1,992 McDonald’s Corporation $MCD Shares Acquired by Heritage Investors Management Corp

Heritage Investors Management Corp lifted its holdings in McDonald’s Corporation (NYSE:MCD) by 1.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 108,889 shares of the fast-food giant’s stock after acquiring an additional 1,992 shares during the period. Heritage Investors Management Corp’s holdings in McDonald’s were worth $25,147,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Legacy Wealth Managment LLC ID lifted its position in shares of McDonald’s by 11.0% during the first quarter. Legacy Wealth Managment LLC ID now owns 372 shares of the fast-food giant’s stock valued at $116,000 after buying an additional 37 shares during the last quarter. Millstone Evans Group LLC boosted its holdings in McDonald’s by 2.5% in the first quarter. Millstone Evans Group LLC now owns 1,532 shares of the fast-food giant’s stock valued at $476,000 after purchasing an additional 38 shares during the last quarter. Signature Equity Partners LLC raised its position in McDonald’s by 3.6% during the first quarter. Signature Equity Partners LLC now owns 1,087 shares of the fast-food giant’s stock valued at $338,000 after acquiring an additional 38 shares in the last quarter. Harbor Investment Advisory LLC raised its position in shares of McDonald’s by 1.0% in the second quarter. Harbor Investment Advisory LLC now owns 4,019 shares of the fast-food giant’s stock worth $1,086,000 after acquiring an additional 38 shares during the period. Finally, Parkwoods Wealth Partners LLC raised its stake in shares of McDonald’s by 4.5% during the 2nd quarter. Parkwoods Wealth Partners LLC now owns 891 shares of the fast-food giant’s stock worth $241,000 after buying an additional 38 shares during the period. Institutional investors own 70.29% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Sanford C. Bernstein decreased their target price on shares of McDonald’s from $295.00 to $250.00 and set a “market perform” rating on the stock in a research note on Thursday, October 8th. Bank of America lifted their target price on McDonald’s from $339.00 to $343.00 in a research report on Wednesday, August 5th. JPMorgan Chase & Co. lowered their price objective on McDonald’s from $280.00 to $260.00 and set an “overweight” rating for the company in a research report on Thursday, September 24th. Morgan Stanley cut their price target 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. Finally, HC Wainwright set a $250.00 target price on shares of McDonald’s in a report on Friday, September 25th. 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 stock. Based on data from MarketBeat.com, McDonald’s presently has a consensus rating of “Moderate Buy” and an average price target of $294.73.

McDonald’s Price Performance

Shares of McDonald’s stock opened at $258.15 on Monday. McDonald’s Corporation has a 1 year low of $229.20 and a 1 year high of $341.75. The business has a 50 day moving average price of $248.26 and a 200 day moving average price of $283.44. The company has a market capitalization of $182.68 billion, a P/E ratio of 20.97, a P/E/G ratio of 2.95 and a beta of 0.42.

McDonald’s (NYSE:MCD) last released its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, topping 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 firm had revenue of $7.10 billion during the quarter, compared to analysts’ expectations of $7.13 billion. During the same period in the previous year, the company earned $3.19 EPS. McDonald’s’s revenue for the quarter was up 3.7% on a year-over-year basis. As a group, research analysts expect that McDonald’s Corporation will post 12.83 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. Shareholders of record on Tuesday, December 1st will be issued a $1.93 dividend. The ex-dividend date is Tuesday, December 1st. This represents a $7.72 dividend on an annualized basis and a yield of 3.0%. This is an increase from McDonald’s’s previous quarterly dividend of $1.86. McDonald’s’s dividend payout ratio (DPR) is presently 60.44%.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Technical commentary suggests McDonald’s stock, which has fallen sharply this year amid weakness in consumer-discretionary shares, may be positioned for a rebound. The recent recovery could attract value-oriented investors if the company delivers resilient sales and cash flow. Mapping the Market: Beaten-down McDonald’s stock may be ripe for a rally
• Positive Sentiment: McDonald’s is bringing back Pokémon Happy Meals in November, featuring collectible toys and trading cards. The promotion could support customer traffic, family visits and near-term sales, although its impact is likely temporary. McDonald’s is bringing back Pokémon Happy Meals
• Neutral Sentiment: Wall Street is focusing on estimates for McDonald’s third-quarter 2026 revenue, earnings and operating metrics. The reports provide expectations rather than new company results, so the stock’s next major catalyst will be whether actual performance exceeds or falls short of those forecasts. Unveiling McDonald’s Q3 Outlook
• Neutral Sentiment: New holiday beverages and an $8 Quarter Pounder meal are scheduled for November. These value and seasonal offerings may help affordability perceptions and traffic, but investors will need evidence that promotions can improve demand without pressuring restaurant-level margins. McDonald’s adds new holiday drinks
• Negative Sentiment: Mizuho cut its McDonald’s price target from $290 to $260 and assigned a neutral rating, indicating limited expected upside from recent levels. The revision reinforces concerns about valuation and the durability of cash-flow growth. Mizuho McDonald’s rating
• Negative Sentiment: Coverage also questions whether McDonald’s current valuation already reflects its expected cash generation, while the stock remains materially below its level at the start of the year. A planned multibillion-dollar modernization and AI drive-through initiative could improve efficiency over time, but it also introduces execution and investment risks.

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.