Westfield Capital Management Co. LP Takes $5.43 Million Position in McDonald’s Corporation $MCD

Westfield Capital Management Co. LP acquired a new stake in McDonald’s Corporation (NYSE:MCD) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 17,757 shares of the fast-food giant’s stock, valued at approximately $5,427,000.

Other large investors also recently made changes to their positions in the company. Your Advocates Ltd. LLP acquired a new stake in shares of McDonald’s in the 4th quarter valued at approximately $27,000. Park Place Capital Corp boosted its holdings in shares of McDonald’s by 95.7% in the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after buying an additional 45 shares during the last quarter. DecisionPoint Financial LLC boosted its holdings in shares of McDonald’s by 1,616.7% in the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after buying an additional 97 shares during the last quarter. Entrust Financial LLC acquired a new stake in shares of McDonald’s in the 4th quarter valued at approximately $31,000. Finally, Painted Porch Advisors LLC boosted its holdings in shares of McDonald’s by 735.7% in the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after buying an additional 103 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s launched a high-profile FIFA World Cup 2026 campaign with collectible cups, toys, and themed meals, which could lift same-store sales and create a short-term traffic boost. McDonald’s launches global FIFA World Cup 2026 campaign with collectible cups, Squishmallows
• Positive Sentiment: The company’s “McDonald’s > NEXT” menu and experience overhaul signals management is actively addressing consumer value concerns and trying to improve food quality, which investors may view as supportive for longer-term demand. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Positive Sentiment: Multiple reports say the World Cup promotion is designed as McDonald’s biggest global campaign in years, potentially strengthening brand relevance with younger consumers and families. McDonald’s Is Launching Its Biggest-Ever Global Campaign. The Secret Weapon Is a Paper Cup.
• Neutral Sentiment: Media coverage highlighting McDonald’s appeal to Gen Z and its collectible marketing strategy may support brand momentum, but it is not yet a direct financial catalyst. Gen Z Trends Make These 3 Stocks Worth Watching (MCD)
• Neutral Sentiment: Some articles noted that McDonald’s shares have lagged this year, which frames the new campaign as a potential turnaround effort rather than proof of immediate earnings acceleration. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Negative Sentiment: One consumer-focused report said only 40% of customers view McDonald’s as a good value, underscoring the affordability and perception challenges the company is trying to fix. Only 40% of customers think McDonald’s is a good value

Insider Transactions at McDonald’s

In other news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Joseph M. Erlinger sold 333 shares of McDonald’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $280.11, for a total value of $93,276.63. Following the sale, the insider directly owned 7,734 shares in the company, valued at $2,166,370.74. The trade was a 4.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 8,681 shares of company stock worth $2,631,594 over the last three months. Insiders own 0.26% of the company’s stock.

Analyst Upgrades and Downgrades

MCD has been the subject of a number of research reports. Tigress Financial lifted their target price on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a report on Friday, March 6th. TD Cowen dropped their target price on McDonald’s from $330.00 to $300.00 and set a “hold” rating for the company in a report on Thursday, May 7th. Robert W. Baird set a $305.00 price target on McDonald’s in a research report on Thursday, May 7th. JPMorgan Chase & Co. decreased their price target on McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a research report on Monday, May 11th. Finally, KeyCorp decreased their price target on McDonald’s from $345.00 to $330.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Sixteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, McDonald’s currently has a consensus rating of “Moderate Buy” and a consensus target price of $336.26.

McDonald’s Stock Up 2.6%

McDonald’s stock opened at $279.73 on Friday. McDonald’s Corporation has a 12-month low of $271.85 and a 12-month high of $341.75. The business’s 50-day moving average price is $291.97 and its two-hundred day moving average price is $307.54. The stock has a market cap of $198.75 billion, a PE ratio of 23.06, a P/E/G ratio of 2.72 and a beta of 0.41.

McDonald’s (NYSE:MCD) last released its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The firm had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. During the same quarter in the previous year, the business posted $2.67 earnings per share. The business’s revenue for the quarter was up 9.4% on a year-over-year basis. As a group, analysts expect that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd 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 2.7%. The ex-dividend date of this dividend is Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is presently 61.34%.

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.