Fideuram Intesa Sanpaolo Private Banking S.P.A. Purchases New Holdings in McDonald's Corporation $MCD

Key Points

• Fideuram Intesa Sanpaolo Private Banking S.P.A. opened a new position in McDonald's during the fourth quarter, buying 3,655 shares valued at about $1.12 million.
• McDonald's reported strong quarterly results, with EPS of $2.83 beating estimates and revenue of $6.52 billion topping forecasts; revenue also rose 9.4% year over year.
• The company reaffirmed its shareholder returns by declaring a $1.86 quarterly dividend, which translates to a 2.6% yield and supports its reputation as a defensive income stock.

Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in McDonald's Corporation (NYSE:MCD - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 3,655 shares of the fast-food giant's stock, valued at approximately $1,117,000.

Several other large investors have also recently made changes to their positions in MCD. Encompass More Asset Management boosted its holdings in shares of McDonald's by 1.5% in the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant's stock worth $648,000 after buying an additional 32 shares during the last quarter. Physician Wealth Advisors Inc. boosted its stake in McDonald's by 1.6% in the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant's stock valued at $642,000 after acquiring an additional 33 shares during the last quarter. CFO4Life Group LLC boosted its stake in McDonald's by 2.1% in the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant's stock valued at $507,000 after acquiring an additional 34 shares during the last quarter. American National Bank of Texas grew its position in shares of McDonald's by 2.9% during the 4th quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant's stock valued at $364,000 after acquiring an additional 34 shares during the period. Finally, Parvin Asset Management LLC grew its position in shares of McDonald's by 3.8% during the 3rd quarter. Parvin Asset Management LLC now owns 929 shares of the fast-food giant's stock valued at $282,000 after acquiring an additional 34 shares during the period. 70.29% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting McDonald's

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

• Positive Sentiment: McDonald’s confirmed a quarterly dividend of $1.86 per share, reinforcing its appeal as a dependable income stock and signaling continued cash generation for shareholders. McDonald's Rewards Shareholders Again
• Positive Sentiment: Several reports highlighted new menu and beverage initiatives, plus AI-driven and futuristic drive-thru upgrades, suggesting McDonald’s is trying to improve the customer experience and drive more sales through product innovation. McDonalds Is Transforming the Fast-Food Experience in 2026 With AI, Futuristic Drive-Thrus, and Trendy New Drinks
• Positive Sentiment: Analysts are said to be resetting growth and valuation assumptions, which can keep the stock in focus if investors see McDonald’s as a defensive brand with improving execution. Why The McDonald's (MCD) Investment Story Is Shifting As Analysts Reset Growth And Valuation
• Neutral Sentiment: McDonald’s plans to open a restaurant in historic Castlemaine and other brand-related media coverage appear more like awareness/marketing stories than major financial catalysts. McDonald's confirms plan for restaurant in historic Castlemaine
• Neutral Sentiment: McDonald’s board change at Constellation Brands is not a direct operational update for MCD, though it does keep the company’s leadership team visible in the market. Constellation Brands Announces Election of Morgan Flatley as New Independent Board Director
• Negative Sentiment: Recent valuation commentary noted weaker share-price performance over the past month and quarter, suggesting investors remain cautious despite McDonald’s defensive profile and dividend support. Assessing McDonald's (MCD) Valuation After Recent Share Price Weakness And Mixed Return Patterns

Analyst Ratings Changes

MCD has been the topic of a number of research reports. JPMorgan Chase & Co. lowered their price target on shares of McDonald's from $325.00 to $305.00 and set an "overweight" rating on the stock in a report on Monday, May 11th. TD Cowen reduced their price objective on McDonald's from $330.00 to $300.00 and set a "hold" rating for the company in a report on Thursday, May 7th. Morgan Stanley set a $331.00 target price on McDonald's in a research note on Friday, May 8th. Weiss Ratings cut McDonald's from a "buy (b)" rating to a "buy (b-)" rating in a research report on Monday, April 27th. Finally, UBS Group increased their price target on McDonald's from $350.00 to $365.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $334.45.

McDonald's Trading Up 1.3%

McDonald's stock opened at $284.03 on Friday. The firm has a 50 day simple moving average of $300.56 and a 200 day simple moving average of $309.44. McDonald's Corporation has a 1-year low of $271.98 and a 1-year high of $341.75. The firm has a market capitalization of $201.81 billion, a price-to-earnings ratio of 23.42, a P/E/G ratio of 2.79 and a beta of 0.43.

McDonald's (NYSE:MCD - Get Free Report) last posted its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. McDonald's had a negative return on equity of 442.10% and a net margin of 31.62%.The business's quarterly revenue was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.67 earnings per share. On average, equities research analysts forecast that McDonald's Corporation will post 12.94 EPS for the current year.

McDonald's Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be paid a $1.86 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 annualized dividend and a yield of 2.6%. McDonald's's dividend payout ratio (DPR) is currently 61.34%.

Insider Activity

In other news, insider Joseph M. Erlinger sold 2,626 shares of the firm's stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $307.00, for a total value of $806,182.00. Following the completion of the transaction, the insider directly owned 8,400 shares in the company, valued at approximately $2,578,800. This trade represents a 23.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jonathan Banner sold 6,201 shares of the business's stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the transaction, the executive vice president directly owned 2,291 shares of the company's stock, valued at approximately $763,567.39. This represents a 73.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 12,119 shares of company stock valued at $3,945,973. 0.26% of the stock is owned by corporate insiders.

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.

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