McDonald's Corporation $MCD Stock: Pinkerton Wealth LLC Boosts Stake

Key Points

• Pinkerton Wealth LLC increased its McDonald’s stake by 24.5% in the third quarter, bringing its holdings to 22,009 shares valued at approximately $5.08 million. Institutional investors collectively own 70.29% of the company.
• McDonald’s reported quarterly EPS of $3.38, exceeding estimates of $3.32, while revenue reached $7.10 billion and rose 3.7% year over year. The company also raised its quarterly dividend to $1.93 per share, equivalent to a 3.0% yield.
• Analyst sentiment remains broadly positive, with the stock carrying a “Moderate Buy” consensus rating and an average price target of $294.73, although several firms recently lowered their targets and cited valuation and execution risks.

Pinkerton Wealth LLC boosted its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 24.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,009 shares of the fast-food giant's stock after acquiring an additional 4,336 shares during the period. Pinkerton Wealth LLC's holdings in McDonald's were worth $5,083,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Bank of New York Mellon Corp acquired a new position in shares of McDonald's in the 2nd quarter valued at $1,359,276,000. Bessemer Group Inc. boosted its holdings in shares of McDonald's by 132.1% in the 1st quarter. Bessemer Group Inc. now owns 1,325,880 shares of the fast-food giant's stock worth $412,071,000 after acquiring an additional 754,596 shares in the last quarter. State Street Corp boosted its holdings in shares of 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 worth $9,752,921,000 after acquiring an additional 646,675 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in McDonald's by 17.2% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,637,785 shares of the fast-food giant's stock worth $1,130,587,000 after acquiring an additional 533,448 shares during the last quarter. Finally, Ascentis Wealth Management LLC grew its position in McDonald's by 23,222.1% during the 2nd quarter. Ascentis Wealth Management LLC now owns 478,103 shares of the fast-food giant's stock worth $129,236,000 after acquiring an additional 476,053 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

McDonald's Price Performance

Shares of McDonald's stock opened at $258.15 on Monday. McDonald's Corporation has a 1-year low of $229.20 and a 1-year high of $341.75. The company's fifty day simple moving average is $248.26 and its 200-day simple moving average is $283.44. The stock has a market capitalization of $182.68 billion, a PE ratio of 20.97, a P/E/G ratio of 2.95 and a beta of 0.42.

McDonald's (NYSE:MCD - Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.32 by $0.06. The business had revenue of $7.10 billion during the quarter, compared to analyst estimates of $7.13 billion. McDonald's had a negative return on equity of 572.06% and a net margin of 31.72%. McDonald's's revenue for the quarter was up 3.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.19 EPS. As a group, research analysts anticipate that McDonald's Corporation will post 12.83 EPS for the current year.

McDonald's Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be paid a dividend of $1.93 per share. This represents a $7.72 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Tuesday, December 1st. This is an increase from McDonald's's previous quarterly dividend of $1.86. McDonald's's dividend payout ratio (DPR) is 60.44%.

McDonald's News Roundup

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.

Wall Street Analyst Weigh In

MCD has been the topic of a number of research reports. Seaport Research Partners assumed coverage on McDonald's in a research report on Wednesday, September 16th. They set a "neutral" rating on the stock. DZ Bank reiterated a "buy" rating on shares of McDonald's in a research report on Thursday, September 24th. Deutsche Bank Aktiengesellschaft cut 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. Royal Bank Of Canada reduced their price target on McDonald's from $290.00 to $285.00 and set a "sector perform" rating on the stock in a report on Thursday, September 24th. Finally, UBS Group reaffirmed a "buy" rating on shares of McDonald's in a research note on Monday, October 19th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $294.73.

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.

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