MCD

MCDONALDS CORP

NYSE · Retail-Eating Places · Inc. DE · CIK 0000063908
$279.84 +2.61% $193.8B
Insider Selling Cluster (2 insiders)Congressional Activity (2)
Vol
Market Cap$193.8B
Cap SizeLarge Cap
Analyst ConsensusBuy (60%)
Inst. Holders11 funds
Inst. Value$38.9B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 9S
Insider Net $-$3.6M
Reddit Sentiment64° Warm
SEC Reports9
Congressional3 trades
Exchange NYSE·Sector Retail-Eating Places·Inc. DE·CIK 0000063908·Prev Close $272.72

Recent Activity

Aug 4, 2026 earnings_calendar
MCD Q2 2026 Earnings Before Market Open — 2026-08-04
EPS est: $3.47 | Rev est: $7.4B
May 31, 2026 SEC
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
ANALYST-UPGRADE — Impact 1/10
May 28, 2026 Insider
Ralls-Morrison Desiree sold 2,763 shares
EVP, Chief Legal Officer @ $278.36 ($769.1K)
May 26, 2026 Insider
Erlinger Joseph M. sold 333 shares
President, McDonald's USA @ $280.11 ($93.3K)
May 23, 2026 SEC
Rothschild & Co upgrades MCD to Neutral — PT $306 (+8.4%)
ANALYST-UPGRADE — Impact 2/10
Apr 23, 2026 SEC
Rothschild & Co double upgrades to Neutral — PT $306 (+2%)
ANALYST-UPGRADE — Impact 2/10
Apr 23, 2026 Insider
Erlinger Joseph M. sold 333 shares
President, McDonald's USA @ $302.72 ($100.8K)
Inst.
NORGES BANK — NEW
9,457,311 shares ($2.9B)

Price Targets

$331.29 +18.4% upside Buy
Current $279.84 Low $250.00 Median $330.00 High $407.00 31 analysts
$250.00 $407.00

Analyst Ratings

Buy60% buy · 40 analysts
8Strong Buy
16Buy
15Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 8, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
May 8, 2026 Barclays MAINTAIN Overweight → Overweight
May 8, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
May 8, 2026 Wells Fargo MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current FY $12.99 ▼ -1.6% $12.47 — $13.29 6% YoY 31
Next FY $14.22 ▼ -0.9% $13.47 — $15.00 10% YoY 34
Current Q $3.35 ▼ -2.1% $3.20 — $3.47 5% YoY 29
Next Q $3.45 ▼ -3.2% $3.30 — $3.60 7% YoY 29

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$22.1B
MORGAN STANLEY$4.7B
BANK OF AMERICA CORP$3.8B
NORGES BANK$2.9BNEW
WELLS FARGO & COMPANY/MN$2.4B

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Ralls-Morrison DesireeSELL$769.1K
May 26, 2026Erlinger JosephSELL$93.3K
Apr 23, 2026Erlinger JosephSELL$100.8K
Apr 10, 2026Erlinger JosephSELL$806.2K
Apr 10, 2026Erlinger JosephM$0.00

Reddit Sentiment

64°
Warm
Bearish Neutral Bullish
17 mentions 7 bullish 1 bearish

Congressional Trades

3 members: 2 buys, 1 sells
MemberPartyTypeAmount
Jared MoskowitzDBUY$1,001 - $15,000
Ro KhannaDBUY$15,001 - $50,000
Sheldon WhitehouseDSELL$15,001 - $50,000
11 institutional holders with $38.9B total value (127,175,454 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC72,351,127$22.1B56.9%
2MORGAN STANLEY15,270,740$4.7B12.0%
3BANK OF AMERICA CORP /DE/12,419,778$3.8B9.8%
4NORGES BANK9,457,311$2.9B7.4%NEW
5WELLS FARGO & COMPANY/MN7,903,132$2.4B6.2%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,455,057$1.7B4.3%NEW
7FMR LLC3,549,496$1.1B2.8%
8TWO SIGMA INVESTMENTS, LP664,254$203.0M0.5%DOUBLED +2666.1%
9RENAISSANCE TECHNOLOGIES LLC91,437$27.9M0.1%TRIM -49.3%
10Cullen Capital Management, LLC6,647$2.0M0.0%
11DODGE & COX6,475$2.0M0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW9,457,311$2.9B2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED24,014664,254+2666.1%$203.0M2025-Q4
Fund 1 Investments, LLCEXIT16,7000-100.0%$0.002025-Q4
TWO SIGMA INVESTMENTS, LPNEW24,014$7.3M2025-Q3
Fund 1 Investments, LLCNEW16,700$5.1M2025-Q3
NORGES BANKEXIT9,517,4440-100.0%$0.002025-Q3
NORGES BANKNEW9,517,444$2.8B2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM179,86991,155-49.3%$26.6M2025-Q2
Fund 1 Investments, LLCEXIT1000-100.0%$0.002025-Q2
CITADEL ADVISORS LLCTRIM3,783,3952,196,522-41.9%$686.1M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW179,869$56.2M2025-Q1
Fund 1 Investments, LLCNEW100$31.2K2025-Q1
NORGES BANKEXIT9,400,7720-100.0%$0.002025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW5,564,359$1.7B2024-Q3
9 unique insiders with 9 transactions. Net insider value: -$3.6M ($0.00 bought, $3.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Ralls-Morrison DesireeEVP, Chief Legal OfficerSELL2,763$278.36$769.1K
May 26, 2026Erlinger Joseph M.President, McDonald's USASELL333$280.11$93.3K
Apr 23, 2026Erlinger Joseph M.President, McDonald's USASELL333$302.72$100.8K
Apr 10, 2026Erlinger Joseph M.President, McDonald's USASELL2,626$307.00$806.2K
Apr 10, 2026Erlinger Joseph M.President, McDonald's USAM2,626$0.00$0.00
Apr 10, 2026Erlinger Joseph M.President, McDonald's USAM2,626$157.79$414.4K
Mar 23, 2026Erlinger Joseph M.President, McDonald's USASELL333$313.47$104.4K
Mar 18, 2026Baroni DarioPresident, IDLSELL600$323.77$194.3K
Mar 10, 2026Erlinger Joseph M.President, McDonald's USAM2,626$157.79$414.4K
Mar 10, 2026Erlinger Joseph M.President, McDonald's USASELL2,626$328.34$862.2K
Mar 10, 2026Erlinger Joseph M.President, McDonald's USAM2,626$0.00$0.00
Feb 23, 2026Banner JonathanEVP - Chief Impact OfficerSELL1,600.66$333.42$533.7K
Feb 23, 2026Erlinger Joseph M.President, McDonald's USASELL333$330.43$110.0K
Feb 23, 2026Banner JonathanEVP - Chief Impact OfficerM4,600$0.00$0.00
Feb 20, 2026Ralls-Morrison DesireeEVP, Chief Legal OfficerI1,518.69$329.23$500.0K
Feb 13, 2026Borden Ian FrederickEVP - CFOM5,949$0.00$0.00
Feb 13, 2026Borden Ian FrederickEVP - CFOF2,368.1$327.58$775.7K
Feb 13, 2026Borden Ian FrederickEVP - CFOM5,949$0.00$0.00
Feb 13, 2026Borden Ian FrederickEVP - CFOM430$0.00$0.00
Feb 13, 2026Borden Ian FrederickEVP - CFOA52,151$0.00$0.00
Feb 13, 2026Banner JonathanEVP - Chief Impact OfficerM4,015$0.00$0.00
Feb 13, 2026Banner JonathanEVP - Chief Impact OfficerF1,937.84$327.58$634.8K
Feb 13, 2026Banner JonathanEVP - Chief Impact OfficerM4,015$0.00$0.00
Feb 13, 2026Banner JonathanEVP - Chief Impact OfficerM290$0.00$0.00
Feb 13, 2026Banner JonathanEVP - Chief Impact OfficerA18,052$0.00$0.00
Feb 13, 2026Baroni DarioPresident, IDLM1,879$0.00$0.00
Feb 13, 2026Baroni DarioPresident, IDLF901.31$327.58$295.3K
Feb 13, 2026Erlinger Joseph M.President, McDonald's USAM5,577$0.00$0.00
Feb 13, 2026Baroni DarioPresident, IDLM1,879$0.00$0.00
Feb 13, 2026Baroni DarioPresident, IDLM136$0.00$0.00
Feb 13, 2026Baroni DarioPresident, IDLA1,069$0.00$0.00
Feb 13, 2026Boyd Tiffanie L.EVP - Chief People OfficerM1,221$0.00$0.00
Feb 13, 2026Boyd Tiffanie L.EVP - Chief People OfficerF398.89$327.58$130.7K
Feb 13, 2026Boyd Tiffanie L.EVP - Chief People OfficerM1,221$0.00$0.00
Feb 13, 2026Boyd Tiffanie L.EVP - Chief People OfficerM89$0.00$0.00
Feb 13, 2026Boyd Tiffanie L.EVP - Chief People OfficerA22,064$0.00$0.00
Feb 13, 2026Elting Lauren BVP - CAO and Corp ControllerA2,407$0.00$0.00
Feb 13, 2026Erlinger Joseph M.President, McDonald's USAF2,312.23$327.58$757.4K
Feb 13, 2026Erlinger Joseph M.President, McDonald's USAM5,577$0.00$0.00
Feb 13, 2026Erlinger Joseph M.President, McDonald's USAM403$0.00$0.00
Feb 13, 2026Erlinger Joseph M.President, McDonald's USAA32,093$0.00$0.00
Feb 13, 2026Flatley Edith MorganEVP - Global CMOM1,859$0.00$0.00
Feb 13, 2026Flatley Edith MorganEVP - Global CMOF797.58$327.58$261.3K
Feb 13, 2026Flatley Edith MorganEVP - Global CMOM1,859$0.00$0.00
Feb 13, 2026Flatley Edith MorganEVP - Global CMOM135$0.00$0.00
Feb 13, 2026Flatley Edith MorganEVP - Global CMOA26,076$0.00$0.00
Feb 13, 2026McDonald GillianEVP, Global Rest. Exp. Ofc.M4,090$0.00$0.00
Feb 13, 2026McDonald GillianEVP, Global Rest. Exp. Ofc.F2,021.95$327.58$662.4K
Feb 13, 2026McDonald GillianEVP, Global Rest. Exp. Ofc.M4,090$0.00$0.00
Feb 13, 2026McDonald GillianEVP, Global Rest. Exp. Ofc.M296$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (60% buy). Based on 40 analysts: 8 strong buy, 16 buy, 15 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$331.29 mean target +18.4% upside Buy (2.09)
$250.00 Low $407.00 High
MetricValue
Current Price$279.84
Target Low$250.00
Target Mean$331.29
Target Median$330.00
Target High$407.00
# Analysts31
RecommendationBuy (2.09)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current FY
2026-12-31
$12.99 $12.47 $13.29 6.4% -1.6% 4↑ 25↓ $28.5B 6.0% 31
Next FY
2027-12-31
$14.22 $13.47 $15.00 9.5% -0.9% 5↑ 23↓ $30.2B 5.9% 34
Current Q
2026-06-30
$3.35 $3.20 $3.47 4.9% -2.1% 3↑ 22↓ $7.2B 4.7% 29
Next Q
2026-09-30
$3.45 $3.30 $3.60 7.2% -3.2% 0↑ 24↓ $7.4B 5.2% 29

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.347
7d ago$3.343+0.003
30d ago$3.417-0.071
60d ago$3.428-0.082
90d ago$3.434-0.087
23 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 JP Morgan MAINTAIN Overweight Overweight
May 8, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 8, 2026 Barclays MAINTAIN Overweight Overweight
May 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 8, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 8, 2026 Keybanc MAINTAIN Overweight Overweight
May 7, 2026 TD Cowen MAINTAIN Hold Hold
May 7, 2026 BTIG REITERATE Buy Buy
Apr 28, 2026 BTIG REITERATE Buy Buy
Apr 23, 2026 Rothschild & Co UPGRADE Sell Neutral
Apr 21, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 20, 2026 Keybanc MAINTAIN Overweight Overweight
Mar 6, 2026 Tigress Financial MAINTAIN Buy Buy
Mar 3, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 24, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 13, 2026 Argus Research UPGRADE Hold Buy
Feb 13, 2026 Guggenheim MAINTAIN Neutral Neutral
Feb 12, 2026 Jefferies MAINTAIN Buy Buy
Feb 12, 2026 Citigroup MAINTAIN Buy Buy
Feb 12, 2026 UBS MAINTAIN Buy Buy
Feb 12, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 12, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 12, 2026 Barclays MAINTAIN Overweight Overweight
Feb 12, 2026 Truist Securities MAINTAIN Buy Buy
Feb 12, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 12, 2026 BTIG MAINTAIN Buy Buy
Feb 12, 2026 TD Cowen REITERATE Hold Hold
Feb 6, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 3, 2026 Guggenheim MAINTAIN Neutral Neutral
Feb 2, 2026 BTIG UPGRADE Neutral Buy
Jan 9, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 8, 2026 Truist Securities MAINTAIN Buy Buy
Jan 8, 2026 TD Cowen REITERATE Hold Hold
Jan 7, 2026 Barclays MAINTAIN Overweight Overweight
Jan 6, 2026 Oppenheimer UPGRADE Perform Outperform
Nov 19, 2025 Guggenheim MAINTAIN Neutral Neutral
Nov 6, 2025 Baird MAINTAIN Neutral Neutral
Nov 6, 2025 Wells Fargo MAINTAIN Overweight Overweight
Nov 6, 2025 Barclays MAINTAIN Overweight Overweight
Oct 28, 2025 Mizuho INITIATE Neutral
Oct 24, 2025 BTIG REITERATE Neutral Neutral
Oct 22, 2025 Barclays MAINTAIN Overweight Overweight
Oct 21, 2025 Citigroup MAINTAIN Buy Buy
Oct 16, 2025 Wells Fargo MAINTAIN Overweight Overweight
Oct 14, 2025 Truist Securities MAINTAIN Buy Buy
Oct 10, 2025 Guggenheim MAINTAIN Neutral Neutral
Oct 9, 2025 RBC Capital INITIATE Sector Perform
Sep 17, 2025 Citigroup MAINTAIN Buy Buy
Sep 4, 2025 BMO Capital MAINTAIN Outperform Outperform
Aug 22, 2025 Stifel MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026816151060%
May 1, 2026816171057%
Apr 1, 2026816162057%
Mar 1, 2026817162058%
Feb 1, 2026617182053%
Jan 1, 2026517192051%
Dec 1, 2025517192051%
Nov 1, 2025617192052%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 2 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 31, 2026Jared MoskowitzDHOUSEBUY$1,001 - $15,000McDonald's CorpMay 1, 2026 (32d)
Mar 30, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000McDonald's CorpApr 9, 2026 (11d)
Jan 9, 2026Sheldon WhitehouseDSENATESELL$15,001 - $50,000McDonald's CorpFeb 4, 2026 (27d)
64°
Warm
Bearish Neutral Bullish
17 mentions 7 bullish 1 bearish 17 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 2, 2026150° Neutral001
Jun 2, 2026150° Neutral001
May 8, 2026160° Warm101
May 8, 2026160° Warm101
May 3, 2026160° Warm101
May 3, 2026160° Warm101
Apr 13, 2026150° Neutral001
Apr 13, 2026150° Neutral001
Apr 8, 2026160° Warm101
Apr 8, 2026160° Warm101
Mar 18, 2026156° Neutral001
Mar 18, 2026156° Neutral001
Mar 17, 2026160° Warm101
Mar 17, 2026156° Neutral001
Mar 17, 2026156° Neutral001
Mar 16, 2026156° Neutral001
Feb 24, 2026140° Cool011

Recent Reddit Threads

r/stocks Bullish 28d 3h ago
MCD stock right now
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 2mo ago
Unfound robotics play with a float under 1M shares + no dilution
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Neutral 2mo ago
I found the next potential parabolic play
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 2mo ago
The next parabolic play with catalyst coming
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 1mo ago
Thoughts in $MCD
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 1mo ago
Looking to expand my stock picks...are AMZN, PEP and MCD good picks?
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 2mo ago
I found the next potential parabolic play
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Calls on $MCD. Thank you Mr. President.
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 3d 23h ago
331k yolo on $MCD. Betting on fatties
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 3mo ago
(soft hands warning) Sold my INTC runners to buy boomer burgers (MCD)
▲ 3 💬 5 ⚡ 0.1
Aug 4, 2026
earnings_calendar
MCD Q2 2026 Earnings Before Market Open — 2026-08-04
EPS est: $3.47 | Rev est: $7.4B
Jun 2, 2026
short_volume
Short Volume: MCD — 55.1% short (0.9M / 1.7M)
Short: 929,220 | Exempt: 2,818 | TRF Vol: 1,687,890 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: MCD — 55.2% short (0.8M / 1.5M)
Short: 804,519 | Exempt: 3,433 | TRF Vol: 1,458,329 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: MCD — 60.2% short (1.4M / 2.4M)
Short: 1,444,834 | Exempt: 4,252 | TRF Vol: 2,398,232 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: MCD — 4.8M shares, 148,422 trades
Week starting 2026-05-11. Total ATS volume: 4,816,520 shares across 148,422 trades.
May 8, 2026
short_interest
FTD: MCD — 12,320 shares ($3.5M) failed to deliver
Settlement: 20260508, Price: $283.70, FTD Value: $3,495,184, MCDONALDS CORP
May 7, 2026
earnings_calendar
MCD Q1 2026 Earnings Before Market Open — 2026-05-07
May 7, 2026
short_volume
Short Volume: MCD — 61.0% short (1.5M / 2.5M)
Short: 1,517,746 | Exempt: 779 | TRF Vol: 2,489,538 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: MCD — 4.9M shares, 156,451 trades
Week starting 2026-05-04. Total ATS volume: 4,944,099 shares across 156,451 trades.
Apr 29, 2026
short_volume
Short Volume: MCD — 55.3% short (0.6M / 1.0M)
Short: 561,447 | Exempt: 1,663 | TRF Vol: 1,014,422 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: MCD — 55.1% short (1.1M / 2.0M)
Short: 1,111,556 | Exempt: 3,156 | TRF Vol: 2,015,516 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: MCD — 4.0M shares, 135,445 trades
Week starting 2026-04-27. Total ATS volume: 3,956,418 shares across 135,445 trades.
Apr 23, 2026
earnings_calendar
MCD Q1 2026 Earnings Before Market Open — 2026-04-23
EPS est: $2.79 | Rev est: $6.6B
Apr 22, 2026
short_volume
Short Volume: MCD — 64.5% short (0.6M / 0.9M)
Short: 593,246 | Exempt: 1,686 | TRF Vol: 919,882 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: MCD — 55.2% short (0.5M / 0.9M)
Short: 517,499 | Exempt: 296 | TRF Vol: 936,980 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Mar 17, 2026
Enforcement
Victoria Guster-Hines and Domineca Neal v. McDonald's USA, LLC, McDonald's Corporation, Steven Easterbrook, Christopher Kempczinski, and Charles Strong
Court ruling from District Court, N.D. Illinois. Docket: 1:20-cv-00117