McDonald's Corporation $MCD Shares Bought by Vestor Capital LLC

Key Points

• Vestor Capital increased its McDonald’s stake by 365,540.7% in the third quarter, adding 98,696 shares to hold 98,723 shares worth about $22.8 million.
• McDonald’s quarterly EPS of $3.57 beat estimates of $3.38, but revenue of $7.16 billion fell short of forecasts; revenue rose 1.1% year over year.
• The company raised its quarterly dividend from $1.86 to $1.93 per share, equivalent to $7.72 annually and a 2.7% yield.

Vestor Capital LLC increased its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 365,540.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 98,723 shares of the fast-food giant's stock after acquiring an additional 98,696 shares during the period. McDonald's makes up approximately 0.6% of Vestor Capital LLC's investment portfolio, making the stock its 27th biggest position. Vestor Capital LLC's holdings in McDonald's were worth $22,799,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in MCD. State Street Corp lifted its holdings in McDonald's by 1.8% in the 2nd quarter. State Street Corp now owns 36,080,505 shares of the fast-food giant's stock valued at $9,752,921,000 after acquiring an additional 646,675 shares during the last quarter. Bank of New York Mellon Corp bought a new stake in shares of McDonald's in the 2nd quarter worth approximately $1,359,276,000. Arrowstreet Capital Limited Partnership lifted its stake in McDonald's by 17.2% during the first quarter. Arrowstreet Capital Limited Partnership now owns 3,637,785 shares of the fast-food giant's stock valued at $1,130,587,000 after purchasing an additional 533,448 shares during the last quarter. Swiss National Bank lifted its stake in McDonald's by 6.9% during the first quarter. Swiss National Bank now owns 2,089,980 shares of the fast-food giant's stock valued at $649,545,000 after purchasing an additional 134,480 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in McDonald's by 3.4% during the first quarter. Dimensional Fund Advisors LP now owns 1,909,321 shares of the fast-food giant's stock valued at $593,366,000 after purchasing an additional 62,562 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company's stock.

Trending Headlines about McDonald's

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

• Positive Sentiment: McDonald’s Q3 earnings beat expectations, and management pointed to cost discipline, refranchising and targeted digital promotions as drivers of stronger profitability. The earnings response was positive, although revenue fell short of forecasts. The top 5 analyst questions from McDonald's Q3 2026 earnings call
• Positive Sentiment: The company and Uber are expanding their delivery partnership across 14 markets, adding in-app ordering and cross-platform loyalty benefits that could support order volume and customer engagement. McDonald's Expands Uber Partnership in 14 Markets
• Positive Sentiment: A Pokémon Happy Meal promotion could provide a short-term traffic draw, though its financial impact is not yet clear. McDonald's, Pokémon team for Happy Meal
• Neutral Sentiment: McDonald’s is testing a low-priced bundle in about 1,900 U.S. restaurants as it adjusts deals for increasingly price-conscious customers. The test may help traffic, but its results will be important to watch. MCD Stock Outlook: Wall Street Eyes a Potential Upside Breakout After Q3 Results
• Negative Sentiment: U.S. guest counts are still falling, and the latest revenue missed expectations. Analysts and commentary warn that higher average checks have not yet demonstrated a sustainable recovery in visits. McDonald’s Is Rethinking Its Deals as Customers Get Pickier About Prices
• Negative Sentiment: Some market commentary argues the post-earnings rebound may be pricing in a turnaround before traffic and cash-flow improvement are firmly established. McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet

Wall Street Analyst Weigh In

Several research firms have issued reports on MCD. Melius Research decreased their price target on shares of McDonald's from $250.00 to $230.00 and set a "sell" rating on the stock in a research report on Monday, September 28th. Weiss Ratings cut McDonald's from a "hold (c)" rating to a "hold (c-)" rating in a report on Friday, October 2nd. Tigress Financial increased their price objective on McDonald's from $385.00 to $390.00 and gave the company a "buy" rating in a research report on Friday, July 17th. Freedom Broker lowered McDonald's from a "buy" rating to a "hold" rating and reduced their price objective for the stock from $305.00 to $298.00 in a research note on Thursday, November 5th. Finally, Oppenheimer cut their target price on McDonald's from $325.00 to $295.00 and set an "outperform" rating on the stock in a research report on Thursday, September 24th. Two 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 issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $297.82.

McDonald's Price Performance

McDonald's stock opened at $281.54 on Tuesday. The firm's 50 day simple moving average is $249.09 and its 200-day simple moving average is $282.45. The company has a market cap of $199.23 billion, a P/E ratio of 22.27, a price-to-earnings-growth ratio of 3.20 and a beta of 0.42. McDonald's Corporation has a fifty-two week low of $229.20 and a fifty-two week high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last released its quarterly earnings results on Wednesday, November 4th. The fast-food giant reported $3.57 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.38 by $0.19. McDonald's had a net margin of 32.38% and a negative return on equity of 671.56%. The business had revenue of $7.16 billion for the quarter, compared to analyst estimates of $7.28 billion. During the same quarter in the previous year, the business earned $3.22 earnings per share. The firm's revenue was up 1.1% compared to the same quarter last year. On average, analysts expect that McDonald's Corporation will post 12.88 EPS for the current fiscal year.

McDonald's Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be issued a $1.93 dividend. The ex-dividend date is Tuesday, December 1st. This is an increase from McDonald's's previous quarterly dividend of $1.86. This represents a $7.72 dividend on an annualized basis and a dividend yield of 2.7%. McDonald's's dividend payout ratio is currently 58.86%.

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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