Charles Schwab Trust Co Purchases 6,883 Shares of McDonald’s Corporation $MCD

Charles Schwab Trust Co lifted its position in McDonald’s Corporation (NYSE:MCD) by 236.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,795 shares of the fast-food giant’s stock after purchasing an additional 6,883 shares during the period. Charles Schwab Trust Co’s holdings in McDonald’s were worth $2,262,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of MCD. Chiron Capital Management LLC purchased a new stake in McDonald’s during the 3rd quarter valued at approximately $601,000. Nvwm LLC lifted its holdings in shares of McDonald’s by 5.1% in the third quarter. Nvwm LLC now owns 7,081 shares of the fast-food giant’s stock worth $1,635,000 after buying an additional 346 shares in the last quarter. Viking Fund Management LLC lifted its holdings in shares of McDonald’s by 60.0% in the third quarter. Viking Fund Management LLC now owns 40,000 shares of the fast-food giant’s stock worth $9,238,000 after buying an additional 15,000 shares in the last quarter. William Allan Corp boosted its position in shares of McDonald’s by 20.6% during the third quarter. William Allan Corp now owns 8,391 shares of the fast-food giant’s stock worth $1,938,000 after acquiring an additional 1,433 shares during the last quarter. Finally, Mather Group LLC. boosted its position in shares of McDonald’s by 21.7% during the third quarter. Mather Group LLC. now owns 84,887 shares of the fast-food giant’s stock worth $19,604,000 after acquiring an additional 15,152 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors.

McDonald’s Price Performance

Shares of NYSE MCD traded up $4.41 during midday trading on Thursday, reaching $242.72. 3,722,480 shares of the stock traded hands, compared to its average volume of 4,236,576. The company’s 50 day moving average is $253.35 and its 200 day moving average is $272.74. McDonald’s Corporation has a one year low of $229.20 and a one year high of $341.75. The stock has a market capitalization of $171.76 billion, a PE ratio of 19.76, a P/E/G ratio of 2.64 and a beta of 0.44.

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

McDonald’s Increases Dividend

The firm also recently announced 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. The ex-dividend date is Tuesday, December 1st. This represents a $7.72 annualized dividend and a dividend yield of 3.2%. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s dividend payout ratio is currently 62.71%.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s shares advanced even as the broader market weakened, indicating some relative strength and investor interest at depressed valuation levels. McDonald’s Increases Despite Market Slip
• Positive Sentiment: The company’s roughly $8.5 billion franchisee-support and modernization plan, along with personalized digital offers, value meals and streamlined marketing, could improve traffic and sales if execution improves. The planned “Archy” drive-through AI system may also support efficiency, although its benefits remain unproven. McDonald’s $8.5B Fix
• Positive Sentiment: Renewed promotions, including the Monopoly Go collaboration and potential Disney-villain Boo Buckets, could provide short-term customer engagement and seasonal sales support, though these campaigns are unlikely to change the long-term outlook by themselves. Monopoly Go Returns to McDonald’s
• Neutral Sentiment: At about 18 times earnings, MCD’s valuation may already reflect some of the turnaround risk, but investors still need evidence that the spending plan can restore sustainable growth. McDonald’s Trades at 18 Times Earnings
• Negative Sentiment: Shares remain down sharply over six months as weak U.S. sales, ineffective value-menu execution and reduced earnings estimates weigh on investor confidence. Analysts are questioning whether promotions and operational fixes can reverse the slowdown. McDonald’s Stock Down 23 Percent in Six Months
• Negative Sentiment: A proposed class-action lawsuit alleging problematic AI-driven menu pricing creates legal, reputational and regulatory risk, while reports of a poorly reviewed U.S. location highlight potential service and franchise-operator issues. McDonald’s AI Menu Pricing Lawsuit

Wall Street Analyst Weigh In

Several research firms recently weighed in on MCD. Oppenheimer cut their target price on shares of McDonald’s from $325.00 to $295.00 and set an “outperform” rating for the company in a research note on Thursday, September 24th. Guggenheim decreased their price target on shares of McDonald’s from $290.00 to $250.00 and set a “neutral” rating on the stock in a research note on Monday, October 5th. Deutsche Bank Aktiengesellschaft decreased their price target 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. HC Wainwright set a $250.00 price objective on shares of McDonald’s in a report on Friday, September 25th. Finally, JPMorgan Chase & Co. cut their price objective on McDonald’s from $280.00 to $260.00 and set an “overweight” rating for the company in a research report on Thursday, September 24th. One research 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 assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $295.94.

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.