MCD MCDONALDS CORP
BULLISH
Impact: 1/10
ANALYST-UPGRADE
15 firms acted on MCD: Argus Research, BTIG, Oppenheimer, Mizuho, RBC Capital, Goldman Sachs, Argus Research, Redburn Atlantic, Morgan Stanley, Loop Capital, Citigroup, Guggenheim, Baird, Argus Research, Goldman Sachs
Final — all horizons settled through T+60d ⚠ clustered
MCD ▼ -16.08% at T+60d
LONG call ✗ call lost -16.08% · α vs SPY -24.38% · entry $327.49 → $274.84
Currently $279.84 · -14.55% from $327.49 entry
T+1d
+0.05%
call +0.05% · α -0.14%
$327.65
settled 4mo ago
T+5d
+2.13%
call +2.13% · α +2.01%
$334.47
settled 3mo ago
T+20d
-0.27%
call -0.27% · α +1.55%
$326.61
settled 3mo ago
T+60d
-16.08%
call -16.08% · α -24.38%
$274.84
settled 25d ago
Price Chart
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Executive Summary
15 firms acted on MCD: Argus Research, BTIG, Oppenheimer, Mizuho, RBC Capital, Goldman Sachs, Argus Research, Redburn Atlantic, Morgan Stanley, Loop Capital, Citigroup, Guggenheim, Baird, Argus Research, Goldman Sachs
Impact Score
Base Score
1/7
LLM Adjustment
+0
Final Score
1/10
Consensus & Targets
Buy / Strong Buy
24 (57%)
Hold
17
Sell / Strong Sell
1
Total Analysts
31
Mean PT
$331.29
Median PT
$330.00
High PT
$407.00
Low PT
$250.00
Current Price
$279.20
Implied Upside
+18.7%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-11 | JP Morgan | maintain | Overweight | $305.00 |
| 2026-05-08 | RBC Capital | maintain | Sector Perform | $305.00 |
| 2026-05-08 | Barclays | maintain | Overweight | $350.00 |
| 2026-05-08 | Evercore ISI Group | maintain | Outperform | $350.00 |
| 2026-05-08 | Wells Fargo | maintain | Overweight | $320.00 |
| 2026-05-08 | Keybanc | maintain | Overweight | $330.00 |
| 2026-05-07 | TD Cowen | maintain | Hold | $300.00 |
| 2026-05-07 | BTIG | reiterate | Buy | $370.00 |
| 2026-04-28 | BTIG | reiterate | Buy | $370.00 |
| 2026-04-23 | Rothschild & Co | upgrade | Neutral | $306.00 |
Firm Track Record — Argus Research
Argus Research accuracy: 54% on 339 calls | avg return: 3.7%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Guggenheim | 100% | 6/6 | 6.9% | top tier |
| Jefferies | 100% | 2/2 | 8.8% | top tier |
| Deutsche Bank | 100% | 2/2 | 16.2% | top tier |
| TD Securities | 100% | 3/3 | 2.1% | top tier |
| Loop Capital | 80% | 4/5 | 5.4% | top tier |
| Truist Securities | 78% | 7/9 | 3.3% | top tier |
| JP Morgan | 71% | 5/7 | 6% | top tier |
| B of A Securities | 71% | 5/7 | 1.5% | top tier |
| Citigroup | 69% | 9/13 | 3.4% | top tier |
| Wells Fargo | 67% | 2/3 | 0.6% | top tier |
Earnings Estimates
Next earnings: Aug 4, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1q | $3.45 | $3.30 — $3.60 | $7.4B | ↑0 ↓0 |
| 0y | $12.99 | $12.47 — $13.29 | $28.5B | ↑0 ↓0 |
| 0q | $3.35 | $3.20 — $3.47 | $7.2B | ↑0 ↓0 |
| +1y | $14.22 | $13.47 — $15.00 | $30.2B | ↑0 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Jared Moskowitz (democrat) — buy $1,001 - $15,000
Congressional
Ro Khanna (democrat) — buy $15,001 - $50,000
Institutional
NORGES BANK — new
Institutional
Fund 1 Investments, LLC — exit (-100%)
Institutional
TWO SIGMA INVESTMENTS, LP — doubled (2666.1%)
Short Interest
Short: 804,519 | Exempt: 3,433 | TRF Vol: 1,458,329 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Documents Analyzed
Report based on filing metadata.
9 reports for MCD
Track record builds as more directional reports settle.
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 1, 2026
4d ago
|
Insider Cluster
| $276.09 $276.33 | ▲ +0.09% | ▼ −0.06% | $279.84 (+1.36%) |
|
May 31, 2026
5d ago
|
ANALYST-UPGRADE
| $327.49 $327.65 | ▲ +0.05% | ▼ −0.14% | $279.84 (−14.55%) |
|
May 23, 2026
13d ago
|
ANALYST-UPGRADE
| $302.45 $299.20 | ▼ −1.07% | ▼ −1.86% | $279.84 (−7.47%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $327.49 $327.65 | ▲ +0.05% | ▼ −0.14% | $279.84 (−14.55%) |
|
Apr 23, 2026
6w ago
|
ANALYST-UPGRADE
| $302.45 $299.20 | ▼ −1.07% | ▼ −1.86% | $279.84 (−7.47%) |
|
Apr 7, 2026
8w ago
|
DEFA14A
| $306.99 $309.52 | ▲ +0.82% | ▲ +0.25% | $279.84 (−8.84%) |
|
Mar 18, 2026
11w ago
|
Insider Cluster
| $315.71 $309.42 | ▼ −1.99% | ▼ −1.73% | $279.84 (−11.36%) |
|
Mar 17, 2026
11w ago
|
Court Ruling
| $326.30 $315.71 | ▼ −3.25% | ▼ −1.85% | $279.84 (−14.24%) |
|
Feb 23, 2026
14w ago
|
Insider Cluster
| $334.47 $333.18 | ▲ +0.39% | ▲ +1.12% | $279.84 (+16.33%) |
Showing 9 of 9
US Market Status
Market Closed — Opens Mon (35h 18m)
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