Trek Financial LLC Sells 6,342 Shares of McDonald’s Corporation $MCD

Trek Financial LLC lessened its position in shares of McDonald’s Corporation (NYSE:MCD) by 80.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,518 shares of the fast-food giant’s stock after selling 6,342 shares during the period. Trek Financial LLC’s holdings in McDonald’s were worth $350,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in MCD. GKV Capital Management Co. Inc. bought a new stake in McDonald’s in the 1st quarter valued at about $33,000. Burkett Financial Services LLC boosted its position in McDonald’s by 2,312.5% during the third quarter. Burkett Financial Services LLC now owns 193 shares of the fast-food giant’s stock worth $45,000 after purchasing an additional 185 shares during the period. POM Investment Strategies LLC boosted its position in McDonald’s by 46.2% during the second quarter. POM Investment Strategies LLC now owns 174 shares of the fast-food giant’s stock worth $47,000 after purchasing an additional 55 shares during the period. Westfuller Advisors LLC boosted its position in McDonald’s by 140.0% during the second quarter. Westfuller Advisors LLC now owns 180 shares of the fast-food giant’s stock worth $49,000 after purchasing an additional 105 shares during the period. Finally, Mountain Hill Investment Partners Corp. increased its stake in shares of McDonald’s by 777.8% in the third quarter. Mountain Hill Investment Partners Corp. now owns 237 shares of the fast-food giant’s stock worth $55,000 after purchasing an additional 210 shares in the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Key McDonald’s News

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

• Positive Sentiment: New seasonal drinks and a planned Pokémon promotion could help attract customers and support sales. McDonald’s is also expanding its beverage push. Article: McDonald’s launches 2026 holiday menu with new seasonal drinks
• Neutral Sentiment: McDonald’s is scheduled to report third-quarter results before the market opens on Nov. 4. Analysts expect modest profit growth, but the report and outlook will be closely watched for signs that weaker U.S. traffic and higher expenses are pressuring margins. Article: McDonald’s Stock Rests on Full-Year Earnings Growth
• Negative Sentiment: Pre-earnings coverage points to a tough consumer backdrop and potentially slower sales growth, with soft U.S. customer traffic, rising costs and operational issues weighing on near-term expectations. Article: McDonald’s Q3 sales expected to slow amid tough consumer backdrop
• Negative Sentiment: A judge declined to dismiss a proposed class-action lawsuit alleging McDonald’s misled customers about the McRib’s meat. The case proceeding creates legal and reputational risk, though no outcome or financial impact has been determined. Article: McDonald’s loses bid to dismiss McRib lawsuit
• Negative Sentiment: U.S. lawmakers questioned the CEO about algorithmic pricing tools, raising the prospect of further scrutiny of the company’s pricing practices. Article: US lawmakers question McDonald’s CEO about algorithmic pricing practices

McDonald’s Stock Performance

Shares of MCD opened at $262.75 on Wednesday. McDonald’s Corporation has a 52-week low of $229.20 and a 52-week high of $341.75. The stock’s 50-day simple moving average is $247.96 and its 200 day simple moving average is $282.99. The stock has a market capitalization of $185.93 billion, a price-to-earnings ratio of 21.34, a price-to-earnings-growth ratio of 3.03 and a beta of 0.42.

McDonald’s (NYSE:MCD) last posted 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 business had revenue of $7.10 billion during the quarter, compared to analyst estimates of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%. The company’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.19 EPS. On average, research analysts forecast that McDonald’s Corporation will post 12.83 earnings per share for the current fiscal 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 a positive change from McDonald’s’s previous quarterly dividend of $1.86. This represents a $7.72 dividend on an annualized basis and a dividend yield of 2.9%. McDonald’s’s payout ratio is currently 60.44%.

Analysts Set New Price Targets

Several analysts have recently issued reports on the stock. Oppenheimer lowered their price target on shares of McDonald’s from $325.00 to $295.00 and set an “outperform” rating on the stock in a research report on Thursday, September 24th. Rothschild & Co Redburn dropped their price target on shares of McDonald’s from $306.00 to $285.00 in a research note on Wednesday, August 26th. Royal Bank Of Canada cut their price objective on shares of McDonald’s from $290.00 to $285.00 and set a “sector perform” rating for the company in a report on Thursday, September 24th. BTIG Research reiterated a “buy” rating and issued a $295.00 price objective on shares of McDonald’s in a research note on Monday, October 26th. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on shares of McDonald’s from $325.00 to $300.00 and set a “buy” rating for the company in a research note on Monday, September 14th. One investment 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, McDonald’s currently has a consensus rating of “Moderate Buy” and a consensus target price of $292.76.

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.