Havemeyer Place LP Makes New Investment in McDonald’s Corporation $MCD

Havemeyer Place LP acquired a new position in McDonald’s Corporation (NYSE:MCD) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 2,547 shares of the fast-food giant’s stock, valued at approximately $778,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Your Advocates Ltd. LLP acquired a new position in McDonald’s in the fourth quarter worth $27,000. Park Place Capital Corp boosted its holdings in McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after purchasing an additional 45 shares during the period. DecisionPoint Financial LLC boosted its holdings in McDonald’s by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after purchasing an additional 97 shares during the period. Entrust Financial LLC acquired a new position in McDonald’s in the fourth quarter worth $31,000. Finally, Painted Porch Advisors LLC boosted its holdings in McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after purchasing an additional 103 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Transactions at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president directly owned 6,268 shares in the company, valued at $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 333 shares of McDonald’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $280.11, for a total transaction of $93,276.63. Following the sale, the insider owned 7,734 shares in the company, valued at approximately $2,166,370.74. This represents a 4.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 6,055 shares of company stock worth $1,769,373. Company insiders own 0.26% of the company’s stock.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s is testing AI-powered drive-thru ordering, and early reports say the Google-based system is already reaching about 90% accuracy. That could support faster service, lower labor costs, and better margins if it scales successfully. McDonald’s Google AI Drive-Thru Ordering Hits 90% Accuracy
• Positive Sentiment: Analysts and market commentary continue to point to McDonald’s as a potential long-term winner, with one note highlighting upside tied to its recent growth strategy and another citing beverage innovation—new McCafé and energy drinks—as a way to boost traffic and ticket size in 2026. Can Beverage Innovation Fuel the Next Leg of Growth for MCD Stock?
• Positive Sentiment: McDonald’s is also promoting limited-time offerings tied to the 2026 FIFA World Cup, which could help drive short-term customer traffic and sales. McDonald’s Celebrates 2026 FIFA World Cup With Limited-Time Meals
• Neutral Sentiment: Several articles are focused on McDonald’s broader brand and menu appeal, including long-running popular orders and comparisons with competitors, but these are unlikely to materially move the stock on their own. McDonald’s And Burger King Use The Same Potatoes For Fries — But One Chain Still Dominates
• Neutral Sentiment: News about a restaurant worker injury in Yuba City appears operationally isolated and does not yet suggest a companywide financial impact, though it may add some reputational noise. McDonald’s Employee in ICU After Coworker Allegedly Throws Hot Oil in Yuba City Attack
• Negative Sentiment: Some coverage questions whether customers actually want AI ordering, and those concerns could temper enthusiasm around the technology rollout if service quality or customer satisfaction suffers. McDonald’s is testing AI ordering at drive-thrus — but customers don’t want it
• Negative Sentiment: Another article says McDonald’s is officially replacing drive-thru workers with AI, which could raise labor and execution concerns, even if it supports efficiency over time. McDonalds Orders People Over 55 Still Swear By After Decades

McDonald’s Stock Performance

Shares of MCD opened at $277.58 on Tuesday. McDonald’s Corporation has a 1 year low of $271.85 and a 1 year high of $341.75. The company has a market cap of $197.22 billion, a price-to-earnings ratio of 22.88, a price-to-earnings-growth ratio of 2.79 and a beta of 0.41. The firm has a fifty day moving average of $291.34 and a 200-day moving average of $307.36.

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 business had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. During the same period in the previous year, the business earned $2.67 earnings per share. The company’s revenue was up 9.4% on a year-over-year basis. Analysts predict that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be paid a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Tuesday, June 2nd. McDonald’s’s payout ratio is currently 61.34%.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Wells Fargo & Company decreased their price objective on shares of McDonald’s from $355.00 to $320.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Sanford C. Bernstein reissued a “market perform” rating and set a $340.00 price target on shares of McDonald’s in a report on Thursday, February 12th. Argus raised shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target for the company in a report on Friday, February 13th. Jefferies Financial Group boosted 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. Finally, KeyCorp reduced their price target on shares of McDonald’s from $345.00 to $330.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, McDonald’s presently has an average rating of “Moderate Buy” and an average price target of $336.26.

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.