Yousif Capital Management LLC Has $26.49 Million Stock Holdings in McDonald's Corporation $MCD

Key Points

• Yousif Capital Management trimmed its stake in McDonald's by 4.5%, selling 4,080 shares and leaving it with 87,455 shares valued at approximately $26.49 million per its latest 13F filing.
• Company insiders have been active sellers: CEO Christopher Kempczinski sold 26,276 shares for about $8.76 million, and insiders sold a total of 71,657 shares (~$23.72 million) over the past three months.
• McDonald's recently beat quarterly expectations (EPS $3.12 vs. $3.05; revenue $7.01B, +9.7% YoY), pays a quarterly dividend of $1.86 (2.4% yield), and has a consensus analyst price target of $339.69 with an average rating of "Hold".

Yousif Capital Management LLC decreased its holdings in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 4.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 87,455 shares of the fast-food giant's stock after selling 4,080 shares during the period. Yousif Capital Management LLC's holdings in McDonald's were worth $26,485,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in shares of McDonald's by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant's stock worth $21,773,010,000 after acquiring an additional 316,638 shares in the last quarter. State Street Corp grew its stake in shares of McDonald's by 0.6% in the 3rd quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant's stock worth $10,643,704,000 after acquiring an additional 196,505 shares in the last quarter. Legal & General Group Plc grew its stake in shares of McDonald's by 6.4% in the 3rd quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant's stock worth $1,445,899,000 after acquiring an additional 286,284 shares in the last quarter. Ameriprise Financial Inc. grew its stake in shares of McDonald's by 0.5% in the 3rd quarter. Ameriprise Financial Inc. now owns 4,422,014 shares of the fast-food giant's stock worth $1,343,501,000 after acquiring an additional 21,168 shares in the last quarter. Finally, Franklin Resources Inc. grew its stake in shares of McDonald's by 36.6% in the 3rd quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant's stock worth $1,336,155,000 after acquiring an additional 1,179,244 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on MCD shares. TD Cowen reiterated a "hold" rating and issued a $320.00 target price on shares of McDonald's in a research note on Thursday, February 12th. JPMorgan Chase & Co. upped their target price on shares of McDonald's from $305.00 to $325.00 and gave the stock an "overweight" rating in a research note on Tuesday, February 24th. Weiss Ratings reiterated a "buy (b-)" rating on shares of McDonald's in a research note on Wednesday, January 28th. Mizuho increased their price target on shares of McDonald's from $300.00 to $325.00 and gave the company a "neutral" rating in a research report on Friday, February 6th. Finally, Oppenheimer upgraded shares of McDonald's from a "market perform" rating to an "outperform" rating and set a $355.00 price target for the company in a research report on Tuesday, January 6th. Seventeen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, McDonald's presently has an average rating of "Hold" and a consensus price target of $339.69.

Insider Activity at McDonald's

In related news, CEO Christopher J. Kempczinski sold 26,276 shares of the firm's stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $333.54, for a total value of $8,764,097.04. Following the sale, the chief executive officer directly owned 22,900 shares of the company's stock, valued at $7,638,066. This trade represents a 53.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the firm's stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of the sale, the chief marketing officer directly owned 6,200 shares in the company, valued at $2,052,200. This represents a 43.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 71,657 shares of company stock valued at $23,722,204. Company insiders own 0.25% of the company's stock.

More McDonald's News

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

• Positive Sentiment: Company is expanding its value push (McValue 2.0: under $3 items, $4 breakfast deals, and $5–$6 bundles), which should support traffic and same‑store sales resilience in a tighter consumer environment. Did McDonald’s New Value Menu and Pop Culture Deals Just Shift McDonald’s (MCD) Investment Narrative?
• Positive Sentiment: Pop‑culture promotions (KPop “Demon Hunters” meals) are driving hype and incremental spending — collectible cards are re‑selling for high prices, indicating strong demand and PR value. McDonald’s 'KPop Demon Hunters' cards are selling online for hundreds. What to know
• Positive Sentiment: Management and board adjustments signal operational focus and succession/leadership strengthening, which can support execution of the value and marketing strategy. McDonald’s strengthens leadership team
• Neutral Sentiment: Some menu experimentation is limited to select locations — could be incremental and hard to scale quickly, so impact on corporate performance is uncertain. McDonald's shakes up menu with major changes - but only at certain locations
• Neutral Sentiment: Consumer safety/operations note: McDonald’s won’t cook medium‑rare burgers (food‑safety/procedure explanation) — unlikely to affect demand materially but relevant to quality perceptions. You Can't Order A Medium-Rare Burger At McDonald's And There's A Reason
• Negative Sentiment: Viral “Big Arch” CEO taste‑test clip has generated backlash and media scrutiny about tone and affordability messaging — reputational noise can pressure near‑term sentiment and foot traffic if not contained. The Economic Divide Behind That McDonald's CEO Viral Video
• Negative Sentiment: CEO has been in damage‑control mode (first on‑camera remarks), but continued coverage keeps the story front‑and‑center and may weigh on sentiment until the issue fades. McDonald’s CEO speaks to media for first time since his viral taste test video
• Negative Sentiment: Operational risk in the franchise system: a rival franchisee filing Chapter 11 (65 restaurants at risk) highlights sector‑level pressures that could spill over into franchised operations and competitive dynamics. McDonald’s rival franchisee files Chapter 11, 65 restaurants at risk

McDonald's Price Performance

Shares of MCD opened at $304.64 on Wednesday. The firm's 50 day simple moving average is $321.60 and its 200 day simple moving average is $311.69. The company has a market capitalization of $216.41 billion, a P/E ratio of 25.49, a P/E/G ratio of 2.73 and a beta of 0.53. McDonald's Corporation has a 1-year low of $283.47 and a 1-year high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last announced its 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 quarterly revenue was up 9.7% on a year-over-year basis. During the same period last year, the firm posted $2.83 earnings per share. On average, equities analysts anticipate that McDonald's Corporation will post 12.25 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. Investors of record on Tuesday, March 3rd were paid a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald's's dividend payout ratio (DPR) is currently 62.26%.

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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