McDonald’s Corporation $MCD Stock: Investment House LLC Reduces Holdings

Investment House LLC lessened its stake in shares of McDonald’s Corporation (NYSE:MCD) by 72.3% during the third quarter, Holdings Channel reports. The fund owned 2,892 shares of the fast-food giant’s stock after selling 7,550 shares during the quarter. Investment House LLC’s holdings in McDonald’s were worth $668,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of MCD. FARMERS & MERCHANTS TRUST Co OF LONG BEACH boosted its holdings in McDonald’s by 12.7% in the third quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 2,674 shares of the fast-food giant’s stock worth $618,000 after acquiring an additional 302 shares in the last quarter. JSF Financial LLC grew its stake in McDonald’s by 22.8% in the third quarter. JSF Financial LLC now owns 1,014 shares of the fast-food giant’s stock valued at $234,000 after acquiring an additional 188 shares during the period. E. Ohman J or Asset Management AB grew its stake in McDonald’s by 10.8% in the third quarter. E. Ohman J or Asset Management AB now owns 22,129 shares of the fast-food giant’s stock valued at $5,110,000 after acquiring an additional 2,150 shares during the period. SBI Securities Co. Ltd. increased its holdings in shares of McDonald’s by 14.3% during the third quarter. SBI Securities Co. Ltd. now owns 23,048 shares of the fast-food giant’s stock valued at $5,323,000 after acquiring an additional 2,876 shares in the last quarter. Finally, Smith Chas P & Associates PA Cpas increased its holdings in shares of McDonald’s by 7.9% during the third quarter. Smith Chas P & Associates PA Cpas now owns 185,303 shares of the fast-food giant’s stock valued at $45,023,000 after acquiring an additional 13,617 shares in the last quarter. 70.29% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on MCD. Seaport Research Partners assumed coverage on McDonald’s in a research report on Wednesday, September 16th. They set a “neutral” rating on the stock. Argus reduced their price target on shares of McDonald’s from $320.00 to $310.00 and set a “buy” rating for the company in a research report on Wednesday, August 26th. Weiss Ratings downgraded shares of McDonald’s from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday, October 2nd. Melius Research decreased their price target on shares of McDonald’s from $250.00 to $230.00 and set a “sell” rating for the company in a research note on Monday, September 28th. Finally, Citigroup lowered their price objective on shares of McDonald’s from $305.00 to $295.00 and set a “buy” rating on the stock in a report on Tuesday. One equities research 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $295.64.

More McDonald’s News

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

McDonald’s Stock Performance

MCD stock opened at $248.49 on Friday. The company has a market capitalization of $175.84 billion, a P/E ratio of 20.19, a price-to-earnings-growth ratio of 2.83 and a beta of 0.44. McDonald’s Corporation has a 52-week low of $229.20 and a 52-week high of $341.75. The business has a 50-day simple moving average of $249.43 and a two-hundred day simple moving average of $269.96.

McDonald’s (NYSE:MCD) last issued its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, topping analysts’ consensus estimates 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 company’s revenue for the quarter was up 3.7% on a year-over-year basis. During the same period in the previous year, the company posted $3.19 EPS. As a group, sell-side analysts forecast that McDonald’s Corporation will post 12.84 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

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

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.