Recent discussions on X about McDonald's stock (MCD) have been dominated by the fast-food giant's strategic push toward value offerings, particularly with plans to cut combo meal prices by around 15% starting this month and extending into 2026. Many users are intrigued by this move, viewing it as a potential effort to recapture market share and attract price-sensitive customers amidst intense competition. The conversation also touches on financial support for franchisees, raising questions about long-term profitability.
Adding to the buzz, posts on X highlight analyst updates following a high-profile dinner with McDonald's executives, where several firms raised price targets and reiterated positive ratings based on the company’s focus on value leadership. Some users express optimism about the stock’s trajectory near its 52-week high, while others remain cautious, pointing to potential challenges in sustaining growth through these initiatives. The dialogue reflects a dynamic mix of hope and scrutiny surrounding McDonald's current strategy.
Note: This discussion summary was generated from an AI condensation of post data.
McDonald's Congressional Stock Trading
Members of Congress have traded $MCD stock 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MCD stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $100,000 on 07/29, 06/25 and 0 sales.
- 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.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 04/11 and 1 sale worth up to $50,000 on 05/12.
- REPRESENTATIVE GEORGE WHITESIDES sold up to $250,000 on 03/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
McDonald's Insider Trading Activity
McDonald's insiders have traded $MCD stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $MCD stock by insiders over the last 6 months:
- EDITH MORGAN FLATLEY (EVP - Global CMO) has made 0 purchases and 5 sales selling 7,692 shares for an estimated $2,396,756.
- MANUEL JM STEIJAERT (EVP - President, IOM) sold 6,000 shares for an estimated $1,917,960
- JOSEPH M. ERLINGER (President, McDonald's USA) has made 0 purchases and 5 sales selling 4,695 shares for an estimated $1,434,679.
- 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 Hedge Fund Activity
We have seen 1,506 institutional investors add shares of McDonald's stock to their portfolio, and 1,642 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOUNDWATCH CAPITAL LLC added 4,833,039 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,412,069,004
- GAMMA INVESTING LLC removed 3,483,422 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $1,017,751,405
- JPMORGAN CHASE & CO removed 3,424,331 shares (-9.1%) from their portfolio in Q2 2025, for an estimated $1,000,486,788
- WELLINGTON MANAGEMENT GROUP LLP removed 2,864,145 shares (-24.2%) from their portfolio in Q2 2025, for an estimated $836,817,244
- CITADEL ADVISORS LLC added 2,608,742 shares (+4957.5%) to their portfolio in Q2 2025, for an estimated $762,196,150
- BANK OF AMERICA CORP /DE/ removed 2,170,566 shares (-14.6%) from their portfolio in Q2 2025, for an estimated $634,174,268
- VIKING GLOBAL INVESTORS LP added 1,974,998 shares (+171.7%) to their portfolio in Q2 2025, for an estimated $577,035,165
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 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 08/08/2025
- JP Morgan issued a "Overweight" rating on 08/07/2025
- BMO Capital issued a "Outperform" rating on 08/07/2025
- Barclays issued a "Overweight" rating on 08/07/2025
- Truist Securities issued a "Buy" rating on 08/07/2025
- Keybanc issued a "Overweight" rating on 08/07/2025
- Citigroup issued a "Buy" rating on 07/09/2025
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 17 analysts offer price targets for $MCD in the last 6 months, with a median target of $325.0.
Here are some recent targets:
- Andrew Strelzik from BMO Capital set a target price of $360.0 on 09/04/2025
- Chris O'Cull from Stifel set a target price of $315.0 on 08/22/2025
- David Palmer from Evercore ISI Group set a target price of $360.0 on 08/08/2025
- Jake Bartlett from Truist Securities set a target price of $360.0 on 08/07/2025
- Jeffrey Bernstein from Barclays set a target price of $360.0 on 08/07/2025
- Brian Mullan from Piper Sandler set a target price of $325.0 on 08/07/2025
- Eric Gonzalez from Keybanc set a target price of $335.0 on 08/07/2025
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.
