McDonald’s Corporation $MCD Shares Sold by Voya Investment Management LLC

Voya Investment Management LLC reduced its stake in shares of McDonald’s Corporation (NYSE:MCD) by 13.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 159,792 shares of the fast-food giant’s stock after selling 25,200 shares during the period. Voya Investment Management LLC’s holdings in McDonald’s were worth $48,559,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in MCD. Norges Bank purchased a new position in McDonald’s in the 2nd quarter worth $2,780,712,000. Laurel Wealth Advisors LLC increased its holdings in shares of McDonald’s by 29,382.3% in the second quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after purchasing an additional 5,718,087 shares during the period. Soundwatch Capital LLC purchased a new position in shares of McDonald’s in the second quarter worth about $1,412,069,000. Viking Global Investors LP lifted its holdings in shares of McDonald’s by 171.7% during the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock worth $913,157,000 after purchasing an additional 1,974,998 shares during the period. Finally, Amundi lifted its holdings in shares of McDonald’s by 96.0% during the second quarter. Amundi now owns 4,032,676 shares of the fast-food giant’s stock worth $1,188,147,000 after purchasing an additional 1,974,751 shares during the period. 70.29% of the stock is owned by hedge funds and other institutional investors.

More McDonald’s News

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

• Positive Sentiment: McDonald’s raised its quarterly dividend to $1.86 (annualized $7.44), signaling continued free?cash?flow strength and supporting the stock’s income appeal. (Dividend disclosure appeared in recent MarketBeat reporting.)
• Positive Sentiment: Holiday marketing is driving strong attention — the Grinch Meal promotion generated broad press and consumer buzz, which can boost seasonal traffic and brand engagement. Read More.
• Positive Sentiment: McDonald’s revived its digital MONOPOLY promotion to push app downloads, reinforce value messaging and support U.S. traffic for Q4 — a digital-first campaign that can improve repeat visits and AUVs. Read More.
• Neutral Sentiment: Analyst and institutional activity remains mixed: several analysts reaffirm or tweak targets around the low?to?mid $300s, and institutional holdings changed modestly — supports a “hold” consensus but not a clear re?rating catalyst. (Coverage summarized in recent market reports.)
• Neutral Sentiment: Political/insider transaction news: a report noted Representative Julie Johnson sold shares of McDonald’s; such public selling can draw short?term attention but doesn’t change fundamentals. Read More.
• Negative Sentiment: EVP Desiree Ralls?Morrison sold 2,486 shares (~$795k at $320) and reduced her holdings ~28% — insider selling can be perceived negatively by investors, especially when clustered with other sales. SEC filing: Read More.
• Negative Sentiment: Reputational hit: McDonald’s pulled an AI Christmas ad after backlash in some markets, which generated negative headlines and potential short?term brand distraction. Read More.
• Negative Sentiment: Broader industry pressure: analysts note U.S. restaurants face softer demand, higher value sensitivity and cost pressures — a tougher consumer backdrop could cap same?store sales and margin upside. Read More.

Analysts Set New Price Targets

Several equities analysts recently weighed in on MCD shares. Mizuho upgraded shares of McDonald’s to a “hold” rating in a report on Tuesday, October 28th. Barclays reduced their target price on shares of McDonald’s from $362.00 to $358.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of McDonald’s in a research report on Wednesday, December 10th. BMO Capital Markets reissued an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Finally, Morgan Stanley set a $335.00 target price on McDonald’s in a report on Friday, October 17th. Eleven equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $324.57.

McDonald’s Stock Down 1.2%

NYSE:MCD opened at $315.85 on Friday. McDonald’s Corporation has a 52 week low of $276.53 and a 52 week high of $326.32. The stock’s 50-day moving average price is $307.19 and its 200-day moving average price is $303.87. The stock has a market capitalization of $224.93 billion, a PE ratio of 26.95, a price-to-earnings-growth ratio of 3.51 and a beta of 0.52.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). The business had revenue of $7.08 billion for the quarter, compared to analysts’ expectations of $7.10 billion. McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The business’s revenue for the quarter was up 3.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.23 EPS. Sell-side analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were paid a $1.86 dividend. The ex-dividend date of this dividend was Monday, December 1st. This represents a $7.44 dividend on an annualized basis and a yield of 2.4%. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio is 63.48%.

Insider Activity at McDonald’s

In related news, EVP Manuel Jm Steijaert sold 6,567 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $305.50, for a total value of $2,006,218.50. Following the transaction, the executive vice president directly owned 4,606 shares of the company’s stock, valued at approximately $1,407,133. This trade represents a 58.78% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Ian Frederick Borden sold 17,134 shares of McDonald’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $310.00, for a total value of $5,311,540.00. Following the completion of the sale, the chief financial officer directly owned 26,353 shares in the company, valued at $8,169,430. This represents a 39.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 42,516 shares of company stock worth $13,036,090 in the last quarter. 0.25% of the stock is owned by insiders.

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.