Sumitomo Mitsui DS Asset Management Company Ltd Has $111.11 Million Position in McDonald’s Corporation $MCD

Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in McDonald’s Corporation (NYSE:MCD) by 0.7% during the third quarter, Holdings Channel reports. The fund owned 365,619 shares of the fast-food giant’s stock after purchasing an additional 2,556 shares during the period. McDonald’s makes up 0.9% of Sumitomo Mitsui DS Asset Management Company Ltd’s holdings, making the stock its 18th largest holding. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in McDonald’s were worth $111,108,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of MCD. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its holdings in McDonald’s by 1.2% in the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 8,280 shares of the fast-food giant’s stock valued at $2,516,000 after acquiring an additional 96 shares during the period. Kesler Norman & Wride LLC boosted its position in McDonald’s by 12.6% in the third quarter. Kesler Norman & Wride LLC now owns 3,119 shares of the fast-food giant’s stock valued at $904,000 after buying an additional 349 shares in the last quarter. Valmark Advisers Inc. increased its stake in shares of McDonald’s by 2.9% in the third quarter. Valmark Advisers Inc. now owns 17,289 shares of the fast-food giant’s stock valued at $5,254,000 after buying an additional 481 shares during the period. Pioneer Trust Bank N A OR raised its holdings in McDonald’s by 1.5% in the 3rd quarter. Pioneer Trust Bank N A OR now owns 17,186 shares of the fast-food giant’s stock valued at $5,223,000 after buying an additional 260 shares during the last quarter. Finally, Oregon Public Employees Retirement Fund lifted its holdings in McDonald’s by 32.3% during the 3rd quarter. Oregon Public Employees Retirement Fund now owns 81,576 shares of the fast-food giant’s stock worth $24,790,000 after buying an additional 19,898 shares during the period. 70.29% of the stock is currently owned by institutional investors and hedge funds.

More McDonald’s News

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

• Positive Sentiment: Barclays published a bullish forecast for MCD, signaling strong expected price appreciation and supporting upside vs. peers. Barclays Forecasts Strong Price Appreciation for McDonald’s (NYSE:MCD) Stock
• Positive Sentiment: Sanford C. Bernstein reaffirmed an overweight rating, suggesting confidence in growth/strategy that can support longer-term multiple expansion. Sanford C. Bernstein Overweight (coverage roundup)
• Neutral Sentiment: TD Cowen reiterated a “hold” with a $320 target — implies limited near-term catalyst but indicates room for modest upside from current levels. TD Cowen Hold Rating Reaffirmed
• Positive Sentiment: McDonald’s announced new and returning global menu items for 2026 — potential to boost customer traffic and average check if launches resonate. McDonald’s to Launch New and Returning Menu Items Worldwide in 2026
• Neutral Sentiment: Company says it’s changing its drive-thrus (operational update) — could improve throughput/experience but is execution-dependent. McDonald’s Is Changing Its Drive-Thrus
• Negative Sentiment: Multiple outlets report a new lawsuit alleging McDonald’s “deceived” customers about McRib ingredients — this raises near-term PR/legal risk and could pressure sales of a promoted product. McDonald’s is facing serious allegations about the McRib McDonald’s Faces Lawsuit Claiming It ‘Deceived’ Customers About the McRib
• Negative Sentiment: Unions have accused McDonald’s of repeated harassment of mostly teenage staff — intensifies labor/PR scrutiny that can lead to fines, protests, or higher labor costs if issues persist. Unions accuse McDonald’s of ‘repeated harassment’ against ‘mostly teenage’ staff
• Neutral Sentiment: Local openings (e.g., Biltmore grand opening) signal continued unit activity but have limited immediate impact on the stock. Biltmore McDonald’s celebrates grand opening

Insiders Place Their Bets

In other McDonald’s news, insider Joseph M. Erlinger sold 3,195 shares of the business’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $305.82, for a total value of $977,094.90. Following the transaction, the insider owned 6,088 shares of the company’s stock, valued at approximately $1,861,832.16. The trade was a 34.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Manuel Jm Steijaert sold 13,134 shares of the firm’s stock in a transaction 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 sale, the executive vice president directly owned 4,606 shares of the company’s stock, valued at approximately $1,383,734.52. This represents a 74.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 42,516 shares of company stock valued at $13,036,090. Insiders own 0.25% of the company’s stock.

Analysts Set New Price Targets

MCD has been the subject of several research analyst reports. Citigroup lowered their price objective on shares of McDonald’s from $381.00 to $375.00 and set a “buy” rating for the company in a research note on Tuesday, October 21st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of McDonald’s in a research note on Friday, October 31st. Truist Financial upped their price objective on shares of McDonald’s from $350.00 to $356.00 and gave the company a “buy” rating in a report on Thursday. KeyCorp raised their target price on McDonald’s from $335.00 to $340.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Sanford C. Bernstein reaffirmed an “overweight” rating and issued a $372.00 target price on shares of McDonald’s in a research report on Wednesday. Thirteen research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, McDonald’s has a consensus rating of “Hold” and an average target price of $328.88.

McDonald’s Price Performance

NYSE MCD opened at $307.27 on Friday. The company has a fifty day moving average price of $307.93 and a 200-day moving average price of $304.78. The firm has a market cap of $218.82 billion, a price-to-earnings ratio of 26.22, a PEG ratio of 3.07 and a beta of 0.53. McDonald’s Corporation has a 1 year low of $276.53 and a 1 year high of $326.32.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The firm had revenue of $7.08 billion for the quarter, compared to the consensus estimate of $7.10 billion. During the same period in the previous year, the business earned $3.23 earnings per share. The firm’s revenue for the quarter was up 3.0% on a year-over-year basis. On average, research analysts anticipate 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. Stockholders of record on Monday, December 1st were paid a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Monday, December 1st. This is a boost from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio (DPR) is presently 63.48%.

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.