McDonald’s Corporation $MCD Position Reduced by Tower View Wealth Management LLC

Tower View Wealth Management LLC cut its holdings in McDonald’s Corporation (NYSE:MCD) by 75.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,651 shares of the fast-food giant’s stock after selling 5,039 shares during the period. Tower View Wealth Management LLC’s holdings in McDonald’s were worth $381,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. GKV Capital Management Co. Inc. bought a new position in shares of McDonald’s during the first quarter valued at about $33,000. Burkett Financial Services LLC increased its holdings in shares of McDonald’s by 2,312.5% in the third 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 during the period. POM Investment Strategies LLC lifted its stake in shares of McDonald’s by 46.2% in the 2nd quarter. POM Investment Strategies LLC now owns 174 shares of the fast-food giant’s stock valued at $47,000 after acquiring an additional 55 shares during the last quarter. Westfuller Advisors LLC lifted its stake in shares of McDonald’s by 140.0% in the 2nd quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock valued at $49,000 after acquiring an additional 105 shares during the last quarter. Finally, Financial Life Planners bought a new stake in shares of McDonald’s in the 1st quarter valued at about $51,000. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

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

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. TD Cowen dropped their target price on McDonald’s from $282.00 to $270.00 and set a “hold” rating for the company in a report on Thursday, September 24th. Weiss Ratings cut McDonald’s from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, October 2nd. Piper Sandler set a $286.00 price objective on McDonald’s in a research report on Tuesday, August 4th. Evercore lowered their price objective on McDonald’s from $320.00 to $300.00 and set an “outperform” rating for the company in a research report on Thursday, September 24th. Finally, Bank of America increased their price objective on McDonald’s from $339.00 to $343.00 in a research note on Wednesday, August 5th. 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. According to data from MarketBeat.com, McDonald’s has an average rating of “Moderate Buy” and an average price target of $295.64.

McDonald’s Stock Up 0.0%

Shares of McDonald’s stock opened at $248.49 on Monday. The company’s fifty day simple moving average is $249.43 and its two-hundred day simple moving average is $269.68. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75. The firm has a market cap 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 (NYSE:MCD) last issued its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, beating the consensus estimate of $3.32 by $0.06. The firm had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. The company’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.19 earnings per share. As a group, 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 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 of this dividend is Tuesday, December 1st. This is a boost from McDonald’s’s previous quarterly dividend of $1.86. This represents a $7.72 annualized dividend and a dividend yield of 3.1%. McDonald’s’s payout ratio is 60.44%.

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.