McDonald’s Corporation $MCD Stock Purchased by Americana Partners LLC

Americana Partners LLC boosted its stake in McDonald’s Corporation (NYSE:MCD) by 3.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 90,186 shares of the fast-food giant’s stock after purchasing an additional 2,702 shares during the period. Americana Partners LLC’s holdings in McDonald’s were worth $20,828,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. GKV Capital Management Co. Inc. acquired a new position in shares of McDonald’s during the first quarter worth $33,000. POM Investment Strategies LLC boosted its holdings in shares of McDonald’s by 46.2% during the 2nd quarter. POM Investment Strategies LLC now owns 174 shares of the fast-food giant’s stock valued at $47,000 after acquiring an additional 55 shares in the last quarter. Westfuller Advisors LLC boosted its holdings in shares of McDonald’s by 140.0% during the 2nd quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock valued at $49,000 after acquiring an additional 105 shares in the last quarter. Burkett Financial Services LLC boosted its holdings in shares of McDonald’s by 2,312.5% during the 3rd quarter. Burkett Financial Services LLC now owns 193 shares of the fast-food giant’s stock valued at $45,000 after acquiring an additional 185 shares in the last quarter. Finally, Main Street Group LTD bought a new stake in McDonald’s during the 1st quarter worth $64,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on MCD shares. TD Cowen dropped their target price on McDonald’s from $282.00 to $270.00 and set a “hold” rating for the company in a research report on Thursday, September 24th. Melius Research reduced their price target on McDonald’s from $250.00 to $230.00 and set a “sell” rating on the stock in a report on Monday, September 28th. Gordon Haskett reduced their price target on McDonald’s from $315.00 to $285.00 and set a “buy” rating on the stock in a report on Thursday, September 24th. UBS Group reaffirmed a “buy” rating on shares of McDonald’s in a research note on Monday, October 19th. Finally, BTIG Research reiterated a “buy” rating and issued a $295.00 price objective on shares of McDonald’s in a report on Monday, October 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $294.73.

Key Headlines Impacting McDonald’s

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 Price Performance

NYSE:MCD opened at $258.15 on Friday. The company has a market cap of $182.68 billion, a PE ratio of 20.97, a PEG ratio of 2.94 and a beta of 0.44. McDonald’s Corporation has a one year low of $229.20 and a one year high of $341.75. The firm has a 50-day moving average of $248.26 and a 200-day moving average of $283.44.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to the consensus estimate of $7.13 billion. During the same quarter in the prior year, the company posted $3.19 earnings per share. McDonald’s’s revenue was up 3.7% compared to the same quarter last year. On average, equities research analysts expect that McDonald’s Corporation will post 12.83 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be issued 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 3.0%. The ex-dividend date is Tuesday, December 1st. McDonald’s’s dividend payout ratio is currently 60.44%.

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.