UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Acquires 384,762 Shares of McDonald's Corporation $MCD

Key Points

• UBS AM increased its McDonald’s stake by 7.4% in the fourth quarter, adding 384,762 shares to bring its total holding to 5,560,037 shares, worth about $1.7 billion.
• McDonald’s recent operating results were solid, with quarterly EPS of $2.83 beating estimates and revenue rising 9.4% year over year to $6.52 billion. The company also highlighted positive trends like 3.8% global comparable sales growth and strong loyalty sales.
• Investor sentiment is mixed but generally constructive: analysts maintain a Moderate Buy consensus and a $336.26 price target, while recent insider selling and scrutiny around AI drive-thru testing and workplace safety have added some headline risk.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 7.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,560,037 shares of the fast-food giant's stock after purchasing an additional 384,762 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.78% of McDonald's worth $1,699,314,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Your Advocates Ltd. LLP purchased a new position in shares of McDonald's during the fourth quarter valued at about $27,000. Park Place Capital Corp grew its position in shares of McDonald's by 95.7% during the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant's stock valued at $28,000 after purchasing an additional 45 shares in the last quarter. IFC & Insurance Marketing Inc. purchased a new position in shares of McDonald's during the fourth quarter valued at about $29,000. DecisionPoint Financial LLC grew its position in shares of McDonald's by 1,616.7% during the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant's stock valued at $31,000 after purchasing an additional 97 shares in the last quarter. Finally, Entrust Financial LLC purchased a new position in shares of McDonald's during the fourth quarter valued at about $31,000. Hedge funds and other institutional investors own 70.29% of the company's stock.

Key Headlines Impacting McDonald's

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

• Positive Sentiment: Commentary highlighted McDonald’s as a “rare mega-cap” with accelerating fundamentals, citing 3.8% global comparable sales growth, more than $9 billion in loyalty sales over 90 days, and 9.4% year-over-year revenue growth, which supports the bull case for the stock. McDonald’s Will Trade at This Price in 2028
• Positive Sentiment: McDonald’s is testing AI-powered drive-thru ordering, and early results from a million orders appear promising; if rolled out successfully, this could improve efficiency and margins over time. McDonald’s Is Letting AI Take Your Orders Again. A Million Orders Later, the Results Look Promising.
• Positive Sentiment: Promotional activity tied to FIFA World Cup meals, collectible cups, and Squishmallows could help drive customer traffic and add some sales momentum. McDonald's FIFA World Cup meals with Squishmallows and 9 collectible cups are here
• Neutral Sentiment: Analyst and investor commentary remains generally supportive, with reports noting McDonald’s continues to attract attention as a defensive, widely followed stock. McDonald's Corporation (MCD) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Insider selling by executive Joseph Erlinger may weigh on sentiment slightly, even though such sales do not necessarily reflect a change in business outlook. Joseph Erlinger Sells 5,252 Shares of McDonald's NYSE: MCD Stock
• Negative Sentiment: Some recent coverage has also raised concerns about customer pushback on operational changes and workplace safety issues, which could create headline risk if they persist. Should McDonald’s AI Drive Thru Push and Safety Scrutiny Require Action From McDonald’s (MCD) Investors?

McDonald's Price Performance

Shares of NYSE:MCD opened at $284.88 on Friday. McDonald's Corporation has a 1 year low of $271.85 and a 1 year high of $341.75. The business has a 50 day simple moving average of $289.38 and a two-hundred day simple moving average of $306.75. The firm has a market capitalization of $202.41 billion, a PE ratio of 23.49, a price-to-earnings-growth ratio of 2.84 and a beta of 0.41.

McDonald's (NYSE:MCD - Get Free Report) last announced its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $6.47 billion. During the same quarter in the previous year, the business earned $2.67 earnings per share. The company's revenue for the quarter was up 9.4% compared to the same quarter last year. Equities research analysts expect that McDonald's Corporation will post 12.93 EPS for the current fiscal year.

McDonald's Dividend Announcement

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

Insider Activity at McDonald's

In other news, 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 completion of 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Joseph M. Erlinger sold 5,252 shares of McDonald'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 sale, the insider directly owned 7,734 shares of the company's stock, valued at $2,198,930.88. This represents a 40.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 11,307 shares of company stock valued at $3,262,622 in the last ninety days. Insiders own 0.26% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on MCD. KeyCorp cut their price objective on McDonald's from $345.00 to $330.00 and set an "overweight" rating for the company in a research report on Friday, May 8th. BTIG Research restated a "buy" rating and set a $370.00 price objective on shares of McDonald's in a research report on Thursday, May 7th. Evercore set a $350.00 price objective on McDonald's in a research report on Friday, May 8th. Barclays cut their price objective on McDonald's from $380.00 to $350.00 and set an "overweight" rating for the company in a research report on Friday, May 8th. Finally, Royal Bank Of Canada cut their price objective on McDonald's from $330.00 to $305.00 and set a "sector perform" rating for the company in a research report on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $336.26.

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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