McDonald’s Corporation $MCD Stock: Simplicity Wealth LLC Increases Holdings

Simplicity Wealth LLC increased its position in shares of McDonald’s Corporation (NYSE:MCD) by 31.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,552 shares of the fast-food giant’s stock after acquiring an additional 5,174 shares during the quarter. Simplicity Wealth LLC’s holdings in McDonald’s were worth $4,977,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Carolina Wealth Advisors LLC raised its stake in McDonald’s by 1.5% during the 3rd quarter. Carolina Wealth Advisors LLC now owns 7,555 shares of the fast-food giant’s stock worth $1,745,000 after buying an additional 109 shares during the period. Mountain Hill Investment Partners Corp. lifted its holdings in McDonald’s by 777.8% during the third quarter. Mountain Hill Investment Partners Corp. now owns 237 shares of the fast-food giant’s stock worth $55,000 after acquiring an additional 210 shares in the last quarter. NTV Asset Management LLC grew its stake in McDonald’s by 3.2% in the third quarter. NTV Asset Management LLC now owns 3,193 shares of the fast-food giant’s stock valued at $737,000 after acquiring an additional 100 shares during the period. Sowell Financial Services LLC grew its stake in McDonald’s by 18.4% in the third quarter. Sowell Financial Services LLC now owns 29,678 shares of the fast-food giant’s stock valued at $6,854,000 after acquiring an additional 4,607 shares during the period. Finally, One Wealth Capital Management LLC acquired a new position in McDonald’s in the third quarter valued at about $591,000. Institutional investors own 70.29% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on MCD shares. UBS Group restated a “buy” rating on shares of McDonald’s in a report on Monday, October 19th. Bank of America raised their price target on McDonald’s from $339.00 to $343.00 in a research report on Wednesday, August 5th. HC Wainwright set a $250.00 price objective on McDonald’s in a report on Friday, September 25th. Royal Bank Of Canada decreased their price objective on McDonald’s from $290.00 to $285.00 and set a “sector perform” rating for the company in a research report on Thursday, September 24th. Finally, Deutsche Bank Aktiengesellschaft lowered their target price on McDonald’s from $325.00 to $300.00 and set a “buy” rating for the company in a research note on Monday, September 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, McDonald’s presently has an average rating of “Moderate Buy” and a consensus target price of $295.64.

Key McDonald’s News

Here are the key news stories impacting McDonald’s this week:

• Positive Sentiment: McDonald’s is bringing back popular limited-time offerings, including the McRib and a cult-favorite BBQ sandwich. The promotions could help improve traffic and comparable sales, although their impact is likely temporary. McDonald’s Is Bringing Back a Hugely Popular Menu Item Next Week
• Positive Sentiment: The stock’s sell-off has lifted its dividend yield to roughly 3%–3.2%, while McDonald’s has continued raising its payout and has earned “Dividend King” status. The higher yield may attract income-focused investors and provide valuation support. McDonald’s Is Crowned a Dividend King
• Positive Sentiment: Analysts expect a single-digit increase in third-quarter earnings, and management is relying on chicken launches and limited-time menu items to counter weaker U.S. traffic. McDonald’s Q3 2026 Earnings: What to Expect
• Neutral Sentiment: McDonald’s is challenging tokenized trading of its shares on the OKX-ICE venue, citing investor-protection and regulatory-oversight concerns. The dispute is unlikely to materially affect restaurant operations or near-term earnings. Why Is McDonald’s Challenging Tokenized Trading of Its Shares?
• Negative Sentiment: Competitive pricing is a concern as Taco Bell promotes a $2 item while McDonald’s works to balance affordability with margins. Slower traffic and economic pressure could weigh on comparable-store sales. Taco Bell Rolls Out $2 Item as McDonald’s Wrestles With Pricing
• Negative Sentiment: A federal lawsuit accuses McDonald’s of AI-fueled price fixing; the company says the allegations contain inaccuracies. Even if ultimately dismissed, the litigation creates reputational and regulatory overhang. McDonald’s Accused of AI-Fueled Price Fixing
• Negative Sentiment: Erste Group trimmed its FY2027 EPS forecast slightly to $13.78 from $13.80. Although the reduction is minor, it reinforces concerns that growth may remain subdued. McDonald’s Analyst Estimates

McDonald’s Stock Up 0.0%

Shares of NYSE:MCD opened at $248.49 on Monday. McDonald’s Corporation has a 12 month low of $229.20 and a 12 month high of $341.75. The company’s fifty day simple moving average is $249.43 and its 200 day simple moving average is $269.68. The firm has a market cap of $175.84 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 2.83 and a beta of 0.44.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, beating the consensus estimate of $3.32 by $0.06. The business had revenue of $7.10 billion for the quarter, compared to analysts’ expectations of $7.13 billion. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. The firm’s revenue was up 3.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.19 EPS. Research analysts expect that McDonald’s Corporation will post 12.84 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be paid a $1.93 dividend. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $7.72 annualized dividend and a dividend yield of 3.1%. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s dividend payout ratio (DPR) is 60.44%.

About McDonald’s

McDonald’s Corporation is a global quick-service restaurant company that operates and franchises restaurants under the McDonald’s brand. Its restaurants serve a menu that includes hamburgers, cheeseburgers, chicken sandwiches, French fries, breakfast items, desserts, salads, beverages and coffee. Offerings vary by market, and many locations provide drive-thru service, delivery and digital ordering through the McDonald’s mobile app.

The company operates through a heavily franchised business model, with restaurants owned and operated by independent franchisees, affiliates and the company itself.