8,659 McDonald’s Corporation $MCD Shares Acquired by Valley National Advisers Inc.

Valley National Advisers Inc. grew its holdings in McDonald’s Corporation (NYSE:MCD) by 140.9% in the 3rd quarter, Holdings Channel.com reports. The fund owned 14,804 shares of the fast-food giant’s stock after buying an additional 8,659 shares during the period. Valley National Advisers Inc.’s holdings in McDonald’s were worth $3,419,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of MCD. Bank of New York Mellon Corp purchased a new position in shares of McDonald’s in the 2nd quarter valued at approximately $1,359,276,000. Diamant Asset Management Inc. boosted its stake in McDonald’s by 30,979.0% in the 1st quarter. Diamant Asset Management Inc. now owns 2,596,340 shares of the fast-food giant’s stock worth $806,917,000 after purchasing an additional 2,587,986 shares in the last quarter. Bessemer Group Inc. boosted its stake in McDonald’s by 132.1% in the 1st quarter. Bessemer Group Inc. now owns 1,325,880 shares of the fast-food giant’s stock worth $412,071,000 after purchasing an additional 754,596 shares in the last quarter. State Street Corp grew its position in McDonald’s by 1.8% during the 2nd quarter. State Street Corp now owns 36,080,505 shares of the fast-food giant’s stock worth $9,752,921,000 after purchasing an additional 646,675 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its position in McDonald’s by 17.2% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,637,785 shares of the fast-food giant’s stock worth $1,130,587,000 after purchasing an additional 533,448 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

More McDonald’s News

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

• Positive Sentiment: McDonald’s is bringing back popular limited-time offerings, including the McRib and a cult-favorite BBQ sandwich. The promotions could help improve traffic and comparable sales, although their impact is likely temporary. McDonald’s Is Bringing Back a Hugely Popular Menu Item Next Week
• Positive Sentiment: The stock’s sell-off has lifted its dividend yield to roughly 3%–3.2%, while McDonald’s has continued raising its payout and has earned “Dividend King” status. The higher yield may attract income-focused investors and provide valuation support. McDonald’s Is Crowned a Dividend King
• Positive Sentiment: Analysts expect a single-digit increase in third-quarter earnings, and management is relying on chicken launches and limited-time menu items to counter weaker U.S. traffic. McDonald’s Q3 2026 Earnings: What to Expect
• Neutral Sentiment: McDonald’s is challenging tokenized trading of its shares on the OKX-ICE venue, citing investor-protection and regulatory-oversight concerns. The dispute is unlikely to materially affect restaurant operations or near-term earnings. Why Is McDonald’s Challenging Tokenized Trading of Its Shares?
• Negative Sentiment: Competitive pricing is a concern as Taco Bell promotes a $2 item while McDonald’s works to balance affordability with margins. Slower traffic and economic pressure could weigh on comparable-store sales. Taco Bell Rolls Out $2 Item as McDonald’s Wrestles With Pricing
• Negative Sentiment: A federal lawsuit accuses McDonald’s of AI-fueled price fixing; the company says the allegations contain inaccuracies. Even if ultimately dismissed, the litigation creates reputational and regulatory overhang. McDonald’s Accused of AI-Fueled Price Fixing
• Negative Sentiment: Erste Group trimmed its FY2027 EPS forecast slightly to $13.78 from $13.80. Although the reduction is minor, it reinforces concerns that growth may remain subdued. McDonald’s Analyst Estimates

McDonald’s Trading Down 1.6%

MCD opened at $248.49 on Friday. McDonald’s Corporation has a 12-month low of $229.20 and a 12-month high of $341.75. The firm has a market capitalization of $175.84 billion, a PE ratio of 20.19, a P/E/G ratio of 2.79 and a beta of 0.44. The firm has a 50 day moving average of $249.43 and a two-hundred day moving average of $269.96.

McDonald’s (NYSE:MCD) last released its quarterly earnings data 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 business had revenue of $7.10 billion for 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 revenue for the quarter was up 3.7% on a year-over-year basis. During the same period in the prior year, the firm earned $3.19 EPS. As a group, analysts predict that McDonald’s Corporation will post 12.84 EPS for the current fiscal year.

McDonald’s Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be issued a dividend of $1.93 per share. This represents a $7.72 annualized dividend and a yield of 3.1%. This is a positive change from McDonald’s’s previous quarterly dividend of $1.86. The ex-dividend date of this dividend is Tuesday, December 1st. McDonald’s’s dividend payout ratio is 60.44%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Oppenheimer cut 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 note on Thursday, September 24th. Guggenheim lowered their price objective on shares of McDonald’s from $290.00 to $250.00 and set a “neutral” rating for the company in a research note on Monday, October 5th. JPMorgan Chase & Co. lowered their price objective on shares of McDonald’s from $280.00 to $260.00 and set an “overweight” rating for the company in a research note on Thursday, September 24th. HC Wainwright set a $250.00 price objective on shares of McDonald’s in a report on Friday, September 25th. Finally, Rothschild & Co Redburn cut their target price on McDonald’s from $306.00 to $285.00 in a research report on Wednesday, August 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, McDonald’s presently has an average rating of “Moderate Buy” and a consensus target price of $295.64.

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.