Fideuram Intesa Sanpaolo Private Banking S.P.A. Makes New $1.12 Million Investment in McDonald’s Corporation $MCD

Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of McDonald’s Corporation (NYSE:MCD) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,655 shares of the fast-food giant’s stock, valued at approximately $1,117,000.

Other large investors have also bought and sold shares of the company. Brighton Jones LLC increased its position in McDonald’s by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after purchasing an additional 1,649 shares during the period. Revolve Wealth Partners LLC raised its position in shares of McDonald’s by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after acquiring an additional 52 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in shares of McDonald’s by 11.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after purchasing an additional 206 shares during the period. United Bank boosted its position in shares of McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after purchasing an additional 459 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of McDonald’s by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock valued at $3,780,000 after purchasing an additional 312 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other McDonald’s news, insider Joseph M. Erlinger sold 333 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $302.72, for a total transaction of $100,805.76. Following the completion of the sale, the insider directly owned 8,067 shares in the company, valued at $2,442,042.24. The trade was a 3.96% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 transaction of $2,066,731.29. Following the sale, the executive vice president directly owned 2,291 shares of the company’s stock, valued at $763,567.39. The trade was a 73.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 12,119 shares of company stock valued at $3,945,973. 0.26% of the stock is owned by company insiders.

Analyst Ratings Changes

MCD has been the subject of several recent research reports. BTIG Research reissued a “buy” rating and set a $370.00 price objective on shares of McDonald’s in a research report on Thursday, May 7th. Piper Sandler boosted their price objective on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. Barclays decreased their target price 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. Tigress Financial increased their target price on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Finally, Mizuho lifted their target price on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $334.45.

McDonald’s Stock Performance

MCD opened at $284.03 on Friday. The company’s 50-day simple moving average is $300.56 and its two-hundred day simple moving average is $309.44. The stock has a market capitalization of $201.81 billion, a P/E ratio of 23.42, a P/E/G ratio of 2.79 and a beta of 0.43. McDonald’s Corporation has a 52-week low of $271.98 and a 52-week high of $341.75.

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

McDonald’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be issued a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a dividend yield of 2.6%. McDonald’s’s payout ratio is presently 61.34%.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s confirmed a quarterly dividend of $1.86 per share, reinforcing its appeal as a dependable income stock and signaling continued cash generation for shareholders. McDonald’s Rewards Shareholders Again
• Positive Sentiment: Several reports highlighted new menu and beverage initiatives, plus AI-driven and futuristic drive-thru upgrades, suggesting McDonald’s is trying to improve the customer experience and drive more sales through product innovation. McDonalds Is Transforming the Fast-Food Experience in 2026 With AI, Futuristic Drive-Thrus, and Trendy New Drinks
• Positive Sentiment: Analysts are said to be resetting growth and valuation assumptions, which can keep the stock in focus if investors see McDonald’s as a defensive brand with improving execution. Why The McDonald’s (MCD) Investment Story Is Shifting As Analysts Reset Growth And Valuation
• Neutral Sentiment: McDonald’s plans to open a restaurant in historic Castlemaine and other brand-related media coverage appear more like awareness/marketing stories than major financial catalysts. McDonald’s confirms plan for restaurant in historic Castlemaine
• Neutral Sentiment: McDonald’s board change at Constellation Brands is not a direct operational update for MCD, though it does keep the company’s leadership team visible in the market. Constellation Brands Announces Election of Morgan Flatley as New Independent Board Director
• Negative Sentiment: Recent valuation commentary noted weaker share-price performance over the past month and quarter, suggesting investors remain cautious despite McDonald’s defensive profile and dividend support. Assessing McDonald’s (MCD) Valuation After Recent Share Price Weakness And Mixed Return Patterns

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.