September 22, 2025 a 05:01 pm

MCD: Analysts Ratings - McDonald's Corporation

McDonald's Corporation Stock Analysis

McDonald's Corporation, a global leader in the fast-food industry, has been under analysts' scrutiny with varying market sentiments. Recent trends indicate a shift towards a more cautious stance, reflected in the distribution of analyst ratings over time. Observing these trends offers insights into market confidence and future stock performance potential for investors.

Historical Stock Grades

In September 2025, the distribution of analyst ratings for McDonald's Corporation suggests a moderately optimistic sentiment. Here are the latest figures:

Rating Count Score Visualization
Strong Buy 3
Buy 14
Hold 16
Sell 2
Strong Sell 0
Analyst Ratings Historical Data

Description: Historical trend of analyst ratings for McDonald's Corporation.

Stock Performance Chart

Description: Stock performance chart for McDonald's Corporation.

Sentiment Development

Over recent months, there's been a noticeable transition in analyst ratings for McDonald's Corporation, indicating a shift towards caution:

  • There is a decrease in 'Strong Buy' recommendations from 10 in mid-2024 to 3 in September 2025.
  • The number of 'Hold' recommendations has gradually increased, suggesting growing caution among analysts.
  • The total number of recommendations has remained relatively stable, though there is a visible increase in 'Hold' ratings.

Percentage Trends

Analyzing the percentage distribution of analyst ratings reveals significant trends:

  • 'Strong Buy' ratings reduced from representing around 28% in July 2024 to about 10% by September 2025.
  • 'Hold' ratings increased, indicating a shift towards more conservative assessments of the stock.
  • The balance between 'Buy' and 'Hold' ratings suggests a balanced, albeit cautious, market view.
  • Reduction in aggressive ratings ('Strong Buy') indicates possible market uncertainty or recalibration of growth expectations.

Latest Analyst Recommendations

The latest analyst recommendations provide insights into the current sentiment towards McDonald's stock:

Date New Recommendation Last Recommendation Publisher
2025-09-17 Buy Buy Citigroup
2025-09-04 Outperform Outperform BMO Capital
2025-08-22 Hold Hold Stifel
2025-08-08 Outperform Outperform Evercore ISI Group
2025-08-07 Overweight Overweight Keybanc

Analyst Recommendations with Change of Opinion

Recent changes in analyst opinions reveal market dynamics:

Date New Recommendation Last Recommendation Publisher
2025-07-10 Buy Neutral Goldman Sachs
2025-06-13 Hold Buy Argus Research
2025-06-10 Sell Buy Redburn Atlantic
2025-06-09 Equal Weight Overweight Morgan Stanley
2025-06-06 Hold Buy Loop Capital

Interpretation

The recent analyst ratings suggest a cautious view of McDonald's stock, likely driven by shifting market expectations or external factors influencing the sector. The notable drop in 'Strong Buy' ratings and the increased preference for 'Hold' recommendations indicate a stabilizing sentiment. While this might reflect some uncertainty, the continued presence of 'Buy' ratings highlights resilience within market confidence. Analysts appear to remain optimistic about the company's core business but are mindful of potential economic pressures or competitive challenges.

Conclusion

In summary, McDonald's Corporation faces a nuanced analyst landscape. The decline in aggressive buy ratings and an increase in more conservative positions indicate an evolving market sentiment. Potential risks include market fluctuations or competitive dynamics affecting performance. Nevertheless, McDonald's stable business model and global presence continue to anchor its position as a resilient investment opportunity despite the current conservative shift in sentiment.