Capstone Capital Management Ltd Makes New $1.13 Million Investment in McDonald’s Corporation $MCD

Capstone Capital Management Ltd bought a new position in shares of McDonald’s Corporation (NYSE:MCD) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 3,700 shares of the fast-food giant’s stock, valued at approximately $1,131,000. McDonald’s accounts for about 1.1% of Capstone Capital Management Ltd’s investment portfolio, making the stock its 17th largest position.

Other institutional investors also recently bought and sold shares of the company. Your Advocates Ltd. LLP acquired a new stake in McDonald’s in the 4th quarter valued at about $27,000. Park Place Capital Corp raised its position in shares of 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. DecisionPoint Financial LLC lifted its stake in shares of 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 buying an additional 97 shares during the period. Entrust Financial LLC purchased a new position in shares of McDonald’s during the fourth quarter valued at approximately $31,000. Finally, Painted Porch Advisors LLC lifted its stake in shares of 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 buying an additional 103 shares during the period. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. BTIG Research reaffirmed a “buy” rating and set a $370.00 price target on shares of McDonald’s in a research report on Thursday, May 7th. Tigress Financial raised their price target on shares of McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a report on Friday, March 6th. Jefferies Financial Group raised their price target on shares of McDonald’s from $360.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. reduced their price objective on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating on the stock in a research note on Monday, May 11th. Finally, Truist Financial increased their price objective on shares of McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $334.45.

More McDonald’s News

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

• Positive Sentiment: UBS said McDonald’s is well positioned for global market-share gains, reinforcing the view that the company’s scale, brand power, and international footprint can help it outperform rivals. McDonald’s Seen Well-Positioned for Global Market-Share Gains, UBS Says
• Positive Sentiment: McDonald’s continues to highlight value and menu innovation, including Extra Value Meals and a new under-$3 menu, which analysts viewed as helping the chain regain share among budget-conscious customers. 5 Insightful Analyst Questions From McDonald’s’s Q1 Earnings Call
• Positive Sentiment: McDonald’s brand-building efforts, including a Nike co-branded sneaker launch and localized menu marketing such as the Spam McMuffin in Hawaii, underscore the company’s cultural relevance and ability to drive engagement. McDonald’s Tests Brand Power With Nike Tie In And Spam McMuffin
• Neutral Sentiment: Jefferies updated its list of highest-conviction buy-rated stocks, which may include McDonald’s, but the article does not provide enough detail here to assess a direct stock impact. Jefferies updates its list of highest-conviction Buy-rated stocks
• Negative Sentiment: Erste Group Bank lowered its FY2026 EPS forecast for McDonald’s, suggesting analysts see some pressure on earnings expectations. McDonald’s FY2026 EPS Forecast Lowered by Erste Group Bank
• Negative Sentiment: Some recent commentary also highlighted softer consumer spending and reduced dining-out frequency, which can weigh on traffic and same-store sales for McDonald’s. Is McDonald’s an Undervalued Dividend Stock to Buy?

McDonald’s Stock Up 2.2%

MCD stock opened at $282.34 on Tuesday. McDonald’s Corporation has a fifty-two week low of $271.98 and a fifty-two week high of $341.75. The firm’s 50-day simple moving average is $303.40 and its 200 day simple moving average is $309.85. The stock has a market cap of $200.61 billion, a PE ratio of 23.28, a price-to-earnings-growth ratio of 2.75 and a beta of 0.43.

McDonald’s (NYSE:MCD) last released its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating the consensus estimate of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. McDonald’s’s quarterly revenue was up 9.4% on a year-over-year basis. During the same quarter last year, the company earned $2.67 EPS. Equities analysts forecast that McDonald’s Corporation will post 12.94 EPS for the current fiscal year.

Insider Activity at McDonald’s

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the transaction, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $307.00, for a total transaction of $806,182.00. Following the sale, the insider owned 8,400 shares of the company’s stock, valued at approximately $2,578,800. This represents a 23.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,119 shares of company stock worth $3,945,973 in the last ninety days. Corporate insiders own 0.26% of the company’s stock.

McDonald’s 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.