McDonald’s Corporation $MCD Shares Bought by Hengehold Capital Management LLC

Hengehold Capital Management LLC raised its stake in McDonald’s Corporation (NYSE:MCD) by 22.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,266 shares of the fast-food giant’s stock after purchasing an additional 3,351 shares during the period. Hengehold Capital Management LLC’s holdings in McDonald’s were worth $4,218,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in MCD. Purpose Unlimited Inc. acquired a new position in shares of McDonald’s during the fourth quarter worth about $31,000. GKV Capital Management Co. Inc. acquired a new stake in McDonald’s in the first quarter valued at approximately $33,000. Merkkuri Wealth Advisors LLC acquired a new stake in McDonald’s in the first quarter valued at approximately $43,000. Financial Life Planners acquired a new stake in McDonald’s in the first quarter valued at approximately $51,000. Finally, Vermillion Wealth Management Inc. lifted its stake in McDonald’s by 30.5% in the first quarter. Vermillion Wealth Management Inc. now owns 171 shares of the fast-food giant’s stock worth $53,000 after acquiring an additional 40 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

McDonald’s Price Performance

Shares of MCD traded up $0.49 during mid-day trading on Friday, reaching $242.99. The company’s stock had a trading volume of 7,235,673 shares, compared to its average volume of 6,700,715. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75. The stock has a market cap of $171.95 billion, a PE ratio of 19.74, a price-to-earnings-growth ratio of 2.72 and a beta of 0.44. The company’s 50 day moving average is $252.05 and its 200 day moving average is $272.09.

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. The business had revenue of $7.10 billion for the quarter, compared to analyst estimates of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%. The business’s quarterly revenue was up 3.7% on a year-over-year basis. During the same quarter last year, the company earned $3.19 EPS. As a group, sell-side analysts anticipate that McDonald’s Corporation will post 12.84 EPS 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. Investors of record on Tuesday, December 1st will be issued a $1.93 dividend. This represents a $7.72 dividend on an annualized basis and a yield of 3.2%. 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. McDonald’s’s dividend payout ratio is currently 60.44%.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s is bringing back a popular limited-time meal, while Halloween Boo Buckets are returning with a Disney-themed design. The promotions could support traffic, customer engagement and comparable-store sales. McDonald’s Is Bringing Back a Fan-Favorite Meal
• Positive Sentiment: McDonald’s dividend remains a key attraction: the company has joined the “Dividend King” group after decades of consecutive increases. Income-oriented investors may view the yield above 3% and recurring franchise cash flow favorably. McDonald’s Dividend King Status
• Positive Sentiment: Unusually heavy call-option activity and a broader rotation from technology into beaten-down consumer stocks may be providing additional short-term support for MCD. Consumer Stocks Get a Lift as Investors Rotate Out of Tech
• Neutral Sentiment: Analysts and market commentators generally see the stock as near fair value following its dividend increase. McDonald’s has fallen substantially this year, but investors still need evidence that cash-flow and earnings growth can justify the valuation. McDonald’s May Trade Near Fair Value
• Neutral Sentiment: The company’s planned multibillion-dollar modernization, including drive-thru technology and the “Archy” AI initiative, could improve efficiency over time, although execution and return-on-investment risks remain. McDonald’s Overhaul and AI Drive-Thru
• Negative Sentiment: McDonald’s faces a challenging third-quarter outlook, with weak U.S. sales and questions about value-menu execution. Renewed promotions and operational fixes will need to translate into sustained traffic and earnings growth. Challenging Q3 Outlook
• Negative Sentiment: Some investors argue that an attractive dividend alone is insufficient because the stock’s valuation leaves limited room for disappointment if sales and earnings remain pressured. McDonald’s Dividend Yield and Valuation

Analysts Set New Price Targets

Several research analysts have commented on the stock. KeyCorp lowered their price target on shares of McDonald’s from $305.00 to $280.00 and set an “overweight” rating for the company in a report on Tuesday, October 6th. Oppenheimer dropped their price objective on shares of McDonald’s from $325.00 to $295.00 and set an “outperform” rating on the stock in a research report on Thursday, September 24th. Daiwa Securities Group reduced their price objective on shares of McDonald’s from $309.00 to $293.00 and set an “outperform” rating on the stock in a report on Thursday, August 6th. Seaport Research Partners assumed coverage on shares of McDonald’s in a research report on Wednesday, September 16th. They set a “neutral” rating for the company. Finally, TD Cowen decreased their price objective on shares of McDonald’s from $282.00 to $270.00 and set a “hold” rating for the company in a research report on Thursday, September 24th. One 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, McDonald’s currently has a consensus rating of “Moderate Buy” and a consensus target price 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.