Greg Jennings LLC Buys New Stake in McDonald’s Corporation $MCD

Greg Jennings LLC acquired a new position in shares of McDonald’s Corporation (NYSE:MCD) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 7,996 shares of the fast-food giant’s stock, valued at approximately $1,846,000. McDonald’s accounts for about 1.2% of Greg Jennings LLC’s investment portfolio, making the stock its 22nd largest position.

Several other hedge funds have also modified their holdings of MCD. Sound Income Strategies LLC lifted its holdings in McDonald’s by 0.6% in the first quarter. Sound Income Strategies LLC now owns 5,590 shares of the fast-food giant’s stock valued at $1,718,000 after acquiring an additional 35 shares during the period. Jacobsen Capital Management grew its stake in shares of McDonald’s by 2.9% during the 1st quarter. Jacobsen Capital Management now owns 1,267 shares of the fast-food giant’s stock worth $394,000 after purchasing an additional 36 shares during the period. Sterling Investment Counsel LLC grew its stake in shares of McDonald’s by 0.7% during the 1st quarter. Sterling Investment Counsel LLC now owns 5,303 shares of the fast-food giant’s stock worth $1,648,000 after purchasing an additional 37 shares during the period. Legacy Wealth Managment LLC ID increased its holdings in shares of McDonald’s by 11.0% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 372 shares of the fast-food giant’s stock valued at $116,000 after purchasing an additional 37 shares in the last quarter. Finally, Millstone Evans Group LLC increased its holdings in shares of McDonald’s by 2.5% in the 1st 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 in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on MCD shares. Deutsche Bank Aktiengesellschaft decreased their price target on McDonald’s from $325.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday, September 14th. Gordon Haskett cut their price target on McDonald’s from $315.00 to $285.00 and set a “buy” rating for the company in a research note on Thursday, September 24th. HSBC dropped their target price on shares of McDonald’s from $357.00 to $356.00 and set a “buy” rating for the company in a report on Wednesday, August 5th. Needham & Company LLC restated a “buy” rating on shares of McDonald’s in a research report on Monday, September 21st. Finally, Guggenheim reduced their price target on shares of McDonald’s from $290.00 to $250.00 and set a “neutral” rating on the stock in a report on Monday, October 5th. One research 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $295.94.

McDonald’s News Summary

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

• Positive Sentiment: UBS remains bullish on the company’s strategy. UBS said McDonald’s NEXT growth plan and renewed value offerings could outweigh near-term weakness in the U.S., positioning the company to gain global market share in 2027. McDonald’s NEXT Plan, Value Push Seen Outweighing Near-Term US Weakness, UBS Says
• Positive Sentiment: New products and promotions could support customer traffic. McDonald’s is introducing a limited-availability chicken product and bringing back Halloween Disney Villains Boo Buckets, while renewed interest in menu items and sauces highlights continued consumer engagement. These initiatives are likely modest positives unless they translate into sustained comparable-store sales growth. McDonald’s has launched a superb new chicken product McDonald’s Boo Buckets return with Disney villains theme
• Neutral Sentiment: Analyst commentary is divided. One Seeking Alpha analysis argues that investors should focus on McDonald’s durable franchise model and strategic fundamentals, while another warns that valuation, competition and operating risks make the stock unattractive. These are opinion pieces rather than new company guidance. Tune Out The Noise, This Is What Matters For McDonald’s
• Negative Sentiment: Allegations of menu-pricing and artificial-intelligence practices create reputational and legal risk. Reports describe a lawsuit and criticism involving claims that McDonald’s and Deloitte used pricing or AI-related methods to charge customers more. The allegations remain unresolved, but they could increase regulatory scrutiny and pressure the brand’s value perception. McDonald’s, Deloitte Under Fire Over Alleged Menu Pricing Scheme
• Negative Sentiment: Near-term U.S. weakness remains a concern. The UBS report itself acknowledges softer domestic conditions, while criticism of value, menu availability and product decisions may reinforce concerns about traffic and consumer sentiment. Why I Wouldn’t Touch McDonald’s With A 10 Ft Pole

McDonald’s Stock Performance

McDonald’s stock traded down $0.37 during trading on Monday, reaching $242.60. The company had a trading volume of 5,385,020 shares, compared to its average volume of 4,273,246. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75. The stock’s 50 day moving average price is $252.05 and its two-hundred day moving average price is $271.83. The firm has a market capitalization of $171.68 billion, a price-to-earnings ratio of 19.71, a PEG ratio of 2.72 and a beta of 0.44.

McDonald’s (NYSE:MCD) last issued its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating analysts’ consensus estimates of $3.32 by $0.06. The firm had revenue of $7.10 billion for the quarter, compared to analysts’ expectations of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%. The firm’s revenue for the quarter was up 3.7% compared to the same quarter last year. During the same quarter last year, the firm earned $3.19 earnings per share. As a group, research analysts expect that McDonald’s Corporation will post 12.84 earnings per share for the current year.

McDonald’s Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be paid a $1.93 dividend. This represents a $7.72 annualized dividend and a dividend yield of 3.2%. This is a boost from McDonald’s’s previous quarterly dividend of $1.86. The ex-dividend date is Tuesday, December 1st. McDonald’s’s payout ratio is currently 60.44%.

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.