McDonald's Corporation $MCD Stake Reduced by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners LLC cut its McDonald’s stake by 97.9% in the third quarter, selling 54,590 shares and retaining 1,173 shares valued at approximately $271,000.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $295.94, despite several recent target-price reductions. Institutional investors and hedge funds collectively own 70.29% of the stock.
• McDonald’s reported quarterly EPS of $3.38, above estimates, and increased its quarterly dividend to $1.93, yielding about 3.2%; however, the stock remained near the lower end of its 12-month range amid concerns about weak sales and valuation.

Curated Wealth Partners LLC cut its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 97.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,173 shares of the fast-food giant's stock after selling 54,590 shares during the quarter. Curated Wealth Partners LLC's holdings in McDonald's were worth $271,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Nvwm LLC boosted its stake in shares of McDonald's by 5.1% during the 3rd quarter. Nvwm LLC now owns 7,081 shares of the fast-food giant's stock worth $1,635,000 after acquiring an additional 346 shares in the last quarter. Viking Fund Management LLC grew its holdings 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 acquiring an additional 15,000 shares during the last quarter. William Allan Corp raised its position in shares of McDonald's by 20.6% during the third quarter. William Allan Corp now owns 8,391 shares of the fast-food giant's stock worth $1,938,000 after purchasing an additional 1,433 shares during the period. Mather Group LLC. raised its position in shares of McDonald's by 21.7% during the third quarter. Mather Group LLC. now owns 84,887 shares of the fast-food giant's stock worth $19,604,000 after purchasing an additional 15,152 shares during the period. Finally, Hudock Inc. raised its position in shares of McDonald's by 127.5% during the third quarter. Hudock Inc. now owns 5,634 shares of the fast-food giant's stock worth $1,301,000 after purchasing an additional 3,158 shares during the period. 70.29% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on MCD. Oppenheimer reduced their target price on McDonald's from $325.00 to $295.00 and set an "outperform" rating for the company in a report on Thursday, September 24th. Guggenheim dropped their price target on McDonald's from $290.00 to $250.00 and set a "neutral" rating on the stock in a research note on Monday, October 5th. Deutsche Bank Aktiengesellschaft dropped their price target 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. Loop Capital cut their price objective on McDonald's from $301.00 to $273.00 and set a "hold" rating on the stock in a report on Wednesday, August 5th. Finally, Piper Sandler set a $286.00 price objective on shares of McDonald's in a research note on Tuesday, August 4th. One equities research 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 given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $295.94.

McDonald's Stock Performance

NYSE MCD opened at $242.99 on Friday. McDonald's Corporation has a twelve month low of $229.20 and a twelve month high of $341.75. 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. The firm's 50 day moving average price is $252.05 and its two-hundred day moving average price is $272.09.

McDonald's (NYSE:MCD - Get Free Report) last announced its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.32 by $0.06. The company had revenue of $7.10 billion for the quarter, compared to the consensus estimate of $7.13 billion. McDonald's had a net margin of 31.72% and a negative return on equity of 572.06%. The company's revenue was up 3.7% on a year-over-year basis. During the same period in the previous year, the business earned $3.19 EPS. On average, research analysts forecast that McDonald's Corporation will post 12.84 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 given a $1.93 dividend. This represents a $7.72 annualized dividend and a dividend yield of 3.2%. This is a boost from McDonald's's previous quarterly dividend of $1.86. The ex-dividend date of this dividend is Tuesday, December 1st. McDonald's's payout ratio is 60.44%.

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 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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