McDonald’s Corporation $MCD Holdings Boosted by Summit Wealth Group LLC Co.

Summit Wealth Group LLC Co. increased its position in McDonald’s Corporation (NYSE:MCD) by 95.8% during the third quarter, Holdings Channel.com reports. The firm owned 4,837 shares of the fast-food giant’s stock after buying an additional 2,367 shares during the quarter. Summit Wealth Group LLC Co.’s holdings in McDonald’s were worth $1,117,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the business. MBA Advisors LLC increased its holdings in McDonald’s by 4.5% during the 3rd quarter. MBA Advisors LLC now owns 3,884 shares of the fast-food giant’s stock worth $897,000 after purchasing an additional 168 shares in the last quarter. Certified Advisory Corp lifted its holdings in shares of McDonald’s by 10.2% in the third quarter. Certified Advisory Corp now owns 1,455 shares of the fast-food giant’s stock valued at $336,000 after purchasing an additional 135 shares in the last quarter. TSG Advice Partners LLC purchased a new position in shares of McDonald’s during the third quarter valued at approximately $1,256,000. Welch Group LLC boosted its position in shares of McDonald’s by 4.3% during the third quarter. Welch Group LLC now owns 234,482 shares of the fast-food giant’s stock valued at $54,151,000 after buying an additional 9,677 shares during the last quarter. Finally, True Freedom Investing LLC grew its holdings in McDonald’s by 26.7% during the third quarter. True Freedom Investing LLC now owns 21,539 shares of the fast-food giant’s stock worth $4,974,000 after buying an additional 4,544 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. KeyCorp lowered their price target on McDonald’s from $305.00 to $280.00 and set an “overweight” rating for the company in a research report on Tuesday, October 6th. Wells Fargo & Company cut their price objective on shares of McDonald’s from $300.00 to $270.00 and set an “overweight” rating on the stock in a report on Monday, October 5th. BTIG Research reaffirmed a “buy” rating and set a $295.00 price objective on shares of McDonald’s in a report on Monday, October 26th. Royal Bank Of Canada reduced their target price on shares of McDonald’s from $290.00 to $285.00 and set a “sector perform” rating for the company in a research note on Thursday, September 24th. Finally, Argus lowered their target price on shares of McDonald’s from $320.00 to $310.00 and set a “buy” rating for the company in a report on Wednesday, August 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $292.76.

McDonald’s Stock Down 1.1%

MCD stock opened at $262.75 on Wednesday. The firm has a market cap of $185.93 billion, a PE ratio of 21.34, a P/E/G ratio of 3.03 and a beta of 0.42. The business has a 50 day moving average of $247.96 and a 200-day moving average of $282.99. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75.

McDonald’s (NYSE:MCD) last issued 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 during the quarter, compared to the consensus estimate of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%. McDonald’s’s revenue was up 3.7% on a year-over-year basis. During the same period last year, the business posted $3.19 earnings per share. On average, research analysts expect that McDonald’s Corporation will post 12.83 earnings per share for the current year.

McDonald’s Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be paid 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 dividend on an annualized basis and a yield of 2.9%. McDonald’s’s dividend payout ratio is currently 60.44%.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: New seasonal drinks and a planned Pokémon promotion could help attract customers and support sales. McDonald’s is also expanding its beverage push. Article: McDonald’s launches 2026 holiday menu with new seasonal drinks
• Neutral Sentiment: McDonald’s is scheduled to report third-quarter results before the market opens on Nov. 4. Analysts expect modest profit growth, but the report and outlook will be closely watched for signs that weaker U.S. traffic and higher expenses are pressuring margins. Article: McDonald’s Stock Rests on Full-Year Earnings Growth
• Negative Sentiment: Pre-earnings coverage points to a tough consumer backdrop and potentially slower sales growth, with soft U.S. customer traffic, rising costs and operational issues weighing on near-term expectations. Article: McDonald’s Q3 sales expected to slow amid tough consumer backdrop
• Negative Sentiment: A judge declined to dismiss a proposed class-action lawsuit alleging McDonald’s misled customers about the McRib’s meat. The case proceeding creates legal and reputational risk, though no outcome or financial impact has been determined. Article: McDonald’s loses bid to dismiss McRib lawsuit
• Negative Sentiment: U.S. lawmakers questioned the CEO about algorithmic pricing tools, raising the prospect of further scrutiny of the company’s pricing practices. Article: US lawmakers question McDonald’s CEO about algorithmic pricing practices

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.