Stifel reiterates Hold rating on McDonald’s stock, maintains $300 price target

Published 12/08/2025, 15:26
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Investing.com - Stifel maintained its Hold rating and $300.00 price target on McDonald’s (NYSE:MCD) stock following the company’s recent earnings report and 10-Q filing. The fast-food giant, currently valued at $215.7 billion, trades near InvestingPro’s Fair Value estimate, with analysts’ targets ranging from $260 to $373.

The investment firm updated its model for McDonald’s, raising its 2025 earnings per share (EPS) estimate to $12.39 from the previous $12.26 estimate.

Stifel attributed the increased EPS projection to McDonald’s outperformance relative to the firm’s second-quarter 2025 earnings expectations and a modestly higher revenue forecast for the second half of 2025.

Despite the improved outlook, Stifel noted that McDonald’s efforts to address value and improve pricing architecture on its core menu will likely result in limited earnings upside going forward.

This assessment led Stifel to view McDonald’s shares as relatively range-bound, supporting the firm’s decision to maintain both its Hold rating and $300 twelve-month price target.

In other recent news, McDonald’s has reported strong second-quarter earnings, with earnings per share reaching $3.19. This figure surpassed JPMorgan’s estimate of $3.09 and the consensus estimate of $3.15. The company also saw a 2.5% increase in comparable sales in the U.S. and a 4% growth in its International Operated Markets. Following these results, several analyst firms have raised their price targets for McDonald’s. JPMorgan increased its target to $310, while Piper Sandler adjusted theirs to $325, citing solid results. KeyBanc Capital Markets also raised its target to $335, noting the company’s global strength. Truist Securities set a new target of $360, highlighting sales momentum. Meanwhile, TD Cowen raised its target to $315, acknowledging strong international performance. These developments reflect the company’s robust performance and positive outlook from analysts.

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