McDonald’s Corporation $MCD Stock: Summit Wealth Group LLC Co. Raises Stake

Summit Wealth Group LLC Co. increased its stake in McDonald’s Corporation (NYSE:MCD) by 95.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,837 shares of the fast-food giant’s stock after acquiring an additional 2,367 shares during the quarter. Summit Wealth Group LLC Co.’s holdings in McDonald’s were worth $1,117,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Legacy Wealth Managment LLC ID increased its position in McDonald’s by 11.0% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 372 shares of the fast-food giant’s stock valued at $116,000 after purchasing an additional 37 shares during the period. Millstone Evans Group LLC lifted its position in shares of McDonald’s by 2.5% in the 1st quarter. Millstone Evans Group LLC now owns 1,532 shares of the fast-food giant’s stock worth $476,000 after purchasing an additional 38 shares during the period. Signature Equity Partners LLC lifted its position in shares of McDonald’s by 3.6% in the 1st quarter. Signature Equity Partners LLC now owns 1,087 shares of the fast-food giant’s stock worth $338,000 after purchasing an additional 38 shares during the period. Harbor Investment Advisory LLC lifted its position in shares of McDonald’s by 1.0% in the 2nd quarter. Harbor Investment Advisory LLC now owns 4,019 shares of the fast-food giant’s stock worth $1,086,000 after purchasing an additional 38 shares during the period. Finally, Parkwoods Wealth Partners LLC boosted its stake in shares of McDonald’s by 4.5% in the 2nd quarter. Parkwoods Wealth Partners LLC now owns 891 shares of the fast-food giant’s stock valued at $241,000 after purchasing an additional 38 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on MCD. DZ Bank reiterated a “buy” rating on shares of McDonald’s in a research report on Thursday, September 24th. Rothschild & Co Redburn dropped their target price on shares of McDonald’s from $306.00 to $285.00 in a report on Wednesday, August 26th. Oppenheimer cut their price target on shares of McDonald’s from $325.00 to $295.00 and set an “outperform” rating on the stock in a research report on Thursday, September 24th. Piper Sandler set a $286.00 price target on McDonald’s in a report on Tuesday, August 4th. Finally, Royal Bank Of Canada lowered their price objective on McDonald’s from $290.00 to $285.00 and set a “sector perform” rating for the company in a research report on Thursday, September 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, McDonald’s has an average rating of “Moderate Buy” and a consensus target price of $292.76.

McDonald’s News Summary

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

• Positive Sentiment: New seasonal drinks and a planned Pokémon promotion could help attract customers and support sales. McDonald’s is also expanding its beverage push. Article: McDonald’s launches 2026 holiday menu with new seasonal drinks
• Neutral Sentiment: McDonald’s is scheduled to report third-quarter results before the market opens on Nov. 4. Analysts expect modest profit growth, but the report and outlook will be closely watched for signs that weaker U.S. traffic and higher expenses are pressuring margins. Article: McDonald’s Stock Rests on Full-Year Earnings Growth
• Negative Sentiment: Pre-earnings coverage points to a tough consumer backdrop and potentially slower sales growth, with soft U.S. customer traffic, rising costs and operational issues weighing on near-term expectations. Article: McDonald’s Q3 sales expected to slow amid tough consumer backdrop
• Negative Sentiment: A judge declined to dismiss a proposed class-action lawsuit alleging McDonald’s misled customers about the McRib’s meat. The case proceeding creates legal and reputational risk, though no outcome or financial impact has been determined. Article: McDonald’s loses bid to dismiss McRib lawsuit
• Negative Sentiment: U.S. lawmakers questioned the CEO about algorithmic pricing tools, raising the prospect of further scrutiny of the company’s pricing practices. Article: US lawmakers question McDonald’s CEO about algorithmic pricing practices

McDonald’s Trading Down 1.1%

NYSE:MCD opened at $262.75 on Wednesday. The stock has a market capitalization of $185.93 billion, a price-to-earnings ratio of 21.34, a PEG ratio of 3.03 and a beta of 0.42. The firm has a fifty day simple moving average of $247.96 and a two-hundred day simple moving average of $282.99. McDonald’s Corporation has a 12 month low of $229.20 and a 12 month high of $341.75.

McDonald’s (NYSE:MCD) last posted its quarterly 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 firm had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. During the same period in the previous year, the firm posted $3.19 earnings per share. The business’s revenue was up 3.7% compared to the same quarter last year. Equities analysts predict that McDonald’s Corporation will post 12.83 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. Stockholders of record on Tuesday, December 1st will be paid a $1.93 dividend. The ex-dividend date is Tuesday, December 1st. This represents a $7.72 annualized dividend and a dividend yield of 2.9%. This is a boost from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s dividend payout ratio (DPR) is 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.