Nissay Asset Management Corp Japan Acquires 3,565 Shares of McDonald’s Corporation $MCD

Nissay Asset Management Corp Japan raised its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 3.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 95,029 shares of the fast-food giant’s stock after purchasing an additional 3,565 shares during the quarter. Nissay Asset Management Corp Japan’s holdings in McDonald’s were worth $25,687,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MCD. Chapin Davis Inc. increased its holdings in shares of McDonald’s by 2.5% in the second quarter. Chapin Davis Inc. now owns 2,411 shares of the fast-food giant’s stock valued at $652,000 after purchasing an additional 59 shares during the last quarter. Navellier & Associates Inc. lifted its stake in shares of McDonald’s by 21.7% during the 2nd quarter. Navellier & Associates Inc. now owns 5,585 shares of the fast-food giant’s stock worth $1,510,000 after buying an additional 995 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt acquired a new stake in shares of McDonald’s during the 2nd quarter worth about $919,000. Old North State Trust LLC bought a new stake in shares of McDonald’s during the 2nd quarter worth about $663,000. Finally, Public Employees Retirement System of Ohio bought a new stake in shares of McDonald’s during the 2nd quarter worth about $72,686,000. 70.29% of the stock is owned by institutional investors.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Investors purchased 34,703 MCD call options, approximately 34% above typical volume. The activity may indicate increased bullish speculation, though options flow alone does not confirm a sustained rally.
• Positive Sentiment: McDonald’s benefited from a modest rebound in burger stocks as traders considered whether elevated short interest could contribute to a short squeeze. Wendy’s Climbs 4%, McDonald’s Ticks Up: Is Short Interest Setting Up a Squeeze in the Burger Trade?
• Positive Sentiment: The company is bringing back Spicy McNuggets on September 1 after a two-year absence, alongside other limited-time menu items and seasonal coffee promotions. These launches could support traffic and customer engagement, although their financial impact is likely modest. McDonald’s to Bring Back Spicy McNuggets
• Positive Sentiment: A consumer survey again ranked McDonald’s fries ahead of major competitors, reinforcing the brand’s strong customer recognition. A Hello Kitty and Godzilla Happy Meal promotion may provide additional promotional appeal.
• Neutral Sentiment: Analyst comparisons with Domino’s highlight McDonald’s global expansion, digital initiatives and customer-engagement efforts, but do not represent a new company-specific catalyst. McDonald’s vs. Domino’s: Which Stock Has Better Growth Prospects?
• Neutral Sentiment: Reports about a fake McDonald’s support bot promising free premium AI tools appear to be a scam warning rather than an operating or earnings development.
• Negative Sentiment: Argus lowered its McDonald’s price target to $310, signaling more limited near-term upside despite the target remaining above the current market level. Argus Lowers McDonald’s Price Target
• Negative Sentiment: McDonald’s slipped with other burger stocks after takeover speculation surrounding Wendy’s faded, removing a sector-wide catalyst. Separately, commentary pointing to weakening consumer conditions raises concerns about pressure on traffic and value-focused spending, though the claim is not a formal company forecast.

McDonald’s Stock Performance

NYSE:MCD opened at $265.05 on Friday. The stock has a fifty day moving average price of $270.67 and a 200-day moving average price of $291.72. The company has a market cap of $187.56 billion, a price-to-earnings ratio of 21.53, a PEG ratio of 2.91 and a beta of 0.41. McDonald’s Corporation has a fifty-two week low of $259.85 and a fifty-two week high of $341.75.

McDonald’s (NYSE:MCD) last released its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.32 by $0.06. The company had revenue of $7.10 billion for the quarter, compared to analyst estimates of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%.McDonald’s’s quarterly revenue was up 3.7% on a year-over-year basis. During the same period in the prior year, the firm posted $3.19 EPS. Research analysts predict that McDonald’s Corporation will post 12.87 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be given a $1.86 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $7.44 annualized dividend and a dividend yield of 2.8%. McDonald’s’s payout ratio is presently 60.44%.

Insider Activity at McDonald’s

In other news, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the completion of the sale, the insider owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on MCD. Argus decreased their price target on shares of McDonald’s from $320.00 to $310.00 and set a “buy” rating on the stock in a research note on Wednesday. Piper Sandler set a $286.00 price objective on shares of McDonald’s in a research report on Tuesday, August 4th. Wells Fargo & Company decreased their target price on McDonald’s from $320.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, July 16th. Robert W. Baird upgraded McDonald’s to a “hold” rating in a research note on Monday, August 24th. Finally, UBS Group set a $305.00 price target on McDonald’s in a report on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $322.96.

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.