St. Louis Financial Planners Asset Management LLC Purchases 17,502 Shares of McDonald's Corporation $MCD

Key Points

• St. Louis Financial Planners Asset Management purchased 17,502 McDonald’s shares worth approximately $4.42 million, making MCD its 10th-largest holding and representing 1.9% of its portfolio. Institutional investors collectively own 70.29% of the company.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $295.94, despite several recent target reductions.
• McDonald’s raised its quarterly dividend to $1.93 per share, equivalent to a 3.2% yield, while the stock traded near $242.99 amid concerns about weak U.S. sales, valuation, and the execution of its modernization and promotional strategies.

St. Louis Financial Planners Asset Management LLC purchased a new position in shares of McDonald's Corporation (NYSE:MCD - Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 17,502 shares of the fast-food giant's stock, valued at approximately $4,424,000. McDonald's accounts for 1.9% of St. Louis Financial Planners Asset Management LLC's investment portfolio, making the stock its 10th largest holding.

Other hedge funds also recently modified their holdings of the company. Sound Income Strategies LLC increased its holdings in McDonald's by 0.6% in the first 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 period. Jacobsen Capital Management raised its position in McDonald's by 2.9% during the 1st quarter. Jacobsen Capital Management now owns 1,267 shares of the fast-food giant's stock worth $394,000 after purchasing an additional 36 shares during the last quarter. Sterling Investment Counsel LLC raised its position in McDonald's by 0.7% during the 1st quarter. Sterling Investment Counsel LLC now owns 5,303 shares of the fast-food giant's stock worth $1,648,000 after purchasing an additional 37 shares during the last quarter. Legacy Wealth Managment LLC ID raised its position in McDonald's by 11.0% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 372 shares of the fast-food giant's stock worth $116,000 after purchasing an additional 37 shares during the last quarter. Finally, Millstone Evans Group LLC lifted its holdings in McDonald's by 2.5% during the 1st quarter. Millstone Evans Group LLC now owns 1,532 shares of the fast-food giant's stock worth $476,000 after buying an additional 38 shares during the period. Institutional investors and hedge funds own 70.29% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on MCD shares. HSBC reduced their price target on McDonald's from $357.00 to $356.00 and set a "buy" rating on the stock in a research report on Wednesday, August 5th. Wells Fargo & Company decreased their price target on McDonald's from $300.00 to $270.00 and set an "overweight" rating for the company in a research note on Monday, October 5th. Mizuho lowered their price objective on McDonald's from $300.00 to $290.00 and set a "neutral" rating for the company in a research report on Friday, July 31st. Jefferies Financial Group cut their price objective on McDonald's from $260.00 to $250.00 and set an "overweight" rating on the stock in a research note on Tuesday, September 29th. Finally, BMO Capital Markets cut their price objective on McDonald's from $335.00 to $310.00 and set an "outperform" rating on the stock in a research note on Thursday, September 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $295.94.

McDonald's News Roundup

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

• Positive Sentiment: McDonald’s is bringing back a popular limited-time meal, while Halloween Boo Buckets are returning with a Disney-themed design. The promotions could support traffic, customer engagement and comparable-store sales. McDonald’s Is Bringing Back a Fan-Favorite Meal
• Positive Sentiment: McDonald’s dividend remains a key attraction: the company has joined the “Dividend King” group after decades of consecutive increases. Income-oriented investors may view the yield above 3% and recurring franchise cash flow favorably. McDonald’s Dividend King Status
• Positive Sentiment: Unusually heavy call-option activity and a broader rotation from technology into beaten-down consumer stocks may be providing additional short-term support for MCD. Consumer Stocks Get a Lift as Investors Rotate Out of Tech
• Neutral Sentiment: Analysts and market commentators generally see the stock as near fair value following its dividend increase. McDonald’s has fallen substantially this year, but investors still need evidence that cash-flow and earnings growth can justify the valuation. McDonald’s May Trade Near Fair Value
• Neutral Sentiment: The company’s planned multibillion-dollar modernization, including drive-thru technology and the “Archy” AI initiative, could improve efficiency over time, although execution and return-on-investment risks remain. McDonald’s Overhaul and AI Drive-Thru
• Negative Sentiment: McDonald’s faces a challenging third-quarter outlook, with weak U.S. sales and questions about value-menu execution. Renewed promotions and operational fixes will need to translate into sustained traffic and earnings growth. Challenging Q3 Outlook
• Negative Sentiment: Some investors argue that an attractive dividend alone is insufficient because the stock’s valuation leaves limited room for disappointment if sales and earnings remain pressured. McDonald’s Dividend Yield and Valuation

McDonald's Trading Up 0.2%

MCD stock traded up $0.49 during midday trading on Friday, hitting $242.99. The stock had a trading volume of 7,235,673 shares, compared to its average volume of 6,700,715. The business has a fifty day moving average price of $252.05 and a two-hundred day moving average price of $272.09. 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 $171.95 billion, a P/E ratio of 19.74, a price-to-earnings-growth ratio of 2.72 and a beta of 0.44.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping the consensus estimate of $3.32 by $0.06. The firm 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 business's quarterly revenue was up 3.7% on a year-over-year basis. During the same period last year, the company posted $3.19 EPS. On average, equities analysts anticipate that McDonald's Corporation will post 12.84 EPS 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 3.2%. The ex-dividend date of this dividend is Tuesday, December 1st. McDonald's's payout ratio is 60.44%.

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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