McDonald's Corporation $MCD Stock Holdings Lessened by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management reduced its McDonald’s stake by 33.8% in the third quarter, selling 7,236 shares and retaining 14,170 shares valued at approximately $3.27 million. Institutional investors and hedge funds collectively own 70.29% of the company.
• McDonald’s reported quarterly earnings of $3.38 per share, beating estimates, while revenue rose 3.7% year over year to $7.10 billion. The company also raised its quarterly dividend to $1.93 per share, implying a 3.1% annual yield.
• Shares opened at $252.50, below the analyst consensus price target of $295.64; the stock carries a “Moderate Buy” consensus rating, though several analysts recently lowered their targets amid concerns about weak traffic, value competition and potential legal risks.

Axxcess Wealth Management LLC trimmed its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 33.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,170 shares of the fast-food giant's stock after selling 7,236 shares during the quarter. Axxcess Wealth Management LLC's holdings in McDonald's were worth $3,273,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Sound Income Strategies LLC grew its stake in shares of McDonald's by 0.6% during the first quarter. Sound Income Strategies LLC now owns 5,590 shares of the fast-food giant's stock worth $1,718,000 after purchasing an additional 35 shares during the period. Jacobsen Capital Management grew its stake in McDonald's by 2.9% in the first quarter. Jacobsen Capital Management now owns 1,267 shares of the fast-food giant's stock valued at $394,000 after acquiring an additional 36 shares during the period. Legacy Wealth Managment LLC ID increased its holdings in shares of McDonald's by 11.0% in the first quarter. Legacy Wealth Managment LLC ID now owns 372 shares of the fast-food giant's stock worth $116,000 after acquiring an additional 37 shares in the last quarter. Millstone Evans Group LLC increased its holdings in shares of McDonald's by 2.5% in the first quarter. Millstone Evans Group LLC now owns 1,532 shares of the fast-food giant's stock worth $476,000 after acquiring an additional 38 shares in the last quarter. Finally, Signature Equity Partners LLC increased its holdings in shares of McDonald's by 3.6% in the first quarter. Signature Equity Partners LLC now owns 1,087 shares of the fast-food giant's stock worth $338,000 after acquiring an additional 38 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company's stock.

McDonald's Stock Up 2.5%

Shares of MCD stock opened at $252.50 on Friday. The business has a fifty day simple moving average of $249.91 and a 200 day simple moving average of $270.11. The company has a market cap of $178.68 billion, a P/E ratio of 19.62, a P/E/G ratio of 2.76 and a beta of 0.44. McDonald's Corporation has a twelve month low of $229.20 and a twelve month high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last posted its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping analysts' consensus estimates of $3.32 by $0.06. The firm had revenue of $7.10 billion for the quarter, compared to analysts' expectations 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 quarter in the previous year, the firm posted $3.19 earnings per share. As a group, equities research analysts anticipate that McDonald's Corporation will post 12.84 earnings per share for the current fiscal year.

McDonald's Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be issued a dividend of $1.93 per share. This represents a $7.72 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Tuesday, December 1st. This is a positive change from McDonald's's previous quarterly dividend of $1.86. McDonald's's dividend payout ratio (DPR) is currently 60.44%.

Trending Headlines about McDonald's

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

• Positive Sentiment: McDonald’s recently raised its dividend and has joined the “Dividend Kings,” supporting the stock’s income appeal. At roughly 29% below its 52-week high and with a reported yield near 3.2%, some analysts view the sell-off as a potential long-term entry point. McDonald’s Is 29% Below Its 52-Week High and Yields 3.2%
• Positive Sentiment: The McRib’s limited-time return, along with Halloween promotions and other collectible-focused offerings, could generate customer traffic and incremental sales. Menu innovation—including chicken launches and limited-time products—is being viewed as a possible way to offset slower U.S. comparable sales. Can MCD’s Menu Innovation Offset Slower U.S. Comparable Sales Growth?
• Neutral Sentiment: McDonald’s is planning its first chef’s-table event led by “Top Chef” winner Tristen Epps. The high-profile experience may create brand publicity, but its direct financial contribution is likely limited. McDonald’s Is Hosting Its First-Ever Chef’s Table Experience
• Neutral Sentiment: Analysts expect a single-digit earnings increase when McDonald’s reports third-quarter results next month. The forecast offers some earnings support, though investors will likely focus on comparable sales, traffic and management’s outlook. McDonald’s Q3 2026 Earnings: What to Expect
• Negative Sentiment: McDonald’s continues to face weak customer traffic and pressure to balance affordability with profitability. Taco Bell’s rollout of a $2 offering highlights the intensifying value competition and could make pricing decisions more difficult. Taco Bell Rolls Out $2 Item as McDonald’s Wrestles With Pricing
• Negative Sentiment: The company is accused in federal court of using artificial intelligence in an alleged price-fixing scheme. McDonald’s says the lawsuit contains inaccuracies, but the claims create potential legal, reputational and regulatory risk. McDonald’s Accused of AI-Fueled Price Fixing

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on MCD shares. Melius Research lowered their price objective 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. Loop Capital lowered their price target on McDonald's from $301.00 to $273.00 and set a "hold" rating on the stock in a research report on Wednesday, August 5th. BMO Capital Markets decreased their target price on McDonald's from $335.00 to $310.00 and set an "outperform" rating on the stock in a research report on Thursday, September 24th. HC Wainwright set a $250.00 price target on McDonald's in a report on Friday, September 25th. Finally, Weiss Ratings cut McDonald's from a "hold (c)" rating to a "hold (c-)" rating in a report on Friday, October 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $295.64.

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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