Janus Henderson Group PLC Has $217.93 Million Stock Position in McDonald's Corporation $MCD

Key Points

• Janus Henderson Group more than doubled its McDonald’s stake in the first quarter, adding 382,280 shares to own 701,199 shares valued at approximately $217.93 million. Institutional investors collectively hold 70.29% of MCD.
• McDonald’s declared a quarterly dividend of $1.86 per share, or $7.44 annualized, representing a 2.8% yield; the payment is scheduled for Sept. 16 to shareholders of record Sept. 1.
• Investor sentiment is mixed ahead of the Aug. 4 earnings report: analysts maintain a “Moderate Buy” consensus, but expectations point to slower same-store sales growth, pressure on lower-income consumers and possible downward earnings revisions.

Janus Henderson Group PLC boosted its stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 119.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 701,199 shares of the fast-food giant's stock after buying an additional 382,280 shares during the period. Janus Henderson Group PLC owned approximately 0.10% of McDonald's worth $217,930,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Peterson Wealth Services grew its holdings in McDonald's by 3,294.5% during the 4th quarter. Peterson Wealth Services now owns 11,779 shares of the fast-food giant's stock valued at $3,600,000 after buying an additional 11,432 shares in the last quarter. Harbour Investments Inc. boosted its stake in McDonald's by 84.4% during the fourth quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant's stock worth $10,853,000 after buying an additional 16,252 shares during the period. Capital International Sarl grew its holdings in McDonald's by 10.4% during the 4th quarter. Capital International Sarl now owns 64,256 shares of the fast-food giant's stock valued at $19,639,000 after purchasing an additional 6,079 shares during the last quarter. North Dakota State Investment Board bought a new position in shares of McDonald's during the fourth quarter valued at approximately $7,493,000. Finally, Pittenger & Anderson Inc. grew its position in McDonald's by 21.9% in the 4th quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant's stock valued at $6,567,000 after acquiring an additional 3,866 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors.

McDonald's News Summary

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

• Positive Sentiment: McDonald’s declared a quarterly dividend of $1.86 per share, payable Sept. 16 to shareholders of record Sept. 1. The payout reinforces the stock’s appeal to income-focused investors. Dividend Strength and Softer Sales Expectations
• Positive Sentiment: Technical analyst Jay Woods said MCD’s chart is beginning to move toward a potential buy signal, which could attract traders if momentum improves. McDonald’s Charts Are Starting to Coil Toward a Buy Signal
• Positive Sentiment: Analysts maintain a consensus “Moderate Buy” recommendation, while previews describe McDonald’s as a resilient global leader despite potentially unimpressive quarterly results. McDonald’s Receives Moderate Buy Recommendation
• Neutral Sentiment: Wall Street is focused on more than revenue and EPS for the quarter ended June 2026, including same-store sales, customer traffic, margins and management’s outlook. The earnings release is scheduled for Aug. 4. Countdown to McDonald’s Q2 Earnings
• Negative Sentiment: Analysts expect slower same-store-sales growth, particularly because of pressure on lower-income customers. This has contributed to bearish earnings revisions ahead of the report. Dividend Strength and Softer Sales Expectations
• Negative Sentiment: Erste Group trimmed its FY2026 and FY2027 EPS forecasts and retained a “Hold” rating, while UBS issued a pessimistic price forecast. Additional commentary suggests MCD may be roughly 9% expensive after a traffic slowdown. UBS Issues Pessimistic Forecast for McDonald’s

Analyst Upgrades and Downgrades

MCD has been the topic of a number of research analyst reports. Sanford C. Bernstein restated a "market perform" rating on shares of McDonald's in a research note on Monday, June 22nd. Citigroup lowered their target price on McDonald's from $375.00 to $335.00 and set a "buy" rating for the company in a report on Wednesday, July 15th. Tigress Financial lifted their price target on McDonald's from $385.00 to $390.00 and gave the company a "buy" rating in a report on Friday, July 17th. KeyCorp reissued an "overweight" rating on shares of McDonald's in a research report on Wednesday, July 15th. Finally, Robert W. Baird set a $305.00 target price on shares of McDonald's in a report on Thursday, May 7th. Fifteen analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $333.32.

McDonald's Stock Performance

Shares of MCD opened at $268.69 on Friday. The stock has a 50-day moving average of $275.11 and a two-hundred day moving average of $297.88. The stock has a market cap of $190.90 billion, a P/E ratio of 22.15, a P/E/G ratio of 2.92 and a beta of 0.41. McDonald's Corporation has a one year low of $260.96 and a one year high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share 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 analyst estimates of $6.47 billion. During the same period 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. Analysts predict that McDonald's Corporation will post 12.86 EPS for the current fiscal year.

McDonald's Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, September 1st will be issued a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.8%. The ex-dividend date is Tuesday, September 1st. McDonald's's dividend payout ratio is 61.34%.

Insider Buying and Selling

In other McDonald's news, insider Joseph M. Erlinger sold 5,252 shares of the firm's stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the completion of the transaction, the insider directly owned 7,734 shares of the company's stock, valued at approximately $2,198,930.88. This trade represents a 40.44% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald's stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president owned 6,268 shares of the company's stock, valued at approximately $1,744,760.48. The trade was a 30.59% 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 over the last three months. 0.26% of the stock is currently owned by insiders.

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.

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