US · Consumer Cyclical · Restaurants
EPS came in at 3.38 against a street estimate of 3.32 — a beat of 1.8%.
Analysts rate McDonald’s Corporation a buy (19 buy, 14 hold, 1 sell out of 34) with an average price target of $292.21.
MIXED Q2 comps missed expectations at 1.3% global, 0.8% U.S. due to execution failures in value/marketing/ops. Management confident in fixes and new McDonald's Next strategy, but near-term U.S. trajectory uncertain amid macro headwinds. Q2 2026 International markets demonstrating playbook success; U.S. execution crisis offset by global strength. China macro headwinds expected to persist. Analysts pressed on franchisee compliance (why only 60-65% EDAP adoption), recovery timeline (Q3 seen as pain period; Q4–2027 inflection), and remodel capex burden. Management stressed alignment, accountability via reviews, and self-funding model. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.83% |
| Vanguard Capital Management, LLC | 6.56% |
| State Street Corp | 5.10% |
| JPMorgan Chase & Co | 4.51% |
| Vanguard Portfolio Management, LLC | 2.65% |
| Geode Capital Management, LLC | 2.56% |
| Morgan Stanley - Brokerage Accounts | 2.12% |
| Bank of America Corp | 1.55% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 McDONALD'S CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced new targets on September 23, 2026 as part of its McDonald's > NEXT stra | 2026-09-23 |
| Q3 2026 results deck | 2026-09-23 |
| Quarterly report · Q2 2026 McDONALD'S CORPORATION - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income (Q2 2026): $2,362 million; (H1 2026): $4,345 million • Net Income (Q2 20 | 2026-08-07 |
| Board / officer change · Q3 2026 McDONALD'S CORPORATION (MCD) - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Joseph M. Erlinger, Executive Vice President and President of McDona | 2026-08-04 |
| Results announced · Q3 2026 McDONALD'S CORPORATION – FINANCIAL SUMMARY Q2 2026 & H1 2026 Results --- HEADLINE NUMBERS • Q2 2026 Net Income: $2,362 million, up 5% YoY (4% const | 2026-08-04 |
| Q3 2026 results deck MCDONALD'S CORPORATION FORM 8-K SUMMARY Report Date: August 3-4, 2026 --- HEADLINE NUMBERS • U.S. restaurant count: Nearly 14,000 locations across | 2026-08-04 |
| Shareholder vote results · Q2 2026 McDONALD'S CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Shareholders' Meeting held May 20, 2026 • Total votes cast across all proposals: a | 2026-05-22 |
| Q2 2026 results deck MCDONALD'S CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Shareholders' Meeting held May 20, 2026 • 12 Board of Directors nominees elected | 2026-05-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.93 / share ex-date Dec 1, 2026 · pay Dec 15, 2026 | 2026-12-01 |
| Dividend | $1.86 / share ex-date Sep 1, 2026 · pay Sep 16, 2026 | 2026-09-01 |
| Dividend | $1.86 / share ex-date Jun 2, 2026 · pay Jun 16, 2026 | 2026-06-02 |
| Dividend | $1.86 / share ex-date Mar 3, 2026 · pay Mar 17, 2026 | 2026-03-03 |
| Dividend | $1.86 / share ex-date Dec 1, 2025 · pay Dec 15, 2025 | 2025-12-01 |
| Announcement | Date |
|---|---|
| Advances NEXT Strategy with new growth and productivity targets announced McDonald's announced an advancement of its NEXT Strategy on September 23, 2026, aimed at becoming the first choice for more customers more frequently. The company set new growth and producti | 2026-09-23 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for McDonald’s Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.