PBU The Pension Fund of Early Childhood & Youth Educators Invests $12.02 Million in McDonald’s Corporation $MCD

PBU The Pension Fund of Early Childhood & Youth Educators acquired a new position in McDonald’s Corporation (NYSE:MCD) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 39,338 shares of the fast-food giant’s stock, valued at approximately $12,023,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Encompass More Asset Management boosted its stake in shares of McDonald’s by 1.5% in the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock valued at $648,000 after purchasing an additional 32 shares in the last quarter. Physician Wealth Advisors Inc. boosted its stake in shares of McDonald’s by 1.6% in the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after purchasing an additional 33 shares in the last quarter. CFO4Life Group LLC boosted its stake in shares of McDonald’s by 2.1% in the 3rd quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock valued at $507,000 after purchasing an additional 34 shares in the last quarter. Parvin Asset Management LLC lifted its position in McDonald’s by 3.8% during the 3rd quarter. Parvin Asset Management LLC now owns 929 shares of the fast-food giant’s stock worth $282,000 after buying an additional 34 shares in the last quarter. Finally, American National Bank of Texas lifted its position in McDonald’s by 2.9% during the 4th quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant’s stock worth $364,000 after buying an additional 34 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.

McDonald’s Stock Up 2.6%

Shares of NYSE MCD opened at $279.73 on Friday. McDonald’s Corporation has a 12-month low of $271.85 and a 12-month high of $341.75. The company has a market cap of $198.75 billion, a price-to-earnings ratio of 23.06, a price-to-earnings-growth ratio of 2.72 and a beta of 0.41. The firm’s 50-day simple moving average is $291.97 and its 200 day simple moving average is $307.54.

McDonald’s (NYSE:MCD) last released its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The company had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. During the same period in the prior year, the company posted $2.67 EPS. The company’s revenue was up 9.4% compared to the same quarter last year. On average, equities analysts expect that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Announces Dividend

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. The ex-dividend date is Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a yield of 2.7%. McDonald’s’s dividend payout ratio is presently 61.34%.

Insider Transactions at McDonald’s

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction dated Friday, April 10th. The shares were sold at an average price of $307.00, for a total transaction of $806,182.00. Following the transaction, the insider owned 8,400 shares in the company, valued at approximately $2,578,800. The trade was a 23.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 8,681 shares of company stock worth $2,631,594. Corporate insiders own 0.26% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on MCD. Guggenheim reduced their price target on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Jefferies Financial Group upped their price target on shares of McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Piper Sandler upped their price target on shares of McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Argus upgraded 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, Royal Bank Of Canada reduced their price target on shares of McDonald’s from $330.00 to $305.00 and set a “sector perform” rating on the stock 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $336.26.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s launched a high-profile FIFA World Cup 2026 campaign with collectible cups, toys, and themed meals, which could lift same-store sales and create a short-term traffic boost. McDonald’s launches global FIFA World Cup 2026 campaign with collectible cups, Squishmallows
• Positive Sentiment: The company’s “McDonald’s > NEXT” menu and experience overhaul signals management is actively addressing consumer value concerns and trying to improve food quality, which investors may view as supportive for longer-term demand. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Positive Sentiment: Multiple reports say the World Cup promotion is designed as McDonald’s biggest global campaign in years, potentially strengthening brand relevance with younger consumers and families. McDonald’s Is Launching Its Biggest-Ever Global Campaign. The Secret Weapon Is a Paper Cup.
• Neutral Sentiment: Media coverage highlighting McDonald’s appeal to Gen Z and its collectible marketing strategy may support brand momentum, but it is not yet a direct financial catalyst. Gen Z Trends Make These 3 Stocks Worth Watching (MCD)
• Neutral Sentiment: Some articles noted that McDonald’s shares have lagged this year, which frames the new campaign as a potential turnaround effort rather than proof of immediate earnings acceleration. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Negative Sentiment: One consumer-focused report said only 40% of customers view McDonald’s as a good value, underscoring the affordability and perception challenges the company is trying to fix. Only 40% of customers think McDonald’s is a good value

McDonald’s 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.