Northwestern Mutual Wealth Management Co. cut its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 72.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 32,314 shares of the fast-food giant’s stock after selling 83,363 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in McDonald’s were worth $9,876,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in McDonald’s by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock worth $22,112,675,000 after purchasing an additional 703,458 shares in the last quarter. State Street Corp raised its holdings in McDonald’s by 0.6% in the third quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after purchasing an additional 196,505 shares in the last quarter. Legal & General Group Plc raised its holdings in McDonald’s by 6.4% in the third quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant’s stock worth $1,445,899,000 after purchasing an additional 286,284 shares in the last quarter. Ameriprise Financial Inc. raised its holdings in McDonald’s by 0.5% in the third quarter. Ameriprise Financial Inc. now owns 4,422,014 shares of the fast-food giant’s stock worth $1,343,501,000 after purchasing an additional 21,168 shares in the last quarter. Finally, Franklin Resources Inc. grew its stake in shares of McDonald’s by 36.6% during the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock worth $1,336,155,000 after acquiring an additional 1,179,244 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors.
Insider Buying and Selling
In related news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the sale, the executive vice president owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Joseph M. Erlinger sold 333 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $302.72, for a total value of $100,805.76. Following the completion of the sale, the insider owned 8,067 shares in the company, valued at approximately $2,442,042.24. This represents a 3.96% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 12,119 shares of company stock worth $3,945,973. 0.26% of the stock is owned by insiders.
Analyst Upgrades and Downgrades
View Our Latest Analysis on MCD
Trending Headlines about McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s confirmed a quarterly dividend of $1.86 per share, reinforcing its appeal as a dependable income stock and signaling continued cash generation for shareholders. McDonald’s Rewards Shareholders Again
- Positive Sentiment: Several reports highlighted new menu and beverage initiatives, plus AI-driven and futuristic drive-thru upgrades, suggesting McDonald’s is trying to improve the customer experience and drive more sales through product innovation. McDonalds Is Transforming the Fast-Food Experience in 2026 With AI, Futuristic Drive-Thrus, and Trendy New Drinks
- Positive Sentiment: Analysts are said to be resetting growth and valuation assumptions, which can keep the stock in focus if investors see McDonald’s as a defensive brand with improving execution. Why The McDonald’s (MCD) Investment Story Is Shifting As Analysts Reset Growth And Valuation
- Neutral Sentiment: McDonald’s plans to open a restaurant in historic Castlemaine and other brand-related media coverage appear more like awareness/marketing stories than major financial catalysts. McDonald’s confirms plan for restaurant in historic Castlemaine
- Neutral Sentiment: McDonald’s board change at Constellation Brands is not a direct operational update for MCD, though it does keep the company’s leadership team visible in the market. Constellation Brands Announces Election of Morgan Flatley as New Independent Board Director
- Negative Sentiment: Recent valuation commentary noted weaker share-price performance over the past month and quarter, suggesting investors remain cautious despite McDonald’s defensive profile and dividend support. Assessing McDonald’s (MCD) Valuation After Recent Share Price Weakness And Mixed Return Patterns
McDonald’s Stock Performance
Shares of MCD stock opened at $284.03 on Friday. The stock’s 50-day simple moving average is $300.56 and its 200-day simple moving average is $309.44. The firm has a market capitalization of $201.81 billion, a price-to-earnings ratio of 23.42, a PEG ratio of 2.79 and a beta of 0.43. McDonald’s Corporation has a fifty-two week low of $271.98 and a fifty-two week high of $341.75.
McDonald’s (NYSE:MCD – Get Free Report) last issued its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.McDonald’s’s revenue for the quarter was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.67 earnings per share. As a group, equities analysts forecast that McDonald’s Corporation will post 12.94 earnings per share for the current year.
McDonald’s Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be given a $1.86 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a yield of 2.6%. McDonald’s’s dividend payout ratio is currently 61.34%.
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.
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