U S Wealth Group LLC. raised its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 30.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 10,414 shares of the fast-food giant’s stock after acquiring an additional 2,450 shares during the period. McDonald’s makes up 1.4% of U S Wealth Group LLC.’s investment portfolio, making the stock its 29th largest position. U S Wealth Group LLC.’s holdings in McDonald’s were worth $2,815,000 as of its most recent SEC filing.
A number of other large investors have also recently modified their holdings of the business. Hamilton Point Investment Advisors LLC lifted its holdings in shares of McDonald’s by 1.8% during the 4th quarter. Hamilton Point Investment Advisors LLC now owns 1,750 shares of the fast-food giant’s stock worth $535,000 after acquiring an additional 31 shares during the last quarter. Richmond Investment Services LLC raised its position in McDonald’s by 1.4% during the fourth quarter. Richmond Investment Services LLC now owns 2,278 shares of the fast-food giant’s stock valued at $696,000 after purchasing an additional 32 shares in the last quarter. Papamarkou Wellner Asset Management inc. raised its position in McDonald’s by 0.4% during the fourth quarter. Papamarkou Wellner Asset Management inc. now owns 8,809 shares of the fast-food giant’s stock valued at $2,692,000 after purchasing an additional 32 shares in the last quarter. Allied Investment Advisors LLC lifted its stake in McDonald’s by 2.6% during the fourth quarter. Allied Investment Advisors LLC now owns 1,366 shares of the fast-food giant’s stock worth $417,000 after purchasing an additional 34 shares during the last quarter. Finally, Parvin Asset Management LLC lifted its stake in McDonald’s by 3.8% during the third quarter. Parvin Asset Management LLC now owns 929 shares of the fast-food giant’s stock worth $282,000 after purchasing an additional 34 shares during the last quarter. Institutional investors own 70.29% of the company’s stock.
McDonald’s Stock Down 0.3%
Shares of NYSE MCD opened at $252.76 on Friday. McDonald’s Corporation has a 52 week low of $252.54 and a 52 week high of $341.75. The firm’s fifty day moving average is $268.25 and its 200 day moving average is $287.04. The company has a market cap of $178.87 billion, a price-to-earnings ratio of 20.53, a PEG ratio of 2.73 and a beta of 0.41.
McDonald’s Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be paid a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Tuesday, September 1st. McDonald’s’s dividend payout ratio is 60.44%.
Analyst Ratings Changes
Several equities analysts have recently commented on MCD shares. Piper Sandler set a $286.00 price objective on McDonald’s in a research report on Tuesday, August 4th. BTIG Research restated a “buy” rating and issued a $350.00 target price on shares of McDonald’s in a research report on Wednesday, August 5th. Robert W. Baird raised McDonald’s to a “hold” rating in a research note on Monday, August 24th. UBS Group set a $305.00 price target on shares of McDonald’s in a research report on Wednesday, August 5th. Finally, Citigroup boosted their price objective on shares of McDonald’s from $335.00 to $345.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $321.35.
Get Our Latest Stock Analysis on MCD
Key Stories Impacting McDonald’s
Here are the key news stories impacting McDonald’s this week:
- Positive Sentiment: New seasonal beverages and limited-time meals—including a fall latte flavor, a Canada-exclusive offering, and a popular regional meal—could support customer traffic, digital engagement, and brand excitement. New fall latte article
- Positive Sentiment: Happy Meal promotions featuring SpongeBob and One Piece toys, along with National Cheeseburger Day giveaways, may increase visits and reinforce McDonald’s value-oriented marketing, although free and discounted food could limit near-term margins. Happy Meal toys article
- Neutral Sentiment: Recent Zacks coverage says MCD is attracting unusually high investor attention, but it does not identify a new earnings, guidance, or valuation catalyst. Zacks investor attention article
- Neutral Sentiment: Local stories cover a restaurant closure, charitable fundraising, menu history, and consumer reactions to individual products. These items may influence local perception but are unlikely to materially affect consolidated results. San Antonio restaurant closure article
- Negative Sentiment: Reports that McDonald’s faces potentially millions in fines related to disposable-cup use introduce an incremental regulatory and compliance cost risk. Disposable cup fines article
- Negative Sentiment: Critical coverage of several 2026 menu launches could signal uneven consumer reception, though the impact appears limited unless it translates into weaker comparable-store sales. Worst new menu items article
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.
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