McDonald’s Corporation $MCD Position Cut by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH trimmed its stake in McDonald’s Corporation (NYSE:MCD) by 4.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 808,539 shares of the fast-food giant’s stock after selling 39,971 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in McDonald’s were worth $247,133,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently added to or reduced their stakes in MCD. Evergreen Private Wealth LLC lifted its stake in McDonald’s by 162.5% in the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after buying an additional 52 shares during the last quarter. Park Place Capital Corp lifted its stake in McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after buying an additional 45 shares during the last quarter. Painted Porch Advisors LLC lifted its stake in McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after buying an additional 103 shares during the last quarter. Davis Capital Management bought a new stake in McDonald’s in the third quarter valued at $37,000. Finally, Saranac Partners Ltd bought a new stake in McDonald’s in the third quarter valued at $37,000. 70.29% of the stock is currently owned by institutional investors.

More McDonald’s News

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

• Positive Sentiment: McDonald’s is launching a refreshed value menu with $3 and sub-$3 items intended to drive traffic and frequency; Wall Street commentary (UBS/MarketWatch) says the move reinforces McDonald’s value advantage and could boost transactions. Read More.
• Positive Sentiment: Multiple outlets detail what’s on the expanded value lineup, which should support low-end traffic and share gains if it converts light spenders. Read More.
• Neutral Sentiment: KeyBanc trimmed its price target to $345 but kept an Overweight rating, signaling confidence in the long-term thesis while acknowledging 2026 volatility. Read More.
• Neutral Sentiment: Analyst consensus remains around a “Hold/Average” stance heading into earnings; investors will watch same-store-sales, margin commentary and promotion cadence. Read More.
• Neutral Sentiment: Pre-earnings guides and previews are circulating—expect single-digit EPS growth forecasts and heavy analyst focus on promotions vs. margin trade-offs. Read More.
• Negative Sentiment: KeyCorp and other outlets have lowered short-term expectations for MCD, flagging a more volatile 2026 outlook that pressures the stock. Read More.
• Negative Sentiment: Jefferies trimmed sales and same-store sales forecasts amid signs of softer March demand, warning Q1 profit may come in slightly below estimates—creates downside risk to guidance and consensus. Read More.
• Negative Sentiment: Coverage (Barron’s, Yahoo) highlights the risk of diminishing returns from heavy promotions: value can drive traffic but may compress margins if sustained. Read More.
• Negative Sentiment: Macro warnings (Goldman Sachs) about near-term consumer weakness add to caution that promotions may be necessary but costly. Read More.

Analyst Ratings Changes

A number of brokerages have recently commented on MCD. JPMorgan Chase & Co. raised their price target on McDonald’s from $305.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Jefferies Financial Group raised their price target on McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Royal Bank Of Canada raised their price target on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a report on Thursday, February 12th. Argus raised McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a report on Friday, February 13th. Finally, Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target on the stock in a report on Tuesday, January 6th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $339.34.

Insider Transactions at McDonald’s

In related news, CMO Edith Morgan Flatley sold 4,692 shares of McDonald’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the transaction, the chief marketing officer directly owned 6,200 shares of the company’s stock, valued at $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of McDonald’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.35, for a total value of $8,706,883.95. Following the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 71,657 shares of company stock valued at $23,723,307 in the last three months. 0.26% of the stock is currently owned by insiders.

McDonald’s Stock Performance

Shares of MCD opened at $301.55 on Wednesday. The firm has a market capitalization of $214.35 billion, a price-to-earnings ratio of 25.23, a price-to-earnings-growth ratio of 2.77 and a beta of 0.53. McDonald’s Corporation has a one year low of $283.47 and a one year high of $341.75. The stock’s fifty day moving average is $318.75 and its 200-day moving average is $311.95.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. The company had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The company’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period last year, the company earned $2.83 earnings per share. Analysts forecast that McDonald’s Corporation will post 13.22 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were issued a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s payout ratio is presently 62.26%.

About McDonald’s

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.