PFA Pension Forsikringsaktieselskab Invests $138.63 Million in McDonald’s Corporation $MCD

PFA Pension Forsikringsaktieselskab bought a new position in McDonald’s Corporation (NYSE:MCD) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 450,051 shares of the fast-food giant’s stock, valued at approximately $138,629,000.

Other hedge funds also recently bought and sold shares of the company. 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. Your Advocates Ltd. LLP purchased a new position in McDonald’s during the fourth quarter valued at approximately $27,000. Park Place Capital Corp grew its stake in McDonald’s by 95.7% during the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after acquiring an additional 45 shares in the last quarter. DecisionPoint Financial LLC grew its stake in McDonald’s by 1,616.7% during the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after acquiring an additional 97 shares in the last quarter. Finally, Painted Porch Advisors LLC grew its stake in McDonald’s by 735.7% during the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after acquiring an additional 103 shares in the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s rolled out an all‑purple “Grimace” menu and relaunched the viral Grimace milkshake — a pop‑culture promotion expected to drive short‑term foot traffic and social‑media buzz, which can lift same‑store sales and AUVs. McDonald’s unveils purple Grimace menu featuring viral milkshake comeback
• Positive Sentiment: McDonald’s is pushing a new lineup of six hand‑crafted drinks (boba, “dirty” sodas and themed accessories). Management’s beverage push targets a high‑margin category and supports the broader thesis that drinks can be a multi‑billion growth engine for the chain. McDonald’s drops 6 new drinks with unusual accessories
• Neutral Sentiment: Local expansion news — a new McDonald’s site planned in Rockford — signals steady franchise development but is unlikely to move the stock materially on its own. New McDonald’s to be built on W. Riverside in Rockford
• Negative Sentiment: A widely circulated idea of a $20 “unlimited fries” subscription was fact‑checked and found to be inaccurate — removing a potential recurring‑revenue catalyst investors may have hoped for. Fact check: Is McDonald’s launching $20 subscription with unlimited fries?
• Negative Sentiment: The Street reports McDonald’s is adjusting menu “protein hacks” as beef prices rise — higher commodity costs pose a margin risk even as the company seeks menu workarounds. McDonald’s reveals protein hacks as beef prices rise
• Negative Sentiment: Erste Group trimmed its FY2027 EPS estimate and downgraded MCD to a “Hold,” a mild analyst headwind that can weigh on sentiment. McDonald’s (NYSE:MCD) Cut to “Hold” at Erste Group Bank

Analysts Set New Price Targets

MCD has been the subject of several research analyst reports. Erste Group Bank lowered shares of McDonald’s from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. BTIG Research reiterated a “buy” rating and set a $370.00 target price on shares of McDonald’s in a research report on Tuesday. Weiss Ratings lowered shares of McDonald’s from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday. Piper Sandler lifted their target price on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. Finally, Guggenheim dropped their target price on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Sixteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $340.93.

McDonald’s Stock Performance

Shares of MCD opened at $286.83 on Friday. The firm has a market cap of $203.89 billion, a price-to-earnings ratio of 24.00, a PEG ratio of 2.72 and a beta of 0.43. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75. The firm has a 50 day moving average price of $314.29 and a 200-day moving average price of $311.73.

McDonald’s (NYSE:MCD) last posted 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. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. During the same period in the prior year, the business posted $2.83 EPS. The firm’s revenue was up 9.7% compared to the same quarter last year. As a group, equities research analysts predict that McDonald’s Corporation will post 13.2 earnings per share for the current year.

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s payout ratio is presently 62.26%.

Insider Activity at McDonald’s

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the business’s stock in a transaction 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 transaction, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. The trade was a 73.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $325.25, for a total transaction of $854,106.50. Following the transaction, the insider directly owned 5,398 shares in the company, valued at approximately $1,755,699.50. The trade was a 32.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 71,990 shares of company stock valued at $23,824,113 in the last 90 days. 0.26% of the stock is owned by company insiders.

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.