Comerica Bank Decreases Stock Holdings in McDonald's Corporation $MCD

Key Points

• Comerica Bank trimmed its stake in McDonald's by 1.9% in the fourth quarter, selling 4,509 shares and now holding 226,746 shares worth about $69.3 million.
• Insider selling was notable: insiders sold 71,990 shares totaling roughly $23.8 million over the past three months, including Joseph M. Erlinger (333 shares) and EVP Jonathan Banner (6,201 shares).
• McDonald's has a market capitalization of about $213 billion, a P/E of 25.1, pays a $1.86 quarterly dividend (≈2.5% yield), and carries a consensus rating of “Moderate Buy” with an average price target near $341.

Comerica Bank decreased its position in McDonald's Corporation (NYSE:MCD - Free Report) by 1.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 226,746 shares of the fast-food giant's stock after selling 4,509 shares during the quarter. Comerica Bank's holdings in McDonald's were worth $69,301,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the company. WD Rutherford LLC increased its position in shares of McDonald's by 1.0% in the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant's stock valued at $991,000 after acquiring an additional 33 shares during the period. Physician Wealth Advisors Inc. increased its position in shares of McDonald's by 1.6% during the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant's stock valued at $642,000 after buying an additional 33 shares during the period. Jackson Hole Capital Partners LLC increased its position in shares of McDonald's by 0.3% during the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant's stock valued at $3,352,000 after buying an additional 34 shares during the period. CFO4Life Group LLC increased its position in shares of McDonald's by 2.1% during the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant's stock valued at $507,000 after buying an additional 34 shares during the period. Finally, American National Bank of Texas increased its position in shares of McDonald's by 2.9% during the fourth quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant's stock valued at $364,000 after buying an additional 34 shares during the period. Hedge funds and other institutional investors own 70.29% of the company's stock.

Insider Buying and Selling at McDonald's

In related news, insider Joseph M. Erlinger sold 333 shares of the business's stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $302.72, for a total transaction of $100,805.76. Following the sale, the insider owned 8,067 shares of the company's stock, valued at $2,442,042.24. The trade was a 3.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Jonathan Banner sold 6,201 shares of the business's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the sale, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. The trade was a 73.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 71,990 shares of company stock worth $23,824,113. Insiders own 0.26% of the company's stock.

McDonald's Price Performance

NYSE:MCD opened at $299.62 on Monday. McDonald's Corporation has a one year low of $283.47 and a one year high of $341.75. The company's 50-day simple moving average is $317.15 and its 200 day simple moving average is $312.06. The firm has a market capitalization of $212.98 billion, a P/E ratio of 25.07, a PEG ratio of 2.71 and a beta of 0.53.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald's had a net margin of 31.85% and a negative return on equity of 343.90%. The business had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. During the same quarter in the previous year, the firm posted $2.83 earnings per share. McDonald's's quarterly revenue was up 9.7% on a year-over-year basis. On average, equities research analysts expect that McDonald's Corporation will post 13.21 earnings per share for the current fiscal year.

McDonald's Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.5%. McDonald's's payout ratio is presently 62.26%.

Key Stories Impacting McDonald's

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

• Positive Sentiment: Company rolled out a nationwide value menu and sub‑$3 items intended to drive traffic and simplify promotions — a potentially material near‑term top‑line boost. McDonald’s new value menu debuts today
• Positive Sentiment: Menu revamp (≈17 items) and "protein" badges aim to keep menu relevant amid changing consumer trends (GLP‑1 impact), supporting average check and guest counts. McDonald’s revamps menu across 17 items
• Positive Sentiment: New promotional tie‑ins (Stranger Things Happy Meals) and refreshed beverages are low‑cost demand drivers that help maintain brand relevance and incremental sales. McDonald’s introducing new ‘Stranger Things’ Happy Meal
• Positive Sentiment: Franchise expansion: McDonald’s opened more U.S. restaurants in 2025 than any year since 2002 — supports long‑term unit growth and franchise economics. McDonald's added a lot of new U.S. restaurants in 2025
• Neutral Sentiment: Some models still point to upside (24/7 Wall St. $341 PT) but flag "execution cracks" — supportive for medium‑term targets but mixed for near‑term momentum. McDonald’s Price Target Hits $341—But Cracks Are Starting to Show
• Neutral Sentiment: RBC sees Q1 roughly in line with consensus, reducing the chance of a major near‑term earnings surprise. McDonald's Seen Posting Largely In-Line First-Quarter Results, RBC Says
• Neutral Sentiment: Options flow and commentary show retail traders selling premium via spreads — market positioning implies limited downside expectations and muted volatility. Selling A Spread On McDonald's Stock Could Deliver A Big Mac-Sized Return
• Negative Sentiment: Insider sale: Joseph M. Erlinger (President, McDonald’s USA) sold 333 shares (~$100.8k) — small in scale but visible to investors and sometimes interpreted as a mild negative signal. Insider Form 4 filing
• Negative Sentiment: Trademark/IP risk: USPTO has challenged McDonald’s attempt to reclaim “Extra Value Meal” — losing exclusive control over a core promotional term could complicate branding. McDonald's fights to win back ‘Extra Value Meal' moniker
• Negative Sentiment: Regulatory/reputational watch: equality watchdog says work with McDonald’s on sexual‑harassment prevention is "ongoing," keeping reputational risk on investors' radars. Equality watchdog update

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on MCD. Robert W. Baird set a $335.00 price target on shares of McDonald's in a research report on Thursday, February 12th. Citigroup boosted their price target on shares of McDonald's from $371.00 to $375.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. Oppenheimer upgraded shares of McDonald's from a "market perform" rating to an "outperform" rating and set a $355.00 price target on the stock in a research report on Tuesday, January 6th. 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 research report on Thursday, February 12th. Finally, Argus upgraded shares of McDonald's from a "hold" rating to a "buy" rating and set a $380.00 price target on the stock in a research report on Friday, February 13th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, McDonald's presently has an average rating of "Moderate Buy" and an average price target of $340.93.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.