PFA Pension Forsikringsaktieselskab Acquires Shares of 450,051 McDonald's Corporation $MCD

Key Points

• PFA Pension Forsikringsaktieselskab acquired a new stake of 450,051 shares in McDonald's during Q4, valued at about $138,629,000, leaving the firm with roughly 0.06% ownership while institutional investors hold ~70.29% of the stock.
• McDonald's beat Q4 expectations with EPS of $3.12 (vs. $3.05) and revenue of $7.01B (vs. $6.81B), its market cap is ~$203.9B with a P/E of 24.0, and it pays a quarterly dividend of $1.86 (annualized $7.44, ~2.6% yield).
• Analyst sentiment is mixed—the stock's consensus rating is a "Hold" with a target of $340.93—and insiders have been net sellers, including CEO Christopher Kempczinski's sale of 26,276 shares and ~71,990 insider shares sold in the past three months (~$23.8M).

PFA Pension Forsikringsaktieselskab acquired a new stake in McDonald's Corporation (NYSE:MCD - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 450,051 shares of the fast-food giant's stock, valued at approximately $138,629,000. PFA Pension Forsikringsaktieselskab owned approximately 0.06% of McDonald's at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Brighton Jones LLC lifted its position in shares of McDonald's by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant's stock valued at $2,692,000 after purchasing an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC lifted its position 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 purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC lifted its position 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 valued at $589,000 after purchasing an additional 206 shares in the last quarter. United Bank lifted its position 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 valued at $2,367,000 after purchasing an additional 459 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of McDonald's by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant's stock valued at $3,780,000 after purchasing an additional 312 shares in the last quarter. 70.29% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

MCD has been the topic of a number of recent analyst reports. BTIG Research reissued a "buy" rating and set a $370.00 price target on shares of McDonald's in a research report on Tuesday. Royal Bank Of Canada raised their price target on shares of McDonald's from $320.00 to $330.00 and gave the company a "sector perform" rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. raised their price target on shares of McDonald's from $305.00 to $325.00 and gave the company an "overweight" rating in a research report on Tuesday, February 24th. Argus raised 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. Finally, Morgan Stanley dropped their price target on shares of McDonald's from $335.00 to $334.00 and set an "equal weight" rating on the stock in a research report on Tuesday, April 21st. Sixteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus target price of $340.93.

McDonald's Stock Performance

NYSE MCD opened at $286.83 on Friday. McDonald's Corporation has a 52-week low of $283.47 and a 52-week high of $341.75. The company has a 50-day simple moving average of $314.29 and a 200 day simple moving average of $311.73. The company has a market capitalization of $203.89 billion, a PE ratio of 24.00, a price-to-earnings-growth ratio of 2.72 and a beta of 0.43.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 during the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter last year, the company posted $2.83 earnings per share. The firm's quarterly revenue was up 9.7% compared to the same quarter last year. As a group, analysts forecast that McDonald's Corporation will post 13.2 EPS for the current fiscal year.

McDonald's Dividend Announcement

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

Trending Headlines about McDonald's

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

• Positive Sentiment: McDonald’s rolled out an all‑purple “Grimace” menu and relaunched the viral Grimace milkshake — a pop‑culture promotion expected to drive short‑term foot traffic and social‑media buzz, which can lift same‑store sales and AUVs. McDonald’s unveils purple Grimace menu featuring viral milkshake comeback
• Positive Sentiment: McDonald’s is pushing a new lineup of six hand‑crafted drinks (boba, “dirty” sodas and themed accessories). Management’s beverage push targets a high‑margin category and supports the broader thesis that drinks can be a multi‑billion growth engine for the chain. McDonald’s drops 6 new drinks with unusual accessories
• Neutral Sentiment: Local expansion news — a new McDonald’s site planned in Rockford — signals steady franchise development but is unlikely to move the stock materially on its own. New McDonald’s to be built on W. Riverside in Rockford
• Negative Sentiment: A widely circulated idea of a $20 “unlimited fries” subscription was fact‑checked and found to be inaccurate — removing a potential recurring‑revenue catalyst investors may have hoped for. Fact check: Is McDonald’s launching $20 subscription with unlimited fries?
• Negative Sentiment: The Street reports McDonald’s is adjusting menu “protein hacks” as beef prices rise — higher commodity costs pose a margin risk even as the company seeks menu workarounds. McDonald’s reveals protein hacks as beef prices rise
• Negative Sentiment: Erste Group trimmed its FY2027 EPS estimate and downgraded MCD to a “Hold,” a mild analyst headwind that can weigh on sentiment. McDonald's NYSE: MCD Cut to "Hold" at Erste Group Bank

Insider Activity at McDonald's

In related news, CEO Christopher J. Kempczinski sold 26,276 shares of the firm's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the completion of the sale, the chief executive officer owned 22,900 shares in the company, valued at approximately $7,638,066. This trade represents a 53.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Joseph M. Erlinger sold 333 shares of the firm's stock in a transaction dated Thursday, April 23rd. The stock was 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. This trade represents a 3.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 71,990 shares of company stock worth $23,824,113. 0.26% of the stock is currently owned by corporate insiders.

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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