SJS Investment Consulting Inc. Raises Holdings in McDonald’s Corporation $MCD

02 Jan 2026, 13:28 by Tristan Rich · The Markets Daily

SJS Investment Consulting Inc. lifted its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 16.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,796 shares of the fast-food giant’s stock after purchasing an additional 1,647 shares during the quarter. McDonald’s comprises about 0.5% of SJS Investment Consulting Inc.’s investment portfolio, making the stock its 20th biggest position. SJS Investment Consulting Inc.’s holdings in McDonald’s were worth $3,585,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in McDonald’s by 21.6% in the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after acquiring an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of McDonald’s by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after purchasing an additional 52 shares in the last quarter. AlphaQuest LLC bought a new stake in McDonald’s in the first quarter worth $34,000. State of Wyoming raised its stake in McDonald’s by 2,600.0% during the first quarter. State of Wyoming now owns 243 shares of the fast-food giant’s stock valued at $76,000 after purchasing an additional 234 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its position in McDonald’s by 10.7% during the first quarter. Alliancebernstein L.P. now owns 1,292,308 shares of the fast-food giant’s stock valued at $403,678,000 after purchasing an additional 124,420 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

Insider Activity at McDonald’s

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,486 shares of the business’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 completion of the sale, 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. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Ian Frederick Borden sold 17,134 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the transaction, the chief financial officer 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. Over the last 90 days, insiders have sold 42,516 shares of company stock worth $13,036,090. Corporate insiders own 0.25% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on MCD shares. Robert W. Baird boosted their target price on shares of McDonald’s from $322.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Citigroup dropped their price target on McDonald’s from $381.00 to $375.00 and set a “buy” rating for the company in a research report on Tuesday, October 21st. Wells Fargo & Company boosted their price objective on McDonald’s from $340.00 to $345.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. KeyCorp reaffirmed an “overweight” rating and issued a $335.00 price objective on shares of McDonald’s in a research note on Monday, October 20th. Finally, Royal Bank Of Canada started coverage on McDonald’s in a report on Wednesday, October 8th. They issued a “sector perform” rating and a $320.00 target price for the company. Eleven research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, McDonald’s has a consensus rating of “Hold” and an average target price of $324.57.

View Our Latest Research Report on MCD

McDonald’s Stock Performance

Shares of NYSE MCD opened at $305.65 on Friday. McDonald’s Corporation has a fifty-two week low of $276.53 and a fifty-two week high of $326.32. The company has a market cap of $217.67 billion, a price-to-earnings ratio of 26.08, a PEG ratio of 3.40 and a beta of 0.53. The business’s 50 day moving average price is $307.93 and its 200-day moving average price is $304.21.

McDonald’s (NYSE:MCD – Get Free Report) last announced 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 net margin of 32.04% and a negative return on equity of 280.89%. The business had revenue of $7.08 billion during the quarter, compared to the consensus estimate of $7.10 billion. During the same period last year, the company earned $3.23 EPS. The business’s revenue was up 3.0% compared to the same quarter last year. Sell-side analysts predict that McDonald’s Corporation will post 12.25 earnings per share for the current 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 annualized dividend and a yield of 2.4%. This is a boost from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s payout ratio is 63.48%.

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.