E. Coli Outbreak Impact: Recent discussions on X about McDonald's stock have been heavily influenced by a reported E. coli outbreak linked to their Quarter Pounders, causing a significant drop in share price. Many users are expressing alarm over the severity of the situation, with reports of hospitalizations and even a death circulating widely. The incident has sparked comparisons to past food safety crises in the fast-food industry.
Pricing Strategy Concerns: Beyond the outbreak, there’s ongoing chatter on X about McDonald's pricing strategy, with some users criticizing the company for high prices that may alienate lower-income customers. Others note that the focus on higher margins might be a deliberate shift in target demographic. This debate continues to stir mixed feelings about the stock’s long-term appeal.
Market Momentum: Despite recent challenges, a few voices on X highlight McDonald's stock showing signs of positive momentum, with some suggesting a potential breakout if resistance levels are surpassed. Discussions also touch on the stock’s historical performance, with impressive long-term returns cited as a reason for optimism. The conversation remains dynamic as investors weigh risks against potential gains.
Note: This discussion summary was generated from an AI condensation of post data.
McDonald's Insider Trading Activity
McDonald's insiders have traded $MCD stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $MCD stock by insiders over the last 6 months:
- IAN FREDERICK BORDEN (EVP - CFO) sold 17,134 shares for an estimated $5,311,540
- MANUEL JM STEIJAERT (EVP - President, IOM) sold 13,134 shares for an estimated $3,945,716
- EDITH MORGAN FLATLEY (EVP - Global CMO) has made 0 purchases and 5 sales selling 7,692 shares for an estimated $2,396,756.
- JOSEPH M. ERLINGER (President, McDonald's USA) has made 0 purchases and 3 sales selling 5,073 shares for an estimated $1,529,236.
- DESIREE RALLS-MORRISON (EVP, Chief Legal Officer) sold 2,487 shares for an estimated $770,970
- JONATHAN BANNER (EVP - Chief Impact Officer) sold 1,000 shares for an estimated $310,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
McDonald's Congressional Stock Trading
Members of Congress have traded $MCD stock 10 times in the past 6 months. Of those trades, 4 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $MCD stock by members of Congress over the last 6 months:
- REPRESENTATIVE KEVIN HERN has traded it 2 times. They made 0 purchases and 2 sales worth up to $265,000 on 10/23.
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $150,000 on 09/10, 07/29, 06/25 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 08/14.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/24.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 06/20.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $50,000 on 06/16.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $50,000 on 06/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
McDonald's Hedge Fund Activity
We have seen 1,598 institutional investors add shares of McDonald's stock to their portfolio, and 1,520 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOUNDWATCH CAPITAL LLC removed 4,833,039 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,468,712,221
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,430,894 shares (+49.6%) to their portfolio in Q3 2025, for an estimated $1,042,614,377
- CITADEL ADVISORS LLC removed 2,323,712 shares (-87.3%) from their portfolio in Q3 2025, for an estimated $706,152,839
- WELLINGTON MANAGEMENT GROUP LLP removed 1,558,935 shares (-17.3%) from their portfolio in Q3 2025, for an estimated $473,744,757
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,435,675 shares (+18.5%) to their portfolio in Q3 2025, for an estimated $436,287,275
- FRANKLIN RESOURCES INC added 1,179,244 shares (+36.6%) to their portfolio in Q3 2025, for an estimated $358,360,459
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,090,849 shares (+111.3%) to their portfolio in Q3 2025, for an estimated $331,498,102
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
McDonald's Analyst Ratings
Wall Street analysts have issued reports on $MCD in the last several months. We have seen 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 10/22/2025
- Citigroup issued a "Buy" rating on 10/21/2025
- Wells Fargo issued a "Overweight" rating on 10/16/2025
- Truist Securities issued a "Buy" rating on 10/14/2025
- Evercore ISI Group issued a "Outperform" rating on 08/08/2025
- Keybanc issued a "Overweight" rating on 08/07/2025
- BMO Capital issued a "Outperform" rating on 08/07/2025
To track analyst ratings and price targets for McDonald's, check out Quiver Quantitative's $MCD forecast page.
McDonald's Price Targets
Multiple analysts have issued price targets for $MCD recently. We have seen 21 analysts offer price targets for $MCD in the last 6 months, with a median target of $325.0.
Here are some recent targets:
- Gregory Francfort from Guggenheim set a target price of $310.0 on 11/19/2025
- Jeffrey Bernstein from Barclays set a target price of $358.0 on 11/06/2025
- David Tarantino from Baird set a target price of $325.0 on 11/06/2025
- Zachary Fadem from Wells Fargo set a target price of $345.0 on 11/06/2025
- Nick Setyan from Mizuho set a target price of $300.0 on 10/28/2025
- Jon Tower from Citigroup set a target price of $375.0 on 10/21/2025
- Jake Bartlett from Truist Securities set a target price of $350.0 on 10/14/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
