Meiji Yasuda Asset Management Co Ltd. Decreases Stock Holdings in McDonald’s Corporation $MCD

Posted by Bonnie Powley on May 22nd, 2026

Meiji Yasuda Asset Management Co Ltd. decreased its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 15.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 19,495 shares of the fast-food giant’s stock after selling 3,527 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.’s holdings in McDonald’s were worth $5,958,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Your Advocates Ltd. LLP purchased a new position in McDonald’s in the 4th quarter worth about $27,000. Park Place Capital Corp raised its position in McDonald’s by 95.7% in the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after buying an additional 45 shares during the last quarter. DecisionPoint Financial LLC grew its stake in shares of McDonald’s by 1,616.7% during the 4th 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 during the period. Entrust Financial LLC bought a new stake in shares of McDonald’s during the 4th quarter valued at about $31,000. Finally, Painted Porch Advisors LLC grew its stake in shares of McDonald’s by 735.7% during the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after purchasing an additional 103 shares during the period. Hedge funds and other institutional investors own 70.29% of the company’s stock.

McDonald’s Trading Up 1.3%

Shares of NYSE:MCD opened at $284.03 on Friday. The stock has a 50 day moving average of $300.56 and a 200 day moving average of $309.44. The company has a market cap of $201.81 billion, a PE ratio of 23.42, a price-to-earnings-growth ratio of 2.79 and a beta of 0.43. McDonald’s Corporation has a 12-month low of $271.98 and a 12-month high of $341.75.

McDonald’s (NYSE:MCD – Get Free Report) last announced its quarterly earnings data 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. The company had revenue of $6.52 billion during the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The firm’s revenue was up 9.4% on a year-over-year basis. During the same period in the previous year, the company posted $2.67 EPS. Equities research analysts predict that McDonald’s Corporation will post 12.94 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be paid 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 dividend yield of 2.6%. McDonald’s’s payout ratio is 61.34%.

Key Headlines Impacting McDonald’s

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

Positive Sentiment: McDonald’s confirmed a quarterly dividend of $1.86 per share, reinforcing its appeal as a dependable income stock and signaling continued cash generation for shareholders. McDonald’s Rewards Shareholders Again
Positive Sentiment: Several reports highlighted new menu and beverage initiatives, plus AI-driven and futuristic drive-thru upgrades, suggesting McDonald’s is trying to improve the customer experience and drive more sales through product innovation. McDonalds Is Transforming the Fast-Food Experience in 2026 With AI, Futuristic Drive-Thrus, and Trendy New Drinks
Positive Sentiment: Analysts are said to be resetting growth and valuation assumptions, which can keep the stock in focus if investors see McDonald’s as a defensive brand with improving execution. Why The McDonald’s (MCD) Investment Story Is Shifting As Analysts Reset Growth And Valuation
Neutral Sentiment: McDonald’s plans to open a restaurant in historic Castlemaine and other brand-related media coverage appear more like awareness/marketing stories than major financial catalysts. McDonald’s confirms plan for restaurant in historic Castlemaine
Neutral Sentiment: McDonald’s board change at Constellation Brands is not a direct operational update for MCD, though it does keep the company’s leadership team visible in the market. Constellation Brands Announces Election of Morgan Flatley as New Independent Board Director
Negative Sentiment: Recent valuation commentary noted weaker share-price performance over the past month and quarter, suggesting investors remain cautious despite McDonald’s defensive profile and dividend support. Assessing McDonald’s (MCD) Valuation After Recent Share Price Weakness And Mixed Return Patterns

Insider Buying and Selling

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the transaction, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of the company’s stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $307.00, for a total value of $806,182.00. Following the sale, the insider directly owned 8,400 shares in the company, valued at $2,578,800. This trade represents a 23.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 12,119 shares of company stock valued at $3,945,973. 0.26% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on MCD shares. JPMorgan Chase & Co. cut their price target on McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a research note on Monday, May 11th. Royal Bank Of Canada cut their price target on McDonald’s from $330.00 to $305.00 and set a “sector perform” rating for the company in a research note on Friday, May 8th. BTIG Research restated a “buy” rating and set a $370.00 price target on shares of McDonald’s in a research note on Thursday, May 7th. UBS Group boosted their price target on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, Morgan Stanley set a $331.00 price target on McDonald’s in a research note on Friday, May 8th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $334.45.

Get Our Latest Stock Analysis on MCD

McDonald’s Company Profile

(Free Report)

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.