McDonald’s Corporation $MCD Position Cut by Red Cedar Investment Management LLC

Red Cedar Investment Management LLC trimmed its position in McDonald’s Corporation (NYSE:MCD) by 29.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,907 shares of the fast-food giant’s stock after selling 4,213 shares during the quarter. Red Cedar Investment Management LLC’s holdings in McDonald’s were worth $2,288,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. GKV Capital Management Co. Inc. acquired a new position in McDonald’s during the 1st quarter valued at about $33,000. POM Investment Strategies LLC grew its position in shares of McDonald’s by 46.2% during the 2nd quarter. POM Investment Strategies LLC now owns 174 shares of the fast-food giant’s stock worth $47,000 after buying an additional 55 shares during the period. Westfuller Advisors LLC raised its stake in shares of McDonald’s by 140.0% during the second quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock worth $49,000 after buying an additional 105 shares during the last quarter. Burkett Financial Services LLC raised its stake in shares of McDonald’s by 2,312.5% during the third quarter. Burkett Financial Services LLC now owns 193 shares of the fast-food giant’s stock worth $45,000 after buying an additional 185 shares during the last quarter. Finally, Main Street Group LTD bought a new stake in shares of McDonald’s during the first quarter worth approximately $64,000. 70.29% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently weighed in on MCD shares. Guggenheim cut their price objective on shares of McDonald’s from $290.00 to $250.00 and set a “neutral” rating on the stock in a report on Monday, October 5th. Daiwa Securities Group lowered their target price on shares of McDonald’s from $309.00 to $293.00 and set an “outperform” rating for the company in a report on Thursday, August 6th. Piper Sandler set a $286.00 target price on shares of McDonald’s in a report on Tuesday, August 4th. Freedom Broker cut shares of McDonald’s from a “buy” rating to a “hold” rating and dropped their target price for the company from $305.00 to $298.00 in a research report on Thursday, November 5th. Finally, Melius Research cut their price target on McDonald’s from $250.00 to $230.00 and set a “sell” rating on the stock in a research note on Monday, September 28th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $297.82.

Trending Headlines about McDonald’s

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

• Positive Sentiment: McDonald’s Q3 earnings beat expectations, and management pointed to cost discipline, refranchising and targeted digital promotions as drivers of stronger profitability. The earnings response was positive, although revenue fell short of forecasts. The top 5 analyst questions from McDonald’s Q3 2026 earnings call
• Positive Sentiment: The company and Uber are expanding their delivery partnership across 14 markets, adding in-app ordering and cross-platform loyalty benefits that could support order volume and customer engagement. McDonald’s Expands Uber Partnership in 14 Markets
• Positive Sentiment: A Pokémon Happy Meal promotion could provide a short-term traffic draw, though its financial impact is not yet clear. McDonald’s, Pokémon team for Happy Meal
• Neutral Sentiment: McDonald’s is testing a low-priced bundle in about 1,900 U.S. restaurants as it adjusts deals for increasingly price-conscious customers. The test may help traffic, but its results will be important to watch. MCD Stock Outlook: Wall Street Eyes a Potential Upside Breakout After Q3 Results
• Negative Sentiment: U.S. guest counts are still falling, and the latest revenue missed expectations. Analysts and commentary warn that higher average checks have not yet demonstrated a sustainable recovery in visits. McDonald’s Is Rethinking Its Deals as Customers Get Pickier About Prices
• Negative Sentiment: Some market commentary argues the post-earnings rebound may be pricing in a turnaround before traffic and cash-flow improvement are firmly established. McDonald’s: The Earnings Bounce Is Pricing In A Turnaround That Hasn’t Happened Yet

McDonald’s Trading Up 1.8%

Shares of MCD opened at $281.54 on Tuesday. McDonald’s Corporation has a 1 year low of $229.20 and a 1 year high of $341.75. The stock has a market cap of $199.23 billion, a P/E ratio of 22.27, a price-to-earnings-growth ratio of 3.20 and a beta of 0.42. The stock’s 50-day moving average price is $249.09 and its two-hundred day moving average price is $282.45.

McDonald’s (NYSE:MCD) last posted its earnings results on Wednesday, November 4th. The fast-food giant reported $3.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.38 by $0.19. The company had revenue of $7.16 billion during the quarter, compared to analyst estimates of $7.28 billion. McDonald’s had a negative return on equity of 671.56% and a net margin of 32.38%. The company’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 company earned $3.22 EPS. As a group, equities analysts forecast that McDonald’s Corporation will post 12.88 EPS 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 dividend of $1.93 per share. This represents a $7.72 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, December 1st. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s payout ratio is 58.86%.

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.