Market Cap
$165.6B
MCD
MCDONALDS CORP
$231.83 ▲ +0.39%
Prev close $230.94Market cap$165.6B
ConsensusBuy
12-mo target$297.21 (+28.2%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)30 New Institutional Positions20 Institutional ExitsCongressional Activity (4) Consumer & Retail
Snapshot
The big-picture read on MCD right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (61%)
Inst. Holders
50 funds
Inst. Value
$104.8B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $15.4M sell
Insider Net $
-$15.4M
Social Sentiment
49° Neutral
SEC Reports
8
Congressional
8 trades
Price chart 30d -11.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 SEC
Seaport Global initiates MCD at Neutral — PT N/A (no target)
ANALYST-UPGRADE — Impact 1/10
Sep 14, 2026 ftd
FTD: MCD — 46,536 shares ($11.8M) failed to deliver
Settlement: 20260914, Price: $252.53, FTD Value: $11,751,736.08, MCDONALDS CORP
Aug 26, 2026 Congress
C. Franklin buy
$1,001 - $15,000 — House
Aug 11, 2026 Congress
Cory Booker sell
$15,001 - $50,000 — Senate
Aug 7, 2026 Insider
Elting Lauren B acquired via exercise 990 shares
VP - CAO and Corp Controller
Aug 7, 2026 Insider
Elting Lauren B acquired via exercise 48 shares
VP - CAO and Corp Controller
Aug 7, 2026 Insider
Aug 4, 2026 SEC Elting Lauren B surrendered for taxes 304 shares
VP - CAO and Corp Controller @ $274.48 ($83.4K)
McDonald's announced the departure of Joe Erlinger as President of McDonald's USA, effective August 4, 2026, with Skye A
8-K — Impact 2/10
Analyst ratings buy % +17.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
61% rate it Buy or better · 41 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 28, 2026 | Melius Research | MAINTAIN | Sell | 59% |
| Sep 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 24, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 24, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 24, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 24, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Sep 24, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Sep 21, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 17 | 15 | 1 | 0 | 61% | |
| Aug 1, 2026 | 8 | 16 | 16 | 1 | 0 | 59% | |
| Jul 1, 2026 | 8 | 16 | 16 | 1 | 0 | 59% | |
| Jun 1, 2026 | 8 | 16 | 15 | 1 | 0 | 60% | |
| May 1, 2026 | 8 | 16 | 17 | 1 | 0 | 57% | |
| Apr 1, 2026 | 8 | 16 | 16 | 2 | 0 | 57% | |
| Mar 1, 2026 | 8 | 17 | 16 | 2 | 0 | 58% | |
| Feb 1, 2026 | 6 | 17 | 18 | 2 | 0 | 53% |
Price targets
Where 29 covering analysts think MCD trades over the next 12 months.
$297.21 +28.2% upside Strong Buy
Current$231.83 Low$230.00 Median$295.00 High$390.00 29 analysts
$230.00$390.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
49°
Neutral
BearishNeutralBullish
Recent posts
It's happening! $MCD is using AI to price Burgers
▲ 1 · 💬 2· ⚡ 0.5
MCD testing a 15-year channel support, I'm rock hard on it.
▲ 1 · 💬 5· ⚡ 0.5
MCD to the moon
▲ 1 · 💬 0· ⚡ 0.5
Which Trending Stocks are yall Looking to get Into?
▲ 1 · 💬 3· ⚡ 0.5
Never did I think I would get wrecked by MCD
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 0 bullish, 1 bearish, 2 mixed, 5 neutral · avg impact 3.0/10.
NEUTRALANALYST-UPGRADE1/10
Seaport Global initiates MCD at Neutral — PT N/A (no target)
Sep 16, 2026
MIXEDANALYST-UPGRADE2/10
Rothschild & Co double upgrades to Neutral — PT $306 (+2%)
Apr 23, 2026
NEUTRAL8-K2/10
McDonald's announced the departure of Joe Erlinger as President of McDonald's USA, effective August
Aug 4, 2026
NEUTRALCLUSTER2/10
Two senior McDonald's executives sold a combined $862K in open-market sales over a 7-day window. The
Jun 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: MCD — 46,536 shares ($11.8M) failed to deliver
Settlement: 20260914, Price: $252.53, FTD Value: $11,751,736.08, MCDONALDS CORP
Sep 7, 2026
dark_pool
Dark Pool: MCD — 3.4M shares, 105,785 trades
Week starting 2026-09-07. Total ATS volume: 3,431,634 shares across 105,785 trades.
Aug 31, 2026
dark_pool
Dark Pool: MCD — 4.5M shares, 133,114 trades
Week starting 2026-08-31. Total ATS volume: 4,510,586 shares across 133,114 trades.
Aug 27, 2026
short_volume
Short Volume: MCD — 59.4% short (1.6M / 2.7M)
Short: 1,575,846 | Exempt: 152 | TRF Vol: 2,651,093 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Aug 24, 2026
dark_pool
Dark Pool: MCD — 4.3M shares, 138,454 trades
Week starting 2026-08-24. Total ATS volume: 4,307,502 shares across 138,454 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.38 | $3.23–$3.50 | 5.1% | -0.6% | 9↑ 15↓ | $7.3B | 28 |
| Next Q | $3.29 | $3.06–$3.49 | 5.5% | -0.4% | 6↑ 20↓ | $7.3B | 28 |
| Current FY | $12.89 | $12.53–$13.23 | 5.7% | -0.3% | 15↑ 12↓ | $28.2B | 32 |
| Next FY | $13.82 | $12.86–$14.73 | 7.2% | -1.1% | 3↑ 25↓ | $29.1B | 32 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.383 | — |
| 7d ago | $3.394 | -0.010 |
| 30d ago | $3.403 | -0.020 |
| 60d ago | $3.423 | -0.040 |
| 90d ago | $3.452 | -0.068 |
Institutional ownership
Which big funds own MCD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $104.8B total value (383,219,728 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 55,436,039 | $15.0B | 14.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 46,396,692 | $12.5B | 12.0% | — |
| STATE STREET CORP | 36,080,505 | $9.8B | 9.3% | — |
| JPMORGAN CHASE & CO | 31,923,726 | $8.5B | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,781,589 | $5.1B | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 18,114,553 | $4.9B | 4.7% | — |
| MORGAN STANLEY | 15,027,364 | $4.1B | 3.9% | — |
| BANK OF AMERICA CORP /DE/ | 10,997,796 | $3.0B | 2.8% | — |
| NORGES BANK | 9,878,380 | $2.7B | 2.5% | NEW |
| Capital Research Global Investors | 8,961,454 | $2.4B | 2.3% | ADD +30.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 9,878,380 | — | $2.7B |
| Capital Research Global Investors | ADD | 6,894,237 | 8,961,454 | +30.0% | $2.4B |
| HSBC HOLDINGS PLC | ADD | 1,377,179 | 1,733,640 | +25.9% | $468.3M |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | TRIM | 2,046,460 | 1,301,300 | -36.4% | $351.8M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 723,154 | 1,297,547 | +79.4% | $350.8M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 763,056 | 986,141 | +29.2% | $266.6M |
| Corient Private Wealth LP | DOUBLED | 858,040 | 4,486,962 | +422.9% | $212.4M |
| MACKENZIE FINANCIAL CORP | TRIM | 992,141 | 736,107 | -25.8% | $199.0M |
| CITADEL ADVISORS LLC | DOUBLED | 243,142 | 719,989 | +196.1% | $194.6M |
| TD ASSET MANAGEMENT INC | TRIM | 1,385,814 | 709,228 | -48.8% | $191.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$15.4M — $0.00 bought, $15.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Elting Lauren B | VP - CAO and Corp Controller | EXERCISE | 990 | — | — |
| Aug 7, 2026 | Elting Lauren B | VP - CAO and Corp Controller | EXERCISE | 48 | — | — |
| Aug 7, 2026 | Elting Lauren B | VP - CAO and Corp Controller | TAX W/H | 304 | $274.48 | $83.4K |
| Jun 30, 2026 | Taubert Jennifer L | Director | AWARD | 110.99 | $270.31 | $30.0K |
| Jun 30, 2026 | Dean Lloyd H | Director | AWARD | 134.11 | $270.31 | $36.3K |
| Jun 30, 2026 | Hsu Michael D. | Director | AWARD | 110.99 | $270.31 | $30.0K |
| Jun 10, 2026 | Erlinger Joseph M. | President, McDonald's USA | EXERCISE | 5,252 | $157.79 | $828.7K |
| Jun 10, 2026 | Erlinger Joseph M. | President, McDonald's USA | SELL | 5,252 | $284.32 | $1.5M |
| May 28, 2026 | Ralls-Morrison Desiree | EVP, Chief Legal Officer | SELL | 2,763 | $278.36 | $769.1K |
| May 26, 2026 | Erlinger Joseph M. | President, McDonald's USA | SELL | 333 | $280.11 | $93.3K |
Congressional trades
MCD trades disclosed by members of Congress, with disclosure delay.
6 members · 4 buys / 4 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | C. Franklin | R | HOUSE | BUY | $1,001 - $15,000 | McDonald's Corp | Sep 18, 2026(24d) |
| Aug 11, 2026 | Cory Booker | D | SENATE | SELL | $15,001 - $50,000 | McDonald's Corp | Sep 9, 2026(30d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $15,001 - $50,000 | McDonald's Corp | Sep 7, 2026(29d) |
| Jul 30, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | McDonald's Corp | Aug 17, 2026(19d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | McDonald's Corp | Jul 8, 2026(37d) |
| Mar 31, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | McDonald's Corp | May 1, 2026(32d) |
| Mar 30, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | McDonald's Corp | Apr 9, 2026(11d) |
| Jan 9, 2026 | Sheldon Whitehouse | D | SENATE | SELL | $15,001 - $50,000 | McDonald's Corp | Feb 4, 2026(27d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MCD.
Shares short
12,196,481
Settlement Sep 15, 2026
Change vs prior
-0.7%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈1.7%
Estimate — not % of float
All MCD filing & press-release reports (8)
- Seaport Global initiates MCD at Neutral — PT N/A (no target)Sep 16, 2026
- Rothschild & Co double upgrades to Neutral — PT $306 (+2%)Apr 23, 2026
- 8-K reportAug 4, 2026
- CLUSTER reportJun 1, 2026
- COURT-RULING reportApr 21, 2026
- DEFA14A reportApr 7, 2026
- CLUSTER reportMar 24, 2026
- CLUSTER reportFeb 25, 2026