McDonald’s Corporation $MCD Stake Reduced by Tower View Wealth Management LLC

Tower View Wealth Management LLC reduced its holdings in McDonald’s Corporation (NYSE:MCD) by 75.3% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,651 shares of the fast-food giant’s stock after selling 5,039 shares during the quarter. Tower View Wealth Management LLC’s holdings in McDonald’s were worth $381,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of MCD. State Street Corp boosted its position in shares of 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 acquiring an additional 646,675 shares during the last quarter. Bank of New York Mellon Corp purchased a new position in shares of McDonald’s during the second quarter worth about $1,359,276,000. Arrowstreet Capital Limited Partnership increased its position in shares of 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 worth $1,130,587,000 after purchasing an additional 533,448 shares during the last quarter. Diamant Asset Management Inc. increased its position in shares of McDonald’s by 30,979.0% in the first quarter. Diamant Asset Management Inc. now owns 2,596,340 shares of the fast-food giant’s stock worth $806,917,000 after purchasing an additional 2,587,986 shares during the last quarter. Finally, Swiss National Bank raised its stake in McDonald’s by 6.9% in the first quarter. Swiss National Bank now owns 2,089,980 shares of the fast-food giant’s stock valued at $649,545,000 after purchasing an additional 134,480 shares in the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Seaport Research Partners started coverage on shares of McDonald’s in a research report on Wednesday, September 16th. They set a “neutral” rating for the company. TD Cowen cut 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 on the stock in a report on Thursday, September 24th. Weiss Ratings cut shares of McDonald’s from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday, October 2nd. Finally, Tigress Financial raised their price objective on shares of McDonald’s from $385.00 to $390.00 and gave the company a “buy” rating in a research report on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $295.64.

McDonald’s News Roundup

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

McDonald’s Trading Up 0.0%

MCD opened at $248.49 on Monday. The stock has a 50-day moving average price of $249.43 and a 200-day moving average price of $269.68. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75. The stock has a market capitalization of $175.84 billion, a P/E ratio of 20.19, a PEG ratio of 2.83 and a beta of 0.44.

McDonald’s (NYSE:MCD) last announced 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. The company had revenue of $7.10 billion for the quarter, compared to analysts’ expectations 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 for the quarter was up 3.7% compared to the same quarter last year. During the same period last year, the firm posted $3.19 EPS. On average, equities research analysts predict that McDonald’s Corporation will post 12.84 EPS for the current year.

McDonald’s Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be paid a $1.93 dividend. This is an increase from McDonald’s’s previous quarterly dividend of $1.86. This represents a $7.72 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend is Tuesday, December 1st. McDonald’s’s payout ratio is currently 60.44%.

McDonald’s Company 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.