First Financial Bankshares Inc Has $95.61 Million Position in McDonald’s Corporation $MCD

First Financial Bankshares Inc grew its position in McDonald’s Corporation (NYSE:MCD) by 0.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 314,629 shares of the fast-food giant’s stock after purchasing an additional 1,759 shares during the period. McDonald’s comprises approximately 2.0% of First Financial Bankshares Inc’s holdings, making the stock its 12th biggest holding. First Financial Bankshares Inc’s holdings in McDonald’s were worth $95,613,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in MCD. Norges Bank bought a new position in McDonald’s during the 2nd quarter valued at about $2,780,712,000. Laurel Wealth Advisors LLC grew its stake in McDonald’s by 29,382.3% during the second quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock worth $1,676,339,000 after buying an additional 5,718,087 shares during the last quarter. Soundwatch Capital LLC acquired a new stake in shares of McDonald’s during the second quarter worth approximately $1,412,069,000. Viking Global Investors LP raised its stake in shares of McDonald’s by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after acquiring an additional 1,974,998 shares during the last quarter. Finally, Amundi boosted its holdings in shares of McDonald’s by 96.0% in the 2nd quarter. Amundi now owns 4,032,676 shares of the fast-food giant’s stock worth $1,188,147,000 after acquiring an additional 1,974,751 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.

Trending Headlines about McDonald’s

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

• Positive Sentiment: McDonald’s is rolling out the national Big Arch burger in early March — a high-visibility product launch that could boost store traffic and temporary check increases if it resonates with consumers. McDonald’s Big Arch burger is headed to US menus in early March — here’s what to know
• Positive Sentiment: Company commentary and coverage highlight McDonald’s expanding focus on larger, premium sandwiches and upsell items — a menu trend that supports higher average checks and margin expansion. McDonald’s goes big on a growing menu trend
• Positive Sentiment: Erste Group upgraded MCD to Buy and expects stronger sales growth for 2026 (included in lists of low-volatility dividend stocks), giving investors a catalyst and fresh conviction around earnings upside. Erste Group Sees McDonald’s (MCD) Benefiting from Strong Financial Profile
• Neutral Sentiment: Operational tweak: McDonald’s updated its cash-rounding rules as pennies disappear — a small checkout/transaction change that could slightly simplify cash handling but has limited earnings impact. McDonald’s updates its cash rules as pennies vanish – how this might change your checkout routine
• Neutral Sentiment: Feature story on packaging evolution — useful for brand/ESG narrative but unlikely to move near-term fundamentals. How McDonald’s packaging has changed over the decades
• Negative Sentiment: Broader market weakness (Dow down, software weakness) could apply short-term downward pressure on MCD despite company-specific positives if risk-off sentiment deepens. Stock Market Today: Dow Dives, Cybersecurity Plays Hit As Software Sinks; Gold Stocks Shine (Live Coverage)

Analysts Set New Price Targets

A number of research firms recently weighed in on MCD. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $340.00 price target on shares of McDonald’s in a report on Thursday, February 12th. Guggenheim decreased their target price on McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Mizuho raised their target price on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. KeyCorp lifted their price target on McDonald’s from $335.00 to $340.00 and gave the company an “overweight” rating in a report on Friday, January 9th. Finally, Piper Sandler upped their price target on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, McDonald’s currently has an average rating of “Hold” and an average target price of $337.04.

McDonald’s Stock Up 1.6%

MCD stock opened at $334.55 on Tuesday. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $335.67. The company has a market cap of $238.25 billion, a P/E ratio of 28.00, a PEG ratio of 2.92 and a beta of 0.52. The business has a fifty day moving average of $314.97 and a 200-day moving average of $309.41.

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

McDonald’s Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s payout ratio is 62.26%.

Insider Buying and Selling at McDonald’s

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $2,005,760. The trade was a 28.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction on Thursday, February 12th. The shares were 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 directly owned 6,200 shares in the company, valued at approximately $2,052,200. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,550 shares of company stock valued at $23,484,957 over the last 90 days. Company insiders own 0.25% of the company’s stock.

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.