IFP Advisors Inc Raises Stock Position in McDonald’s Corporation $MCD

IFP Advisors Inc lifted its position in McDonald’s Corporation (NYSE:MCD) by 33.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 30,051 shares of the fast-food giant’s stock after buying an additional 7,572 shares during the period. IFP Advisors Inc’s holdings in McDonald’s were worth $9,184,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Partners Group Holding AG acquired a new stake in McDonald’s in the 4th quarter worth approximately $1,063,000. Intrust Bank NA boosted its stake in McDonald’s by 2.0% in the 4th quarter. Intrust Bank NA now owns 9,017 shares of the fast-food giant’s stock worth $2,756,000 after purchasing an additional 181 shares in the last quarter. Banque Cantonale Vaudoise boosted its stake in McDonald’s by 12.4% in the 4th quarter. Banque Cantonale Vaudoise now owns 32,835 shares of the fast-food giant’s stock worth $10,034,000 after purchasing an additional 3,618 shares in the last quarter. Cullen Frost Bankers Inc. boosted its stake in McDonald’s by 0.4% in the 4th quarter. Cullen Frost Bankers Inc. now owns 97,293 shares of the fast-food giant’s stock worth $29,736,000 after purchasing an additional 376 shares in the last quarter. Finally, Jag Capital Management LLC boosted its stake in McDonald’s by 3.3% in the 4th quarter. Jag Capital Management LLC now owns 1,372 shares of the fast-food giant’s stock worth $419,000 after purchasing an additional 44 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts recently commented on the stock. Sanford C. Bernstein reiterated a “market perform” rating and issued a $340.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. JPMorgan Chase & Co. decreased their price objective on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research note on Monday, May 11th. Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a research note on Friday, February 13th. KeyCorp decreased their price objective on shares of McDonald’s from $345.00 to $330.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Finally, Barclays decreased their price objective on shares of McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, McDonald’s has a consensus rating of “Moderate Buy” and a consensus target price of $334.45.

Insider Transactions at McDonald’s

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the company’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 transaction, the executive vice president owned 2,291 shares of the company’s stock, valued at $763,567.39. This represents a 73.02% decrease in their ownership of the stock. The transaction 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 stock in a transaction dated 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 directly owned 8,400 shares in the company, valued at $2,578,800. This represents a 23.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 12,119 shares of company stock worth $3,945,973 in the last ninety days. 0.26% of the stock is currently owned by corporate insiders.

McDonald’s Stock Down 0.6%

McDonald’s stock opened at $280.68 on Wednesday. McDonald’s Corporation has a 52-week low of $271.98 and a 52-week high of $341.75. The firm has a market capitalization of $199.43 billion, a price-to-earnings ratio of 23.14, a PEG ratio of 2.81 and a beta of 0.43. The company has a fifty day simple moving average of $302.45 and a 200-day simple moving average of $309.69.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share 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%. The company’s revenue was up 9.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.67 EPS. On average, research analysts anticipate that McDonald’s Corporation will post 12.94 EPS for the current fiscal year.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s U.S. comparable sales rose 3.9% in Q1 2026, helped by McValue offers and sub-$3 deals that appear to be resonating with price-sensitive customers. Article title
• Positive Sentiment: McDonald’s is also leaning into brand-building and product news, including a teased collaboration with Devin Booker and Nike, plus a new drink lineup rollout, which could support traffic and keep the brand culturally relevant. Article title Article title
• Positive Sentiment: UBS said McDonald’s is well positioned for global market-share gains, reinforcing the bull case that the company can outperform peers even in a slower consumer backdrop. Article title
• Neutral Sentiment: Several lighter consumer and brand stories around McDonald’s, including menu trivia and customer reactions to products like the Filet-O-Fish, are mostly sentiment/engagement pieces and are unlikely to materially move the stock. Article title Article title
• Negative Sentiment: Bloomberg reported McDonald’s will miss some emissions goals due to an energy crunch, which adds ESG execution risk and could weigh on sentiment from sustainability-focused investors. Article title
• Negative Sentiment: Erste Group Bank lowered its FY2026 EPS forecast for McDonald’s, which may reinforce concerns that profit growth could be more constrained than hoped. Article title

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.