McDonald’s Corporation $MCD Stock: SBI Securities Co. Ltd. Raises Stake

SBI Securities Co. Ltd. increased its stake in McDonald’s Corporation (NYSE:MCD) by 14.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 23,048 shares of the fast-food giant’s stock after buying an additional 2,876 shares during the period. SBI Securities Co. Ltd.’s holdings in McDonald’s were worth $5,323,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. 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 valued at $9,752,921,000 after buying an additional 646,675 shares during the last quarter. Bank of New York Mellon Corp bought a new position in shares of McDonald’s during the 2nd quarter valued at $1,359,276,000. Arrowstreet Capital Limited Partnership lifted its holdings in shares of McDonald’s by 17.2% during the 1st 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 buying an additional 533,448 shares during the period. Diamant Asset Management Inc. boosted its stake in shares of McDonald’s by 30,979.0% in the 1st quarter. Diamant Asset Management Inc. now owns 2,596,340 shares of the fast-food giant’s stock worth $806,917,000 after buying an additional 2,587,986 shares during the last quarter. Finally, Swiss National Bank boosted its stake in shares of McDonald’s by 6.9% in the 1st quarter. Swiss National Bank now owns 2,089,980 shares of the fast-food giant’s stock worth $649,545,000 after buying an additional 134,480 shares during the last quarter. Institutional investors own 70.29% of the company’s stock.

Analyst Ratings Changes

MCD has been the subject of several research analyst reports. Argus cut their price objective on McDonald’s from $320.00 to $310.00 and set a “buy” rating for the company in a report on Wednesday, August 26th. JPMorgan Chase & Co. lowered their target price on McDonald’s from $280.00 to $260.00 and set an “overweight” rating on the stock in a report on Thursday, September 24th. Weiss Ratings downgraded McDonald’s from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, October 2nd. Gordon Haskett dropped their target price on McDonald’s from $315.00 to $285.00 and set a “buy” rating on the stock in a research report on Thursday, September 24th. Finally, Oppenheimer cut their price target on McDonald’s from $325.00 to $295.00 and set an “outperform” rating for the company in a research note on Thursday, September 24th. One equities 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 given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $295.64.

More McDonald’s News

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

• Positive Sentiment: McDonald’s recently raised its dividend and has joined the “Dividend Kings,” supporting the stock’s income appeal. At roughly 29% below its 52-week high and with a reported yield near 3.2%, some analysts view the sell-off as a potential long-term entry point. McDonald’s Is 29% Below Its 52-Week High and Yields 3.2%
• Positive Sentiment: The McRib’s limited-time return, along with Halloween promotions and other collectible-focused offerings, could generate customer traffic and incremental sales. Menu innovation—including chicken launches and limited-time products—is being viewed as a possible way to offset slower U.S. comparable sales. Can MCD’s Menu Innovation Offset Slower U.S. Comparable Sales Growth?
• Neutral Sentiment: McDonald’s is planning its first chef’s-table event led by “Top Chef” winner Tristen Epps. The high-profile experience may create brand publicity, but its direct financial contribution is likely limited. McDonald’s Is Hosting Its First-Ever Chef’s Table Experience
• Neutral Sentiment: Analysts expect a single-digit earnings increase when McDonald’s reports third-quarter results next month. The forecast offers some earnings support, though investors will likely focus on comparable sales, traffic and management’s outlook. McDonald’s Q3 2026 Earnings: What to Expect
• Negative Sentiment: McDonald’s continues to face weak customer traffic and pressure to balance affordability with profitability. Taco Bell’s rollout of a $2 offering highlights the intensifying value competition and could make pricing decisions more difficult. Taco Bell Rolls Out $2 Item as McDonald’s Wrestles With Pricing
• Negative Sentiment: The company is accused in federal court of using artificial intelligence in an alleged price-fixing scheme. McDonald’s says the lawsuit contains inaccuracies, but the claims create potential legal, reputational and regulatory risk. McDonald’s Accused of AI-Fueled Price Fixing

McDonald’s Stock Up 2.5%

Shares of MCD opened at $252.50 on Friday. The business has a 50-day simple moving average of $249.91 and a two-hundred day simple moving average of $270.11. McDonald’s Corporation has a 52 week low of $229.20 and a 52 week high of $341.75. The stock has a market cap of $178.68 billion, a price-to-earnings ratio of 20.51, a PEG ratio of 2.76 and a beta of 0.44.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $7.10 billion for the quarter, compared to analysts’ expectations of $7.13 billion. During the same period in the previous year, the firm earned $3.19 EPS. The business’s quarterly revenue was up 3.7% on a year-over-year basis. On average, equities analysts anticipate that McDonald’s Corporation will post 12.84 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. Investors of record on Tuesday, December 1st will be issued a $1.93 dividend. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $7.72 annualized dividend and a yield of 3.1%. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s 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.