Sawyer & Company Inc Acquires 10,883 Shares of McDonald's Corporation $MCD

Key Points

• Sawyer & Company acquired 10,883 McDonald’s shares in the third quarter, valued at approximately $2.51 million. Institutional investors and hedge funds collectively own 70.29% of the company.
• Analysts maintain a generally positive view, with a consensus rating of “Moderate Buy” and an average target price of $295.64, although several firms recently lowered their price targets.
• McDonald’s reported quarterly EPS of $3.38, exceeding estimates, and raised its quarterly dividend to $1.93 per share, representing an annualized yield of about 3.1%.

Sawyer & Company Inc acquired a new stake in McDonald's Corporation (NYSE:MCD - Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 10,883 shares of the fast-food giant's stock, valued at approximately $2,513,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Sowell Financial Services LLC boosted its holdings in shares of McDonald's by 18.4% in the 3rd quarter. Sowell Financial Services LLC now owns 29,678 shares of the fast-food giant's stock valued at $6,854,000 after purchasing an additional 4,607 shares during the last quarter. Bell Bank grew its stake in shares of McDonald's by 3.7% during the 3rd quarter. Bell Bank now owns 12,846 shares of the fast-food giant's stock valued at $2,967,000 after buying an additional 458 shares during the period. Innova Wealth Partners increased its holdings in shares of McDonald's by 21.7% during the 3rd quarter. Innova Wealth Partners now owns 1,042 shares of the fast-food giant's stock worth $241,000 after buying an additional 186 shares during the last quarter. Range Financial Group LLC increased its holdings in shares of McDonald's by 6.2% during the 3rd quarter. Range Financial Group LLC now owns 18,701 shares of the fast-food giant's stock worth $4,319,000 after buying an additional 1,091 shares during the last quarter. Finally, Physician Wealth Advisors Inc. increased its holdings in shares of McDonald's by 6.8% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 2,015 shares of the fast-food giant's stock worth $465,000 after buying an additional 128 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts recently weighed in on MCD shares. Melius Research cut their target price on McDonald's from $250.00 to $230.00 and set a "sell" rating on the stock in a research report on Monday, September 28th. Guggenheim lowered their price target on McDonald's from $290.00 to $250.00 and set a "neutral" rating for the company in a research report on Monday, October 5th. Oppenheimer dropped their price target on McDonald's from $325.00 to $295.00 and set an "outperform" rating for the company in a research note on Thursday, September 24th. DZ Bank restated a "buy" rating on shares of McDonald's in a report on Thursday, September 24th. Finally, Daiwa Securities Group decreased their target price on McDonald's from $309.00 to $293.00 and set an "outperform" rating for the company in a report on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $295.64.

McDonald's Trading Up 0.0%

Shares of MCD traded up $0.10 during midday trading on Wednesday, reaching $246.62. 1,605,128 shares of the company were exchanged, compared to its average volume of 4,265,645. The stock has a 50-day moving average price of $250.89 and a 200-day moving average price of $270.92. The company has a market cap of $174.52 billion, a price-to-earnings ratio of 20.03, a P/E/G ratio of 2.72 and a beta of 0.44. 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 posted its 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 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%. The company's revenue for the quarter was up 3.7% compared to the same quarter last year. During the same quarter last year, the firm earned $3.19 earnings per share. Equities research analysts anticipate 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 issued a dividend of $1.93 per share. The ex-dividend date is Tuesday, December 1st. This represents a $7.72 annualized dividend and a yield of 3.1%. This is a boost from McDonald's's previous quarterly dividend of $1.86. McDonald's's dividend payout ratio (DPR) is presently 62.71%.

McDonald's News Summary

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

• Positive Sentiment: Valuation and dividend appeal: McDonald’s trades at roughly 19.6–19.9 times earnings, below its recent historical averages, while its dividend yield is near multiyear highs. The franchise-heavy business model continues to support regular dividend increases, making the stock more attractive to income-oriented investors. Is The Market Underpricing McDonald's Stock?
• Positive Sentiment: Growth initiatives could improve 2027 prospects: UBS believes McDonald’s “NEXT” strategy and its value push could outweigh near-term U.S. weakness and help the company gain global market share. New restaurant openings, including planned locations in the Fort Worth area, also provide incremental long-term growth potential. McDonald’s NEXT Plan
• Neutral Sentiment: Seasonal promotions offer a limited sales catalyst: Disney Villains-themed Halloween Boo Buckets and related Happy Meal collectibles are intended to drive visits and engagement. However, the products are primarily short-term promotional items and are unlikely to materially change McDonald’s earnings outlook on their own. McDonald’s Halloween promotion
• Negative Sentiment: Weak U.S. traffic remains the central concern: McDonald’s is under pressure to improve comparable-sales growth as consumers—particularly lower-income customers—remain sensitive to menu prices. Analysts are watching whether menu innovation and broader product categories can generate enough demand to offset softer traffic. McDonald’s menu innovation and U.S. sales growth
• Negative Sentiment: Restaurant-sector read-through and investor selling: TD Cowen’s downgrade of Chipotle cited slowing sales momentum and pressured several restaurant stocks, including McDonald’s. Separately, Cordatus Wealth Management reduced its MCD position by nearly 60% in the third quarter, adding a negative sentiment signal, though one fund’s sale does not establish a broader institutional trend. Restaurant-sector downgrade

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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