McDonald's Corporation filings document the reporting framework for a global foodservice retailer built around franchised and company-operated restaurants. Form 8-K filings record quarterly and annual results releases, supplemental financial information, comparable sales, systemwide sales, loyalty activity, restructuring charges, and segment performance across U.S. and international markets.
The filing record also covers governance and capital-structure matters, including the definitive proxy statement, director elections, board committee assignments, executive and director compensation disclosures, and shareholder voting materials. Other event filings document medium-term note issuances under the company’s shelf registration program and related legal opinions, reflecting McDonald's use of public debt markets alongside its common stock structure.
A shareholder of the company with symbol MCD has filed a Form 144 notice to potentially sell 26,277 common shares. The planned sale through Morgan Stanley Smith Barney LLC has an indicated aggregate market value of $8,492,989.17, with an approximate sale date of 02/12/2026 on the NYSE.
The shares were acquired on 02/12/2026 by exercising stock options for cash, in the same amount of 26,277 shares. The filing states that the person signing does not know of any undisclosed material adverse information about the issuer’s operations.
McDonald’s Corporation reported solid growth for the fourth quarter and full year 2025. Fourth quarter global comparable sales rose 5.7%, with the U.S. up 6.8% and broad-based gains across international markets. Quarterly revenues increased 10% to $7,009 million and operating income grew 10% to $3,156 million.
Diluted earnings per share for the quarter were $3.03, up 8%, or $3.12 on a non-GAAP basis excluding restructuring-related charges. For 2025, revenues increased 4% to $26,885 million, net income grew 4% to $8,563 million, and diluted EPS rose 5% to $11.95.
Systemwide sales for the full year increased 7% to about $129.7 billion, while sales to loyalty members grew 20% to nearly $37 billion. The company generated $10,551 million of cash from operations, produced $7,186 million of free cash flow, raised its quarterly dividend 5% to $1.86 per share, and repurchased 6.7 million shares for $2.0 billion.
McDonald’s Corporation President, McDonald’s USA, Joseph M. Erlinger exercised employee stock options for 2,626 shares of common stock at $157.79 per share on February 10, 2026. He then sold 2,626 common shares in an open-market transaction at $325.25 per share the same day.
Following these transactions, he directly owned 5,398.12 shares of McDonald’s common stock and 26,261 options (right to buy) that remain outstanding. The exercised options were originally granted on February 19, 2018 and vested in 25% annual increments over four years.
A person associated with the issuer filed a Form 144 notice to sell 2,626 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of 855,025.60 on the NYSE.
The shares to be sold were acquired on 02/10/2026 by exercising stock options for cash. The filer also reports prior sales in the last three months, including 2,626 shares sold on 01/12/2026 under a Rule 10b5-1 plan for gross proceeds of 805,068.58 and 3,195 shares sold on 11/14/2025 for gross proceeds of 977,094.90.
McDonald’s Corporation added automotive executive James D. Farley, Jr. to its Board of Directors, effective February 4, 2026, increasing the Board size to 12 directors. The Board determined he is independent under New York Stock Exchange listing standards and has no material relationships or reportable transactions with the Company.
Farley is President and CEO of Ford Motor Company and has more than 30 years of experience leading global organizations and consumer brands. He will receive compensation consistent with other non-employee directors, as described in McDonald’s 2025 proxy statement, and has not yet been appointed to any Board committees.
State Street Corporation has filed a Schedule 13G reporting a passive ownership stake in McDonald's Corporation common stock. State Street reports beneficial ownership of 35,988,736 shares, representing 5.1% of McDonald's outstanding common stock as of the event date.
The firm reports shared voting power over 17,385,018 shares and shared dispositive power over 35,983,997 shares, with no sole voting or dispositive power. The filing classifies the stake as held in the ordinary course of business, not for changing or influencing control of McDonald's.
McDonald's USA President Joseph M. Erlinger exercised options to acquire 2,626 shares of common stock at $157.79 per share on January 12, 2026, then sold 2,626 shares at a weighted-average price of $306.58 per share from trades between $304.66 and $307.30. After these transactions, he holds 5,398.12 shares of McDonald's common stock directly.
McDonald’s Corporation shareholder Joseph Erlinger has filed a Rule 144 notice to sell 2,626 shares of common stock through Morgan Stanley Smith Barney LLC on or about 01/12/2026, on the NYSE. The filing shows an aggregate market value for the planned sale of $807,022.32, compared with 712,154,350 common shares outstanding. The shares to be sold were acquired the same day via a cash exercise of stock options for 2,626 shares. The filing also reports that Erlinger sold 3,195 common shares on 11/14/2025 for gross proceeds of $977,094.90 during the prior three months.
McDonald's Corporation director reports deferred compensation and share activity. A company director reported transactions dated 12/31/2025, including acquiring 670.75 units of phantom stock under the Board of Directors' Deferred Compensation Plan. Each phantom stock unit is the economic equivalent of one share of McDonald's common stock and will be settled in cash after the director's retirement or other termination from the Board. Following this transaction, the director beneficially owns 2,417.2 phantom stock units, which include amounts acquired through dividend reinvestment. The filing also shows a disposition of 117 shares of common stock.
McDonald's Corporation director reports deferred compensation phantom stock award
A director of McDonald's Corporation reported an acquisition of phantom stock units under the Board of Directors' Deferred Compensation Plan. On 12/31/2025, the director acquired 670.75 phantom stock units, each economically equivalent to one share of McDonald's common stock and to be settled in cash under the plan. Following this transaction, the director beneficially owned 4,673.99 phantom stock units. The filing also shows direct ownership of 2,079 shares of McDonald's common stock. The phantom stock represents deferred compensation, with payment to occur after the director's retirement or other termination from the Board and includes units acquired through dividend reinvestment.