GoalVest Advisory LLC Boosts Stake in McDonald's Corporation $MCD

Key Points

• GoalVest Advisory increased its McDonald’s stake by 539.4% in the third quarter, buying 30,616 additional shares to hold 36,292 shares valued at approximately $8.4 million. Institutional investors collectively own 70.29% of the company.
• McDonald’s shares traded near a 12-month low at $232.03, well below their 50-day and 200-day moving averages. The company nevertheless beat quarterly earnings expectations, reporting $3.38 in EPS and 3.7% year-over-year revenue growth.
• McDonald’s raised its quarterly dividend to $1.93, representing a 3.3% annualized yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $300.64, although concerns remain about weak U.S. traffic, consumer pressure and AI-pricing risks.

GoalVest Advisory LLC increased its stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 539.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 36,292 shares of the fast-food giant's stock after purchasing an additional 30,616 shares during the period. McDonald's makes up approximately 0.4% of GoalVest Advisory LLC's investment portfolio, making the stock its 28th largest holding. GoalVest Advisory LLC's holdings in McDonald's were worth $8,381,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Sound Income Strategies LLC grew its position in shares of McDonald's by 0.6% during the 1st quarter. Sound Income Strategies LLC now owns 5,590 shares of the fast-food giant's stock worth $1,718,000 after buying an additional 35 shares during the period. Jacobsen Capital Management boosted its stake in McDonald's by 2.9% during the 1st quarter. Jacobsen Capital Management now owns 1,267 shares of the fast-food giant's stock worth $394,000 after acquiring an additional 36 shares during the last quarter. Sterling Investment Counsel LLC boosted its stake in McDonald's by 0.7% during the 1st quarter. Sterling Investment Counsel LLC now owns 5,303 shares of the fast-food giant's stock worth $1,648,000 after acquiring an additional 37 shares during the last quarter. Legacy Wealth Managment LLC ID grew its holdings in McDonald's by 11.0% during the first 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. Finally, Millstone Evans Group LLC grew its holdings in McDonald's by 2.5% during the first quarter. Millstone Evans Group LLC now owns 1,532 shares of the fast-food giant's stock valued at $476,000 after purchasing an additional 38 shares during the period. Institutional investors own 70.29% of the company's stock.

McDonald's Price Performance

Shares of McDonald's stock traded up $0.20 on Friday, hitting $232.03. The company had a trading volume of 2,203,465 shares, compared to its average volume of 4,145,882. The stock has a 50-day moving average of $259.69 and a 200-day moving average of $277.78. McDonald's Corporation has a twelve month low of $229.61 and a twelve month high of $341.75. The firm has a market capitalization of $164.20 billion, a P/E ratio of 18.85, a P/E/G ratio of 2.58 and a beta of 0.44.

McDonald's (NYSE:MCD - Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, topping analysts' consensus estimates of $3.32 by $0.06. The business had revenue of $7.10 billion for the quarter, compared to analyst estimates of $7.13 billion. McDonald's had a net margin of 31.72% and a negative return on equity of 572.06%. The firm's quarterly revenue was up 3.7% on a year-over-year basis. During the same period last year, the business posted $3.19 earnings per share. Equities analysts predict that McDonald's Corporation will post 12.85 EPS for the current year.

McDonald's Increases Dividend

The company 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. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $7.72 annualized dividend and a dividend yield of 3.3%. This is a positive change from McDonald's's previous quarterly dividend of $1.86. McDonald's's dividend payout ratio (DPR) is 60.44%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on MCD shares. Seaport Research Partners initiated coverage on shares of McDonald's in a report on Wednesday, September 16th. They issued a "neutral" rating on the stock. HC Wainwright set a $250.00 price target on shares of McDonald's in a report on Friday, September 25th. Sanford C. Bernstein restated a "market perform" rating and issued a $295.00 price objective (down from $310.00) on shares of McDonald's in a research report on Friday, September 25th. Deutsche Bank Aktiengesellschaft dropped their price objective on McDonald's from $325.00 to $300.00 and set a "buy" rating on the stock in a research note on Monday, September 14th. Finally, JPMorgan Chase & Co. decreased their target price on McDonald's from $280.00 to $260.00 and set an "overweight" rating for the company in a research note on Thursday, September 24th. 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 assigned a Sell rating to the stock. According to data from MarketBeat, McDonald's currently has a consensus rating of "Moderate Buy" and an average price target of $300.64.

More McDonald's News

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

• Positive Sentiment: McDonald’s is testing hand-breaded chicken tenders and sandwiches at approximately 200 U.S. restaurants. The initiative could strengthen its chicken platform and support traffic if customer response is favorable. McDonald’s prepares test of hand-breaded chicken tenders
• Positive Sentiment: Analysts and commentators see potential value after the decline. McDonald’s trades near oversold levels, while its defensive cash generation, dividend and global customer base could support a recovery if traffic and execution improve. Jim Cramer also said he was tempted to buy at current levels. Jim Cramer comments on McDonald’s
• Positive Sentiment: The company’s beverage expansion is being viewed as a possible global growth driver, potentially increasing visits, average checks and cash flow. McDonald’s beverage expansion
• Neutral Sentiment: McDonald’s continues investing in an approximately $8.5 billion modernization program, including Archy, an AI drive-thru assistant. The technology could reduce costs over time, but its rollout requires improved accuracy and consistent customer acceptance. McDonald’s Archy AI drive-thru assistant
• Negative Sentiment: Investors are concerned that AI-driven pricing and loyalty tools could create uneven prices between restaurants and trigger a consumer backlash similar to Wendy’s dynamic-pricing controversy. McDonald’s has rejected claims that it is secretly setting individualized prices. McDonald’s AI pricing risks
• Negative Sentiment: Soft U.S. traffic, pressure on lower-income consumers and service or value-menu execution issues remain fundamental concerns ahead of the company’s next earnings report. Jefferies also reduced its price target, adding to cautious sentiment. Jefferies cuts McDonald’s price target

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.

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