Dec 31, 2025 • MarketBeat
SOMEWHAT-BEARISH
VIRGINIA RETIREMENT SYSTEMS ET Al Sells 38,300 Shares of McDonald's Corporation $MCD
VIRGINIA RETIREMENT SYSTEMS ET Al significantly reduced its stake in McDonald's Corporation, selling 38,300 shares in Q3 and retaining 161,200 shares valued at approximately $48.99 million. This move is consistent with selling activity by company insiders like CFO Ian Borden and EVP Manuel Steijaert, who offloaded a combined 42,516 shares totalling about $13.0 million over the past 90 days. Despite a recent dividend increase to $1.86 per quarter, McDonald's last quarter's EPS of $3.22 missed consensus estimates of $3.33, though revenue increased by 3.0% year-over-year to $7.08 billion.
Dec 31, 2025 • The Tennessean
BULLISH
Tennessee family owned McDonald's restaurants awarded top 1% worldwide
Gina Wolfe, owner of 14 McDonald's locations across Tennessee and Alabama, has been honored with the Golden Arch Award, placing her family's McDonald's restaurants in the top 1% worldwide. Wolfe's connection to McDonald's began as a child, working in her family's first restaurant in Columbia, Tennessee. This award recognizes her long-standing dedication and success within the McDonald's system.
Dec 31, 2025 • Haaretz
NEUTRAL
McDonald's unusual move in Israel, explained
McDonald's has maintained direct control over its Israeli operations for the past 18 months, an uncommon strategy for the company which typically uses local franchisees. This situation arose after McDonald's bought back the Israeli franchise amid global backlash related to the Gaza war, and the company is reportedly in no hurry to find a new local operator.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Ascent Group LLC Boosts Stake in McDonald's Corporation $MCD
Ascent Group LLC increased its stake in McDonald's Corporation by 29.3% in the third quarter, bringing their total holdings to $6,457,000. Other institutional investors like Norges Bank, Laurel Wealth Advisors LLC, and Viking Global Investors LP also significantly boosted their positions in McDonald's. The article highlights positive sentiment around McDonald's recent promotional activities, such as the revival of its Monopoly sweepstakes and a Pokémon TCG collaboration.
Dec 30, 2025 • ts2.tech
NEUTRAL
McDonald’s stock today: MCD edges down as Fed minutes, year-end trade keep investors cautious
McDonald's stock (MCD) dipped slightly by 0.1% to $308.37 in late-afternoon trading, outperforming the broader consumer discretionary sector amidst light year-end trading volumes. Investors are closely monitoring Federal Reserve policy signals and the estimated early February earnings date. Analysts maintain a cautious-to-neutral stance with a consensus "Hold" rating and an average 12-month price target of $324.57.
Dec 30, 2025 • ts2.tech
NEUTRAL
Coca-Cola stock slips as Fed minutes hit thin year-end trade; KO investors eye next catalyst
Coca-Cola (KO) shares dipped slightly in thin year-end trading as investors digested Federal Reserve meeting minutes and remained cautious. As a defensive stock, Coca-Cola's appeal can wane when bond yields rise, leading investors to watch for its next earnings date and 2026 outlook for catalysts. The focus remains on whether volume growth can be maintained amidst cooling pricing pressure.