M&T Bank Corp Sells 294,730 Shares of McDonald's Corporation $MCD

Key Points

• M&T Bank Corp trimmed its McDonald's stake by 97.0% in Q4, selling 294,730 shares and leaving 9,157 shares valued at about $2.80 million.
• McDonald's beat quarterly estimates, reporting EPS of $3.12 versus $3.05 expected and revenue of $7.01 billion (consensus $6.81 billion), with revenue up 9.7% year‑over‑year.
• Significant insider selling has occurred recently—insiders sold 71,990 shares over the past 90 days (≈$23.8 million)—while corporate insiders own just 0.26% of the company.

M&T Bank Corp trimmed its position in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 97.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,157 shares of the fast-food giant's stock after selling 294,730 shares during the quarter. M&T Bank Corp's holdings in McDonald's were worth $2,799,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. D.A. Davidson & CO. grew its holdings in McDonald's by 2.7% during the 3rd quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant's stock worth $43,606,000 after acquiring an additional 3,774 shares during the last quarter. Synergy Asset Management LLC grew its holdings in McDonald's by 317.2% during the 3rd quarter. Synergy Asset Management LLC now owns 19,079 shares of the fast-food giant's stock worth $5,691,000 after acquiring an additional 14,506 shares during the last quarter. National Pension Service grew its holdings in McDonald's by 2.5% during the 3rd quarter. National Pension Service now owns 1,533,015 shares of the fast-food giant's stock worth $465,868,000 after acquiring an additional 37,744 shares during the last quarter. Schroder Investment Management Group grew its holdings in McDonald's by 5.2% during the 3rd quarter. Schroder Investment Management Group now owns 1,029,572 shares of the fast-food giant's stock worth $312,877,000 after acquiring an additional 51,039 shares during the last quarter. Finally, Abich Financial Wealth Management LLC bought a new stake in McDonald's during the 3rd quarter worth about $1,697,000. 70.29% of the stock is owned by institutional investors.

McDonald's Price Performance

Shares of NYSE:MCD opened at $290.45 on Tuesday. The company has a market capitalization of $206.46 billion, a price-to-earnings ratio of 24.31, a P/E/G ratio of 2.71 and a beta of 0.53. The firm's 50 day simple moving average is $316.41 and its 200 day simple moving average is $312.04. McDonald's Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating analysts' consensus estimates of $3.05 by $0.07. The business had revenue of $7.01 billion for 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%. McDonald's's revenue for the quarter was up 9.7% on a year-over-year basis. During the same period last year, the company posted $2.83 EPS. Equities research analysts expect that McDonald's Corporation will post 13.21 earnings per share for the current year.

McDonald's Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.6%. The ex-dividend date was Tuesday, March 3rd. McDonald's's dividend payout ratio (DPR) is 62.26%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on MCD shares. Robert W. Baird set a $335.00 price objective on shares of McDonald's in a report on Thursday, February 12th. Morgan Stanley decreased their price objective on shares of McDonald's from $335.00 to $334.00 and set an "equal weight" rating on the stock in a report on Tuesday, April 21st. Piper Sandler increased their price objective on shares of McDonald's from $323.00 to $325.00 and gave the stock a "neutral" rating in a report on Thursday, February 12th. Argus raised shares of McDonald's from a "hold" rating to a "buy" rating and set a $380.00 price objective on the stock in a report on Friday, February 13th. Finally, JPMorgan Chase & Co. raised their target price on shares of McDonald's from $305.00 to $325.00 and gave the company an "overweight" rating in a research note on Tuesday, February 24th. Sixteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $340.93.

Trending Headlines about McDonald's

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

• Positive Sentiment: Several analysts have adjusted targets in the mid‑$300s (some raised), reflecting continued confidence in McDonald's long‑term growth and prompting debate over how much upside remains. This support from parts of the Street can buoy sentiment. How The McDonald's (MCD) Investment Story Is Shifting As Analysts Rework Growth And Valuation
• Positive Sentiment: New product and marketing initiatives — including a major Stranger Things Happy Meal collaboration — provide short‑term traffic drivers and brand visibility that can help sales while cross‑promotions roll out. McDonald's x Stranger Things Happy Meal
• Positive Sentiment: Product expansion efforts, like a new drinks menu aimed at capturing more beverage spend, could incrementally lift check sizes if adoption scales. Investors view beverage gains as a meaningful long‑term lever. McDonald's takes aim at Starbucks with new drinks menu
• Positive Sentiment: Institutional buying was reported in a recent 13F (Advisors Capital Management increased holdings), a sign that some money managers are adding to positions. Holdings Increased by Advisors Capital Management
• Neutral Sentiment: Analysts are also reworking fair value and valuation assumptions (a very small fair‑value tweak was reported), highlighting that expectations are being recalibrated rather than radically shifted. This creates mixed signals for near‑term price moves. How The McDonald's (MCD) Investment Story Is Shifting As Analysts Rework Growth And Valuation
• Neutral Sentiment: Various viral/consumer stories (CEO explaining a viral tiny‑burger bite, menu articles) are generating media buzz but are unlikely to move fundamentals materially. CEO explains viral tiny burger bite
• Negative Sentiment: Erste Group downgraded MCD from "buy" to "hold," a direct negative catalyst that can pressure sentiment and prompt short‑term selling. Finviz (Erste Group downgrade)
• Negative Sentiment: Analysts and outlets note a tougher operating backdrop—slowing customer traffic, softening sales and rising food costs—which raises near‑term margin and growth concerns for the restaurant sector and weighs on the stock. McDonald's unveils new Happy Meal; operating challenges noted

Insider Activity at McDonald's

In other McDonald's news, EVP Jonathan Banner sold 6,201 shares of the firm'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 sale, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CMO Edith Morgan Flatley sold 4,692 shares of the firm's stock in a transaction that occurred 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 sale, the chief marketing officer owned 6,200 shares in the company, valued at $2,052,200. This trade represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 71,990 shares of company stock valued at $23,824,113. Corporate insiders own 0.26% of the company's stock.

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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