McRib Lawsuit Sparks Debate: Recent chatter on social media has centered around a class-action lawsuit against McDonald's, alleging that the McRib sandwich does not contain real pork rib meat. Many users expressed frustration over perceived deception, while others questioned the impact on the company's reputation. This controversy has fueled heated discussions about transparency in fast food.
Stock Performance Concerns: Alongside the lawsuit, there’s ongoing talk about McDonald's stock performance, with some on social media pointing to recent price fluctuations around $300 as a sign of uncertainty. A few have linked past health scares, like an E. coli outbreak tied to Quarter Pounders, to lingering investor caution. The mix of legal and health-related issues keeps the conversation lively and divided.
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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $MCD stock by insiders over the last 6 months:
- MANUEL JM STEIJAERT (EVP - President, IOM) has made 0 purchases and 2 sales selling 19,701 shares for an estimated $5,951,934.
- IAN FREDERICK BORDEN (EVP - CFO) sold 17,134 shares for an estimated $5,311,540
- EDITH MORGAN FLATLEY (EVP - Global CMO) has made 0 purchases and 6 sales selling 8,350 shares for an estimated $2,604,026.
- DESIREE RALLS-MORRISON (EVP, Chief Legal Officer) has made 0 purchases and 2 sales selling 4,973 shares for an estimated $1,566,490.
- JOSEPH M. ERLINGER (President, McDonald's USA) has made 0 purchases and 2 sales selling 4,134 shares for an estimated $1,258,316.
- 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 Revenue
McDonald's had revenues of $7.1B in Q3 2025. This is an increase of 2.95% from the same period in the prior year.
You can track MCD financials on Quiver Quantitative's MCD stock page.
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 JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 11/13, 08/14.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- 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 2 times. They made 2 purchases worth up to $100,000 on 09/10, 07/29 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
McDonald's Hedge Fund Activity
We have seen 1,570 institutional investors add shares of McDonald's stock to their portfolio, and 1,407 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 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Oppenheimer issued a "Outperform" rating on 01/06/2026
- 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
- 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 18 analysts offer price targets for $MCD in the last 6 months, with a median target of $325.5.
Here are some recent targets:
- Brian Bittner from Oppenheimer set a target price of $355.0 on 01/06/2026
- Gregory Francfort from Guggenheim set a target price of $310.0 on 11/19/2025
- Zachary Fadem from Wells Fargo set a target price of $345.0 on 11/06/2025
- 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
- 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
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.
