Robeco Institutional Asset Management B.V. Has $22.81 Million Position in McDonald’s Corporation $MCD

Robeco Institutional Asset Management B.V. trimmed its position in McDonald’s Corporation (NYSE:MCD) by 2.3% during the third quarter, HoldingsChannel.com reports. The fund owned 75,047 shares of the fast-food giant’s stock after selling 1,792 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in McDonald’s were worth $22,806,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Decker Retirement Planning Inc. increased its holdings in shares of McDonald’s by 142.9% in the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after acquiring an additional 50 shares in the last quarter. Legacy Investment Solutions LLC acquired a new position in shares of McDonald’s in the 2nd quarter valued at approximately $25,000. Nova Wealth Management Inc. bought a new stake in McDonald’s during the 1st quarter worth approximately $26,000. GFG Capital LLC acquired a new stake in McDonald’s during the 2nd quarter worth approximately $29,000. Finally, Financial Gravity Companies Inc. bought a new position in McDonald’s in the second quarter valued at approximately $29,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Buying and Selling

In other news, CFO Ian Frederick Borden sold 17,134 shares of McDonald’s stock in a transaction 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 transaction, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. The trade was a 39.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 42,516 shares of company stock valued at $13,036,090 over the last three months. Insiders own 0.25% of the company’s stock.

McDonald’s Price Performance

Shares of MCD stock opened at $308.92 on Friday. McDonald’s Corporation has a one year low of $276.53 and a one year high of $326.32. The firm has a 50-day moving average of $307.75 and a 200-day moving average of $304.66. The company has a market cap of $220.00 billion, a P/E ratio of 26.36, a P/E/G ratio of 3.09 and a beta of 0.53.

McDonald’s (NYSE:MCD) last issued its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $7.10 billion. During the same period last year, the firm posted $3.23 earnings per share. McDonald’s’s quarterly revenue was up 3.0% compared to the same quarter last year. As a group, research analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

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

Wall Street Analysts Forecast Growth

MCD has been the subject of several research reports. Mizuho raised shares of McDonald’s to a “hold” rating in a research report on Tuesday, October 28th. Truist Financial lifted their price target on McDonald’s from $350.00 to $356.00 and gave the company a “buy” rating in a research note on Thursday. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a research report on Tuesday. Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a report on Friday, October 31st. Finally, Robert W. Baird boosted their target price on McDonald’s from $322.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. Thirteen research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $328.68.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: Barclays raised its price target substantially to $372 and kept an overweight rating, signaling stronger analyst confidence and providing upside to the stock. Read More.
• Positive Sentiment: Sanford C. Bernstein reaffirmed an overweight rating on MCD, supporting continued buy-side interest. Read More.
• Neutral Sentiment: TD Cowen maintained a “hold” with a $320 target (small upside vs. current levels), a reminder some analysts see more moderate near-term returns. Read More.
• Positive Sentiment: McDonald’s announced new and returning global menu items for 2026 (including promotional tie-ins like Pokémon Happy Meals and returning Pokémon cards), which can boost traffic and seasonal sales. Read More.
• Positive Sentiment: Specific marketing promos—Pokémon Happy Meals and collectible cards—are confirmed for 2026, a low-cost demand driver that typically lifts transactions and visit frequency. Read More.
• Neutral Sentiment: McDonald’s is changing its drive-thrus (operational changes could improve throughput and margins but require rollout and capex). Investors should watch execution and cost timing. Read More.
• Neutral Sentiment: Local store-level activity: a Biltmore McDonald’s grand opening drew attention but is a small, localized sales event. Read More.
• Negative Sentiment: Multiple lawsuits allege misleading McRib ingredients (claims about offal/pork heart/tripe), raising reputational and potential litigation risk that could pressure same-store sales or incur legal costs if escalated. Read More.
• Negative Sentiment: Follow-up reporting details the suit’s ingredient allegations in depth; investors should monitor legal filings and any regulatory attention. Read More.
• Negative Sentiment: Unions accuse McDonald’s of repeated harassment of largely teenage staff—labor and PR headwinds that could increase scrutiny and potential costs if organizing or fines follow. Read More.

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.