McDonald'sMCD
About: McDonald's is the largest restaurant owner-operator in the world, with 2024 system sales of $131 billion across more than 43,000 stores and 115 markets. McDonald's pioneered the franchise model, building its footprint through partnerships with independent restaurant franchisees and master franchise partners around the globe. The firm earns roughly 60% of its revenue from franchise royalty fees and lease payments, with most of the remainder coming from company-operated stores across its three core segments: the United States, internationally operated markets, and international developmental/licensed markets.
Employees: 150,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
57% more first-time investments, than exits
New positions opened: 221 | Existing positions closed: 141
35% more funds holding in top 10
Funds holding in top 10: 46 [Q4 2024] → 62 (+16) [Q1 2025]
6% more capital invested
Capital invested by funds: $153B [Q4 2024] → $162B (+$9.53B) [Q1 2025]
10% more call options, than puts
Call options by funds: $2.81B | Put options by funds: $2.56B
2% more repeat investments, than reductions
Existing positions increased: 1,354 | Existing positions reduced: 1,324
0.31% more ownership
Funds ownership: 72.37% [Q4 2024] → 72.68% (+0.31%) [Q1 2025]
0% more funds holding
Funds holding: 3,331 [Q4 2024] → 3,334 (+3) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Redburn Atlantic Chris Luyckx | 14%downside $260 | Sell Downgraded | 10 Jun 2025 |
Morgan Stanley John Glass | 7%upside $324 | Equal-Weight Downgraded | 9 Jun 2025 |
Loop Capital Alton Stump | 4%upside $315 | Hold Downgraded | 6 Jun 2025 |
TD Securities Agnes Lim | 1%upside $305 | Hold Reiterated | 5 Jun 2025 |
BMO Capital Andrew Strelzik | 14%upside $345 | Outperform Reiterated | 5 May 2025 |
Financial journalist opinion
Based on 49 articles about MCD published over the past 30 days
