McDonald's Corporation $MCD Stock Position Lifted by Mondrian Investment Partners LTD

Key Points

• Mondrian Investment Partners doubled its McDonald’s stake in the third quarter, acquiring 4,344 additional shares for a total of 8,631 shares valued at approximately $1.99 million. Institutional investors own 70.29% of the stock.
• Analysts maintain a consensus “Moderate Buy” rating with a $295.64 price target, although several firms recently lowered their targets. Ratings include 22 Buys, 13 Holds, one Strong Buy and one Sell.
• McDonald’s shares opened at $248.49, down 1.6%, while the company raised its quarterly dividend to $1.93, or $7.72 annually, producing a 3.1% yield. Its latest earnings of $3.38 per share exceeded expectations, despite revenue narrowly missing estimates.

Mondrian Investment Partners LTD lifted its holdings in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 101.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,631 shares of the fast-food giant's stock after acquiring an additional 4,344 shares during the period. Mondrian Investment Partners LTD's holdings in McDonald's were worth $1,993,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in MCD. Ascent Wealth Partners LLC raised its stake in shares of McDonald's by 0.6% in the third quarter. Ascent Wealth Partners LLC now owns 11,709 shares of the fast-food giant's stock worth $2,704,000 after purchasing an additional 73 shares during the last quarter. Lorne Steinberg Wealth Management Inc. grew its holdings in McDonald's by 2.3% during the third quarter. Lorne Steinberg Wealth Management Inc. now owns 20,950 shares of the fast-food giant's stock worth $4,838,000 after buying an additional 480 shares in the last quarter. Gibbs Wealth Management grew its holdings in McDonald's by 5.0% during the third quarter. Gibbs Wealth Management now owns 11,111 shares of the fast-food giant's stock worth $2,566,000 after buying an additional 528 shares in the last quarter. Lantern Wealth Advisors LLC raised its position in McDonald's by 6.7% in the 3rd quarter. Lantern Wealth Advisors LLC now owns 1,691 shares of the fast-food giant's stock valued at $391,000 after buying an additional 106 shares during the last quarter. Finally, Winthrop Advisory Group LLC raised its position in McDonald's by 4.9% in the 3rd quarter. Winthrop Advisory Group LLC now owns 2,341 shares of the fast-food giant's stock valued at $541,000 after buying an additional 109 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Oppenheimer dropped their price objective on McDonald's from $325.00 to $295.00 and set an "outperform" rating on the stock in a research note on Thursday, September 24th. HSBC reduced their target price on shares of McDonald's from $357.00 to $356.00 and set a "buy" rating for the company in a research note on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft lowered their target price on shares of McDonald's from $325.00 to $300.00 and set a "buy" rating for the company in a report on Monday, September 14th. KeyCorp dropped their price target on shares of McDonald's from $305.00 to $280.00 and set an "overweight" rating on the stock in a research report on Tuesday, October 6th. Finally, TD Cowen dropped their price target on shares of McDonald's from $282.00 to $270.00 and set a "hold" rating on the stock in a research report on Thursday, September 24th. 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 company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $295.64.

McDonald's Stock Down 1.6%

MCD stock opened at $248.49 on Friday. The firm has a market cap of $175.84 billion, a PE ratio of 20.19, a P/E/G ratio of 2.79 and a beta of 0.44. The business has a 50 day moving average of $249.43 and a 200-day moving average of $269.96. McDonald's Corporation has a 12-month low of $229.20 and a 12-month high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, topping analysts' consensus estimates of $3.32 by $0.06. The business had revenue of $7.10 billion for 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 quarterly revenue was up 3.7% compared to the same quarter last year. During the same period last year, the company posted $3.19 earnings per share. On average, research analysts expect that McDonald's Corporation will post 12.84 earnings per share for the current year.

McDonald's Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be paid 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 yield of 3.1%. McDonald's's dividend payout ratio is currently 60.44%.

Key Headlines Impacting McDonald's

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

• Positive Sentiment: McDonald’s is bringing back popular limited-time offerings, including the McRib and a cult-favorite BBQ sandwich. The promotions could help improve traffic and comparable sales, although their impact is likely temporary. McDonald's Is Bringing Back a Hugely Popular Menu Item Next Week
• Positive Sentiment: The stock’s sell-off has lifted its dividend yield to roughly 3%–3.2%, while McDonald’s has continued raising its payout and has earned “Dividend King” status. The higher yield may attract income-focused investors and provide valuation support. McDonald's Is Crowned a Dividend King
• Positive Sentiment: Analysts expect a single-digit increase in third-quarter earnings, and management is relying on chicken launches and limited-time menu items to counter weaker U.S. traffic. McDonald's Q3 2026 Earnings: What to Expect
• Neutral Sentiment: McDonald’s is challenging tokenized trading of its shares on the OKX-ICE venue, citing investor-protection and regulatory-oversight concerns. The dispute is unlikely to materially affect restaurant operations or near-term earnings. Why Is McDonald's Challenging Tokenized Trading of Its Shares?
• Negative Sentiment: Competitive pricing is a concern as Taco Bell promotes a $2 item while McDonald’s works to balance affordability with margins. Slower traffic and economic pressure could weigh on comparable-store sales. Taco Bell Rolls Out $2 Item as McDonald’s Wrestles With Pricing
• Negative Sentiment: A federal lawsuit accuses McDonald’s of AI-fueled price fixing; the company says the allegations contain inaccuracies. Even if ultimately dismissed, the litigation creates reputational and regulatory overhang. McDonald's Accused of AI-Fueled Price Fixing
• Negative Sentiment: Erste Group trimmed its FY2027 EPS forecast slightly to $13.78 from $13.80. Although the reduction is minor, it reinforces concerns that growth may remain subdued. McDonald's Analyst Estimates

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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