Mitsubishi UFJ Trust & Banking Corp Sells 13,471 Shares of McDonald’s Corporation $MCD

Mitsubishi UFJ Trust & Banking Corp trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 3.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 388,007 shares of the fast-food giant’s stock after selling 13,471 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in McDonald’s were worth $117,911,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Vanguard Group Inc. increased its holdings in shares of McDonald’s by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 71,331,031 shares of the fast-food giant’s stock valued at $20,840,787,000 after acquiring an additional 921,936 shares during the period. State Street Corp lifted its stake in shares of McDonald’s by 0.8% during the 2nd quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock worth $10,175,800,000 after purchasing an additional 272,139 shares during the last quarter. Geode Capital Management LLC boosted its position in McDonald’s by 1.7% during the second quarter. Geode Capital Management LLC now owns 16,828,420 shares of the fast-food giant’s stock valued at $4,901,595,000 after purchasing an additional 276,065 shares in the last quarter. Norges Bank purchased a new position in McDonald’s in the second quarter valued at about $2,780,712,000. Finally, Laurel Wealth Advisors LLC grew its stake in 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 last quarter. Institutional investors own 70.29% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. BTIG Research reissued a “neutral” rating on shares of McDonald’s in a research report on Friday, October 24th. Truist Financial increased their target price on shares of McDonald’s from $350.00 to $356.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. TD Cowen restated a “hold” rating on shares of McDonald’s in a research note on Thursday, January 8th. Sanford C. Bernstein reaffirmed an “overweight” rating and set a $372.00 price target on shares of McDonald’s in a research report on Wednesday, January 7th. Finally, Morgan Stanley set a $335.00 price objective on McDonald’s in a report on Friday, October 17th. Thirteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, McDonald’s has a consensus rating of “Hold” and an average target price of $328.88.

Insider Transactions at McDonald’s

In related news, EVP Manuel Jm Steijaert sold 6,567 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $305.50, for a total value of $2,006,218.50. Following the sale, the executive vice president owned 4,606 shares in the company, valued at $1,407,133. This represents a 58.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the transaction, the executive vice president owned 6,268 shares in the company, valued at approximately $2,005,760. This trade represents a 28.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 45,142 shares of company stock worth $13,841,169 in the last 90 days. 0.25% of the stock is owned by company insiders.

More McDonald’s News

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

• Positive Sentiment: New product push — McDonald’s is launching a limited?time Hot Honey sauce and new protein?focused sandwiches (promoted to start Jan. 27), a menu strategy meant to drive traffic and boost average check. McDonald’s bets big on hot honey and protein to bring customers
• Positive Sentiment: Aggressive store growth target — McDonald’s reiterated plans to open ~8,000 restaurants by end?2027, a scale play that supports revenue growth and franchise development. McDonald’s Plans to Open 8,000 Restaurants by End of 2027 and Shake Up Menu
• Positive Sentiment: Strong shareholder returns profile — a recent analysis highlights ~$79 billion returned to shareholders over the past decade via buybacks and dividends, underscoring cash flow strength and support for the stock. How McDonald’s Returned $79 Billion To Shareholders
• Neutral Sentiment: Menu localization and novelty — McDonald’s is bringing overseas fan favorites and occasional region?specific items (beer in Europe) to generate buzz; good for marketing but limited duration impact. McDonald’s finally brings overseas fan favorites to US in 2026
• Neutral Sentiment: Positive mentions in market?crash thinking pieces — some outlets list MCD as a defensive/quality pick in volatile markets, which can support demand from risk?averse investors. Worried About a Market Crash in 2026? Buy These 3 Stocks
• Negative Sentiment: Pricing?war risk — analysts flag an elevated risk of a fast?food pricing war that could compress margins and offset traffic gains from promotions. McDonald’s: The Risk Of A Fast-Food Pricing War Is Increasing Significantly
• Negative Sentiment: Customer backlash on loyalty changes — reports of unhappy customers over loyalty program changes could dampen repeat visits in affected markets. McDonald’s customers unhappy about loyalty scheme changes
• Negative Sentiment: Earnings watch — MCD previously missed quarterly EPS estimates (Nov. 5), so new initiatives will be judged on whether they restore margin and beat future estimates. (Earnings details in recent filings and analyst notes.)

McDonald’s Trading Up 1.0%

Shares of McDonald’s stock opened at $309.24 on Friday. The firm’s 50 day simple moving average is $308.87 and its two-hundred day simple moving average is $305.83. The firm has a market capitalization of $220.23 billion, a price-to-earnings ratio of 26.39, a PEG ratio of 3.04 and a beta of 0.53. McDonald’s Corporation has a 12-month low of $283.28 and a 12-month high of $326.32.

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

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.