McDonald’s Corporation $MCD Stake Lifted by Mondrian Investment Partners LTD

Mondrian Investment Partners LTD raised its stake in McDonald’s Corporation (NYSE:MCD) by 101.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,631 shares of the fast-food giant’s stock after acquiring an additional 4,344 shares during the quarter. Mondrian Investment Partners LTD’s holdings in McDonald’s were worth $1,993,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of MCD. Sound Income Strategies LLC increased its stake 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. Jacobsen Capital Management raised its holdings in shares of McDonald’s by 2.9% in 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 period. Legacy Wealth Managment LLC ID raised its holdings in shares of McDonald’s by 11.0% in 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 period. Millstone Evans Group LLC lifted its stake in McDonald’s by 2.5% in the first quarter. Millstone Evans Group LLC now owns 1,532 shares of the fast-food giant’s stock valued at $476,000 after purchasing an additional 38 shares during the last quarter. Finally, Signature Equity Partners LLC lifted its stake in McDonald’s by 3.6% in the first quarter. Signature Equity Partners LLC now owns 1,087 shares of the fast-food giant’s stock valued at $338,000 after purchasing an additional 38 shares during the last quarter. 70.29% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. HSBC reduced their price objective on McDonald’s from $357.00 to $356.00 and set a “buy” rating for the company in a report on Wednesday, August 5th. BMO Capital Markets lowered their target price 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. Royal Bank Of Canada lowered their target price on McDonald’s from $290.00 to $285.00 and set a “sector perform” rating on the stock in a research note on Thursday, September 24th. Rothschild & Co Redburn dropped their price target on McDonald’s from $306.00 to $285.00 in a research report on Wednesday, August 26th. Finally, DZ Bank reiterated a “buy” rating on shares of McDonald’s in a research note on Thursday, September 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $295.64.

Key Headlines Impacting McDonald’s

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 Down 1.6%

MCD opened at $248.49 on Friday. The firm has a 50-day moving average price of $249.43 and a 200-day moving average price of $269.96. McDonald’s Corporation has a twelve month low of $229.20 and a twelve month high of $341.75. The company has a market capitalization of $175.84 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 2.79 and a beta of 0.44.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, beating analysts’ consensus estimates of $3.32 by $0.06. The company had revenue of $7.10 billion for the quarter, compared to analysts’ expectations of $7.13 billion. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. McDonald’s’s revenue was up 3.7% compared to the same quarter last year. During the same period in the prior year, the company posted $3.19 EPS. On average, sell-side analysts expect that McDonald’s Corporation will post 12.84 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The firm also recently disclosed 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 represents a $7.72 dividend on an annualized basis and a yield of 3.1%. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s dividend payout ratio (DPR) is presently 60.44%.

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.