McDonald's Corporation $MCD Stock: Soltis Investment Advisors LLC Increases Position

Key Points

• Soltis Investment Advisors increased its McDonald’s stake by 229.6% in the third quarter to 10,255 shares valued at approximately $2.37 million. Other institutional investors also raised their positions, with institutional ownership reaching 70.29%.
• McDonald’s most recent quarterly results beat EPS expectations, reporting $3.38 per share versus $3.32 expected, while revenue rose 3.7% year over year to $7.10 billion. The company also raised its quarterly dividend to $1.93, implying a 3.0% yield.
• Analyst sentiment remains a “Moderate Buy,” but several firms have cut price targets, including Mizuho to $260 and Deutsche Bank to $300. Shares have declined substantially from their 52-week high, with investors weighing potential recovery catalysts against valuation and execution risks.

Soltis Investment Advisors LLC lifted its holdings in McDonald's Corporation (NYSE:MCD - Free Report) by 229.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,255 shares of the fast-food giant's stock after acquiring an additional 7,144 shares during the period. Soltis Investment Advisors LLC's holdings in McDonald's were worth $2,368,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Argentarii LLC lifted its holdings in shares of McDonald's by 77.8% in the third quarter. Argentarii LLC now owns 4,146 shares of the fast-food giant's stock worth $958,000 after buying an additional 1,814 shares in the last quarter. Fonville Wealth Management LLC boosted its position in shares of McDonald's by 64.2% during the third quarter. Fonville Wealth Management LLC now owns 1,463 shares of the fast-food giant's stock worth $338,000 after acquiring an additional 572 shares during the last quarter. DecisionPoint Financial LLC grew its stake in McDonald's by 426.3% during the third quarter. DecisionPoint Financial LLC now owns 521 shares of the fast-food giant's stock valued at $121,000 after acquiring an additional 422 shares in the last quarter. North Dakota State Investment Board grew its stake in McDonald's by 2.3% during the third quarter. North Dakota State Investment Board now owns 21,752 shares of the fast-food giant's stock valued at $5,023,000 after acquiring an additional 496 shares in the last quarter. Finally, North Star Investment Management Corp. grew its stake in McDonald's by 0.8% during the third quarter. North Star Investment Management Corp. now owns 19,024 shares of the fast-food giant's stock valued at $4,393,000 after acquiring an additional 150 shares in the last quarter. Institutional investors own 70.29% of the company's stock.

McDonald's News Summary

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.

McDonald's Stock Performance

MCD stock opened at $258.15 on Friday. The firm has a fifty day moving average price of $248.26 and a 200 day moving average price of $283.44. McDonald's Corporation has a fifty-two week low of $229.20 and a fifty-two week high of $341.75. The firm has a market cap of $182.68 billion, a PE ratio of 20.97, a price-to-earnings-growth ratio of 2.94 and a beta of 0.44.

McDonald's (NYSE:MCD - Get Free Report) last released its quarterly earnings results 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. The company had revenue of $7.10 billion for the quarter, compared to the consensus estimate of $7.13 billion. McDonald's had a net margin of 31.72% and a negative return on equity of 572.06%. McDonald's's revenue was up 3.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.19 earnings per share. On average, equities analysts predict that McDonald's Corporation will post 12.83 EPS 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 represents a $7.72 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend is Tuesday, December 1st. This is an increase from McDonald's's previous quarterly dividend of $1.86. McDonald's's dividend payout ratio is 60.44%.

Analyst Ratings Changes

MCD has been the topic of a number of research reports. Mizuho reduced their price target on shares of McDonald's from $290.00 to $260.00 and set a "neutral" rating on the stock in a report on Friday. Deutsche Bank Aktiengesellschaft dropped their price objective 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. Evercore cut their price objective on McDonald's from $320.00 to $300.00 and set an "outperform" rating for the company in a research report on Thursday, September 24th. Morgan Stanley reduced their target price on McDonald's from $308.00 to $297.00 and set an "equal weight" rating on the stock in a report on Monday, September 28th. Finally, Loop Capital reduced their target price on McDonald's from $301.00 to $273.00 and set a "hold" rating on the stock in a report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus 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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