Free Trial

17,784 Shares in McDonald's Corporation $MCD Bought by M Holdings Securities Inc.

McDonald's logo with Consumer Discretionary background
Image from MarketBeat Media, LLC.

Key Points

  • M Holdings Securities bought a new 17,784-share position in McDonald’s during the third quarter, valued at approximately $4.1 million. Institutional investors and hedge funds own 70.29% of the company’s stock.
  • McDonald’s third-quarter earnings per share beat estimates, but revenue fell short and U.S. comparable sales declined. The company is testing value bundles at nearly 2,000 U.S. locations as it seeks to attract customers.
  • The company raised its quarterly dividend from $1.86 to $1.93 per share, equivalent to an annualized $7.72 and a 2.8% yield. Analyst views were mixed, though MarketBeat reported a “Moderate Buy” consensus and an average price target of $297.82.
  • MarketBeat previews the top five stocks to own by December 1st.

M Holdings Securities Inc. bought a new position in shares of McDonald's Corporation (NYSE:MCD - Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 17,784 shares of the fast-food giant's stock, valued at approximately $4,107,000.

Other hedge funds also recently added to or reduced their stakes in the company. GKV Capital Management Co. Inc. purchased a new position in McDonald's in the 1st quarter valued at approximately $33,000. Burkett Financial Services LLC grew its stake in shares of McDonald's by 2,312.5% in the third quarter. Burkett Financial Services LLC now owns 193 shares of the fast-food giant's stock worth $45,000 after acquiring an additional 185 shares in the last quarter. POM Investment Strategies LLC increased its position in shares of McDonald's by 46.2% during the second 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. Westfuller Advisors LLC increased its position 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 acquiring an additional 105 shares during the period. Finally, Mountain Hill Investment Partners Corp. increased its position in shares of McDonald's by 777.8% during the third quarter. Mountain Hill Investment Partners Corp. now owns 237 shares of the fast-food giant's stock worth $55,000 after acquiring an additional 210 shares during the period. 70.29% of the stock is currently owned by institutional investors and hedge funds.

More McDonald's News

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

  • Positive Sentiment: Argus raised its price target to $320 from $310 and reiterated a “buy” rating, signaling confidence in the stock’s prospects. Argus rating
  • Neutral Sentiment: McDonald’s is testing value bundles at nearly 2,000 U.S. restaurants, ahead of a planned national value platform in early 2027. The deals may help bring back customers, but the company is still assessing their effect on traffic and orders. McDonald’s value-bundle test
  • Neutral Sentiment: Third-quarter profit beat analyst estimates, but revenue missed and U.S. comparable sales declined. That mixed backdrop helps explain why investors are watching for evidence that value promotions can sustain a domestic recovery. Q3 earnings and U.S. traffic
  • Negative Sentiment: Consumers have filed a lawsuit alleging McDonald’s labeled McCafé drinks “sugar free” despite some containing as much as 18 grams of sugar. The allegations are unproven, but the case could create legal and reputational risk. McCafé labeling lawsuit
  • Negative Sentiment: Freedom Broker cut its rating from “buy” to “hold” and lowered its price target to $298 from $305, adding a more cautious view alongside the recent analyst optimism. Freedom Broker rating change

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Citigroup increased their price objective on McDonald's from $295.00 to $315.00 and gave the company a "buy" rating in a research note on Thursday. Argus boosted their target price on McDonald's from $310.00 to $320.00 and gave the stock a "buy" rating in a research note on Friday. Melius Research lowered their target price on McDonald's from $250.00 to $230.00 and set a "sell" rating for the company in a research note on Monday, September 28th. Gordon Haskett cut their price target on McDonald's from $315.00 to $285.00 and set a "buy" rating on the stock in a report on Thursday, September 24th. Finally, Tigress Financial increased their price target on McDonald's from $385.00 to $390.00 and gave the company a "buy" rating in a research report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, McDonald's has a consensus rating of "Moderate Buy" and an average price target of $297.82.

View Our Latest Research Report on MCD

McDonald's Trading Down 0.1%

Shares of MCD opened at $276.36 on Monday. The firm has a market capitalization of $195.56 billion, a price-to-earnings ratio of 21.86, a PEG ratio of 3.20 and a beta of 0.42. The firm's fifty day simple moving average is $248.76 and its 200-day simple moving average is $282.57. McDonald's Corporation has a twelve month low of $229.20 and a twelve month high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last issued its earnings results on Wednesday, November 4th. The fast-food giant reported $3.57 EPS for the quarter, topping analysts' consensus estimates of $3.38 by $0.19. The firm had revenue of $7.16 billion during the quarter, compared to the consensus estimate of $7.28 billion. McDonald's had a net margin of 32.38% and a negative return on equity of 671.56%. The company's revenue was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.22 earnings per share. On average, analysts predict that McDonald's Corporation will post 12.88 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. Shareholders of record on Tuesday, December 1st will be paid a $1.93 dividend. 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 yield of 2.8%. The ex-dividend date is Tuesday, December 1st. McDonald's's payout ratio is 61.08%.

About McDonald's

(Free Report)

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.

Read More

Institutional Ownership by Quarter for McDonald's (NYSE:MCD)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Should You Invest $1,000 in McDonald's Right Now?

Before you consider McDonald's, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and McDonald's wasn't on the list.

While McDonald's currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

7 Stocks to Buy Before the Robotics Revolution Cover

Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries. "Physical AI" is coming. Learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.

Get This Free Report
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Like this article? Share it with a colleague.

Featured Articles and Offers

Recent Videos

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines