6,615 McDonald’s Corporation $MCD Shares Acquired by Summit Place Financial Advisors LLC

Summit Place Financial Advisors LLC increased its stake in shares of McDonald’s Corporation (NYSE:MCD) by 828.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 7,413 shares of the fast-food giant’s stock after buying an additional 6,615 shares during the period. Summit Place Financial Advisors LLC’s holdings in McDonald’s were worth $1,712,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of MCD. Valley National Advisers Inc. boosted its position in shares of McDonald’s by 140.9% in the third quarter. Valley National Advisers Inc. now owns 14,804 shares of the fast-food giant’s stock valued at $3,419,000 after acquiring an additional 8,659 shares during the period. Bernardo Wealth Planning LLC boosted its position in shares of McDonald’s by 97.0% during the 3rd quarter. Bernardo Wealth Planning LLC now owns 3,540 shares of the fast-food giant’s stock worth $817,000 after acquiring an additional 1,743 shares in the last quarter. Bond & Devick Financial Network Inc. boosted its holdings in shares of McDonald’s by 7.9% in the 3rd quarter. Bond & Devick Financial Network Inc. now owns 1,116 shares of the fast-food giant’s stock valued at $258,000 after purchasing an additional 82 shares in the last quarter. Simplicity Wealth LLC lifted its position in shares of McDonald’s by 31.6% during the 3rd quarter. Simplicity Wealth LLC now owns 21,552 shares of the fast-food giant’s stock worth $4,977,000 after buying an additional 5,174 shares during the last quarter. Finally, Carolina Wealth Advisors LLC lifted its position in shares of McDonald’s by 1.5% during the 3rd quarter. Carolina Wealth Advisors LLC now owns 7,555 shares of the fast-food giant’s stock worth $1,745,000 after buying an additional 109 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Stock Performance

Shares of NYSE:MCD opened at $248.49 on Monday. The company has a fifty day moving average of $249.43 and a 200-day moving average of $269.68. The company has a market capitalization of $175.84 billion, a PE 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.

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. 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 analysts’ expectations of $7.13 billion. During the same period in the prior year, the company earned $3.19 EPS. McDonald’s’s revenue was up 3.7% compared to the same quarter last year. On average, equities analysts forecast that McDonald’s Corporation will post 12.84 EPS for the current fiscal year.

McDonald’s Increases Dividend

The company also recently disclosed 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 is Tuesday, December 1st. This represents a $7.72 dividend on an annualized basis and a yield of 3.1%. This is an increase from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s dividend payout ratio is presently 60.44%.

Analyst Ratings Changes

MCD has been the topic of several research analyst reports. Morgan Stanley reduced their price objective on 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. TD Cowen lowered their target price on McDonald’s from $282.00 to $270.00 and set a “hold” rating for the company in a research note on Thursday, September 24th. UBS Group reissued a “buy” rating on shares of McDonald’s in a research note on Monday, October 19th. Evercore dropped their target price on shares of McDonald’s from $320.00 to $300.00 and set an “outperform” rating for the company in a report on Thursday, September 24th. Finally, Rothschild & Co Redburn reduced their price target on shares of McDonald’s from $306.00 to $285.00 in a research note on Wednesday, August 26th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $295.64.

McDonald’s News Roundup

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 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.