Sumitomo Mitsui Trust Group Inc. Sells 50,330 Shares of McDonald’s Corporation $MCD

Sumitomo Mitsui Trust Group Inc. reduced its stake in McDonald’s Corporation (NYSE:MCD) by 2.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,836,459 shares of the fast-food giant’s stock after selling 50,330 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.26% of McDonald’s worth $424,112,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. GKV Capital Management Co. Inc. acquired a new position in shares of McDonald’s in the 1st quarter valued at $33,000. POM Investment Strategies LLC grew its position in shares of 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 during the last quarter. Westfuller Advisors LLC grew its position in shares of McDonald’s by 140.0% in the 2nd quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock valued at $49,000 after buying an additional 105 shares during the last quarter. Burkett Financial Services LLC grew its position in shares of 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 during the last quarter. Finally, Main Street Group LTD acquired a new stake in McDonald’s during the 1st quarter worth $64,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Trading Up 0.3%

Shares of MCD opened at $258.15 on Friday. The firm has a market cap of $182.68 billion, a PE ratio of 20.97, a price-to-earnings-growth ratio of 2.95 and a beta of 0.44. The company’s 50 day simple moving average is $248.26 and its 200-day simple moving average is $283.44. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75.

McDonald’s (NYSE:MCD) last announced its 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. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. The business had revenue of $7.10 billion for the quarter, compared to analysts’ expectations of $7.13 billion. During the same period in the previous year, the company posted $3.19 EPS. The company’s quarterly revenue was up 3.7% on a year-over-year basis. As a group, equities research analysts forecast that McDonald’s Corporation will post 12.83 EPS for the current fiscal 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 given a dividend of $1.93 per share. This represents a $7.72 annualized dividend and a yield of 3.0%. 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. McDonald’s’s payout ratio is 60.44%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. HSBC reduced their price target on shares of McDonald’s from $357.00 to $356.00 and set a “buy” rating for the company in a research report on Wednesday, August 5th. BTIG Research restated a “buy” rating and issued a $295.00 price objective on shares of McDonald’s in a research note on Monday, October 26th. Oppenheimer dropped their price objective on McDonald’s from $325.00 to $295.00 and set an “outperform” rating on the stock in a report on Thursday, September 24th. UBS Group reaffirmed a “buy” rating on shares of McDonald’s in a report on Monday, October 19th. Finally, Wells Fargo & Company cut their target price on McDonald’s from $300.00 to $270.00 and set an “overweight” rating on the stock in a research report on Monday, October 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, McDonald’s presently has a consensus rating of “Moderate Buy” and an average target price of $294.73.

Key McDonald’s News

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.