Candriam S.C.A. Sells 20,127 Shares of McDonald’s Corporation $MCD

Candriam S.C.A. cut its holdings in McDonald’s Corporation (NYSE:MCD) by 23.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 65,302 shares of the fast-food giant’s stock after selling 20,127 shares during the quarter. Candriam S.C.A.’s holdings in McDonald’s were worth $15,136,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Bank of New York Mellon Corp acquired a new position in shares of McDonald’s in the second quarter valued at approximately $1,359,276,000. Bessemer Group Inc. boosted its holdings in McDonald’s by 132.1% in the first quarter. Bessemer Group Inc. now owns 1,325,880 shares of the fast-food giant’s stock valued at $412,071,000 after acquiring an additional 754,596 shares during the last quarter. State Street Corp boosted its holdings in McDonald’s by 1.8% in the second quarter. State Street Corp now owns 36,080,505 shares of the fast-food giant’s stock valued at $9,752,921,000 after acquiring an additional 646,675 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its position in McDonald’s by 17.2% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,637,785 shares of the fast-food giant’s stock valued at $1,130,587,000 after purchasing an additional 533,448 shares during the period. Finally, Ascentis Wealth Management LLC increased its position in McDonald’s by 23,222.1% during the 2nd quarter. Ascentis Wealth Management LLC now owns 478,103 shares of the fast-food giant’s stock valued at $129,236,000 after purchasing an additional 476,053 shares during the period. Institutional investors own 70.29% of the company’s stock.

McDonald’s Stock Performance

Shares of MCD opened at $281.54 on Tuesday. McDonald’s Corporation has a 52-week low of $229.20 and a 52-week high of $341.75. The business’s 50 day moving average price is $249.09 and its two-hundred day moving average price is $282.45. The firm has a market cap of $199.23 billion, a PE ratio of 21.72, a price-to-earnings-growth ratio of 3.20 and a beta of 0.42.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, November 4th. The fast-food giant reported $3.57 EPS for the quarter, topping the consensus estimate of $3.38 by $0.19. The company had revenue of $7.16 billion during 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%. The company’s quarterly revenue was up 1.1% on a year-over-year basis. During the same quarter last year, the firm posted $3.22 EPS. Research analysts predict that McDonald’s Corporation will post 12.88 EPS 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 paid a dividend of $1.93 per share. This is a boost from McDonald’s’s previous quarterly dividend of $1.86. This represents a $7.72 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, December 1st. McDonald’s’s payout ratio is currently 58.86%.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on MCD shares. Mizuho dropped their price target on shares of McDonald’s from $290.00 to $260.00 and set a “neutral” rating on the stock in a research report on Friday, October 30th. BMO Capital Markets reiterated an “outperform” rating on shares of McDonald’s in a research report on Thursday. Loop Capital lowered their target price on shares of McDonald’s from $301.00 to $273.00 and set a “hold” rating for the company in a research note on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft dropped their target price on shares of McDonald’s from $325.00 to $300.00 and set a “buy” rating on the stock in a report on Monday, September 14th. Finally, Daiwa Securities Group cut their price target on shares of McDonald’s from $309.00 to $293.00 and set an “outperform” rating on the stock in a research report on Thursday, August 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $297.82.

More McDonald’s News

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

• Positive Sentiment: McDonald’s Q3 earnings beat expectations, and management pointed to cost discipline, refranchising and targeted digital promotions as drivers of stronger profitability. The earnings response was positive, although revenue fell short of forecasts. The top 5 analyst questions from McDonald’s Q3 2026 earnings call
• Positive Sentiment: The company and Uber are expanding their delivery partnership across 14 markets, adding in-app ordering and cross-platform loyalty benefits that could support order volume and customer engagement. McDonald’s Expands Uber Partnership in 14 Markets
• Positive Sentiment: A Pokémon Happy Meal promotion could provide a short-term traffic draw, though its financial impact is not yet clear. McDonald’s, Pokémon team for Happy Meal
• Neutral Sentiment: McDonald’s is testing a low-priced bundle in about 1,900 U.S. restaurants as it adjusts deals for increasingly price-conscious customers. The test may help traffic, but its results will be important to watch. MCD Stock Outlook: Wall Street Eyes a Potential Upside Breakout After Q3 Results
• Negative Sentiment: U.S. guest counts are still falling, and the latest revenue missed expectations. Analysts and commentary warn that higher average checks have not yet demonstrated a sustainable recovery in visits. McDonald’s Is Rethinking Its Deals as Customers Get Pickier About Prices
• Negative Sentiment: Some market commentary argues the post-earnings rebound may be pricing in a turnaround before traffic and cash-flow improvement are firmly established. McDonald’s: The Earnings Bounce Is Pricing In A Turnaround That Hasn’t Happened Yet

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.