Nisa Investment Advisors LLC Acquires 3,120 Shares of McDonald’s Corporation $MCD

Nisa Investment Advisors LLC raised its holdings in McDonald’s Corporation (NYSE:MCD) by 1.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 206,497 shares of the fast-food giant’s stock after purchasing an additional 3,120 shares during the period. Nisa Investment Advisors LLC’s holdings in McDonald’s were worth $47,688,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of MCD. Purpose Unlimited Inc. purchased a new stake in shares of McDonald’s during the 4th quarter valued at approximately $31,000. GKV Capital Management Co. Inc. bought a new position in McDonald’s in the 1st quarter worth approximately $33,000. Merkkuri Wealth Advisors LLC bought a new position in McDonald’s in the 1st quarter worth approximately $43,000. Burkett Financial Services LLC grew its stake in McDonald’s by 2,312.5% in the 3rd quarter. Burkett Financial Services LLC now owns 193 shares of the fast-food giant’s stock valued at $45,000 after buying an additional 185 shares in the last quarter. Finally, POM Investment Strategies LLC grew its stake in 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 buying an additional 55 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MCD. Royal Bank Of Canada lowered their target price on shares of McDonald’s from $290.00 to $285.00 and set a “sector perform” rating on the stock in a report on Thursday, September 24th. Melius Research decreased their price objective on McDonald’s from $250.00 to $230.00 and set a “sell” rating on the stock in a research note on Monday, September 28th. Deutsche Bank Aktiengesellschaft dropped their price objective on McDonald’s from $325.00 to $300.00 and set a “buy” rating on the stock in a report on Monday, September 14th. Mizuho cut their target price on McDonald’s from $300.00 to $290.00 and set a “neutral” rating for the company in a research note on Friday, July 31st. Finally, Bank of America raised their target price 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 assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $295.64.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Attractive valuation and dividend support: McDonald’s trades at roughly 20 times trailing earnings, below its historical average, while its dividend yield is near multiyear highs. Investors may view the pullback as an opportunity, particularly as the company approaches another milestone in its Dividend King history. Is the Market Underpricing McDonald’s Stock?
• Positive Sentiment: Longer-term growth strategy: UBS believes McDonald’s NEXT strategy and value initiatives could outweigh near-term weakness in the United States and help the company gain global market share in 2027. The franchise model also continues to support recurring cash flow and dividend growth. McDonald’s NEXT Plan and Value Push
• Positive Sentiment: Product and promotional activity: New chicken offerings, Disney-themed Happy Meal collectibles, and the return of Halloween Boo Buckets could increase customer traffic and engagement, though their financial impact is likely limited. McDonald’s Happy Meal Features New Disney Collectible

McDonald’s Price Performance

NYSE MCD opened at $246.47 on Wednesday. McDonald’s Corporation has a 1 year low of $229.20 and a 1 year high of $341.75. The stock has a market capitalization of $174.41 billion, a PE ratio of 19.34, a P/E/G ratio of 2.72 and a beta of 0.44. The company’s 50 day simple moving average is $250.89 and its two-hundred day simple moving average is $270.92.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results 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 business’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same period last year, the firm earned $3.19 EPS. On average, research analysts anticipate that McDonald’s Corporation will post 12.84 EPS for the current year.

McDonald’s Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be issued a $1.93 dividend. The ex-dividend date of this dividend is Tuesday, December 1st. This is an increase 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 currently 60.44%.

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.