50,330 McDonald’s Corporation $MCD Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. cut its stake in shares of McDonald’s Corporation (NYSE:MCD) by 2.7% in the 3rd quarter, Holdings Channel reports. The fund owned 1,836,459 shares of the fast-food giant’s stock after selling 50,330 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in McDonald’s were worth $424,112,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. purchased a new position in McDonald’s during the 3rd quarter worth $45,815,000. Stevens Capital Partners lifted its stake in shares of McDonald’s by 162.6% in the 3rd quarter. Stevens Capital Partners now owns 2,009 shares of the fast-food giant’s stock worth $464,000 after acquiring an additional 1,244 shares during the period. Profund Advisors LLC boosted its holdings in shares of McDonald’s by 4.5% in the third quarter. Profund Advisors LLC now owns 12,858 shares of the fast-food giant’s stock valued at $2,969,000 after acquiring an additional 553 shares in the last quarter. ProShare Advisors LLC boosted its holdings in shares of McDonald’s by 11.8% in the third quarter. ProShare Advisors LLC now owns 825,799 shares of the fast-food giant’s stock valued at $190,710,000 after acquiring an additional 86,979 shares in the last quarter. Finally, Vise Technologies Inc. boosted its holdings in shares of McDonald’s by 18.3% in the third quarter. Vise Technologies Inc. now owns 35,847 shares of the fast-food giant’s stock valued at $8,278,000 after acquiring an additional 5,540 shares in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. KeyCorp dropped their price target on shares of McDonald’s from $305.00 to $280.00 and set an “overweight” rating on the stock in a research note on Tuesday, October 6th. Evercore reduced their price objective on shares of McDonald’s from $320.00 to $300.00 and set an “outperform” rating for the company in a research report on Thursday, September 24th. DZ Bank reaffirmed a “buy” rating on shares of McDonald’s in a report on Thursday, September 24th. Royal Bank Of Canada lowered their price objective on McDonald’s from $290.00 to $285.00 and set a “sector perform” rating on the stock in a report on Thursday, September 24th. Finally, Needham & Company LLC reiterated a “buy” rating on shares of McDonald’s in a research report on Monday, September 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $294.73.

McDonald’s Trading Up 0.3%

MCD stock opened at $258.15 on Friday. The company has a market cap of $182.68 billion, a P/E ratio of 20.97, a P/E/G ratio of 2.95 and a beta of 0.44. McDonald’s Corporation has a 52 week low of $229.20 and a 52 week high of $341.75. The company’s 50-day moving average price is $248.26 and its 200 day moving average price is $283.44.

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 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 analyst estimates of $7.13 billion. During the same period in the prior year, the business posted $3.19 earnings per share. The firm’s revenue for the quarter 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 year.

McDonald’s Increases Dividend

The company 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 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 3.0%. McDonald’s’s dividend payout ratio is presently 60.44%.

Key McDonald’s News

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.

About McDonald’s

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.