McDonald's Corporation (MCD) Stock Rises on Q4 2025 Earnings

McDonald's Corporation (MCD) reported fourth-quarter 2025 revenue of $7.01 billion, up 9.7% year-over-year and above the consensus estimate of $6.90 billion. Diluted earnings per share were 3.03, slightly below the estimate of 3.07.

Revenue: $7.01 billion (+9.7% YoY)

Gross profit: $4.03 billion (+9.6% YoY)

Operating profit: $3.16 billion (+10.0% YoY)

Net income attributable to common shareholders: $2.16 billion (+7.3% YoY)

Cost of sales: $2.98 billion (+9.9% YoY)

Cash flow and balance sheet highlights included:

Cash from operating activities: $2.70 billion (+2.5% YoY)

Purchases of property, plant and equipment: $1.06 billion (up 31.4% YoY)

Cash and cash equivalents: $774 million (down 28.7% YoY)

Total liabilities: $61.31 billion (+3.9% YoY)

Market and estimate notes:

EPS (diluted): 3.03 vs. estimate 3.07.

Revenue beat the consensus by roughly $105 million.

Shares were up 2.26% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

McDonald's Corporation Insider Trading Activity

McDonald's Corporation 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:

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
JOSEPH M. ERLINGER (President, McDonald's USA) has made 0 purchases and 3 sales selling 8,447 shares for an estimated $2,636,280.
EDITH MORGAN FLATLEY (EVP - Global CMO) has made 0 purchases and 4 sales selling 6,374 shares for an estimated $2,007,810.
DESIREE RALLS-MORRISON (EVP, Chief Legal Officer) sold 2,486 shares for an estimated $795,520
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 Corporation Hedge Fund Activity

We have seen 1,567 institutional investors add shares of McDonald's Corporation stock to their portfolio, and 1,562 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
JPMORGAN CHASE & CO removed 2,432,048 shares (-7.1%) from their portfolio in Q4 2025, for an estimated $743,306,830
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
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 Corporation Congressional Stock Trading

Members of Congress have traded $MCD stock 11 times in the past 6 months. Of those trades, 3 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $MCD stock by members of Congress over the last 6 months:

SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 01/09.
REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 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 purchased up to $50,000 on 09/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

McDonald's Corporation Analyst Ratings

Wall Street analysts have issued reports on $MCD in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Keybanc issued a "Overweight" rating on 01/09/2026
Truist Securities issued a "Buy" rating on 01/08/2026
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

To track analyst ratings and price targets for McDonald's Corporation, check out Quiver Quantitative's $MCD forecast page.

McDonald's Corporation Price Targets

Multiple analysts have issued price targets for $MCD recently. We have seen 14 analysts offer price targets for $MCD in the last 6 months, with a median target of $342.5.

Here are some recent targets:

Nick Setyan from Mizuho set a target price of $325.0 on 02/06/2026
Gregory Francfort from Guggenheim set a target price of $325.0 on 02/03/2026
Peter Saleh from BTIG set a target price of $360.0 on 02/02/2026
Eric Gonzalez from Keybanc set a target price of $340.0 on 01/09/2026
Andrew M. Charles from TD Cowen set a target price of $320.0 on 01/08/2026
Jake Bartlett from Truist Securities set a target price of $356.0 on 01/08/2026
Jeffrey Bernstein from Barclays set a target price of $372.0 on 01/07/2026