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Mitsubishi UFJ Asset Management Co. Ltd. Buys 63,225 Shares of McDonald's Corporation $MCD

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Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 4.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,632,004 shares of the fast-food giant's stock after purchasing an additional 63,225 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.23% of McDonald's worth $494,922,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in MCD. Brighton Jones LLC grew its holdings in McDonald's by 21.6% in the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant's stock worth $2,692,000 after acquiring an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of McDonald's by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant's stock valued at $563,000 after acquiring an additional 52 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of McDonald's by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant's stock worth $589,000 after purchasing an additional 206 shares during the period. United Bank boosted its holdings in shares of McDonald's by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant's stock worth $2,367,000 after purchasing an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in shares of McDonald's by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant's stock worth $3,780,000 after purchasing an additional 312 shares during the last quarter. Institutional investors own 70.29% of the company's stock.

Analysts Set New Price Targets

MCD has been the subject of a number of recent analyst reports. Barclays upped their price target on McDonald's from $372.00 to $380.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. lifted their price objective on McDonald's from $305.00 to $325.00 and gave the stock an "overweight" rating in a research report on Tuesday, February 24th. Wells Fargo & Company upped their target price on McDonald's from $345.00 to $355.00 and gave the company an "overweight" rating in a report on Thursday, February 12th. Oppenheimer raised McDonald's from a "market perform" rating to an "outperform" rating and set a $355.00 price target for the company in a research note on Tuesday, January 6th. Finally, Tigress Financial lifted their price target on shares of McDonald's from $360.00 to $385.00 and gave the company a "buy" rating in a report on Friday, March 6th. Sixteen investment 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 has a consensus rating of "Hold" and a consensus price target of $340.93.

View Our Latest Research Report on McDonald's

McDonald's Stock Performance

Shares of MCD opened at $285.13 on Wednesday. The firm's 50-day simple moving average is $313.40 and its two-hundred day simple moving average is $311.72. McDonald's Corporation has a fifty-two week low of $283.02 and a fifty-two week high of $341.75. The stock has a market cap of $202.68 billion, a PE ratio of 23.86, a price-to-earnings-growth ratio of 2.63 and a beta of 0.43.

McDonald's (NYSE:MCD - Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.05 by $0.07. The firm had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. McDonald's had a net margin of 31.85% and a negative return on equity of 343.90%. The company's revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.83 EPS. Equities research analysts predict that McDonald's Corporation will post 13.2 EPS for the current year.

Insider Activity

In other news, CEO Christopher J. Kempczinski sold 26,277 shares of the firm's stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the sale, the chief executive officer directly owned 22,900 shares in the company, valued at $7,587,915. This trade represents a 53.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of the company's stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of the transaction, the chief marketing officer directly owned 6,200 shares of the company's stock, valued at $2,052,200. This represents a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 71,990 shares of company stock valued at $23,824,113. Company insiders own 0.26% of the company's stock.

More McDonald's News

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

  • Positive Sentiment: Menu and beverage innovation could boost traffic and average checks — McDonald’s is rolling out six new specialty drinks (craft sodas and “Refreshers”) while phasing out self‑serve soda fountains, part of a broader menu and restaurant refresh that UBS and other outlets say could help the chain rebound. McDonald's debuts crafted sodas & Refreshers
  • Positive Sentiment: Analyst commentary highlighting a potential bounce — UBS/coverage noted that menu, marketing and loyalty momentum could drive a recovery if execution and comps stabilize, giving investors a reason to buy into a post-earnings rebound. McDonald's likely to bounce as chain overhauls menus, UBS says
  • Neutral Sentiment: Franchise-law developments could support long-term stability — commentary on the American Franchise Act stresses bipartisan support for franchise protections that would favor system stability and the franchise model McDonald’s relies on (more of a long-term structural tailwind than an immediate catalyst). This one federal standard is the ‘lynchpin’ of franchising
  • Neutral Sentiment: Long-term dividend/total-return narrative remains intact — pieces revisiting a decade-long investment case underscore buybacks, steady dividend policy and digital rollout as structural positives, but these are background factors vs. near-term earnings. If you had invested $1,000 in McDonald’s a decade ago
  • Negative Sentiment: Q1 downside risk: UBS warns U.S. comparable‑sales could miss consensus due to weather and cost pressure — that raises the odds of an earnings reaction if McDonald’s reports softer U.S. comps or margin compression. McDonald's could miss first-quarter US comparable sales consensus, UBS says
  • Negative Sentiment: Shares already under pressure into earnings — coverage highlights that MCD hit a 52‑week low ahead of the print, reflecting investor caution and making the stock more sensitive to any negative surprise. McDonald's stock hits 52-week low ahead of earnings
  • Negative Sentiment: Analyst downgrade increases sell-side cautiousness — Erste Group’s downgrade to Hold cites expected below‑sector profit growth, which can weigh on sentiment if others follow. Erste Group turns cautious on McDonald's, downgrades to Hold

McDonald's Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding MCD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for McDonald's Corporation (NYSE:MCD - Free Report).

Institutional Ownership by Quarter for McDonald's (NYSE:MCD)

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.

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