Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Stock Position in McDonald’s Corporation $MCD

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in McDonald’s Corporation (NYSE:MCD) by 59.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 301,720 shares of the fast-food giant’s stock after acquiring an additional 112,710 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in McDonald’s were worth $93,772,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Elevation Point Wealth Partners LLC grew its position in McDonald’s by 47.9% during the 1st quarter. Elevation Point Wealth Partners LLC now owns 29,714 shares of the fast-food giant’s stock worth $9,235,000 after acquiring an additional 9,617 shares during the last quarter. Sharp Wealth Advisory LLC purchased a new position in McDonald’s in the 1st quarter worth approximately $205,000. Platform Technology Partners lifted its position in McDonald’s by 10.0% in the first quarter. Platform Technology Partners now owns 10,006 shares of the fast-food giant’s stock valued at $3,110,000 after purchasing an additional 909 shares during the last quarter. Sound Income Strategies LLC lifted its position in McDonald’s by 0.6% in the first quarter. Sound Income Strategies LLC now owns 5,590 shares of the fast-food giant’s stock valued at $1,718,000 after purchasing an additional 35 shares during the last quarter. Finally, Jamison Private Wealth Management Inc. boosted its stake in shares of McDonald’s by 1.3% during the first quarter. Jamison Private Wealth Management Inc. now owns 35,896 shares of the fast-food giant’s stock valued at $11,156,000 after purchasing an additional 458 shares during the period. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction that occurred on 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 in the company, valued at $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the sale, the insider directly owned 7,734 shares in the company, valued at approximately $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 11,307 shares of company stock valued at $3,262,622 in the last three months. Corporate insiders own 0.26% of the company’s stock.

Analyst Upgrades and Downgrades

MCD has been the topic of several recent analyst reports. Morgan Stanley set a $331.00 target price on shares of McDonald’s in a report on Friday, May 8th. Evercore set a $350.00 price target on shares of McDonald’s in a report on Friday, May 8th. Wells Fargo & Company dropped their price target on shares of McDonald’s from $355.00 to $320.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Royal Bank Of Canada reissued a “sector perform” rating on shares of McDonald’s in a report on Tuesday, June 23rd. Finally, Cfra upgraded shares of McDonald’s to a “buy” rating in a research report on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $335.70.

McDonald’s Trading Up 4.1%

NYSE:MCD opened at $280.48 on Friday. The company has a 50-day moving average price of $280.65 and a 200-day moving average price of $303.38. The stock has a market cap of $199.28 billion, a price-to-earnings ratio of 23.12, a P/E/G ratio of 2.68 and a beta of 0.41. McDonald’s Corporation has a 12 month low of $264.53 and a 12 month high of $341.75.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The company 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 company earned $2.67 earnings per share. McDonald’s’s quarterly revenue was up 9.4% on a year-over-year basis. Equities analysts forecast that McDonald’s Corporation will post 12.93 EPS for the current fiscal year.

McDonald’s Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were issued a dividend of $1.86 per share. The ex-dividend date was Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. McDonald’s’s dividend payout ratio is 61.34%.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s is generating fresh consumer buzz with promotions and menu activity, including free fries for National Fry Day, a rumored new drink lineup, a July 14 BT21 Happy Meal tie-in, and the rollout of 10 new chicken menu items, which could support traffic and near-term sales. Article Title
• Positive Sentiment: McDonald’s also announced Bryan Brown, a former Raising Cane’s executive, as U.S. chief development officer, a move tied to the company’s NEXT strategy and restaurant redesign efforts that could support long-term unit growth and operational improvements. Article Title
• Positive Sentiment: Analyst and dividend-focused coverage remains supportive, with brokers still leaning “Buy” and commentary highlighting McDonald’s rising dividend as a signal of financial resilience for income investors. Article Title
• Neutral Sentiment: McDonald’s continued to attract attention as a defensive name in a strong but mixed market session, helping keep the stock in focus alongside broader Dow strength. Article Title
• Negative Sentiment: Some coverage continues to emphasize pressure on franchisees, weaker consumer foot traffic, and margin strain, suggesting investors are still weighing whether the turnaround strategy can offset operating headwinds. Article Title

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.