McDonald's Corporation $MCD Shares Sold by Fairvoy Private Wealth LLC

Key Points

• Fairvoy Private Wealth LLC cut its McDonald’s stake by 77.1% in the third quarter, selling 8,161 shares and retaining 2,426 shares valued at approximately $560,000. Institutional investors and hedge funds collectively own 70.29% of the company.
• McDonald’s shares recently traded at $242.60, below their 50- and 200-day moving averages. The company reported quarterly EPS of $3.38, ahead of estimates, while revenue rose 3.7% year over year to $7.10 billion.
• McDonald’s increased its quarterly dividend to $1.93, or $7.72 annually, yielding about 3.2%. Analysts maintain a “Moderate Buy” consensus with an average price target of $295.94, despite mixed views on valuation and near-term U.S. weakness.

Fairvoy Private Wealth LLC reduced its position in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 77.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,426 shares of the fast-food giant's stock after selling 8,161 shares during the quarter. Fairvoy Private Wealth LLC's holdings in McDonald's were worth $560,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. State Street Corp grew its stake in McDonald's by 1.8% in the second 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 period. Bank of New York Mellon Corp bought a new stake in shares of McDonald's during the second quarter valued at approximately $1,359,276,000. Arrowstreet Capital Limited Partnership increased its holdings in shares of 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 acquiring an additional 533,448 shares in the last quarter. Diamant Asset Management Inc. increased its stake in McDonald's by 30,979.0% during the 1st quarter. Diamant Asset Management Inc. now owns 2,596,340 shares of the fast-food giant's stock valued at $806,917,000 after purchasing an additional 2,587,986 shares in the last quarter. Finally, Swiss National Bank increased its stake in McDonald's by 6.9% during the 1st 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 in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

McDonald's Price Performance

Shares of NYSE MCD traded down $0.37 during trading on Monday, hitting $242.60. The stock had a trading volume of 5,385,020 shares, compared to its average volume of 4,273,246. McDonald's Corporation has a 12 month low of $229.20 and a 12 month high of $341.75. The company has a market capitalization of $171.68 billion, a PE ratio of 19.71, a PEG ratio of 2.72 and a beta of 0.44. The firm has a fifty day moving average of $252.05 and a two-hundred day moving average of $271.83.

McDonald's (NYSE:MCD - Get Free Report) last announced 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. McDonald's had a net margin of 31.72% and a negative return on equity of 572.06%. The company had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. During the same quarter in the prior year, the company posted $3.19 earnings per share. The firm's revenue for the quarter was up 3.7% on a year-over-year basis. On average, equities analysts expect that McDonald's Corporation will post 12.84 earnings per share for the current fiscal year.

McDonald's Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be given a $1.93 dividend. This represents a $7.72 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend is Tuesday, December 1st. This is a positive change from McDonald's's previous quarterly dividend of $1.86. McDonald's's payout ratio is currently 60.44%.

Analyst Ratings Changes

A number of research firms have weighed in on MCD. Oppenheimer dropped their price objective on shares of McDonald's from $325.00 to $295.00 and set an "outperform" rating on the stock in a research note on Thursday, September 24th. Melius Research decreased their target price on shares of McDonald's from $250.00 to $230.00 and set a "sell" rating for the company in a research report on Monday, September 28th. Royal Bank Of Canada lowered their target price on shares of McDonald's from $290.00 to $285.00 and set a "sector perform" rating on the stock in a report on Thursday, September 24th. DZ Bank restated a "buy" rating on shares of McDonald's in a report on Thursday, September 24th. Finally, Weiss Ratings cut shares of McDonald's from a "hold (c)" rating to a "hold (c-)" rating in a research report on Friday, October 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $295.94.

Key Stories Impacting McDonald's

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

• Positive Sentiment: UBS remains bullish on the company’s strategy. UBS said McDonald’s NEXT growth plan and renewed value offerings could outweigh near-term weakness in the U.S., positioning the company to gain global market share in 2027. McDonald's NEXT Plan, Value Push Seen Outweighing Near-Term US Weakness, UBS Says
• Positive Sentiment: New products and promotions could support customer traffic. McDonald’s is introducing a limited-availability chicken product and bringing back Halloween Disney Villains Boo Buckets, while renewed interest in menu items and sauces highlights continued consumer engagement. These initiatives are likely modest positives unless they translate into sustained comparable-store sales growth. McDonald’s has launched a superb new chicken product McDonald’s Boo Buckets return with Disney villains theme
• Neutral Sentiment: Analyst commentary is divided. One Seeking Alpha analysis argues that investors should focus on McDonald’s durable franchise model and strategic fundamentals, while another warns that valuation, competition and operating risks make the stock unattractive. These are opinion pieces rather than new company guidance. Tune Out The Noise, This Is What Matters For McDonald's
• Negative Sentiment: Allegations of menu-pricing and artificial-intelligence practices create reputational and legal risk. Reports describe a lawsuit and criticism involving claims that McDonald’s and Deloitte used pricing or AI-related methods to charge customers more. The allegations remain unresolved, but they could increase regulatory scrutiny and pressure the brand’s value perception. McDonald’s, Deloitte Under Fire Over Alleged Menu Pricing Scheme
• Negative Sentiment: Near-term U.S. weakness remains a concern. The UBS report itself acknowledges softer domestic conditions, while criticism of value, menu availability and product decisions may reinforce concerns about traffic and consumer sentiment. Why I Wouldn't Touch McDonald's With A 10 Ft Pole

McDonald's 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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