Thurston Springer Miller Herd & Titak Inc. Sells 4,087 Shares of McDonald’s Corporation $MCD

Thurston Springer Miller Herd & Titak Inc. cut its position in McDonald’s Corporation (NYSE:MCD) by 83.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 796 shares of the fast-food giant’s stock after selling 4,087 shares during the quarter. Thurston Springer Miller Herd & Titak Inc.’s holdings in McDonald’s were worth $184,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MCD. State Street Corp raised its stake in McDonald’s by 1.8% during the 2nd quarter. State Street Corp now owns 36,080,505 shares of the fast-food giant’s stock worth $9,752,921,000 after buying an additional 646,675 shares during the period. Bank of New York Mellon Corp acquired a new stake in McDonald’s in the second quarter valued at approximately $1,359,276,000. Arrowstreet Capital Limited Partnership grew its stake in McDonald’s by 17.2% in the first quarter. Arrowstreet Capital Limited Partnership now owns 3,637,785 shares of the fast-food giant’s stock valued at $1,130,587,000 after acquiring an additional 533,448 shares during the period. Diamant Asset Management Inc. increased its holdings in shares of McDonald’s by 30,979.0% during the first quarter. Diamant Asset Management Inc. now owns 2,596,340 shares of the fast-food giant’s stock valued at $806,917,000 after acquiring an additional 2,587,986 shares in the last quarter. Finally, J. Stern & Co. LLP increased its holdings in shares of McDonald’s by 9,867.5% during the fourth quarter. J. Stern & Co. LLP now owns 2,541,008 shares of the fast-food giant’s stock valued at $776,608,000 after acquiring an additional 2,515,515 shares in the last quarter. 70.29% of the stock is owned by institutional investors.

McDonald’s Stock Performance

Shares of McDonald’s stock traded up $0.91 on Wednesday, hitting $236.72. The company had a trading volume of 2,338,998 shares, compared to its average volume of 4,224,848. The stock has a market capitalization of $167.51 billion, a price-to-earnings ratio of 19.23, a P/E/G ratio of 2.64 and a beta of 0.44. McDonald’s Corporation has a 1 year low of $229.20 and a 1 year high of $341.75. The stock has a 50 day moving average of $254.06 and a 200-day moving average of $273.24.

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. The business had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%. McDonald’s’s revenue was up 3.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.19 earnings per share. Equities analysts anticipate that McDonald’s Corporation will post 12.84 earnings per share for the current year.

McDonald’s Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be paid a $1.93 dividend. The ex-dividend date is Tuesday, December 1st. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. This represents a $7.72 annualized dividend and a yield of 3.3%. McDonald’s’s dividend payout ratio (DPR) is currently 60.44%.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s remains attractive to income-focused investors because it has continued raising its dividend through difficult periods, contrasting with some restaurant peers that reduced payouts during downturns. Darden vs. McDonald’s: Which Restaurant Stock Is the Better Buy for Income Investors
• Positive Sentiment: The company is resetting its marketing strategy around personalized digital offers, value meals and simpler campaigns. Better execution could improve customer engagement and help stabilize sales. Can MCD’s Marketing Reset Help Improve Customer Engagement and Sales?
• Positive Sentiment: McDonald’s has a reported consensus price target of $295.94, implying analysts see meaningful upside from recently depressed levels. McDonald’s Corporation Stock Has Consensus Target Price
• Neutral Sentiment: New promotions and marketing tie-ins—including a Monopoly Go collaboration, Halloween Boo Buckets potentially featuring Disney villains, and continued grassroots football sponsorship—could support traffic and brand engagement, though their financial impact is uncertain. Monopoly Go returns to McDonald’s
• Negative Sentiment: McDonald’s faces a proposed class-action lawsuit alleging that AI-driven menu pricing misled or unfairly charged customers. The claims could create legal costs and reputational risk, although the ultimate financial impact is unknown. McDonald’s faces class action lawsuit over AI-menu pricing allegations
• Negative Sentiment: The company’s roughly $8.5 billion franchisee-support plan through 2036 and Restaurant NEXT upgrades are raising concerns about capital requirements and whether franchisees will earn adequate returns. Some operators reportedly question the payoff of investments approaching $800,000 per location. McDonald’s Trades at 18 Times Earnings
• Negative Sentiment: Erste Group lowered its FY2026 and FY2027 EPS forecasts, while analysts continue to cite weak demand despite value meals and increased promotions. That combination pressures expectations for near-term earnings growth. Why the stock could still go lower

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Citigroup lowered their target price on McDonald’s from $310.00 to $305.00 and set a “buy” rating on the stock in a research report on Thursday, September 24th. Rothschild & Co Redburn reduced their price target on shares of McDonald’s from $306.00 to $285.00 in a research report on Wednesday, August 26th. TD Cowen decreased their price target on shares of McDonald’s from $282.00 to $270.00 and set a “hold” rating for the company in a research note on Thursday, September 24th. BTIG Research decreased their price target on shares of McDonald’s from $350.00 to $295.00 and set a “buy” rating for the company in a research note on Thursday, September 24th. Finally, Seaport Research Partners assumed coverage on shares of McDonald’s in a report on Wednesday, September 16th. They set a “neutral” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average 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.