StreetInsider.com News Articles

Citi lowers McDonald's price target to $295, keeps Buy rating

Tue, 20 Oct 2026 04:15:03 -0400

Citi analyst Jon Tower lowered his price target on McDonald's (NYSE: MCD) to $295 from $305, while maintaining a Buy rating on the stock.

Tower said there is "little to suggest near-term optimism on the top-line is warranted in the US or IOM," adding that valuation is expected to continue to reflect this outlook.

The analyst said he retains confidence in beverages as a broader platform, and anticipates another attempt at entry-level value in early 2027, along with steady growth in buy-in to asset and remodel plans as a competitive advantage and a same-store sales driver.

Tower also noted that he believes the

UBS Reiterates Buy Rating on McDonald's (MCD) as Risk/Reward 'Positively Skewed'

Mon, 19 Oct 2026 09:43:08 -0400

UBS analyst Dennis Geiger reiterated a Buy rating and $320.00 price target on McDonald's (NYSE: MCD).

The analyst commented, "We anticipate MCD's 3Q earnings (11/4) will include pressured US results given a difficult macro backdrop, w/ trends likely improving through the quarter. We believe the brand remains well positioned globally to gain market share in '27, w/ strategic plans to support sales trends and drive progress on McDonald's NEXT growth plan. Investor expectations we've heard for 3Q incl US sss of down nearly 1% (Consensus -0.4%). Focus is likely on: menu innovation, value perceptions, consumer insights / macro impacts, any comments

McDonald's (MCD) PT Lowered to $250 at Bernstein SocGen Group

Thu, 08 Oct 2026 08:18:04 -0400

(Updated - October 8, 2026 8:18 AM EDT)

Bernstein SocGen Group analyst Danilo Gargiulo lowered the price target on McDonald's (NYSE: MCD) to $250.00 (from $295.00) while maintaining a Market Perform rating.

The analyst commented: " A bottom-up view of the path forward and key debates; This note serves a dual purpose of (1) sharing a bottom-up model that showcases how refranchising, G&A reduction, and franchisees’ support impact operating margins, and (2) offering our views on the most frequent questions we received from investors following the Capital Markets Day. Our mini-model is designed to allow investors to ‘play’ with different scenarios (e.g.,

McDonald's (MCD) PT Lowered to $250 at Bernstein SocGen Group

Thu, 08 Oct 2026 08:18:04 -0400

(Updated - October 8, 2026 8:18 AM EDT)

Bernstein SocGen Group analyst Danilo Gargiulo lowered the price target on McDonald's (NYSE: MCD) to $250.00 (from $295.00) while maintaining a Market Perform rating.

McDonald’s stock gains 0.3% despite franchisee pushback over store upgrades

Tue, 06 Oct 2026 13:00:03 -0400

Investing.com -- McDonald’s Corp. (NYSE:MCD) shares rose 0.3% Tuesday despite a Bloomberg report that franchisees are balking at an approximately $800,000 per-location bill to overhaul stores under the company’s new business initiative.

The fast-food giant’s ambitious plan to upgrade restaurants and menus is facing resistance from U.S. franchise owners who say they were surprised by the price tag announced two weeks ago. Combined with scheduled remodels costing at least $400,000, franchisees face a total bill of about $1.2 million per restaurant, according to the report.

McDonald’s has pledged approximately $8.5 billion in cash and rent

McDonald’s Franchisees Balk At $800,000 Bill To Overhaul Stores - Bloomberg

Tue, 06 Oct 2026 11:14:59 -0400

Mcdonald’s Franchisees Balk At $800,000 Bill To Overhaul Stores - Bloomberg

Mcdonald's Franchisees Worry About Cost, Details Of `Next' Plan
Mcdonald's Has Delayed Franchisee Tours Of Restaurant Prototype

McDonald’s Franchisees Balk At $800,000 Bill To Overhaul Stores - Bloomberg

Tue, 06 Oct 2026 11:14:59 -0400

Mcdonald’s Franchisees Balk At $800,000 Bill To Overhaul Stores - Bloomberg

Mcdonald's Franchisees Worry About Cost, Details Of `Next' Plan
Mcdonald's Has Delayed Franchisee Tours Of Restaurant Prototype

Mark Walter's nonprofit now funded by firm in federal probe

Tue, 06 Oct 2026 09:44:15 -0400

Investing.com -- Mark Walter's education-focused nonprofit, Academy Group, now receives substantially all of its funding from Amistad Financial Group, a company that federal prosecutors are examining as part of a probe into Walter's business empire, according to people familiar with the matter.

Academy Group was established in 2013 with a $160 million commitment from Walter to help Chicago credit investment firm CFI Partners comply with Dodd-Frank regulations. CFI Partners, founded by former First Chicago employees including some who worked alongside Walter more than 30 years ago, used the arrangement to issue collateralized loan obligations.

CFI Partners, which manages $28 billion in assets,

McDonald's (MCD) PT Lowered to $280 at KeyBanc

Tue, 06 Oct 2026 08:40:02 -0400

KeyBanc analyst Christopher Carril lowered the price target on McDonald's (NYSE: MCD) to $280.00 (from $305.00) while maintaining an Overweight rating.

The analyst commented: "Beverages Remain Energizing, yet Overall Trends Muted; In this note, we are adjusting our 2H26 ests. for MCD’s U.S. business, among other model updates. We are also reducing our PT, to $280 (based on 20x 2027E EPS of $13.94), from $305 prior. We now model 3Q U.S. SSS of -0.5% and 4Q -1.0%. As investors remain focused on domestic sales as MCD laps last year’s strong results, we believe sentiment and valuation largely reflect recent/ near-term trends.

McDonald's (MCD) PT Lowered to $280 at KeyBanc

Tue, 06 Oct 2026 08:40:02 -0400

KeyBanc analyst Christopher Carril lowered the price target on McDonald's (NYSE: MCD) to $280.00 (from $305.00) while maintaining an Overweight rating.

McDonald's Bottles Pickle Brine as a Fix for Marathon Runners: Meet Pickle Boost

Mon, 05 Oct 2026 09:00:00 -0400

We're bringing the juice of McDonald's iconic pickles to runners, spectators and pickle lovers in Chicago October 9 – 11.

CHICAGO, Oct. 5, 2026 /PRNewswire/ -- McDonald's fans always go the extra mile for our pickles, and – in honor of marathon season – we're going 26.2 for you. Pickle juice has become a

McDonald's Bottles Pickle Brine as a Fix for Marathon Runners: Meet Pickle Boost

Mon, 05 Oct 2026 09:00:00 -0400

We're bringing the juice of McDonald's iconic pickles to runners, spectators and pickle lovers in Chicago October 9 – 11.

CHICAGO, Oct. 5, 2026 /PRNewswire/ -- McDonald's fans always go the extra mile for our pickles, and – in honor of marathon season – we're going 26.2 for you. Pickle juice has become a

/C O R R E C T I O N -- McDonald's USA, LLC/

Mon, 05 Oct 2026 09:00:00 -0400

In the news release, McDonald's Bottles Pickle Brine as a Fix for Marathon Runners: Meet Pickle Boost, issued 05-Oct-2026 by McDonald's USA, LLC over PR Newswire, we are advised by the company that the pick-up map photo has been updated. The complete, corrected release follows:

McDonald's Bottles Pickle Brine as a Fix for Marathon Runners: Meet Pickle Boost

/C O R R E C T I O N -- McDonald's USA, LLC/

Mon, 05 Oct 2026 09:00:00 -0400

McDonald's Bottles Pickle Brine as a Fix for Marathon Runners: Meet Pickle Boost

McDonald's (MCD) PT Lowered to $250 at Guggenheim

Mon, 05 Oct 2026 06:15:19 -0400

(Updated - October 5, 2026 6:15 AM EDT)

Guggenheim analyst Gregory Francfort lowered the price target on McDonald's (NYSE: MCD) to $250.00 (from $290.00) while maintaining a Neutral rating.

The analyst commented: "We are lowering our EPS estimates and price target for MCD. We do our best to incorporate softer than expected SSS in the U.S. market, decelerating global unit growth, capital reinvestments, accelerated SSS over the next several years to reflect the ROI on that investment, refranchising 60% of the existing company operated portfolio, and a shifting approach in how franchisee support is made. We take 2027E/2028E EPS to $13.50/$14.35 vs.

McDonald's (MCD) PT Lowered to $250 at Guggenheim

Mon, 05 Oct 2026 06:15:19 -0400

(Updated - October 5, 2026 6:15 AM EDT)

Guggenheim analyst Gregory Francfort lowered the price target on McDonald's (NYSE: MCD) to $250.00 (from $290.00) while maintaining a Neutral rating.

McDonald's (MCD) PT Lowered to $270 at Wells Fargo

Mon, 05 Oct 2026 05:43:17 -0400

Wells Fargo analyst Zachary Fadem lowered the price target on McDonald's (NYSE: MCD) to $270.00 (from $300.00) while maintaining a Overweight rating.

The analyst comments "Two weeks removed, the A-Day message is still hard to digest. Pricing/value is unresolved, trend visibility poor & NEXT adds risk that weighs on shares. The rate headwind is real & QSR backdrop complex, but we still see LT value at ~20-yr P/E trough. Strategy a win for franchisees; overhang for shares. We attribute MCD -24% YTD drop (SPX +13%) to rising rates (as a bond proxy), eroding QSR sentiment (soft comps, oil, GLP1s, waning FCF)

McDonald's (MCD) PT Lowered to $270 at Wells Fargo

Mon, 05 Oct 2026 05:43:17 -0400

Wells Fargo analyst Zachary Fadem lowered the price target on McDonald's (NYSE: MCD) to $270.00 (from $300.00) while maintaining a Overweight rating.

Form 4 MCDONALDS CORP For: Sep 30 Filed by: Hsu Michael D.

Fri, 02 Oct 2026 15:12:00 -0400

si-local-file:///var/storage/secattach/20261002/27141635.html

Form 4 MCDONALDS CORP For: Sep 30 Filed by: Taubert Jennifer L

Fri, 02 Oct 2026 15:12:00 -0400

si-local-file:///var/storage/secattach/20261002/27141636.html

Form 4 MCDONALDS CORP For: Sep 30 Filed by: Dean Lloyd H

Fri, 02 Oct 2026 15:12:00 -0400

si-local-file:///var/storage/secattach/20261002/27141640.html

McDonald's (MCD) PT Lowered to $245 at Baird

Fri, 02 Oct 2026 07:35:31 -0400

Baird analyst David E. Tarantino lowered the price target on McDonald's (NYSE: MCD) to $245.00 (from $250.00) while maintaining a Neutral rating.

McDonald's (MCD) PT Lowered to $250 at JPMorgan

Tue, 29 Sep 2026 08:42:23 -0400

JPMorgan analyst John Ivankoe lowered the price target on McDonald's (NYSE: MCD) to $250.00 (from $260.00) while maintaining a Overweight rating.

McDonald's (MCD) PT Lowered to $297 at Morgan Stanley

Mon, 28 Sep 2026 06:45:54 -0400

Morgan Stanley analyst Brian Harbour lowered the price target on McDonald's (NYSE: MCD) to $297.00 (from $308.00) while maintaining a Equalweight rating.

The analyst comments "We update our model in full to reflect financial targets and incremental details provided during MCD's recent Investor Day which focused on the NEXT strategy. Our estimates come down through 2030 given the investment. Top line reflects improvement, though probably not as much as MCD targets."

McDonald's (MCD) PT Lowered to $297 at Morgan Stanley

Mon, 28 Sep 2026 06:45:54 -0400

Morgan Stanley analyst Brian Harbour lowered the price target on McDonald's (NYSE: MCD) to $297.00 (from $308.00) while maintaining a Equalweight rating.