7,147 McDonald's Corporation $MCD Shares Purchased by IFP Advisors Inc

Key Points

• IFP Advisors increased its McDonald’s holdings by 22.2% in the third quarter, purchasing 7,147 additional shares for a total of 39,410 shares valued at approximately $9.1 million. Institutional investors and hedge funds collectively own 70.29% of the stock.
• Analysts maintain a generally positive view, with McDonald’s holding a consensus “Moderate Buy” rating and an average price target of $295.94, despite several recent target reductions.
• McDonald’s raised its quarterly dividend from $1.86 to $1.93 per share, equivalent to an annualized $7.72 dividend and a 3.2% yield. The stock was trading near $242.99, well below its 52-week high of $341.75, amid concerns about weak U.S. sales and valuation.

IFP Advisors Inc raised its holdings in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 22.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,410 shares of the fast-food giant's stock after purchasing an additional 7,147 shares during the period. IFP Advisors Inc's holdings in McDonald's were worth $9,101,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Purpose Unlimited Inc. bought a new position in shares of McDonald's in the 4th quarter worth about $31,000. GKV Capital Management Co. Inc. acquired a new position in shares of McDonald's in the 1st quarter valued at about $33,000. Merkkuri Wealth Advisors LLC bought a new stake in shares of McDonald's during the 1st quarter valued at about $43,000. Burkett Financial Services LLC grew its position in shares of McDonald's by 2,312.5% during the 3rd quarter. Burkett Financial Services LLC now owns 193 shares of the fast-food giant's stock valued at $45,000 after buying an additional 185 shares during the last quarter. Finally, 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 valued at $47,000 after buying an additional 55 shares during the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on MCD shares. Tigress Financial increased their price objective on shares of McDonald's from $385.00 to $390.00 and gave the stock a "buy" rating in a research note on Friday, July 17th. Weiss Ratings downgraded McDonald's from a "hold (c)" rating to a "hold (c-)" rating in a research note on Friday, October 2nd. Royal Bank Of Canada lowered their target price on McDonald's from $290.00 to $285.00 and set a "sector perform" rating for the company in a report on Thursday, September 24th. Seaport Research Partners initiated coverage on McDonald's in a report on Wednesday, September 16th. They set a "neutral" rating for the company. Finally, Daiwa Securities Group dropped their price target on McDonald's from $309.00 to $293.00 and set an "outperform" rating on the stock in a research report on Thursday, August 6th. One 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 issued a Sell rating to the company's stock. According to data from MarketBeat, McDonald's currently has a consensus rating of "Moderate Buy" and an average price target of $295.94.

Key McDonald's News

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

• Positive Sentiment: McDonald’s is bringing back a popular limited-time meal, while Halloween Boo Buckets are returning with a Disney-themed design. The promotions could support traffic, customer engagement and comparable-store sales. McDonald’s Is Bringing Back a Fan-Favorite Meal
• Positive Sentiment: McDonald’s dividend remains a key attraction: the company has joined the “Dividend King” group after decades of consecutive increases. Income-oriented investors may view the yield above 3% and recurring franchise cash flow favorably. McDonald’s Dividend King Status
• Positive Sentiment: Unusually heavy call-option activity and a broader rotation from technology into beaten-down consumer stocks may be providing additional short-term support for MCD. Consumer Stocks Get a Lift as Investors Rotate Out of Tech
• Neutral Sentiment: Analysts and market commentators generally see the stock as near fair value following its dividend increase. McDonald’s has fallen substantially this year, but investors still need evidence that cash-flow and earnings growth can justify the valuation. McDonald’s May Trade Near Fair Value
• Neutral Sentiment: The company’s planned multibillion-dollar modernization, including drive-thru technology and the “Archy” AI initiative, could improve efficiency over time, although execution and return-on-investment risks remain. McDonald’s Overhaul and AI Drive-Thru
• Negative Sentiment: McDonald’s faces a challenging third-quarter outlook, with weak U.S. sales and questions about value-menu execution. Renewed promotions and operational fixes will need to translate into sustained traffic and earnings growth. Challenging Q3 Outlook
• Negative Sentiment: Some investors argue that an attractive dividend alone is insufficient because the stock’s valuation leaves limited room for disappointment if sales and earnings remain pressured. McDonald’s Dividend Yield and Valuation

McDonald's Stock Performance

NYSE:MCD opened at $242.99 on Monday. The stock has a market cap of $171.95 billion, a price-to-earnings ratio of 19.74, a PEG ratio of 2.72 and a beta of 0.44. McDonald's Corporation has a 1 year low of $229.20 and a 1 year high of $341.75. The business has a fifty day moving average of $252.05 and a 200-day moving average of $271.83.

McDonald's (NYSE:MCD - Get Free Report) last released its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, beating the consensus estimate of $3.32 by $0.06. The firm had revenue of $7.10 billion for the quarter, compared to analysts' expectations of $7.13 billion. McDonald's had a net margin of 31.72% and a negative return on equity of 572.06%. McDonald's's quarterly revenue was up 3.7% on a year-over-year basis. During the same quarter last year, the company earned $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 business also recently declared 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 of this dividend is Tuesday, December 1st. This represents a $7.72 dividend on an annualized basis and a dividend yield of 3.2%. This is an increase from McDonald's's previous quarterly dividend of $1.86. McDonald's's dividend payout ratio (DPR) 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.

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