McDonald’s Corporation $MCD Stock: Calamos Advisors LLC Increases Holdings

Calamos Advisors LLC increased its stake in shares of McDonald’s Corporation (NYSE:MCD) by 1.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 177,760 shares of the fast-food giant’s stock after buying an additional 2,760 shares during the quarter. Calamos Advisors LLC’s holdings in McDonald’s were worth $41,052,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Ascentis Wealth Management LLC boosted its stake in shares of McDonald’s by 4,008.8% in the second quarter. Ascentis Wealth Management LLC now owns 84,230 shares of the fast-food giant’s stock valued at $22,768,000 after buying an additional 82,180 shares in the last quarter. Ridgewood Investments LLC purchased a new position in McDonald’s in the third quarter worth $1,026,000. Borer Denton & Associates Inc. raised its position in McDonald’s by 16.9% in the second quarter. Borer Denton & Associates Inc. now owns 13,859 shares of the fast-food giant’s stock worth $3,746,000 after acquiring an additional 2,000 shares in the last quarter. HighTower Advisors LLC lifted its holdings in McDonald’s by 7.1% in the second quarter. HighTower Advisors LLC now owns 1,471,725 shares of the fast-food giant’s stock valued at $397,822,000 after acquiring an additional 97,060 shares during the period. Finally, Viking Fund Management LLC lifted its holdings in 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 valued at $9,238,000 after acquiring an additional 15,000 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Trading Down 0.6%

Shares of MCD stock traded down $1.68 during mid-day trading on Friday, reaching $276.36. The stock had a trading volume of 6,331,310 shares, compared to its average volume of 5,495,061. The company has a market cap of $195.56 billion, a P/E ratio of 21.86, a price-to-earnings-growth ratio of 3.03 and a beta of 0.42. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75. The business has a 50-day simple moving average of $248.76 and a 200 day simple moving average of $282.57.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Wednesday, November 4th. The fast-food giant reported $3.57 EPS for the quarter, topping the consensus estimate of $3.38 by $0.19. The business had revenue of $7.16 billion for the quarter, compared to analyst estimates of $7.28 billion. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. The business’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.22 EPS. Research analysts anticipate that McDonald’s Corporation will post 12.84 EPS for the current year.

McDonald’s Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be issued a $1.93 dividend. This represents a $7.72 annualized dividend and a dividend yield of 2.8%. This is a boost from McDonald’s’s previous quarterly dividend of $1.86. The ex-dividend date of this dividend is Tuesday, December 1st. McDonald’s’s payout ratio is currently 58.86%.

More McDonald’s News

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

• Positive Sentiment: Argus raised its price target to $320 from $310 and reiterated a “buy” rating, signaling confidence in the stock’s prospects. Argus rating
• Neutral Sentiment: McDonald’s is testing value bundles at nearly 2,000 U.S. restaurants, ahead of a planned national value platform in early 2027. The deals may help bring back customers, but the company is still assessing their effect on traffic and orders. McDonald’s value-bundle test
• Neutral Sentiment: Third-quarter profit beat analyst estimates, but revenue missed and U.S. comparable sales declined. That mixed backdrop helps explain why investors are watching for evidence that value promotions can sustain a domestic recovery. Q3 earnings and U.S. traffic
• Negative Sentiment: Consumers have filed a lawsuit alleging McDonald’s labeled McCafé drinks “sugar free” despite some containing as much as 18 grams of sugar. The allegations are unproven, but the case could create legal and reputational risk. McCafé labeling lawsuit
• Negative Sentiment: Freedom Broker cut its rating from “buy” to “hold” and lowered its price target to $298 from $305, adding a more cautious view alongside the recent analyst optimism. Freedom Broker rating change

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Rothschild & Co Redburn decreased their target price on shares of McDonald’s from $306.00 to $285.00 in a research report on Wednesday, August 26th. Guggenheim reduced their price objective on shares of McDonald’s from $290.00 to $250.00 and set a “neutral” rating for the company in a research note on Monday, October 5th. Robert W. Baird decreased their price objective on shares of McDonald’s from $285.00 to $250.00 and set a “neutral” rating on the stock in a report on Thursday, September 24th. DZ Bank restated a “buy” rating on shares of McDonald’s in a research report on Thursday, September 24th. Finally, Deutsche Bank Aktiengesellschaft lowered their target price on shares of McDonald’s from $325.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, September 14th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $297.82.

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.