McDonald’s Corporation $MCD Stock Position Raised by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC boosted its stake in McDonald’s Corporation (NYSE:MCD) by 24.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 16,241 shares of the fast-food giant’s stock after purchasing an additional 3,182 shares during the period. Kingswood Wealth Advisors LLC’s holdings in McDonald’s were worth $3,751,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. GKV Capital Management Co. Inc. purchased a new position in shares of McDonald’s in the first quarter worth approximately $33,000. Financial Life Planners bought a new stake in McDonald’s during the first quarter valued at approximately $51,000. POM Investment Strategies LLC increased its holdings 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 valued at $47,000 after buying an additional 55 shares during the last quarter. Westfuller Advisors LLC increased its holdings in McDonald’s by 140.0% during the second quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock valued at $49,000 after buying an additional 105 shares during the last quarter. Finally, Burkett Financial Services LLC increased its holdings 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 valued at $45,000 after buying an additional 185 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

McDonald’s Trading Up 1.0%

NYSE MCD opened at $250.93 on Tuesday. The stock’s 50 day moving average is $249.77 and its 200 day moving average is $284.75. 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 $177.57 billion, a PE ratio of 20.38, a P/E/G ratio of 2.83 and a beta of 0.44.

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

McDonald’s Increases Dividend

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

Analysts Set New Price Targets

A number of brokerages have recently issued reports on MCD. BTIG Research reissued a “buy” rating and set a $295.00 price objective on shares of McDonald’s in a research report on Monday. Freedom Capital raised McDonald’s from a “hold” rating to a “strong-buy” rating in a report on Wednesday, August 5th. TD Cowen lowered their target price on McDonald’s from $282.00 to $270.00 and set a “hold” rating on the stock in a research report on Thursday, September 24th. JPMorgan Chase & Co. lowered their target price on McDonald’s from $280.00 to $260.00 and set an “overweight” rating on the stock in a research report on Thursday, September 24th. Finally, Tigress Financial boosted their price target on McDonald’s from $385.00 to $390.00 and gave the company a “buy” rating in a report on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, McDonald’s has a consensus rating of “Moderate Buy” and a consensus price target of $295.64.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: BTIG reaffirmed its “Buy” rating and set a $295 price target, implying substantial potential upside from recent trading levels. The endorsement supports the view that McDonald’s valuation and earnings outlook remain attractive. BTIG rating report
• Positive Sentiment: The McRib has returned in select U.S. markets for a limited time. The highly recognizable product could increase restaurant traffic, digital engagement and promotional sales, although the geographically limited rollout reduces its companywide financial impact. USA Today McRib article
• Positive Sentiment: Ending McDonald’s more than 30-year FIFA World Cup sponsorship may reduce marketing costs and allow the company to redirect spending toward owned brands and promotions. The potential savings must be balanced against the loss of global visibility. NRN sponsorship article
• Neutral Sentiment: Recent commentary describes McDonald’s as an attractive, potentially underpriced restaurant stock, but this is an opinion rather than a new company disclosure. Seeking Alpha valuation analysis
• Negative Sentiment: Franchisees reportedly cited tough meat and other quality problems with McDonald’s new hand-breaded chicken. Execution issues could slow adoption of a key growth initiative, pressure franchisee economics and hurt customer satisfaction. MarketWatch chicken article
• Negative Sentiment: Erste Group Bank lowered its fiscal 2027 EPS estimates for McDonald’s. Estimate reductions can weigh on valuation and suggest analysts see potential pressure on sales, margins or growth expectations. EPS estimate article

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.