Claro Advisors Inc. lessened its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 17.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,153 shares of the fast-food giant’s stock after selling 1,974 shares during the quarter. Claro Advisors Inc.’s holdings in McDonald’s were worth $2,114,000 at the end of the most recent quarter.
A number of other large investors have also modified their holdings of the business. GKV Capital Management Co. Inc. acquired a new stake in shares of McDonald’s in the first quarter valued at about $33,000. Burkett Financial Services LLC boosted its position in McDonald’s by 2,312.5% during the third quarter. Burkett Financial Services LLC now owns 193 shares of the fast-food giant’s stock worth $45,000 after acquiring an additional 185 shares during the last quarter. POM Investment Strategies LLC boosted its position in McDonald’s by 46.2% during the second quarter. POM Investment Strategies LLC now owns 174 shares of the fast-food giant’s stock worth $47,000 after acquiring an additional 55 shares during the last quarter. Westfuller Advisors LLC boosted its position in McDonald’s by 140.0% during the second quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock worth $49,000 after acquiring an additional 105 shares during the last quarter. Finally, Mountain Hill Investment Partners Corp. grew its stake in McDonald’s by 777.8% during the 3rd quarter. Mountain Hill Investment Partners Corp. now owns 237 shares of the fast-food giant’s stock valued at $55,000 after acquiring an additional 210 shares in the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.
Wall Street Analyst Weigh In
A number of research analysts have weighed in on the stock. Rothschild & Co Redburn decreased their target price on shares of McDonald’s from $306.00 to $285.00 in a research note on Wednesday, August 26th. KeyCorp upped their price target on McDonald’s from $280.00 to $307.00 and gave the company an “overweight” rating in a research report on Thursday. Needham & Company LLC restated a “buy” rating on shares of McDonald’s in a research report on Monday, September 21st. Bank of America increased their price target on McDonald’s from $339.00 to $343.00 in a report on Wednesday, August 5th. Finally, Mizuho reduced their price objective on McDonald’s from $290.00 to $260.00 and set a “neutral” rating on the stock in a research report on Friday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $297.52.
View Our Latest Research Report on McDonald’s
More McDonald’s News
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: Third-quarter adjusted EPS of $3.57 topped estimates, supported by stronger franchised margins and international performance. The company also said U.S. sales improved as the quarter progressed. Article: McDonald’s Q3 Earnings Beat, but U.S. Traffic Still Pressures Growth
- Positive Sentiment: McDonald’s is testing value-menu options at about 1,900 U.S. restaurants, with a possible nationwide launch in early 2027. The initiative, alongside digital deals, is intended to attract budget-conscious customers and revive sales. Article: McDonald’s plans new value menu offerings next year to boost sluggish sales
- Positive Sentiment: Several firms raised their price targets and retained positive ratings: Citi to $315 (Buy), KeyCorp to $307 (Overweight), and Wells Fargo to $300 (Overweight). JPMorgan also lifted its target, to $270, but its target is below the cited share price.
- Neutral Sentiment: McDonald’s will divide its U.S. chief marketing officer’s responsibilities between two executives on an interim basis while searching for a replacement—a leadership change amid efforts to address declining sales. Article: McDonald’s US CMO steps down as sales decline
- Negative Sentiment: Revenue of $7.16 billion missed estimates, and U.S. comparable sales fell 0.2%—the first decline in six quarters—as cost-of-living pressures weigh on customer traffic. This remains a key risk to sustained growth.
- Negative Sentiment: Oppenheimer warned that technical indicators look stretched after shares climbed more than 20%, raising the risk that near-term gains may be difficult to sustain. Article: McDonald’s Stock Rally Runs Into Wall Street Warning
McDonald’s Trading Down 0.8%
McDonald’s stock opened at $278.06 on Friday. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75. The stock has a market cap of $196.77 billion, a P/E ratio of 22.00, a PEG ratio of 3.20 and a beta of 0.42. The company has a 50-day moving average price of $248.43 and a 200 day moving average price of $282.70.
McDonald’s (NYSE:MCD – Get Free Report) last issued its earnings results on Wednesday, November 4th. The fast-food giant reported $3.57 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.19. The company had revenue of $7.16 billion for the quarter, compared to the consensus estimate of $7.28 billion. McDonald’s had a net margin of 32.38% and a negative return on equity of 671.56%. McDonald’s’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.22 earnings per share. As a group, analysts forecast that McDonald’s Corporation will post 12.83 EPS for the current year.
McDonald’s Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders 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 dividend on an annualized basis and a dividend yield of 2.8%. This is an increase from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s payout ratio is 61.08%.
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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