McDonald’s Corporation $MCD Stock Position Boosted by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC boosted its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 24.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 16,241 shares of the fast-food giant’s stock after acquiring an additional 3,182 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in McDonald’s were worth $3,751,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. State Street Corp grew its holdings in shares of McDonald’s by 1.8% in the second quarter. State Street Corp now owns 36,080,505 shares of the fast-food giant’s stock worth $9,752,921,000 after purchasing an additional 646,675 shares during the last quarter. Bank of New York Mellon Corp bought a new stake in McDonald’s during the 2nd quarter valued at about $1,359,276,000. Arrowstreet Capital Limited Partnership lifted its holdings in 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 in the last quarter. Swiss National Bank boosted its position in 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 valued at $649,545,000 after buying an additional 134,480 shares during the period. Finally, Dimensional Fund Advisors LP boosted its position in McDonald’s by 3.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,909,321 shares of the fast-food giant’s stock valued at $593,366,000 after buying an additional 62,562 shares during the period. Institutional investors own 70.29% of the company’s stock.

McDonald’s Stock Up 1.0%

NYSE MCD opened at $250.93 on Tuesday. McDonald’s Corporation has a 52 week low of $229.20 and a 52 week high of $341.75. The company has a 50 day moving average price of $249.77 and a 200 day moving average price of $284.75. The firm has a market cap of $177.57 billion, a PE ratio of 20.38, a price-to-earnings-growth ratio of 2.83 and a beta of 0.44.

McDonald’s (NYSE:MCD) last announced its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating the consensus estimate of $3.32 by $0.06. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. The company had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. During the same period last year, the firm earned $3.19 earnings per share. McDonald’s’s revenue was up 3.7% compared to the same quarter last year. On average, equities research analysts anticipate that McDonald’s Corporation will post 12.84 earnings per share 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. Stockholders of record on Tuesday, December 1st will be given a dividend of $1.93 per share. The ex-dividend date of this dividend is Tuesday, December 1st. This is a boost from McDonald’s’s previous quarterly dividend of $1.86. This represents a $7.72 dividend on an annualized basis and a dividend yield of 3.1%. McDonald’s’s payout ratio is currently 60.44%.

Wall Street Analysts Forecast Growth

MCD has been the topic of a number of research analyst reports. JPMorgan Chase & Co. dropped their target price on shares of McDonald’s from $280.00 to $260.00 and set an “overweight” rating on the stock in a research note on Thursday, September 24th. BMO Capital Markets decreased their price target on shares of McDonald’s from $335.00 to $310.00 and set an “outperform” rating for the company in a research note on Thursday, September 24th. Melius Research lowered their price target on McDonald’s from $250.00 to $230.00 and set a “sell” rating for the company in a report on Monday, September 28th. Deutsche Bank Aktiengesellschaft lowered their price target on McDonald’s from $325.00 to $300.00 and set a “buy” rating for the company in a report on Monday, September 14th. Finally, Argus dropped their price objective on McDonald’s from $320.00 to $310.00 and set a “buy” rating on the stock in a research note on Wednesday, August 26th. One 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 presently has an average rating of “Moderate Buy” and an average price target of $295.64.

More McDonald’s News

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

• Positive Sentiment: BTIG reaffirmed its “Buy” rating and set a $295 price target, implying substantial potential upside from recent trading levels. The endorsement supports the view that McDonald’s valuation and earnings outlook remain attractive. BTIG rating report
• Positive Sentiment: The McRib has returned in select U.S. markets for a limited time. The highly recognizable product could increase restaurant traffic, digital engagement and promotional sales, although the geographically limited rollout reduces its companywide financial impact. USA Today McRib article
• Positive Sentiment: Ending McDonald’s more than 30-year FIFA World Cup sponsorship may reduce marketing costs and allow the company to redirect spending toward owned brands and promotions. The potential savings must be balanced against the loss of global visibility. NRN sponsorship article
• Neutral Sentiment: Recent commentary describes McDonald’s as an attractive, potentially underpriced restaurant stock, but this is an opinion rather than a new company disclosure. Seeking Alpha valuation analysis
• Negative Sentiment: Franchisees reportedly cited tough meat and other quality problems with McDonald’s new hand-breaded chicken. Execution issues could slow adoption of a key growth initiative, pressure franchisee economics and hurt customer satisfaction. MarketWatch chicken article
• Negative Sentiment: Erste Group Bank lowered its fiscal 2027 EPS estimates for McDonald’s. Estimate reductions can weigh on valuation and suggest analysts see potential pressure on sales, margins or growth expectations. EPS estimate article

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.