McDonald’s Corporation $MCD Shares Sold by Fiera Capital Corp

Fiera Capital Corp reduced its stake in McDonald’s Corporation (NYSE:MCD) by 5.8% in the fourth quarter, HoldingsChannel reports. The fund owned 107,761 shares of the fast-food giant’s stock after selling 6,593 shares during the quarter. Fiera Capital Corp’s holdings in McDonald’s were worth $32,935,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in shares of McDonald’s by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock worth $22,112,675,000 after acquiring an additional 703,458 shares during the period. State Street Corp lifted its stake in shares of McDonald’s by 0.6% in the 3rd quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after acquiring an additional 196,505 shares during the period. Geode Capital Management LLC lifted its stake in shares of McDonald’s by 0.4% in the 4th quarter. Geode Capital Management LLC now owns 17,038,519 shares of the fast-food giant’s stock worth $5,195,965,000 after acquiring an additional 76,090 shares during the period. Norges Bank acquired a new stake in shares of McDonald’s in the 4th quarter worth approximately $2,890,438,000. Finally, Bank of New York Mellon Corp lifted its stake in shares of McDonald’s by 0.8% in the 4th quarter. Bank of New York Mellon Corp now owns 5,283,655 shares of the fast-food giant’s stock worth $1,614,843,000 after acquiring an additional 40,506 shares during the period. 70.29% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other McDonald’s news, insider Joseph M. Erlinger sold 333 shares of the stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $280.11, for a total value of $93,276.63. Following the completion of the sale, the insider owned 7,734 shares in the company, valued at $2,166,370.74. This represents a 4.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the 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 sale, the executive vice president owned 6,268 shares of the company’s stock, 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. In the last quarter, insiders sold 6,055 shares of company stock valued at $1,769,373. Insiders own 0.26% of the company’s stock.

McDonald’s Trading Down 0.8%

Shares of MCD stock opened at $277.58 on Tuesday. McDonald’s Corporation has a 1-year low of $271.85 and a 1-year high of $341.75. The company has a market capitalization of $197.22 billion, a price-to-earnings ratio of 22.88, a P/E/G ratio of 2.79 and a beta of 0.41. The stock’s fifty day simple moving average is $291.34 and its 200-day simple moving average is $307.36.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share 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 business had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter in the previous year, the company posted $2.67 earnings per share. McDonald’s’s revenue for the quarter was up 9.4% compared to the same quarter last year. On average, sell-side analysts predict that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders 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 2.7%. McDonald’s’s dividend payout ratio is presently 61.34%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on MCD shares. JPMorgan Chase & Co. reduced their price target on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research note on Monday, May 11th. Robert W. Baird set a $305.00 target price on shares of McDonald’s in a research note on Thursday, May 7th. TD Cowen cut their target price on shares of McDonald’s from $330.00 to $300.00 and set a “hold” rating for the company in a research note on Thursday, May 7th. Tigress Financial increased their target price on shares of McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Finally, Morgan Stanley set a $331.00 target price on shares of McDonald’s in a research note on Friday, May 8th. Sixteen equities research 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. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $336.26.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is testing AI-powered drive-thru ordering, and early reports say the Google-based system is already reaching about 90% accuracy. That could support faster service, lower labor costs, and better margins if it scales successfully. McDonald’s Google AI Drive-Thru Ordering Hits 90% Accuracy
• Positive Sentiment: Analysts and market commentary continue to point to McDonald’s as a potential long-term winner, with one note highlighting upside tied to its recent growth strategy and another citing beverage innovation—new McCafé and energy drinks—as a way to boost traffic and ticket size in 2026. Can Beverage Innovation Fuel the Next Leg of Growth for MCD Stock?
• Positive Sentiment: McDonald’s is also promoting limited-time offerings tied to the 2026 FIFA World Cup, which could help drive short-term customer traffic and sales. McDonald’s Celebrates 2026 FIFA World Cup With Limited-Time Meals
• Neutral Sentiment: Several articles are focused on McDonald’s broader brand and menu appeal, including long-running popular orders and comparisons with competitors, but these are unlikely to materially move the stock on their own. McDonald’s And Burger King Use The Same Potatoes For Fries — But One Chain Still Dominates
• Neutral Sentiment: News about a restaurant worker injury in Yuba City appears operationally isolated and does not yet suggest a companywide financial impact, though it may add some reputational noise. McDonald’s Employee in ICU After Coworker Allegedly Throws Hot Oil in Yuba City Attack
• Negative Sentiment: Some coverage questions whether customers actually want AI ordering, and those concerns could temper enthusiasm around the technology rollout if service quality or customer satisfaction suffers. McDonald’s is testing AI ordering at drive-thrus — but customers don’t want it
• Negative Sentiment: Another article says McDonald’s is officially replacing drive-thru workers with AI, which could raise labor and execution concerns, even if it supports efficiency over time. McDonalds Orders People Over 55 Still Swear By After Decades

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.