McDonald’s Corporation $MCD Shares Purchased by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. increased its stake in McDonald’s Corporation (NYSE:MCD) by 14.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,048 shares of the fast-food giant’s stock after buying an additional 2,876 shares during the period. SBI Securities Co. Ltd.’s holdings in McDonald’s were worth $5,323,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of MCD. GKV Capital Management Co. Inc. bought a new position in shares of McDonald’s in the 1st quarter worth approximately $33,000. Merkkuri Wealth Advisors LLC purchased a new position in shares of McDonald’s in the 1st quarter valued at approximately $43,000. Financial Life Planners bought a new stake in shares of McDonald’s during the first quarter valued at approximately $51,000. POM Investment Strategies LLC boosted its position in shares of McDonald’s by 46.2% during the second quarter. POM Investment Strategies LLC now owns 174 shares of the fast-food giant’s stock valued at $47,000 after purchasing an additional 55 shares in the last quarter. Finally, Westfuller Advisors LLC boosted its position in shares of McDonald’s by 140.0% during the second quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock valued at $49,000 after purchasing an additional 105 shares in the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

McDonald’s Stock Up 2.5%

Shares of NYSE MCD opened at $252.50 on Friday. McDonald’s Corporation has a twelve month low of $229.20 and a twelve month high of $341.75. The firm has a market cap of $178.68 billion, a P/E ratio of 20.51, a PEG ratio of 2.76 and a beta of 0.44. The company has a 50 day moving average of $249.91 and a 200 day moving average of $270.11.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $7.13 billion. During the same period in the prior year, the firm posted $3.19 EPS. The firm’s quarterly revenue was up 3.7% on a year-over-year basis. As a group, equities analysts expect that McDonald’s Corporation will post 12.84 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

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

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. BTIG Research reduced their price target on McDonald’s from $350.00 to $295.00 and set a “buy” rating on the stock in a research note on Thursday, September 24th. Seaport Research Partners assumed coverage on McDonald’s in a research report on Wednesday, September 16th. They set a “neutral” rating for the company. Royal Bank Of Canada lowered 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. DZ Bank restated a “buy” rating on shares of McDonald’s in a report on Thursday, September 24th. Finally, KeyCorp reduced their target price 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. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $295.64.

More McDonald’s News

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

• Positive Sentiment: McDonald’s recently raised its dividend and has joined the “Dividend Kings,” supporting the stock’s income appeal. At roughly 29% below its 52-week high and with a reported yield near 3.2%, some analysts view the sell-off as a potential long-term entry point. McDonald’s Is 29% Below Its 52-Week High and Yields 3.2%
• Positive Sentiment: The McRib’s limited-time return, along with Halloween promotions and other collectible-focused offerings, could generate customer traffic and incremental sales. Menu innovation—including chicken launches and limited-time products—is being viewed as a possible way to offset slower U.S. comparable sales. Can MCD’s Menu Innovation Offset Slower U.S. Comparable Sales Growth?
• Neutral Sentiment: McDonald’s is planning its first chef’s-table event led by “Top Chef” winner Tristen Epps. The high-profile experience may create brand publicity, but its direct financial contribution is likely limited. McDonald’s Is Hosting Its First-Ever Chef’s Table Experience
• Neutral Sentiment: Analysts expect a single-digit earnings increase when McDonald’s reports third-quarter results next month. The forecast offers some earnings support, though investors will likely focus on comparable sales, traffic and management’s outlook. McDonald’s Q3 2026 Earnings: What to Expect
• Negative Sentiment: McDonald’s continues to face weak customer traffic and pressure to balance affordability with profitability. Taco Bell’s rollout of a $2 offering highlights the intensifying value competition and could make pricing decisions more difficult. Taco Bell Rolls Out $2 Item as McDonald’s Wrestles With Pricing
• Negative Sentiment: The company is accused in federal court of using artificial intelligence in an alleged price-fixing scheme. McDonald’s says the lawsuit contains inaccuracies, but the claims create potential legal, reputational and regulatory risk. McDonald’s Accused of AI-Fueled Price Fixing

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.