McDonald's Corporation $MCD Stock Sold by Cadinha & Co. LLC

Key Points

• Cadinha & Co. LLC cut its McDonald’s stake by 90% in the third quarter, selling 43,168 shares and retaining 4,801 shares valued at approximately $1.1 million. Institutional investors collectively owned 70.29% of the stock.
• McDonald’s reported quarterly EPS of $3.38, beating 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 to $1.93, or $7.72 annually, implying a yield of about 3.1%. Analysts maintained a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $295.64 despite recent target reductions.

Cadinha & Co. LLC trimmed its stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 90.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,801 shares of the fast-food giant's stock after selling 43,168 shares during the period. Cadinha & Co. LLC's holdings in McDonald's were worth $1,109,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of MCD. Sound Income Strategies LLC boosted its holdings in shares of McDonald's by 0.6% during the 1st quarter. Sound Income Strategies LLC now owns 5,590 shares of the fast-food giant's stock valued at $1,718,000 after purchasing an additional 35 shares during the last quarter. Jacobsen Capital Management grew its position in shares of McDonald's by 2.9% during the first quarter. Jacobsen Capital Management now owns 1,267 shares of the fast-food giant's stock valued at $394,000 after purchasing an additional 36 shares in the last quarter. Legacy Wealth Managment LLC ID grew its position in shares of McDonald's by 11.0% during the first quarter. Legacy Wealth Managment LLC ID now owns 372 shares of the fast-food giant's stock valued at $116,000 after purchasing 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 purchasing an additional 38 shares during the last quarter. Finally, Signature Equity Partners LLC lifted its position 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 buying an additional 38 shares in the last quarter. 70.29% of the stock is currently owned by institutional investors.

McDonald's Price Performance

NYSE:MCD opened at $252.50 on Friday. The firm has a market capitalization of $178.68 billion, a price-to-earnings ratio of 20.51, a PEG ratio of 2.76 and a beta of 0.44. The business has a 50 day simple moving average of $249.91 and a 200-day simple moving average of $270.11. McDonald's Corporation has a 1 year low of $229.20 and a 1 year high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last released its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating the consensus estimate of $3.32 by $0.06. The firm had revenue of $7.10 billion for the quarter, compared to the consensus estimate of $7.13 billion. McDonald's had a negative return on equity of 572.06% and a net margin of 31.72%. The company's revenue for the quarter was up 3.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.19 EPS. As a group, analysts expect that McDonald's Corporation will post 12.84 earnings per share for the current fiscal year.

McDonald's Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors 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. This represents a $7.72 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date is Tuesday, December 1st. McDonald's's dividend payout ratio is 60.44%.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Jefferies Financial Group dropped their price target on McDonald's from $260.00 to $250.00 and set an "overweight" rating for the company in a research note on Tuesday, September 29th. JPMorgan Chase & Co. reduced their price objective on McDonald's from $280.00 to $260.00 and set an "overweight" rating on the stock in a research note on Thursday, September 24th. Deutsche Bank Aktiengesellschaft reduced their price objective 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. Daiwa Securities Group decreased their price objective on McDonald's from $309.00 to $293.00 and set an "outperform" rating on the stock in a report on Thursday, August 6th. Finally, BMO Capital Markets lowered their target price on McDonald's from $335.00 to $310.00 and set an "outperform" rating for the company in a research report on Thursday, September 24th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $295.64.

McDonald's News Summary

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

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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