ASR Vermogensbeheer N.V. Boosts Stock Holdings in McDonald's Corporation $MCD

Key Points

• ASR Vermogensbeheer N.V. increased its stake in McDonald's by 4.9%, purchasing 3,901 shares to own 82,860 shares valued at $25,325,000 per its SEC filing.
• McDonald's Q1 beat expectations with adjusted EPS of $2.83 (vs. $2.74 est.), revenue of $6.52B (vs. $6.47B), global comparable sales +3.8% and loyalty sales exceeding $9B, while management is pursuing aggressive expansion in China.
• Analysts are mixed: the consensus rating is "Hold" with a $339.21 average target, based on 16 Buys, 14 Holds and 1 Sell after several recent price‑target revisions.

ASR Vermogensbeheer N.V. grew its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 4.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 82,860 shares of the fast-food giant's stock after purchasing an additional 3,901 shares during the period. ASR Vermogensbeheer N.V.'s holdings in McDonald's were worth $25,325,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in MCD. Pittenger & Anderson Inc. lifted its stake in McDonald's by 21.9% during the fourth quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant's stock worth $6,567,000 after purchasing an additional 3,866 shares in the last quarter. Schroder Investment Management Group lifted its stake in McDonald's by 5.2% during the third quarter. Schroder Investment Management Group now owns 1,029,572 shares of the fast-food giant's stock worth $312,877,000 after purchasing an additional 51,039 shares in the last quarter. National Pension Service lifted its stake in McDonald's by 2.5% during the third quarter. National Pension Service now owns 1,533,015 shares of the fast-food giant's stock worth $465,868,000 after purchasing an additional 37,744 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in McDonald's during the third quarter worth $1,697,000. Finally, Turtle Creek Wealth Advisors LLC lifted its stake in McDonald's by 15.6% during the third quarter. Turtle Creek Wealth Advisors LLC now owns 43,592 shares of the fast-food giant's stock worth $13,247,000 after purchasing an additional 5,879 shares in the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Mizuho upped their price target on McDonald's from $300.00 to $325.00 and gave the stock a "neutral" rating in a research note on Friday, February 6th. KeyCorp decreased their price target on McDonald's from $354.00 to $345.00 and set an "overweight" rating on the stock in a research note on Monday, April 20th. Wells Fargo & Company upped their price target on McDonald's from $345.00 to $355.00 and gave the stock an "overweight" rating in a research note on Thursday, February 12th. Argus upgraded McDonald's from a "hold" rating to a "buy" rating and set a $380.00 price target on the stock in a research note on Friday, February 13th. Finally, Royal Bank Of Canada upped their price target on McDonald's from $320.00 to $330.00 and gave the stock a "sector perform" rating in a research note on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, McDonald's presently has an average rating of "Hold" and a consensus target price of $339.21.

Key Stories Impacting McDonald's

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

• Positive Sentiment: Q1 beat on both EPS and revenue — adjusted EPS $2.83 vs. ~$2.74 expected and revenue $6.52B vs. ~$6.47B; global comparable sales +3.8%, systemwide sales topped $34B and loyalty sales exceeded $9B for the quarter, supporting the earnings upside. PR Newswire
• Positive Sentiment: Value-focused promotions and the viral "Big Arch" burger helped drive U.S. comps and marketing momentum, showing the company can attract traffic in a cost‑sensitive consumer environment. WSJ
• Positive Sentiment: Long‑term growth story intact in China — management is expanding aggressively there (targeting ~10,000 locations by end of 2028), which investors view as a meaningful growth runway. CNBC
• Neutral Sentiment: Options and trader interest spiked after earnings, implying higher short‑term volatility and positioning around the name. Schaeffers Research
• Neutral Sentiment: Detailed call/transcript coverage is available for investors parsing guidance, loyalty metrics and regional performance for modeling updates. Moby earnings summary
• Negative Sentiment: TD Cowen cut its price target to $300 from $330 and moved to a "hold," which can pressure momentum and weighs on near‑term upside expectations. Benzinga
• Negative Sentiment: Management flagged rising consumer caution and higher gas prices as risks that could curb traffic among lower‑income diners, creating uncertainty for future comp trends. PYMNTS

McDonald's Trading Down 0.1%

McDonald's stock opened at $283.87 on Friday. McDonald's Corporation has a twelve month low of $282.15 and a twelve month high of $341.75. The stock's fifty day simple moving average is $311.40 and its 200-day simple moving average is $311.40. The firm has a market capitalization of $201.78 billion, a P/E ratio of 23.75, a P/E/G ratio of 2.63 and a beta of 0.43.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, topping analysts' consensus estimates of $2.74 by $0.09. McDonald's had a negative return on equity of 343.90% and a net margin of 31.85%.The business had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. During the same quarter in the prior year, the company earned $2.67 earnings per share. The company's revenue was up 9.4% on a year-over-year basis. Sell-side analysts predict that McDonald's Corporation will post 13.17 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total value of $854,106.50. Following the transaction, the insider owned 5,398 shares of the company's stock, valued at $1,755,699.50. This represents a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer directly owned 6,200 shares in the company, valued at $2,052,200. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 71,990 shares of company stock worth $23,824,113. 0.26% of the stock is owned by corporate insiders.

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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