New York State Common Retirement Fund Sells 16,650 Shares of McDonald’s Corporation $MCD

29 Nov 2025, 13:38 by Michael Walen · The Markets Daily

New York State Common Retirement Fund reduced its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 1.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 929,474 shares of the fast-food giant’s stock after selling 16,650 shares during the quarter. New York State Common Retirement Fund owned about 0.13% of McDonald’s worth $271,564,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in shares of McDonald’s by 1.3% during the second quarter. Vanguard Group Inc. now owns 71,331,031 shares of the fast-food giant’s stock worth $20,840,787,000 after purchasing an additional 921,936 shares during the period. Geode Capital Management LLC increased its stake in McDonald’s by 1.7% during the 2nd 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 bought a new stake in McDonald’s during the 2nd quarter valued at $2,780,712,000. Price T Rowe Associates Inc. MD raised its holdings in McDonald’s by 16.8% during the first quarter. Price T Rowe Associates Inc. MD now owns 9,341,460 shares of the fast-food giant’s stock worth $2,917,993,000 after buying an additional 1,344,954 shares during the last quarter. Finally, Northern Trust Corp lifted its stake in shares of McDonald’s by 1.1% in the first quarter. Northern Trust Corp now owns 8,965,159 shares of the fast-food giant’s stock valued at $2,800,447,000 after buying an additional 97,966 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.

Wall Street Analyst Weigh In

MCD has been the subject of several recent research reports. Mizuho raised shares of McDonald’s to a “hold” rating in a research report on Tuesday, October 28th. Robert W. Baird lifted their price target on McDonald’s from $322.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. BTIG Research reissued a “neutral” rating on shares of McDonald’s in a report on Friday, October 24th. BMO Capital Markets restated an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Finally, Citigroup cut their target price on McDonald’s from $381.00 to $375.00 and set a “buy” rating on the stock in a research report on Tuesday, October 21st. Eleven investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $324.57.

Check Out Our Latest Stock Report on McDonald’s

Insider Activity

In other news, CFO Ian Frederick Borden sold 17,134 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were 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. This trade represents a 39.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CMO Edith Morgan Flatley sold 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $315.00, for a total transaction of $315,000.00. Following the transaction, the chief marketing officer directly owned 6,858 shares of the company’s stock, valued at approximately $2,160,270. This represents a 12.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 34,463 shares of company stock valued at $10,549,351. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Trading Down 0.2%

McDonald’s stock opened at $311.75 on Friday. The business’s 50 day simple moving average is $303.73 and its 200 day simple moving average is $304.20. McDonald’s Corporation has a 12 month low of $276.53 and a 12 month high of $326.32. The company has a market cap of $222.01 billion, a price-to-earnings ratio of 26.71, a PEG ratio of 3.23 and a beta of 0.50.

McDonald’s (NYSE:MCD – Get Free Report) last posted its earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share for the quarter, missing the consensus estimate of $3.33 by ($0.11). McDonald’s had a negative return on equity of 225.52% and a net margin of 32.21%.The business had revenue of $7.08 billion during the quarter, compared to analysts’ expectations of $7.10 billion. During the same quarter in the previous year, the business earned $3.23 EPS. McDonald’s’s revenue for the quarter was up 3.0% on a year-over-year basis. As a group, equities research analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, December 1st will be given a dividend of $1.86 per share. This is a boost from McDonald’s’s previous quarterly dividend of $1.77. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, December 1st. McDonald’s’s dividend payout ratio (DPR) is currently 63.48%.

About McDonald’s

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