Investment Partners LTD. increased its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 97.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 10,855 shares of the fast-food giant’s stock after acquiring an additional 5,345 shares during the period. Investment Partners LTD.’s holdings in McDonald’s were worth $2,507,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also bought and sold shares of the stock. State Street Corp grew its stake in McDonald’s by 1.8% in the second quarter. State Street Corp now owns 36,080,505 shares of the fast-food giant’s stock worth $9,752,921,000 after purchasing an additional 646,675 shares during the period. Bank of New York Mellon Corp purchased a new position in McDonald’s during the second quarter valued at $1,359,276,000. Arrowstreet Capital Limited Partnership boosted its holdings in shares of McDonald’s by 17.2% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,637,785 shares of the fast-food giant’s stock valued at $1,130,587,000 after buying an additional 533,448 shares in the last quarter. Swiss National Bank increased its stake in shares of McDonald’s by 6.9% in the 1st quarter. Swiss National Bank now owns 2,089,980 shares of the fast-food giant’s stock worth $649,545,000 after acquiring an additional 134,480 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its position in McDonald’s by 3.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,909,321 shares of the fast-food giant’s stock valued at $593,366,000 after acquiring an additional 62,562 shares during the period. 70.29% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
A number of brokerages have recently commented on MCD. Weiss Ratings cut McDonald’s from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday, October 2nd. BTIG Research restated a “buy” rating and set a $295.00 price target on shares of McDonald’s in a report on Monday, October 26th. KeyCorp cut their price objective on shares of McDonald’s from $305.00 to $280.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 6th. HSBC reduced their price objective on shares of McDonald’s from $357.00 to $356.00 and set a “buy” rating for the company in a research note on Wednesday, August 5th. Finally, Deutsche Bank Aktiengesellschaft dropped their target price on shares of McDonald’s from $325.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday, September 14th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $294.73.
View Our Latest Stock Report on MCD
McDonald’s Price Performance
McDonald’s stock opened at $258.15 on Friday. McDonald’s Corporation has a one year low of $229.20 and a one year high of $341.75. The business’s fifty day moving average is $248.26 and its 200 day moving average is $283.44. The stock has a market capitalization of $182.68 billion, a PE ratio of 20.97, a price-to-earnings-growth ratio of 2.95 and a beta of 0.44.
McDonald’s (NYSE:MCD – Get Free Report) last issued its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping analysts’ consensus estimates of $3.32 by $0.06. The business had revenue of $7.10 billion during the quarter, compared to analyst estimates of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%. McDonald’s’s revenue was up 3.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.19 EPS. As a group, sell-side analysts expect that McDonald’s Corporation will post 12.83 EPS for the current fiscal year.
McDonald’s Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be given a dividend of $1.93 per share. This represents a $7.72 dividend on an annualized basis and a yield of 3.0%. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. The ex-dividend date is Tuesday, December 1st. McDonald’s’s payout ratio is currently 60.44%.
McDonald’s News Roundup
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Technical commentary suggests McDonald’s stock, which has fallen sharply this year amid weakness in consumer-discretionary shares, may be positioned for a rebound. The recent recovery could attract value-oriented investors if the company delivers resilient sales and cash flow. Mapping the Market: Beaten-down McDonald’s stock may be ripe for a rally
- Positive Sentiment: McDonald’s is bringing back Pokémon Happy Meals in November, featuring collectible toys and trading cards. The promotion could support customer traffic, family visits and near-term sales, although its impact is likely temporary. McDonald’s is bringing back Pokémon Happy Meals
- Neutral Sentiment: Wall Street is focusing on estimates for McDonald’s third-quarter 2026 revenue, earnings and operating metrics. The reports provide expectations rather than new company results, so the stock’s next major catalyst will be whether actual performance exceeds or falls short of those forecasts. Unveiling McDonald’s Q3 Outlook
- Neutral Sentiment: New holiday beverages and an $8 Quarter Pounder meal are scheduled for November. These value and seasonal offerings may help affordability perceptions and traffic, but investors will need evidence that promotions can improve demand without pressuring restaurant-level margins. McDonald’s adds new holiday drinks
- Negative Sentiment: Mizuho cut its McDonald’s price target from $290 to $260 and assigned a neutral rating, indicating limited expected upside from recent levels. The revision reinforces concerns about valuation and the durability of cash-flow growth. Mizuho McDonald’s rating
- Negative Sentiment: Coverage also questions whether McDonald’s current valuation already reflects its expected cash generation, while the stock remains materially below its level at the start of the year. A planned multibillion-dollar modernization and AI drive-through initiative could improve efficiency over time, but it also introduces execution and investment risks.
McDonald’s Profile
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.
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