Tema Etfs LLC Buys New Holdings in McDonald’s Corporation $MCD

Tema Etfs LLC purchased a new position in McDonald’s Corporation (NYSE:MCD) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 13,459 shares of the fast-food giant’s stock, valued at approximately $4,090,000.

A number of other institutional investors have also added to or reduced their stakes in MCD. Evergreen Private Wealth LLC grew its stake in McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after acquiring an additional 52 shares in the last quarter. Decker Retirement Planning Inc. lifted its stake in McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after purchasing an additional 50 shares in the last quarter. Legacy Investment Solutions LLC bought a new position in shares of McDonald’s during the 2nd quarter valued at about $25,000. GFG Capital LLC purchased a new position in shares of McDonald’s during the second quarter valued at about $29,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of McDonald’s in the second quarter worth about $29,000. 70.29% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Cowen reissued a “hold” rating on shares of McDonald’s in a research note on Thursday. Robert W. Baird upped their price objective on McDonald’s from $322.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price for the company in a report on Tuesday, January 6th. Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a research report on Friday, October 31st. Finally, Barclays increased their price objective on shares of McDonald’s from $358.00 to $372.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Thirteen analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $328.88.

Insiders Place Their Bets

In other news, CFO Ian Frederick Borden sold 17,134 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the transaction, the chief financial officer owned 26,353 shares of the company’s stock, valued at approximately $8,169,430. This represents a 39.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Joseph M. Erlinger sold 3,195 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $305.82, for a total value of $977,094.90. Following the sale, the insider directly owned 6,088 shares of the company’s stock, valued at $1,861,832.16. This represents a 34.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 42,516 shares of company stock worth $13,036,090 over the last three months. 0.25% of the stock is currently owned by corporate insiders.

Key McDonald’s News

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

• Positive Sentiment: Barclays published a bullish forecast for MCD, signaling strong expected price appreciation and supporting upside vs. peers. Barclays Forecasts Strong Price Appreciation for McDonald’s (NYSE:MCD) Stock
• Positive Sentiment: Sanford C. Bernstein reaffirmed an overweight rating, suggesting confidence in growth/strategy that can support longer-term multiple expansion. Sanford C. Bernstein Overweight (coverage roundup)
• Neutral Sentiment: TD Cowen reiterated a “hold” with a $320 target — implies limited near-term catalyst but indicates room for modest upside from current levels. TD Cowen Hold Rating Reaffirmed
• Positive Sentiment: McDonald’s announced new and returning global menu items for 2026 — potential to boost customer traffic and average check if launches resonate. McDonald’s to Launch New and Returning Menu Items Worldwide in 2026
• Neutral Sentiment: Company says it’s changing its drive-thrus (operational update) — could improve throughput/experience but is execution-dependent. McDonald’s Is Changing Its Drive-Thrus
• Negative Sentiment: Multiple outlets report a new lawsuit alleging McDonald’s “deceived” customers about McRib ingredients — this raises near-term PR/legal risk and could pressure sales of a promoted product. McDonald’s is facing serious allegations about the McRib McDonald’s Faces Lawsuit Claiming It ‘Deceived’ Customers About the McRib
• Negative Sentiment: Unions have accused McDonald’s of repeated harassment of mostly teenage staff — intensifies labor/PR scrutiny that can lead to fines, protests, or higher labor costs if issues persist. Unions accuse McDonald’s of ‘repeated harassment’ against ‘mostly teenage’ staff
• Neutral Sentiment: Local openings (e.g., Biltmore grand opening) signal continued unit activity but have limited immediate impact on the stock. Biltmore McDonald’s celebrates grand opening

McDonald’s Stock Down 0.5%

Shares of MCD opened at $307.27 on Monday. The business has a fifty day moving average of $307.93 and a 200 day moving average of $305.01. The company has a market cap of $218.82 billion, a PE ratio of 26.22, a P/E/G ratio of 3.05 and a beta of 0.53. McDonald’s Corporation has a 52-week low of $276.53 and a 52-week high of $326.32.

McDonald’s (NYSE:MCD) last announced its earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share for the quarter, missing the consensus estimate of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The firm had revenue of $7.08 billion during the quarter, compared to analysts’ expectations of $7.10 billion. During the same period in the prior year, the company posted $3.23 EPS. The company’s revenue was up 3.0% compared to the same quarter last year. As a group, research analysts anticipate that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were given a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. This is a boost from McDonald’s’s previous quarterly dividend of $1.77. The ex-dividend date was Monday, December 1st. McDonald’s’s dividend payout ratio (DPR) is presently 63.48%.

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.