MCD

Meyer Handelman Co. reduced its stake in shares of McDonald’s Corporation (NYSE:MCD) by 4.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 98,809 shares of the fast-food giant’s stock after selling 4,500 shares during the quarter. Meyer Handelman Co.’s holdings in McDonald’s were worth $30,027,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Redhawk Wealth Advisors Inc. lifted its holdings in McDonald’s by 1.4% during the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after acquiring an additional 34 shares in the last quarter. Symmetry Partners LLC boosted 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 acquiring an additional 34 shares during the last quarter. Certior Financial Group LLC grew its position in McDonald’s by 2.6% in the first quarter. Certior Financial Group LLC now owns 1,367 shares of the fast-food giant’s stock valued at $427,000 after purchasing an additional 35 shares in the last quarter. Alaethes Wealth LLC grew its holdings in shares of McDonald’s by 3.0% in the 1st quarter. Alaethes Wealth LLC now owns 1,219 shares of the fast-food giant’s stock valued at $381,000 after acquiring an additional 35 shares in the last quarter. Finally, Sheets Smith Wealth Management increased its position in shares of McDonald’s by 1.0% during the 2nd quarter. Sheets Smith Wealth Management now owns 3,604 shares of the fast-food giant’s stock worth $1,053,000 after purchasing an additional 35 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s News Roundup

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

• Positive Sentiment: Zacks highlights McDonald’s restaurant margin dollars topping $4B in Q3 2025, arguing the company’s scale and value strategy can still expand margins despite inflation and a pressured consumer — a direct bullish signal for profit leverage. Does McDonald’s $4B Margin Milestone Signal Model Durability?
• Positive Sentiment: Reporting says McDonald’s plans over 8,000 new locations and major technology upgrades — if executed, that accelerates franchised development fees, systemwide sales growth and long-term comp growth. McDonald’s 2026 expansion plans: Over 8,000 new locations and major technology upgrades coming
• Positive Sentiment: Coverage of planned drive-thru and in-restaurant changes for 2026 suggests operational improvements (speed, order accuracy, upsell) that can lift throughput and margins at scale. 4 changes coming to McDonald’s drive-thrus in 2026
• Neutral Sentiment: McDonald’s Disney Happy Meal promotion and holiday menu/availability stories are routine marketing/seasonal items that support short-term traffic but are unlikely to move the stock materially on their own. How long will Disney Happy Meal be available at McDonald’s?
• Neutral Sentiment: Multiple outlets covered McDonald’s being open on Christmas and customer-facing changes for 2026 — background consumer-facing news that maintains brand visibility but has limited near-term EPS impact. 10 changes coming to McDonald’s in 2026 that customers need to know
• Neutral Sentiment: A playful Dogecoin tweet calling out businesses that don’t accept DOGE is social-media noise rather than a catalyst for material payment adoption or revenue change. Dogecoin Account Wants You To Tag ‘Naughty’ Businesses That Won’t Take The Good Boy
• Negative Sentiment: Reports that a Minneapolis location locked doors to keep out individuals deemed a safety risk raise operational and reputational concerns in specific markets; localized safety issues can pressure sales and require extra store-level costs. McDonald’s locks doors to keep out individuals who present a risk in crime-ridden Minneapolis area
• Negative Sentiment: Lingering macro/near-term pressure: McDonald’s last quarterly report (Nov 5) showed a slight EPS and revenue miss, which remains a selling point for investors awaiting clearer margin/growth guidance.

McDonald’s Stock Down 0.9%

Shares of MCD stock opened at $310.61 on Friday. McDonald’s Corporation has a twelve month low of $276.53 and a twelve month high of $326.32. The stock’s fifty day simple moving average is $308.02 and its 200 day simple moving average is $304.06. The firm has a market capitalization of $221.20 billion, a P/E ratio of 26.50, a P/E/G ratio of 3.49 and a beta of 0.52.

McDonald’s (NYSE:MCD) last posted its earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 EPS for the quarter, missing the consensus estimate of $3.33 by ($0.11). The firm had revenue of $7.08 billion during the quarter, compared to the consensus estimate of $7.10 billion. McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. McDonald’s’s revenue for the quarter was up 3.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.23 earnings per share. As a group, equities research analysts expect that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were given a dividend of $1.86 per share. The ex-dividend date was Monday, December 1st. This represents a $7.44 annualized dividend and a yield of 2.4%. This is a boost from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio is 63.48%.

Insider Buying and Selling at McDonald’s

In other news, CFO Ian Frederick Borden sold 17,134 shares of the firm’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the transaction, the chief financial officer directly owned 26,353 shares in the company, valued at $8,169,430. This trade represents a 39.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Manuel Jm Steijaert sold 13,134 shares of the company’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $300.42, for a total value of $3,945,716.28. Following the completion of the sale, the executive vice president owned 4,606 shares in the company, valued at $1,383,734.52. The trade was a 74.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 42,516 shares of company stock valued at $13,036,090. Insiders own 0.25% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on MCD. BTIG Research restated a “neutral” rating on shares of McDonald’s in a research note on Friday, October 24th. Robert W. Baird lifted their target price on McDonald’s from $322.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Barclays cut their price target on McDonald’s from $362.00 to $358.00 and set an “overweight” rating for the company in a research note on Thursday, November 6th. Truist Financial dropped their price target on McDonald’s from $360.00 to $350.00 and set a “buy” rating for the company in a research note on Tuesday, October 14th. Finally, Guggenheim upped their target price on McDonald’s from $295.00 to $310.00 and gave the stock a “neutral” rating in a research note on Wednesday, November 19th. Eleven analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $324.57.

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.