Eurizon Capital SGR S.p.A. Buys Shares of 425,671 McDonald’s Corporation $MCD

Eurizon Capital SGR S.p.A. purchased a new position in shares of McDonald’s Corporation (NYSE:MCD) during the fourth quarter, Holdings Channel.com reports. The firm purchased 425,671 shares of the fast-food giant’s stock, valued at approximately $130,235,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of MCD. Vanguard Group Inc. raised its position in 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 valued at $22,112,675,000 after buying an additional 703,458 shares during the last quarter. State Street Corp increased its position in shares of McDonald’s by 0.6% during the 3rd quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock valued at $10,643,704,000 after purchasing an additional 196,505 shares during the last quarter. Geode Capital Management LLC increased its position in shares of McDonald’s by 0.4% during the 4th quarter. Geode Capital Management LLC now owns 17,038,519 shares of the fast-food giant’s stock valued at $5,195,965,000 after purchasing an additional 76,090 shares during the last quarter. Legal & General Group Plc increased its position in shares of McDonald’s by 6.4% during the 3rd quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant’s stock valued at $1,445,899,000 after purchasing an additional 286,284 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its position in shares of McDonald’s by 0.5% during the 3rd quarter. Ameriprise Financial Inc. now owns 4,422,014 shares of the fast-food giant’s stock valued at $1,343,501,000 after purchasing an additional 21,168 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s recent quarterly results beat expectations, with EPS and revenue both topping estimates and sales rising year over year, reinforcing the view that the company’s core business remains resilient.
• Positive Sentiment: Analysts remain generally optimistic, with several firms keeping buy or overweight ratings and a consensus price target above the current trading range, which may help support sentiment.
• Positive Sentiment: The company is teasing new marketing tie-ins such as a 2026 FIFA World Cup Happy Meal featuring Squishmallows, a move that could lift traffic and keep the brand top of mind with families and younger consumers. Article Title
• Positive Sentiment: McDonald’s continues to attract investor interest, with multiple articles noting the stock is widely watched and that analysts are still fairly upbeat about its future prospects. Article Title
• Neutral Sentiment: An insider sale by Joseph Erlinger was disclosed, but the transaction was small relative to his remaining holdings and does not appear to signal a major change in outlook. Article Title
• Neutral Sentiment: Several non-fundamental articles, including brand history and vintage-photo features, may boost visibility but are unlikely to materially affect earnings or valuation.
• Negative Sentiment: One recent article highlighted that McDonald’s has underperformed the broader consumer discretionary group over the past year, which may remind investors that the shares still face valuation and performance challenges. Article Title

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on MCD shares. KeyCorp decreased their target price on McDonald’s from $345.00 to $330.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Robert W. Baird set a $305.00 price objective on McDonald’s in a report on Thursday, May 7th. Morgan Stanley set a $331.00 price objective on McDonald’s in a report on Friday, May 8th. Argus raised McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a report on Friday, February 13th. Finally, Citigroup lifted their price objective on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Seventeen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $334.45.

Insider Buying and Selling

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $307.00, for a total value of $806,182.00. Following the completion of the transaction, the insider owned 8,400 shares in the company, valued at $2,578,800. This trade represents a 23.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 5,918 shares of company stock valued at $1,862,485. 0.26% of the stock is owned by company insiders.

McDonald’s Stock Up 0.5%

Shares of NYSE MCD opened at $279.42 on Friday. McDonald’s Corporation has a 52 week low of $271.98 and a 52 week high of $341.75. The business has a 50-day simple moving average of $295.34 and a two-hundred day simple moving average of $308.57. The company has a market cap of $198.53 billion, a P/E ratio of 23.04, a P/E/G ratio of 2.77 and a beta of 0.43.

McDonald’s (NYSE:MCD) last issued its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter last year, the company earned $2.67 EPS. The firm’s revenue was up 9.4% compared to the same quarter last year. Equities research analysts anticipate that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Dividend Announcement

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 paid a $1.86 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a yield of 2.7%. McDonald’s’s dividend payout ratio (DPR) is currently 61.34%.

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.