Andra AP fonden Grows Stake in McDonald's Corporation $MCD

Key Points

• Andra AP fonden dramatically increased its McDonald's stake in the first quarter, boosting holdings by 995.1% to 87,171 shares valued at about $27.1 million.
• McDonald's reported better-than-expected quarterly results, with EPS of $2.83 versus estimates of $2.74 and revenue of $6.52 billion, up 9.4% year over year.
• Despite some analyst optimism and a quarterly dividend of $1.86 per share, insider selling and recent stock weakness have kept sentiment mixed, with shares trading near their 52-week low and analysts maintaining a Moderate Buy consensus.

Andra AP fonden raised its position in McDonald's Corporation (NYSE:MCD - Free Report) by 995.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 87,171 shares of the fast-food giant's stock after buying an additional 79,211 shares during the quarter. Andra AP fonden's holdings in McDonald's were worth $27,092,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Your Advocates Ltd. LLP bought a new position in shares of McDonald's in the fourth quarter worth $27,000. Park Place Capital Corp boosted its stake in McDonald's by 95.7% in the 4th 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. IFC & Insurance Marketing Inc. bought a new position in McDonald's in the 4th quarter worth about $29,000. Abound Financial LLC purchased a new position in McDonald's during the 4th quarter valued at about $30,000. Finally, DecisionPoint Financial LLC grew its holdings in McDonald's by 1,616.7% during the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant's stock valued at $31,000 after buying an additional 97 shares in the last quarter. Hedge funds and other institutional investors own 70.29% of the company's stock.

McDonald's Price Performance

MCD stock opened at $267.50 on Tuesday. The firm has a 50 day simple moving average of $276.94 and a two-hundred day simple moving average of $299.99. The stock has a market cap of $190.06 billion, a PE ratio of 22.05, a P/E/G ratio of 2.78 and a beta of 0.41. McDonald's Corporation has a one year low of $264.09 and a one year high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last released its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating analysts' consensus estimates of $2.74 by $0.09. McDonald's had a negative return on equity of 442.10% and a net margin of 31.62%.The business had revenue of $6.52 billion for the quarter, compared to analysts' expectations of $6.47 billion. During the same quarter in the prior year, the firm earned $2.67 earnings per share. The firm's revenue was up 9.4% on a year-over-year basis. On average, research analysts expect that McDonald's Corporation will post 12.86 EPS for the current fiscal year.

McDonald's Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were given a $1.86 dividend. The ex-dividend date was Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a yield of 2.8%. McDonald's's payout ratio is presently 61.34%.

Analysts Set New Price Targets

A number of analysts recently weighed in on MCD shares. Weiss Ratings lowered shares of McDonald's from a "hold (c+)" rating to a "hold (c)" rating in a report on Tuesday, June 23rd. Barclays reduced their price target on shares of McDonald's from $380.00 to $350.00 and set an "overweight" rating for the company in a research report on Friday, May 8th. BTIG Research reaffirmed a "buy" rating and issued a $370.00 price target on shares of McDonald's in a report on Thursday, May 7th. TD Cowen reiterated a "hold" rating on shares of McDonald's in a research report on Friday, June 12th. Finally, Tigress Financial lifted their price objective on McDonald's from $385.00 to $390.00 and gave the company a "buy" rating in a research note on Friday. Fifteen investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $336.32.

Insider Activity at McDonald's

In other news, insider Joseph M. Erlinger sold 5,252 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the completion of the sale, the insider owned 7,734 shares of the company's stock, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm's stock in a transaction that occurred on 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 in the company, valued at $1,744,760.48. This represents a 30.59% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 8,681 shares of company stock valued at $2,456,440. 0.26% of the stock is owned by insiders.

McDonald's News Summary

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

• Positive Sentiment: One Seeking Alpha article argues that McDonald's recent sell-off is creating an opportunity for investors, signaling that the stock may be undervalued after its decline. McDonald's Sell-Off Is Your Opportunity
• Positive Sentiment: Another article upgraded McDonald's to Buy, saying its consistency deserves a higher valuation and pointing to accelerating top- and bottom-line growth as signs of a potential turnaround. McDonald's: Consistency Deserves A Better Multiple (Rating Upgrade)
• Positive Sentiment: A separate bullish note said the stock is attractive after compression in earnings multiples and highlighted recent catalysts that could improve the business outlook. McDonald's: Consistency Deserves A Better Multiple (Rating Upgrade)
• Positive Sentiment: Coverage from Zacks focused on generally optimistic Wall Street analyst sentiment, which can support shares when investors expect favorable estimates or ratings. Is McDonald's (MCD) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Several lifestyle and menu-focused stories highlighted product novelty, including a new Caesar sauce and a drink item resembling a Starbucks-style pink drink, but these appear more brand-interest driven than material near-term catalysts. Review: McDonald's Caesar sauce is the tangy menu addition we didn't know we needed
• Negative Sentiment: Some recent commentary remains cautious, with one piece saying McDonald's stock “still not good enough,” reinforcing that not all investors are convinced the valuation or growth outlook has improved enough. McDonald's: Still Not Good Enough
• Negative Sentiment: An article on MCD’s 2026 weakness noted the stock is down sharply this year and said investors are bracing for softer same-store sales ahead of the next earnings report, which can weigh on sentiment. McDonald’s (MCD) Stock Struggles Continue: What’s Behind the 2026 Decline?

About McDonald's

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.

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