KBC Group NV Cuts Stock Position in McDonald’s Corporation $MCD

KBC Group NV decreased its stake in shares of McDonald’s Corporation (NYSE:MCD) by 1.7% in the first quarter, Holdings Channel reports. The institutional investor owned 141,489 shares of the fast-food giant’s stock after selling 2,416 shares during the quarter. KBC Group NV’s holdings in McDonald’s were worth $43,973,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the stock. Your Advocates Ltd. LLP bought a new position in shares of McDonald’s during the fourth quarter valued at $27,000. Park Place Capital Corp raised its position 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 worth $28,000 after purchasing an additional 45 shares during the last quarter. IFC & Insurance Marketing Inc. bought a new position in McDonald’s in the 4th quarter worth about $29,000. Abound Financial LLC bought a new position in McDonald’s in the 4th quarter worth about $30,000. Finally, Purpose Unlimited Inc. purchased a new stake in McDonald’s during the 4th quarter valued at about $31,000. 70.29% of the stock is owned by institutional investors.

Insider Buying and Selling at McDonald’s

In other news, insider Joseph M. Erlinger sold 5,252 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the transaction, the insider owned 7,734 shares in the company, valued at $2,198,930.88. This represents a 40.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm’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 completion of the transaction, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,681 shares of company stock worth $2,456,440 over the last three months. Insiders own 0.26% of the company’s stock.

Key McDonald’s News

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

• Positive Sentiment: One Seeking Alpha article argues that McDonald’s recent sell-off is creating an opportunity for investors, signaling that the stock may be undervalued after its decline. McDonald’s Sell-Off Is Your Opportunity
• Positive Sentiment: Another article upgraded McDonald’s to Buy, saying its consistency deserves a higher valuation and pointing to accelerating top- and bottom-line growth as signs of a potential turnaround. McDonald’s: Consistency Deserves A Better Multiple (Rating Upgrade)
• Positive Sentiment: A separate bullish note said the stock is attractive after compression in earnings multiples and highlighted recent catalysts that could improve the business outlook. McDonald’s: Consistency Deserves A Better Multiple (Rating Upgrade)
• Positive Sentiment: Coverage from Zacks focused on generally optimistic Wall Street analyst sentiment, which can support shares when investors expect favorable estimates or ratings. Is McDonald’s (MCD) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Several lifestyle and menu-focused stories highlighted product novelty, including a new Caesar sauce and a drink item resembling a Starbucks-style pink drink, but these appear more brand-interest driven than material near-term catalysts. Review: McDonald’s Caesar sauce is the tangy menu addition we didn’t know we needed
• Negative Sentiment: Some recent commentary remains cautious, with one piece saying McDonald’s stock “still not good enough,” reinforcing that not all investors are convinced the valuation or growth outlook has improved enough. McDonald’s: Still Not Good Enough
• Negative Sentiment: An article on MCD’s 2026 weakness noted the stock is down sharply this year and said investors are bracing for softer same-store sales ahead of the next earnings report, which can weigh on sentiment. McDonald’s (MCD) Stock Struggles Continue: What’s Behind the 2026 Decline?

Analyst Upgrades and Downgrades

Several research analysts have issued reports on MCD shares. TD Cowen reaffirmed a “hold” rating on shares of McDonald’s in a report on Friday, June 12th. KeyCorp reiterated an “overweight” rating on shares of McDonald’s in a report on Wednesday, July 15th. BTIG Research reissued a “buy” rating and set a $370.00 price target on shares of McDonald’s in a research report on Thursday, May 7th. Royal Bank Of Canada restated a “sector perform” rating on shares of McDonald’s in a report on Tuesday, June 23rd. Finally, Evercore set a $350.00 price objective on McDonald’s in a research report on Friday, May 8th. Fifteen investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $336.32.

McDonald’s Stock Down 0.1%

Shares of NYSE MCD opened at $267.50 on Tuesday. The firm’s 50-day moving average price is $276.94 and its 200-day moving average price is $299.99. The company has a market cap of $190.06 billion, a PE ratio of 22.05, a PEG ratio of 2.78 and a beta of 0.41. McDonald’s Corporation has a 52-week low of $264.09 and a 52-week 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 EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $6.52 billion during the quarter, compared to analyst estimates of $6.47 billion. During the same period 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, equities research analysts anticipate that McDonald’s Corporation will post 12.86 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were given a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Tuesday, June 2nd. McDonald’s’s payout ratio is 61.34%.

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.