McDonald's Corporation $MCD Stock Acquired by Bank Julius Baer & Co. Ltd Zurich

Key Points

• Bank Julius Baer & Co. more than doubled its McDonald’s stake in the third quarter, adding 307,192 shares to own 524,341 shares worth approximately $121.4 million. Institutional investors and hedge funds collectively own 70.29% of the company.
• McDonald’s reported quarterly EPS of $3.38, exceeding estimates of $3.32, while revenue rose 3.7% year over year to $7.10 billion, slightly below expectations.
• The company increased its quarterly dividend from $1.86 to $1.93 per share, equivalent to an annualized $7.72 dividend and a 3.0% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $294.73.

Bank Julius Baer & Co. Ltd Zurich boosted its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 141.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 524,341 shares of the fast-food giant's stock after purchasing an additional 307,192 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich owned about 0.07% of McDonald's worth $121,392,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Ascentis Wealth Management LLC grew its position in shares of McDonald's by 4,008.8% during the 2nd quarter. Ascentis Wealth Management LLC now owns 84,230 shares of the fast-food giant's stock valued at $22,768,000 after buying an additional 82,180 shares during the last quarter. Ridgewood Investments LLC bought a new stake in McDonald's during the third quarter valued at about $1,026,000. Borer Denton & Associates Inc. raised its stake in shares of McDonald's by 16.9% in the 2nd quarter. Borer Denton & Associates Inc. now owns 13,859 shares of the fast-food giant's stock valued at $3,746,000 after buying an additional 2,000 shares in the last quarter. HighTower Advisors LLC raised its position in McDonald's by 7.1% in the 2nd quarter. HighTower Advisors LLC now owns 1,471,725 shares of the fast-food giant's stock valued at $397,822,000 after purchasing an additional 97,060 shares during the last quarter. Finally, Viking Fund Management LLC grew its holdings in McDonald's by 60.0% during 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 period. Institutional investors and hedge funds own 70.29% of the company's stock.

McDonald's Price Performance

Shares of MCD opened at $258.15 on Monday. The stock has a market cap of $182.68 billion, a price-to-earnings ratio of 20.97, a PEG ratio of 2.95 and a beta of 0.42. The company has a 50-day moving average of $248.26 and a two-hundred day moving average of $283.44. McDonald's Corporation has a one year low of $229.20 and a one year high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last announced its quarterly 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 firm had revenue of $7.10 billion during 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 firm's quarterly revenue was up 3.7% on a year-over-year basis. During the same period last year, the firm posted $3.19 EPS. Analysts anticipate that McDonald's Corporation will post 12.83 earnings per share for the current year.

McDonald's Increases Dividend

The business also recently declared 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 is a boost from McDonald's's previous quarterly dividend of $1.86. The ex-dividend date is Tuesday, December 1st. This represents a $7.72 dividend on an annualized basis and a dividend yield of 3.0%. McDonald's's dividend payout ratio is presently 60.44%.

Wall Street Analysts Forecast Growth

MCD has been the subject of a number of research reports. Tigress Financial lifted their target price on McDonald's from $385.00 to $390.00 and gave the stock a "buy" rating in a report on Friday, July 17th. Loop Capital reduced their target price on McDonald's from $301.00 to $273.00 and set a "hold" rating on the stock in a research note on Wednesday, August 5th. JPMorgan Chase & Co. reduced their price objective on shares of McDonald's from $280.00 to $260.00 and set an "overweight" rating for the company in a research note on Thursday, September 24th. Sanford C. Bernstein dropped their price target on shares of McDonald's from $295.00 to $250.00 and set a "market perform" rating for the company in a research note on Thursday, October 8th. Finally, Daiwa Securities Group decreased their target price on McDonald's from $309.00 to $293.00 and set an "outperform" rating on the stock in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $294.73.

Key McDonald's News

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

• Positive Sentiment: Technical commentary suggests McDonald’s stock, which has fallen sharply this year amid weakness in consumer-discretionary shares, may be positioned for a rebound. The recent recovery could attract value-oriented investors if the company delivers resilient sales and cash flow. Mapping the Market: Beaten-down McDonald’s stock may be ripe for a rally
• Positive Sentiment: McDonald’s is bringing back Pokémon Happy Meals in November, featuring collectible toys and trading cards. The promotion could support customer traffic, family visits and near-term sales, although its impact is likely temporary. McDonald’s is bringing back Pokémon Happy Meals
• Neutral Sentiment: Wall Street is focusing on estimates for McDonald’s third-quarter 2026 revenue, earnings and operating metrics. The reports provide expectations rather than new company results, so the stock’s next major catalyst will be whether actual performance exceeds or falls short of those forecasts. Unveiling McDonald’s Q3 Outlook
• Neutral Sentiment: New holiday beverages and an $8 Quarter Pounder meal are scheduled for November. These value and seasonal offerings may help affordability perceptions and traffic, but investors will need evidence that promotions can improve demand without pressuring restaurant-level margins. McDonald’s adds new holiday drinks
• Negative Sentiment: Mizuho cut its McDonald’s price target from $290 to $260 and assigned a neutral rating, indicating limited expected upside from recent levels. The revision reinforces concerns about valuation and the durability of cash-flow growth. Mizuho McDonald’s rating
• Negative Sentiment: Coverage also questions whether McDonald’s current valuation already reflects its expected cash generation, while the stock remains materially below its level at the start of the year. A planned multibillion-dollar modernization and AI drive-through initiative could improve efficiency over time, but it also introduces execution and investment risks.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.