Rahlfs Capital LLC Sells 3,465 Shares of McDonald’s Corporation $MCD

Rahlfs Capital LLC trimmed its position in shares of McDonald’s Corporation (NYSE:MCD) by 40.2% during the third quarter, HoldingsChannel reports. The fund owned 5,145 shares of the fast-food giant’s stock after selling 3,465 shares during the quarter. Rahlfs Capital LLC’s holdings in McDonald’s were worth $1,188,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in MCD. GKV Capital Management Co. Inc. purchased a new stake in McDonald’s in the 1st quarter valued at approximately $33,000. Merkkuri Wealth Advisors LLC acquired a new position in McDonald’s during the 1st quarter worth approximately $43,000. Burkett Financial Services LLC raised its stake in shares of McDonald’s by 2,312.5% during the 3rd quarter. Burkett Financial Services LLC now owns 193 shares of the fast-food giant’s stock worth $45,000 after buying an additional 185 shares in the last quarter. POM Investment Strategies LLC raised its stake in shares of McDonald’s by 46.2% during the 2nd quarter. POM Investment Strategies LLC now owns 174 shares of the fast-food giant’s stock worth $47,000 after buying an additional 55 shares in the last quarter. Finally, Westfuller Advisors LLC raised its stake in shares of McDonald’s by 140.0% during the 2nd quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock worth $49,000 after buying an additional 105 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

McDonald’s News Summary

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%

Shares of NYSE:MCD traded down $4.14 during trading on Friday, reaching $248.49. The stock had a trading volume of 4,157,792 shares, compared to its average volume of 5,846,266. The business has a fifty day moving average price of $249.43 and a 200-day moving average price of $269.96. The stock has a market cap of $175.84 billion, a P/E ratio of 20.19, a PEG ratio of 2.83 and a beta of 0.44. McDonald’s Corporation has a fifty-two week low of $229.20 and a fifty-two week 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 earnings per share (EPS) 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 business had revenue of $7.10 billion for the quarter, compared to the consensus estimate of $7.13 billion. During the same quarter in the prior year, the firm posted $3.19 earnings per share. The company’s quarterly revenue was up 3.7% compared to the same quarter last year. As a group, equities analysts forecast that McDonald’s Corporation will post 12.84 EPS for the current year.

McDonald’s Increases Dividend

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

Analyst Upgrades and Downgrades

MCD has been the subject of several recent analyst reports. Morgan Stanley reduced their price target on McDonald’s from $308.00 to $297.00 and set an “equal weight” rating for the company in a report on Monday, September 28th. Weiss Ratings downgraded McDonald’s from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, October 2nd. HSBC reduced their price target on shares of McDonald’s from $357.00 to $356.00 and set a “buy” rating on the stock in a report on Wednesday, August 5th. Argus cut their price target on McDonald’s from $320.00 to $310.00 and set a “buy” rating for the company in a report on Wednesday, August 26th. Finally, Robert W. Baird reduced their price objective on McDonald’s from $285.00 to $250.00 and set a “neutral” rating on the stock in a research report on Thursday, September 24th. 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, McDonald’s currently has an average rating of “Moderate Buy” and an average target price of $295.64.

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.