McDonald's Corporation $MCD Shares Bought by Generali Investments Management Co LLC

Key Points

• Generali Investments Management increased its McDonald’s stake by 40.7% in the third quarter, acquiring 5,679 additional shares for a total of 19,621 shares valued at approximately $4.53 million.
• McDonald’s reported quarterly EPS of $3.38, exceeding estimates, while revenue rose 3.7% year over year to $7.10 billion. The company also raised its quarterly dividend to $1.93, representing an annualized yield of about 3.2%.
• Institutional investors own 70.29% of MCD shares, and analysts maintain a “Moderate Buy” consensus with an average price target of $295.94, despite concerns about valuation and weakening U.S. sales.

Generali Investments Management Co LLC increased its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 40.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,621 shares of the fast-food giant's stock after acquiring an additional 5,679 shares during the period. McDonald's comprises approximately 0.9% of Generali Investments Management Co LLC's portfolio, making the stock its 26th biggest holding. Generali Investments Management Co LLC's holdings in McDonald's were worth $4,531,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of MCD. Ascentis Wealth Management LLC grew its stake in McDonald's by 4,008.8% during the second quarter. Ascentis Wealth Management LLC now owns 84,230 shares of the fast-food giant's stock valued at $22,768,000 after acquiring an additional 82,180 shares in the last quarter. Ridgewood Investments LLC purchased a new stake in McDonald's during the third quarter valued at about $1,026,000. Borer Denton & Associates Inc. boosted its stake in shares of McDonald's by 16.9% during the second quarter. Borer Denton & Associates Inc. now owns 13,859 shares of the fast-food giant's stock valued at $3,746,000 after purchasing an additional 2,000 shares during the period. HighTower Advisors LLC raised its stake in shares of McDonald's by 7.1% during the second quarter. HighTower Advisors LLC now owns 1,471,725 shares of the fast-food giant's stock valued at $397,822,000 after acquiring an additional 97,060 shares during the last quarter. Finally, Viking Fund Management LLC grew its position in shares of McDonald's by 60.0% in the 3rd quarter. Viking Fund Management LLC now owns 40,000 shares of the fast-food giant's stock worth $9,238,000 after buying an additional 15,000 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

McDonald's Stock Up 0.0%

MCD stock opened at $242.99 on Monday. McDonald's Corporation has a twelve month low of $229.20 and a twelve month high of $341.75. The stock has a market capitalization of $171.95 billion, a price-to-earnings ratio of 19.74, a price-to-earnings-growth ratio of 2.72 and a beta of 0.44. The firm's fifty day simple moving average is $252.05 and its two-hundred day simple moving average is $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 earnings per share (EPS) for the quarter, topping 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 analyst estimates of $7.13 billion. During the same quarter last year, the business earned $3.19 EPS. The business's revenue was up 3.7% on a year-over-year basis. As a group, equities research analysts expect that McDonald's Corporation will post 12.84 EPS for the current year.

McDonald's Increases Dividend

The firm also recently announced 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 is Tuesday, December 1st. This is a positive change from McDonald's's previous quarterly dividend of $1.86. This represents a $7.72 dividend on an annualized basis and a yield of 3.2%. McDonald's's payout ratio is 60.44%.

More 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

Wall Street Analyst Weigh In

A number of research firms have issued reports on MCD. Daiwa Securities Group decreased their price objective on McDonald's from $309.00 to $293.00 and set an "outperform" rating for the company in a report on Thursday, August 6th. DZ Bank reissued a "buy" rating on shares of McDonald's in a report on Thursday, September 24th. BTIG Research dropped their target price on McDonald's from $350.00 to $295.00 and set a "buy" rating on the stock in a research report on Thursday, September 24th. Piper Sandler set a $286.00 target price on McDonald's in a research report on Tuesday, August 4th. Finally, HC Wainwright set a $250.00 target price on shares of McDonald's in a report on Friday, September 25th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $295.94.

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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