Callahan Advisors LLC Buys 3,407 Shares of McDonald’s Corporation $MCD

Callahan Advisors LLC lifted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 5.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 61,366 shares of the fast-food giant’s stock after purchasing an additional 3,407 shares during the period. McDonald’s makes up about 1.5% of Callahan Advisors LLC’s investment portfolio, making the stock its 20th biggest position. Callahan Advisors LLC’s holdings in McDonald’s were worth $18,755,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. increased its holdings in shares of 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 valued at $22,112,675,000 after purchasing an additional 703,458 shares in the last quarter. State Street Corp increased its holdings in shares of 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 valued at $10,643,704,000 after purchasing an additional 196,505 shares in the last quarter. Legal & General Group Plc increased its holdings in shares of 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 valued at $1,445,899,000 after purchasing an additional 286,284 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in shares of 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 valued at $1,343,501,000 after purchasing an additional 21,168 shares in the last quarter. Finally, Franklin Resources Inc. increased its holdings in shares of McDonald’s by 36.6% in the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after purchasing an additional 1,179,244 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Activity at McDonald’s

In other McDonald’s news, 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 of the company’s stock, valued at approximately $2,442,042.24. This represents a 3.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the sale, the executive vice president directly owned 2,291 shares of the company’s stock, valued at $763,567.39. The trade was a 73.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 12,119 shares of company stock valued at $3,945,973 in the last ninety days. Insiders own 0.26% of the company’s stock.

McDonald’s Price Performance

MCD opened at $280.39 on Thursday. The company has a market cap of $199.22 billion, a price-to-earnings ratio of 23.12, a price-to-earnings-growth ratio of 2.79 and a beta of 0.43. The firm has a 50 day simple moving average of $301.43 and a 200 day simple moving average of $309.54. 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) last posted its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share 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 business had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. During the same period in the previous year, the firm posted $2.67 earnings per share. McDonald’s’s revenue for the quarter was up 9.4% compared to the same quarter last year. As a group, analysts expect that McDonald’s Corporation will post 12.94 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on MCD. Weiss Ratings lowered shares of McDonald’s from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, April 27th. Sanford C. Bernstein reissued a “market perform” rating and issued a $340.00 price target on shares of McDonald’s in a report on Thursday, February 12th. Truist Financial boosted their price target on shares of McDonald’s from $356.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Evercore set a $350.00 price target on shares of McDonald’s in a research note on Friday, May 8th. Finally, Jefferies Financial Group boosted their price target on shares of McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Seventeen analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $334.45.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s announced a quarterly cash dividend of $1.86 per share, payable June 16 to shareholders of record on June 2, underscoring strong cash generation and shareholder returns. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: McDonald’s U.S. comparable sales rose 3.9% in Q1 2026, helped by McValue and sub-$3 deals that are attracting cost-conscious customers. McDonald’s U.S. Comps Jump 3.9%: What’s Driving Momentum?
• Positive Sentiment: Recent menu initiatives, including new specialty drinks and promotional tie-ins, suggest McDonald’s is working to widen customer appeal and keep traffic flowing. McDonald’s teases collab with Devin Booker and Nike
• Neutral Sentiment: One article highlighted recent share-price weakness and mixed return patterns, with the stock down over the past month and quarter, but this was framed as a valuation review rather than new operational news. Assessing McDonald’s (MCD) Valuation After Recent Share Price Weakness And Mixed Return Patterns
• Negative Sentiment: Bloomberg reported McDonald’s will not meet some emissions goals due to an energy crunch, which could add ESG pressure and slightly weigh on sentiment. McDonald’s Won’t Meet Some Emissions Goals, Citing Energy Crunch

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.