Miller Howard Investments Inc. NY Takes Position in McDonald’s Corporation $MCD

Posted by Lauren Steadman on Aug 19th, 2026

Miller Howard Investments Inc. NY bought a new position in McDonald’s Corporation (NYSE:MCD – Free Report) during the 2nd quarter, Holdings Channel reports. The fund bought 195,848 shares of the fast-food giant’s stock, valued at approximately $52,940,000.

A number of other hedge funds also recently made changes to their positions in the company. Integrity Advisory Solutions LLC boosted its stake in McDonald’s by 96.8% during the second quarter. Integrity Advisory Solutions LLC now owns 2,383 shares of the fast-food giant’s stock valued at $644,000 after buying an additional 1,172 shares during the last quarter. Members Trust Co increased its stake in McDonald’s by 1.8% in the 2nd quarter. Members Trust Co now owns 4,736 shares of the fast-food giant’s stock worth $1,280,000 after acquiring an additional 85 shares during the last quarter. Wealth Quarterback LLC raised its holdings in shares of McDonald’s by 3.5% during the 2nd quarter. Wealth Quarterback LLC now owns 3,617 shares of the fast-food giant’s stock worth $978,000 after acquiring an additional 124 shares in the last quarter. KDT Advisors LLC raised its holdings in shares of McDonald’s by 4.2% during the 2nd quarter. KDT Advisors LLC now owns 2,190 shares of the fast-food giant’s stock worth $592,000 after acquiring an additional 89 shares in the last quarter. Finally, Quadcap Wealth Management LLC boosted its position in shares of McDonald’s by 24.0% during the 2nd quarter. Quadcap Wealth Management LLC now owns 3,161 shares of the fast-food giant’s stock valued at $854,000 after acquiring an additional 611 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

McDonald’s Stock Up 0.6%

Shares of MCD stock opened at $267.15 on Wednesday. The firm has a market cap of $189.04 billion, a price-to-earnings ratio of 21.70, a PEG ratio of 3.05 and a beta of 0.41. McDonald’s Corporation has a 52-week low of $260.96 and a 52-week high of $341.75. The company’s 50 day moving average is $273.27 and its 200 day moving average is $294.49.

McDonald’s (NYSE:MCD – Get Free Report) last posted its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping analysts’ consensus estimates of $3.32 by $0.06. The company had revenue of $7.10 billion during 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 revenue was up 3.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.19 earnings per share. Analysts anticipate that McDonald’s Corporation will post 12.88 EPS for the current fiscal year.

McDonald’s Announces Dividend

The business also recently declared 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. This represents a $7.44 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend is Tuesday, September 1st. McDonald’s’s payout ratio is presently 60.44%.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Guggenheim cut their target price on shares of McDonald’s from $320.00 to $290.00 and set a “neutral” rating for the company in a report on Wednesday, August 5th. Rothschild & Co Redburn upgraded shares of McDonald’s from a “sell” rating to a “neutral” rating and increased their price objective for the company from $260.00 to $306.00 in a research report on Thursday, April 23rd. Weiss Ratings cut shares of McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 23rd. Robert W. Baird reduced their target price on shares of McDonald’s from $305.00 to $285.00 and set a “neutral” rating on the stock in a report on Wednesday, August 5th. Finally, Cfra upgraded shares of McDonald’s to a “buy” rating in a research report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $325.44.

Check Out Our Latest Stock Report on McDonald’s

McDonald’s News Summary

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

Positive Sentiment: McDonald’s valuation has become more attractive after its decline, with one bullish estimate implying substantial upside toward the Wall Street consensus target. However, analysts say investors may need to wait for clearer evidence of improved execution. Is McDonald’s a Buy Today as Lower Valuation Meets Execution Risk?
Positive Sentiment: A workforce scheduling and transportation app reportedly helped one McDonald’s franchise avoid missed shifts and save about $35,000 per month. Wider adoption could improve staffing reliability and restaurant-level margins. Missed shifts were costly to this McDonald’s. An app has fixed the problem
Positive Sentiment: Limited-time promotions, including Hello Kitty–Godzilla Happy Meals, new fall beverages and an afternoon-focused menu strategy aimed at Starbucks could support traffic and increase customer occasions. McDonald’s Takes Direct Aim at Starbucks
Neutral Sentiment: McDonald’s latest quarterly earnings beat expectations on EPS, helped by franchised operations, but revenue slightly missed estimates. Investors remain focused on whether cost controls and franchise strength can offset softer U.S. demand. McDonald’s Q2 Earnings Beat Puts U.S. Traffic and Margins in Focus
Negative Sentiment: Numerator data showed sales among low-income customers fell 2.4% in the latest quarter, indicating that prior price increases may be pushing budget-conscious diners toward alternatives. McDonald’s is losing ground to rivals like Burger King with a key customer group
Negative Sentiment: Weak U.S. traffic, value-offer execution problems, rising beef and operating costs, and competition from Burger King are creating pressure on sales and margins. The broader economic concern flagged by restaurant and consumer-goods executives adds to the risk. Burger King is taking a bite out of McDonald’s lunch

Insiders Place Their Bets

In other McDonald’s news, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the transaction, the insider directly owned 7,734 shares in the company, valued at approximately $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the completion of the transaction, the executive vice president owned 6,268 shares of the company’s stock, valued at $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,348 shares of company stock valued at $2,355,634 over the last 90 days. 0.26% of the stock is currently owned by company insiders.

McDonald’s Profile

(Free Report)

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.