McDonald's Corporation $MCD Stock Sold by Investment House LLC

Key Points

• Investment House LLC cut its McDonald’s stake by 72.3% in the third quarter, selling 7,550 shares and retaining 2,892 shares valued at approximately $668,000.
• McDonald’s shares opened at $248.49, below their 50-day and 200-day moving averages. Institutional investors and hedge funds collectively own 70.29% of the stock.
• The company reported quarterly EPS of $3.38, exceeding estimates, and increased its quarterly dividend to $1.93 per share, representing an annualized yield of about 3.1%. Analysts maintain a “Moderate Buy” consensus with an average price target of $295.64.

Investment House LLC trimmed its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 72.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,892 shares of the fast-food giant's stock after selling 7,550 shares during the period. Investment House LLC's holdings in McDonald's were worth $668,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of MCD. State Street Corp lifted its holdings in McDonald's by 1.8% during 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 buying an additional 646,675 shares during the period. Bank of New York Mellon Corp bought a new position in shares of McDonald's during the second quarter worth about $1,359,276,000. Arrowstreet Capital Limited Partnership raised its position in shares of McDonald's by 17.2% during the first 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. Diamant Asset Management Inc. raised its position in shares of McDonald's by 30,979.0% during the first quarter. Diamant Asset Management Inc. now owns 2,596,340 shares of the fast-food giant's stock worth $806,917,000 after acquiring an additional 2,587,986 shares during the last quarter. Finally, Swiss National Bank lifted its stake in shares of McDonald's by 6.9% in the first quarter. Swiss National Bank now owns 2,089,980 shares of the fast-food giant's stock worth $649,545,000 after acquiring an additional 134,480 shares during the period. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald's Trading Down 1.6%

MCD stock opened at $248.49 on Friday. The stock has a 50-day moving average price of $249.43 and a 200-day moving average price of $269.96. McDonald's Corporation has a 1-year low of $229.20 and a 1-year high of $341.75. The firm has a market cap of $175.84 billion, a PE ratio of 20.19, a price-to-earnings-growth ratio of 2.83 and a beta of 0.44.

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

McDonald's Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be paid a dividend of $1.93 per share. This is an increase from McDonald's's previous quarterly dividend of $1.86. This represents a $7.72 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend is Tuesday, December 1st. McDonald's's payout ratio is 60.44%.

McDonald's News Roundup

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

Wall Street Analyst Weigh In

Several brokerages recently commented on MCD. Mizuho reduced their target price on McDonald's from $300.00 to $290.00 and set a "neutral" rating on the stock in a report on Friday, July 31st. Tigress Financial raised their price target on shares of McDonald's from $385.00 to $390.00 and gave the stock a "buy" rating in a report on Friday, July 17th. Seaport Research Partners began coverage on shares of McDonald's in a report on Wednesday, September 16th. They set a "neutral" rating for the company. Rothschild & Co Redburn dropped their price target on shares of McDonald's from $306.00 to $285.00 in a research report on Wednesday, August 26th. Finally, Melius Research reduced their price objective on shares of McDonald's from $250.00 to $230.00 and set a "sell" rating on the stock in a research note on Monday, September 28th. One investment 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 issued a Sell rating to the stock. According to data from MarketBeat, McDonald's currently has a consensus rating of "Moderate Buy" and a consensus 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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