McDonald’s Corporation $MCD Shares Sold by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al trimmed its position in shares of McDonald’s Corporation (NYSE:MCD) by 24.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 194,949 shares of the fast-food giant’s stock after selling 63,820 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in McDonald’s were worth $45,022,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in MCD. Sound Income Strategies LLC lifted its position in shares of McDonald’s by 0.6% during the 1st quarter. Sound Income Strategies LLC now owns 5,590 shares of the fast-food giant’s stock worth $1,718,000 after purchasing an additional 35 shares during the last quarter. Legacy Wealth Managment LLC ID boosted its stake 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 valued at $116,000 after purchasing an additional 37 shares during the period. Millstone Evans Group LLC grew its holdings in McDonald’s by 2.5% in the 1st quarter. Millstone Evans Group LLC now owns 1,532 shares of the fast-food giant’s stock valued at $476,000 after buying an additional 38 shares during the last quarter. Signature Equity Partners LLC grew its holdings in McDonald’s by 3.6% in the 1st quarter. Signature Equity Partners LLC now owns 1,087 shares of the fast-food giant’s stock valued at $338,000 after buying an additional 38 shares during the last quarter. Finally, Harbor Investment Advisory LLC grew its holdings in McDonald’s by 1.0% in the 2nd quarter. Harbor Investment Advisory LLC now owns 4,019 shares of the fast-food giant’s stock valued at $1,086,000 after buying an additional 38 shares during the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

MCD has been the subject of a number of research analyst reports. Royal Bank Of Canada cut their price target on McDonald’s from $290.00 to $285.00 and set a “sector perform” rating for the company in a report on Thursday, September 24th. Morgan Stanley lowered their price objective on shares of McDonald’s from $308.00 to $297.00 and set an “equal weight” rating on the stock in a research note on Monday, September 28th. Seaport Research Partners assumed coverage on shares of McDonald’s in a research note on Wednesday, September 16th. They issued a “neutral” rating on the stock. Gordon Haskett dropped their target price on shares of McDonald’s from $315.00 to $285.00 and set a “buy” rating on the stock in a research report on Thursday, September 24th. Finally, HSBC cut their target price on shares of McDonald’s from $357.00 to $356.00 and set a “buy” rating for the company in a research note on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $294.73.

McDonald’s Stock Up 0.3%

McDonald’s stock opened at $258.15 on Friday. The business has a 50 day moving average price of $248.26 and a two-hundred day moving average price of $283.44. The stock has a market cap of $182.68 billion, a price-to-earnings ratio of 20.97, a price-to-earnings-growth ratio of 2.94 and a beta of 0.44. McDonald’s Corporation has a 12 month low of $229.20 and a 12 month high of $341.75.

McDonald’s (NYSE:MCD) last announced 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. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%. The company had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. During the same quarter last year, the company earned $3.19 EPS. The company’s quarterly revenue was up 3.7% on a year-over-year basis. On average, analysts expect that McDonald’s Corporation will post 12.83 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The company 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 $1.93 dividend. The ex-dividend date is Tuesday, December 1st. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. This represents a $7.72 dividend on an annualized basis and a dividend yield of 3.0%. McDonald’s’s dividend payout ratio is currently 60.44%.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Technical commentary suggests McDonald’s stock, which has fallen sharply this year amid weakness in consumer-discretionary shares, may be positioned for a rebound. The recent recovery could attract value-oriented investors if the company delivers resilient sales and cash flow. Mapping the Market: Beaten-down McDonald’s stock may be ripe for a rally
• Positive Sentiment: McDonald’s is bringing back Pokémon Happy Meals in November, featuring collectible toys and trading cards. The promotion could support customer traffic, family visits and near-term sales, although its impact is likely temporary. McDonald’s is bringing back Pokémon Happy Meals
• Neutral Sentiment: Wall Street is focusing on estimates for McDonald’s third-quarter 2026 revenue, earnings and operating metrics. The reports provide expectations rather than new company results, so the stock’s next major catalyst will be whether actual performance exceeds or falls short of those forecasts. Unveiling McDonald’s Q3 Outlook
• Neutral Sentiment: New holiday beverages and an $8 Quarter Pounder meal are scheduled for November. These value and seasonal offerings may help affordability perceptions and traffic, but investors will need evidence that promotions can improve demand without pressuring restaurant-level margins. McDonald’s adds new holiday drinks
• Negative Sentiment: Mizuho cut its McDonald’s price target from $290 to $260 and assigned a neutral rating, indicating limited expected upside from recent levels. The revision reinforces concerns about valuation and the durability of cash-flow growth. Mizuho McDonald’s rating
• Negative Sentiment: Coverage also questions whether McDonald’s current valuation already reflects its expected cash generation, while the stock remains materially below its level at the start of the year. A planned multibillion-dollar modernization and AI drive-through initiative could improve efficiency over time, but it also introduces execution and investment risks.

McDonald’s Company 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.