McDonald’s Corporation $MCD Shares Acquired by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. increased its position in McDonald’s Corporation (NYSE:MCD) by 0.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 2,068,249 shares of the fast-food giant’s stock after purchasing an additional 19,000 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.29% of McDonald’s worth $628,520,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Decker Retirement Planning Inc. boosted its holdings in McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after purchasing an additional 50 shares in the last quarter. Legacy Investment Solutions LLC purchased a new stake in McDonald’s in the second quarter valued at approximately $25,000. Evergreen Private Wealth LLC increased its position in McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the last quarter. GFG Capital LLC purchased a new position in McDonald’s during the second quarter worth approximately $29,000. Finally, Financial Gravity Companies Inc. acquired a new position in shares of McDonald’s in the 2nd quarter valued at $29,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Buying and Selling

In related news, CFO Ian Frederick Borden sold 17,134 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the sale, the chief financial officer directly owned 26,353 shares of the company’s stock, valued at $8,169,430. The trade was a 39.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Joseph M. Erlinger sold 3,195 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $305.82, for a total value of $977,094.90. Following the completion of the transaction, the insider directly owned 6,088 shares in the company, valued at $1,861,832.16. The trade was a 34.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 42,516 shares of company stock valued at $13,036,090 in the last ninety days. Insiders own 0.25% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Royal Bank Of Canada initiated coverage on McDonald’s in a research report on Wednesday, October 8th. They issued a “sector perform” rating and a $320.00 target price on the stock. Sanford C. Bernstein restated an “overweight” rating and issued a $372.00 price objective on shares of McDonald’s in a report on Wednesday. Morgan Stanley set a $335.00 target price on McDonald’s in a report on Friday, October 17th. Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a report on Friday, October 31st. Finally, KeyCorp boosted their price objective on shares of McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a research note on Friday. Thirteen equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, McDonald’s presently has an average rating of “Hold” and an average target price of $328.88.

Key Stories Impacting McDonald’s

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

McDonald’s Stock Down 0.5%

Shares of NYSE MCD opened at $307.27 on Monday. The company has a market cap of $218.82 billion, a P/E ratio of 26.22, a P/E/G ratio of 3.05 and a beta of 0.53. The business’s 50 day moving average is $307.93 and its two-hundred day moving average is $305.01. McDonald’s Corporation has a 12 month low of $276.53 and a 12 month high of $326.32.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). The firm had revenue of $7.08 billion for 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%. The business’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.23 earnings per share. Sell-side analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were paid a $1.86 dividend. The ex-dividend date was Monday, December 1st. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio is currently 63.48%.

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.