JPMorgan raises McDonald’s stock price target to $300

Published 11/02/2025, 12:08
JPMorgan raises McDonald’s stock price target to $300

On Tuesday, JPMorgan reaffirmed its confidence in McDonald’s Corporation (NYSE:MCD), as the firm’s analyst increased the fast-food giant’s price target to $300 from $280, while keeping an Overweight rating on the stock. The adjustment follows a strong fourth quarter performance by McDonald’s, which saw its shares climb 4.8% on the day the earnings were announced. Currently trading at $308.42, InvestingPro analysis suggests the stock is trading above its Fair Value, with technical indicators showing overbought conditions. The company maintains an impressive track record of 49 consecutive years of dividend increases, currently yielding 2.3%.

The positive results from McDonald’s also had a ripple effect on the broader quick service restaurant (QSR) sector. Notably, Starbucks (NASDAQ:SBUX), which shares the same Overweight rating, witnessed an 8.1% surge in its stock price, while Yum! Brands (NYSE:YUM) experienced an even more substantial increase of 9.8% following their respective earnings announcements. Additionally, shares of non-reporting QSR and Domino’s Pizza (NYSE:DPZ) were buoyed by 3.5% and 1.8% respectively on the same day. With a market capitalization of $221 billion, McDonald’s stands as a prominent player in the Hotels, Restaurants & Leisure industry. InvestingPro subscribers can access 12 additional exclusive insights about McDonald’s current market position and future prospects.

The analyst attributed the strong performance of these companies to their resilience during a challenging period marked by aggressive competition in the United States, particularly targeting the lower-end consumer segment. The companies also navigated a difficult European market, a broadly weak performance in China, and faced headwinds from anti-American brand sentiment stemming from conflicts in the Middle East.

The revised price target by JPMorgan reflects an optimistic outlook for McDonald’s, suggesting that the company is well-positioned to continue its positive trajectory despite the various market challenges it has faced. The Overweight rating indicates that the analyst believes McDonald’s stock will outperform the average return of the stocks that the analyst covers over the next six to twelve months.

In other recent news, McDonald’s Corporation has seen a flurry of activity from analysts. Citi has raised the company’s stock price target to $360, emphasizing the firm’s strategic focus on its core strengths. Goldman Sachs also increased McDonald’s stock price target to $335, noting potential for customer traffic and sales growth through strategic value offerings and menu innovations.

Jefferies analyst Andy Barish raised the price target for McDonald’s shares to $349 after the company’s recent fourth-quarter earnings report. Barclays (LON:BARC) updated their outlook on McDonald’s, increasing the price target to $350, highlighting the company’s successful capture of market share despite a slow start in the quick-service restaurant sector.

However, Truist Securities slightly lowered its price target from $342 to $340, while maintaining a Buy rating. The adjustment followed McDonald’s latest quarterly report, which showed solid same-store sales performance but a marginal earnings per share shortfall. These are the latest developments in the world of McDonald’s Corporation.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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