U.S. Capital Wealth Advisors LLC Raises Position in McDonald’s Corporation $MCD

19 Dec 2025, 14:32 by Sarita Garza · The Markets Daily

U.S. Capital Wealth Advisors LLC lifted its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 2.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,330 shares of the fast-food giant’s stock after purchasing an additional 1,589 shares during the period. U.S. Capital Wealth Advisors LLC’s holdings in McDonald’s were worth $18,030,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Redhawk Wealth Advisors Inc. increased its position in McDonald’s by 1.4% in the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after buying an additional 34 shares in the last quarter. WealthTrust Axiom LLC grew its stake in shares of McDonald’s by 1.8% during the 1st quarter. WealthTrust Axiom LLC now owns 1,946 shares of the fast-food giant’s stock valued at $608,000 after acquiring an additional 35 shares during the period. Certior Financial Group LLC increased its holdings in McDonald’s by 2.6% in the 1st quarter. Certior Financial Group LLC now owns 1,367 shares of the fast-food giant’s stock worth $427,000 after acquiring an additional 35 shares in the last quarter. Alaethes Wealth LLC raised its stake in McDonald’s by 3.0% during the 1st quarter. Alaethes Wealth LLC now owns 1,219 shares of the fast-food giant’s stock worth $381,000 after acquiring an additional 35 shares during the period. Finally, Sheets Smith Wealth Management lifted its holdings in McDonald’s by 1.0% during the second quarter. Sheets Smith Wealth Management now owns 3,604 shares of the fast-food giant’s stock valued at $1,053,000 after purchasing an additional 35 shares in the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. KeyCorp reissued an “overweight” rating and issued a $335.00 price objective on shares of McDonald’s in a research note on Monday, October 20th. BTIG Research reaffirmed a “neutral” rating on shares of McDonald’s in a report on Friday, October 24th. Guggenheim raised their price target on McDonald’s from $295.00 to $310.00 and gave the company a “neutral” rating in a report on Wednesday, November 19th. Truist Financial lowered their price objective on McDonald’s from $360.00 to $350.00 and set a “buy” rating on the stock in a research report on Tuesday, October 14th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a research report on Friday, October 31st. Eleven investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $324.57.

Check Out Our Latest Stock Report on McDonald’s

McDonald’s Price Performance

NYSE MCD opened at $319.72 on Friday. McDonald’s Corporation has a 1-year low of $276.53 and a 1-year high of $326.32. The business has a 50 day simple moving average of $306.81 and a two-hundred day simple moving average of $303.91. The stock has a market capitalization of $227.69 billion, a PE ratio of 27.28, a P/E/G ratio of 3.54 and a beta of 0.52.

McDonald’s (NYSE:MCD – Get Free Report) last posted its earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 EPS for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The firm had revenue of $7.08 billion for the quarter, compared to the consensus estimate of $7.10 billion. During the same quarter in the prior year, the company posted $3.23 earnings per share. The firm’s revenue was up 3.0% compared to the same quarter last year. On average, analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were paid a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, December 1st. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio is 63.48%.

Insider Buying and Selling at McDonald’s

In other news, CFO Ian Frederick Borden sold 17,134 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the sale, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. This represents a 39.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Joseph M. Erlinger sold 3,195 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $305.82, for a total transaction of $977,094.90. Following the completion of the transaction, the insider directly owned 6,088 shares of the company’s stock, valued at approximately $1,861,832.16. The trade was a 34.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 42,516 shares of company stock valued at $13,036,090. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Profile

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