Jupiter Wealth Management LLC Invests $946,000 in McDonald’s Corporation $MCD

Jupiter Wealth Management LLC purchased a new position in McDonald’s Corporation (NYSE:MCD) during the second quarter, Holdings Channel reports. The fund purchased 3,500 shares of the fast-food giant’s stock, valued at approximately $946,000.

Other institutional investors also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of McDonald’s in the 4th quarter worth approximately $2,890,438,000. Bank of New York Mellon Corp bought a new position in McDonald’s during the second quarter valued at $1,359,276,000. Diamant Asset Management Inc. grew its holdings in McDonald’s by 30,979.0% during the first quarter. Diamant Asset Management Inc. now owns 2,596,340 shares of the fast-food giant’s stock valued at $806,917,000 after purchasing an additional 2,587,986 shares during the period. J. Stern & Co. LLP increased its position in McDonald’s by 9,867.5% in the fourth quarter. J. Stern & Co. LLP now owns 2,541,008 shares of the fast-food giant’s stock worth $776,608,000 after buying an additional 2,515,515 shares during the last quarter. Finally, Viking Global Investors LP increased its position in McDonald’s by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock worth $913,157,000 after buying an additional 1,974,998 shares during the last quarter. Institutional investors own 70.29% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s value reset in the U.S.—including sharper pricing, digital offers and improved franchise execution—could help reverse traffic weakness and drive sales growth. International growth and the broader recovery plan provide additional potential upside. Can MCD’s Value Reset Turn U.S. Traffic Weakness Into Sales Growth?
• Positive Sentiment: A beverage platform that has reportedly performed at or above plan in every market where it has launched is viewed as McDonald’s clearest potential catalyst for a future stock rally. New fall drinks, even without the traditional Pumpkin Spice Latte, could support seasonal beverage sales. What Could Power the Next Rally in McDonald’s Stock
• Positive Sentiment: The Hello Kitty–Godzilla Happy Meal and a new Xbox partnership offering digital rewards tied to popular games could increase customer engagement, particularly among families and younger consumers. The collectible toys are reportedly selling quickly. Xbox and McDonald’s Partnership
• Neutral Sentiment: Seasonal menu changes, the return of a popular breakfast item, new dinner offerings and a regionally tailored Shravan menu may support customer interest, but the articles provide no quantified impact on revenue or earnings. McDonald’s Brings Back Breakfast Item
• Neutral Sentiment: McDonald’s has underperformed some restaurant peers in 2026, reinforcing the market’s focus on whether its turnaround initiatives can produce measurable traffic and sales gains. Restaurant Stock Comparison
• Negative Sentiment: Zacks Research lowered its EPS forecasts across 2026–2028, including FY2026 to $12.84 from $12.95, FY2027 to $13.77 from $14.14 and FY2028 to $14.96 from $15.40. The revisions reflect ongoing concern about U.S. traffic and execution, creating a near-term valuation headwind. McDonald’s Earnings Estimates

McDonald’s Price Performance

McDonald’s stock opened at $269.53 on Friday. McDonald’s Corporation has a one year low of $260.96 and a one year high of $341.75. The business has a fifty day moving average price of $272.63 and a 200-day moving average price of $293.83. The firm has a market capitalization of $190.73 billion, a P/E ratio of 21.90, a PEG ratio of 3.00 and a beta of 0.41.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating the consensus estimate of $3.32 by $0.06. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%.The company had revenue of $7.10 billion during the quarter, compared to analysts’ expectations of $7.13 billion. During the same period in the previous year, the business earned $3.19 earnings per share. The firm’s quarterly revenue was up 3.7% compared to the same quarter last year. Sell-side analysts expect that McDonald’s Corporation will post 12.88 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

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

Insider Transactions at McDonald’s

In other news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’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 sale, the executive vice president directly owned 6,268 shares in the company, valued at $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Joseph M. Erlinger sold 5,252 shares of the company’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 sale, the insider owned 7,734 shares in the company, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 8,348 shares of company stock valued at $2,355,634 in the last ninety days. Insiders own 0.26% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on MCD. Wells Fargo & Company dropped their price target 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. Deutsche Bank Aktiengesellschaft boosted their price objective on McDonald’s from $335.00 to $345.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Evercore set a $320.00 price objective on shares of McDonald’s in a report on Thursday, July 23rd. JPMorgan Chase & Co. cut their target price on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research report on Monday, May 11th. Finally, UBS Group set a $305.00 target price on shares of McDonald’s in a research note on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $325.44.

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.