McDonald’s Corporation $MCD Shares Sold by Thurston Springer Miller Herd & Titak Inc.

Thurston Springer Miller Herd & Titak Inc. reduced its stake in shares of McDonald’s Corporation (NYSE:MCD) by 83.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 796 shares of the fast-food giant’s stock after selling 4,087 shares during the period. Thurston Springer Miller Herd & Titak Inc.’s holdings in McDonald’s were worth $184,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MCD. Sound Income Strategies LLC increased its stake in shares of McDonald’s by 0.6% in the first quarter. Sound Income Strategies LLC now owns 5,590 shares of the fast-food giant’s stock valued at $1,718,000 after buying an additional 35 shares during the period. Jacobsen Capital Management raised its position in shares of McDonald’s by 2.9% during the first quarter. Jacobsen Capital Management now owns 1,267 shares of the fast-food giant’s stock worth $394,000 after acquiring an additional 36 shares during the last quarter. Sterling Investment Counsel LLC lifted its stake in shares of McDonald’s by 0.7% in the first quarter. Sterling Investment Counsel LLC now owns 5,303 shares of the fast-food giant’s stock worth $1,648,000 after acquiring an additional 37 shares during the period. Legacy Wealth Managment LLC ID lifted its stake in shares of McDonald’s by 11.0% in the first quarter. Legacy Wealth Managment LLC ID now owns 372 shares of the fast-food giant’s stock worth $116,000 after acquiring an additional 37 shares during the period. Finally, Millstone Evans Group LLC lifted its stake in shares of McDonald’s by 2.5% in the first quarter. Millstone Evans Group LLC now owns 1,532 shares of the fast-food giant’s stock worth $476,000 after acquiring an additional 38 shares during the period. 70.29% of the stock is owned by institutional investors and hedge funds.

McDonald’s Price Performance

Shares of McDonald’s stock traded up $0.91 on Wednesday, hitting $236.72. 2,338,998 shares of the company’s stock traded hands, compared to its average volume of 4,224,848. The company has a fifty day moving average of $254.06 and a two-hundred day moving average of $273.24. McDonald’s Corporation has a one year low of $229.20 and a one year high of $341.75. The company has a market capitalization of $167.51 billion, a price-to-earnings ratio of 19.23, a price-to-earnings-growth ratio of 2.64 and a beta of 0.44.

McDonald’s (NYSE:MCD) 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. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%. The business had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. During the same period in the previous year, the company posted $3.19 earnings per share. The firm’s revenue for the quarter was up 3.7% on a year-over-year basis. Equities research analysts anticipate that McDonald’s Corporation will post 12.84 earnings per share for the current year.

McDonald’s Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be given a dividend of $1.93 per share. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $7.72 annualized dividend and a dividend yield of 3.3%. McDonald’s’s payout ratio is 60.44%.

More McDonald’s News

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

• Positive Sentiment: McDonald’s remains attractive to income-focused investors because it has continued raising its dividend through difficult periods, contrasting with some restaurant peers that reduced payouts during downturns. Darden vs. McDonald’s: Which Restaurant Stock Is the Better Buy for Income Investors
• Positive Sentiment: The company is resetting its marketing strategy around personalized digital offers, value meals and simpler campaigns. Better execution could improve customer engagement and help stabilize sales. Can MCD’s Marketing Reset Help Improve Customer Engagement and Sales?
• Positive Sentiment: McDonald’s has a reported consensus price target of $295.94, implying analysts see meaningful upside from recently depressed levels. McDonald’s Corporation Stock Has Consensus Target Price
• Neutral Sentiment: New promotions and marketing tie-ins—including a Monopoly Go collaboration, Halloween Boo Buckets potentially featuring Disney villains, and continued grassroots football sponsorship—could support traffic and brand engagement, though their financial impact is uncertain. Monopoly Go returns to McDonald’s
• Negative Sentiment: McDonald’s faces a proposed class-action lawsuit alleging that AI-driven menu pricing misled or unfairly charged customers. The claims could create legal costs and reputational risk, although the ultimate financial impact is unknown. McDonald’s faces class action lawsuit over AI-menu pricing allegations
• Negative Sentiment: The company’s roughly $8.5 billion franchisee-support plan through 2036 and Restaurant NEXT upgrades are raising concerns about capital requirements and whether franchisees will earn adequate returns. Some operators reportedly question the payoff of investments approaching $800,000 per location. McDonald’s Trades at 18 Times Earnings
• Negative Sentiment: Erste Group lowered its FY2026 and FY2027 EPS forecasts, while analysts continue to cite weak demand despite value meals and increased promotions. That combination pressures expectations for near-term earnings growth. Why the stock could still go lower

Wall Street Analyst Weigh In

Several research firms have issued reports on MCD. Robert W. Baird lowered their price target on shares of McDonald’s from $285.00 to $250.00 and set a “neutral” rating for the company in a report on Thursday, September 24th. Weiss Ratings lowered shares of McDonald’s from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, October 2nd. Morgan Stanley decreased their price objective on shares of McDonald’s from $308.00 to $297.00 and set an “equal weight” rating for the company in a research report on Monday, September 28th. Loop Capital decreased their price objective on shares of McDonald’s from $301.00 to $273.00 and set a “hold” rating for the company in a research report on Wednesday, August 5th. Finally, Bank of America lifted their target price on shares of McDonald’s from $339.00 to $343.00 in a research note on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $295.94.

McDonald’s Company 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.