One Wealth Capital Management LLC acquired a new stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 2,560 shares of the fast-food giant’s stock, valued at approximately $591,000.
Several other institutional investors have also bought and sold shares of MCD. GKV Capital Management Co. Inc. bought a new position in McDonald’s in the 1st quarter valued at about $33,000. Merkkuri Wealth Advisors LLC acquired a new stake in shares of McDonald’s in the 1st quarter worth approximately $43,000. Financial Life Planners acquired a new stake in shares of McDonald’s in the 1st quarter worth approximately $51,000. POM Investment Strategies LLC lifted its stake in shares of McDonald’s by 46.2% in the 2nd quarter. POM Investment Strategies LLC now owns 174 shares of the fast-food giant’s stock worth $47,000 after acquiring an additional 55 shares during the period. Finally, Westfuller Advisors LLC boosted its holdings in shares of McDonald’s by 140.0% in the second quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock valued at $49,000 after acquiring an additional 105 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.
Key Headlines Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: McDonald’s is bringing back popular limited-time offerings, including the McRib and a cult-favorite BBQ sandwich. The promotions could help improve traffic and comparable sales, although their impact is likely temporary. McDonald’s Is Bringing Back a Hugely Popular Menu Item Next Week
- Positive Sentiment: The stock’s sell-off has lifted its dividend yield to roughly 3%–3.2%, while McDonald’s has continued raising its payout and has earned “Dividend King” status. The higher yield may attract income-focused investors and provide valuation support. McDonald’s Is Crowned a Dividend King
- Positive Sentiment: Analysts expect a single-digit increase in third-quarter earnings, and management is relying on chicken launches and limited-time menu items to counter weaker U.S. traffic. McDonald’s Q3 2026 Earnings: What to Expect
- Neutral Sentiment: McDonald’s is challenging tokenized trading of its shares on the OKX-ICE venue, citing investor-protection and regulatory-oversight concerns. The dispute is unlikely to materially affect restaurant operations or near-term earnings. Why Is McDonald’s Challenging Tokenized Trading of Its Shares?
- Negative Sentiment: Competitive pricing is a concern as Taco Bell promotes a $2 item while McDonald’s works to balance affordability with margins. Slower traffic and economic pressure could weigh on comparable-store sales. Taco Bell Rolls Out $2 Item as McDonald’s Wrestles With Pricing
- Negative Sentiment: A federal lawsuit accuses McDonald’s of AI-fueled price fixing; the company says the allegations contain inaccuracies. Even if ultimately dismissed, the litigation creates reputational and regulatory overhang. McDonald’s Accused of AI-Fueled Price Fixing
- Negative Sentiment: Erste Group trimmed its FY2027 EPS forecast slightly to $13.78 from $13.80. Although the reduction is minor, it reinforces concerns that growth may remain subdued. McDonald’s Analyst Estimates
Analyst Ratings Changes
MCD has been the topic of a number of research analyst reports. Piper Sandler set a $286.00 price objective on shares of McDonald’s in a research note on Tuesday, August 4th. BMO Capital Markets dropped their target price on McDonald’s from $335.00 to $310.00 and set an “outperform” rating on the stock in a report on Thursday, September 24th. Needham & Company LLC restated a “buy” rating on shares of McDonald’s in a research report on Monday, September 21st. HC Wainwright set a $250.00 target price on McDonald’s in a research report on Friday, September 25th. Finally, Freedom Capital raised McDonald’s from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 5th. One investment 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 assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $295.64.
McDonald’s Stock Down 1.6%
Shares of McDonald’s stock opened at $248.49 on Friday. The stock’s fifty day moving average is $249.43 and its 200-day moving average is $269.96. The firm has a market capitalization of $175.84 billion, a PE ratio of 20.19, a price-to-earnings-growth ratio of 2.79 and a beta of 0.44. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75.
McDonald’s (NYSE:MCD – Get Free Report) last announced its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, beating the consensus estimate 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 business had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. During the same period in the prior year, the business posted $3.19 earnings per share. McDonald’s’s revenue was up 3.7% compared to the same quarter last year. Analysts expect that McDonald’s Corporation will post 12.84 EPS for the current year.
McDonald’s Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be issued a dividend of $1.93 per share. This represents a $7.72 annualized dividend and a yield of 3.1%. The ex-dividend date is Tuesday, December 1st. This is a boost from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s dividend payout ratio is presently 60.44%.
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.
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