Moran Wealth Management LLC Grows Stake in Chipotle Mexican Grill, Inc. $CMG

Moran Wealth Management LLC grew its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 44.1% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 301,380 shares of the restaurant operator’s stock after acquiring an additional 92,202 shares during the period. Moran Wealth Management LLC’s holdings in Chipotle Mexican Grill were worth $11,811,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Ascent Group LLC lifted its stake in Chipotle Mexican Grill by 3.5% in the second quarter. Ascent Group LLC now owns 5,752 shares of the restaurant operator’s stock valued at $323,000 after purchasing an additional 193 shares during the last quarter. E. Ohman J or Asset Management AB raised its stake in shares of Chipotle Mexican Grill by 0.3% in the second quarter. E. Ohman J or Asset Management AB now owns 59,234 shares of the restaurant operator’s stock valued at $3,326,000 after buying an additional 194 shares during the period. Occidental Asset Management LLC raised its stake in shares of Chipotle Mexican Grill by 2.8% in the second quarter. Occidental Asset Management LLC now owns 7,257 shares of the restaurant operator’s stock valued at $407,000 after buying an additional 195 shares during the period. Perennial Advisors LLC lifted its position in shares of Chipotle Mexican Grill by 3.1% during the 2nd quarter. Perennial Advisors LLC now owns 6,667 shares of the restaurant operator’s stock valued at $374,000 after buying an additional 200 shares during the last quarter. Finally, Quent Capital LLC grew its stake in shares of Chipotle Mexican Grill by 2.0% during the 2nd quarter. Quent Capital LLC now owns 10,555 shares of the restaurant operator’s stock worth $593,000 after acquiring an additional 208 shares during the period. Institutional investors own 91.30% of the company’s stock.

Key Stories Impacting Chipotle Mexican Grill

Here are the key news stories impacting Chipotle Mexican Grill this week:

• Positive Sentiment: Coverage highlights a recent valuation rebound that has drawn investors back, framing Chipotle as more attractively priced after the pullback. A Look At Chipotle Mexican Grill (CMG) Valuation As Recent Rebound Draws Investors Back
• Positive Sentiment: Analysts and features are describing a potential “spicy revival” in 2026 as results, margin progress and unit economics improve, encouraging renewed investor interest. Is Chipotle Stock Serving Up a ‘Spicy Revival Story’ in 2026?
• Positive Sentiment: Barclays raised its price target from $38 to $44 and kept an equal-weight rating, signaling analyst recognition of upside from current levels. Benzinga
• Positive Sentiment: Research notes point to Chipotle’s efficiency push and expansion strategy reshaping its investment case—better unit economics and margin recovery are central to the bull thesis. How Chipotle Mexican Grill’s (CMG) Efficiency Push and Expansion Plans Have Changed Its Investment Story
• Positive Sentiment: Sanford C. Bernstein published a bullish forecast for strong price appreciation, adding another voice expecting material upside over time. Sanford C. Bernstein Forecasts Strong Price Appreciation for Chipotle Mexican Grill (NYSE:CMG) Stock
• Positive Sentiment: Ideas that sector dynamics could be friendlier in 2026 (tax breaks, softer comps to beat) support a constructive backdrop for fast-casual chains like Chipotle. Why chains such as Chipotle and Chili’s could have a better 2026 than their rivals
• Positive Sentiment: New initiatives—pilots for catering and “Build Your Own Chipotle” offerings—could unlock incremental revenue from larger parties and corporate orders if scaled successfully. The Untapped Revenue Stream That Could Transform Chipotle’s Growth Story
• Neutral Sentiment: Zacks examines disciplined unit growth and notes early returns are strong, but acknowledges new openings modestly pressure comparable-store sales—important context for near-term comps. Chipotle Scales Unit Growth: What’s the Cannibalization Impact?
• Neutral Sentiment: A broader piece reviews Wall Street analysts’ views—coverage and sentiment are turning more positive overall, but ratings and targets still vary by shop. Is Chipotle (CMG) a Buy as Wall Street Analysts Look Optimistic?

Chipotle Mexican Grill Trading Up 0.7%

CMG stock opened at $38.88 on Thursday. The firm has a 50 day moving average of $34.27 and a 200-day moving average of $41.17. Chipotle Mexican Grill, Inc. has a 12 month low of $29.75 and a 12 month high of $59.57. The firm has a market capitalization of $51.41 billion, a P/E ratio of 34.41, a price-to-earnings-growth ratio of 3.77 and a beta of 0.97.

Chipotle Mexican Grill (NYSE:CMG) last posted its earnings results on Wednesday, October 29th. The restaurant operator reported $0.29 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.29. Chipotle Mexican Grill had a net margin of 13.04% and a return on equity of 45.39%. The business had revenue of $3 billion for the quarter, compared to analyst estimates of $3.06 billion. During the same quarter in the prior year, the firm posted $0.27 EPS. Chipotle Mexican Grill’s revenue was up 7.5% on a year-over-year basis. Sell-side analysts predict that Chipotle Mexican Grill, Inc. will post 1.29 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on CMG shares. Royal Bank Of Canada lowered their price objective on Chipotle Mexican Grill from $58.00 to $40.00 and set an “outperform” rating on the stock in a research note on Thursday, October 30th. Northcoast Research lowered shares of Chipotle Mexican Grill from a “buy” rating to a “neutral” rating in a research report on Friday, October 31st. BTIG Research lowered their price target on shares of Chipotle Mexican Grill from $57.00 to $45.00 and set a “buy” rating on the stock in a research report on Thursday, October 30th. Barclays upped their price target on shares of Chipotle Mexican Grill from $38.00 to $44.00 and gave the company an “equal weight” rating in a research note on Wednesday. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Chipotle Mexican Grill in a research note on Thursday, December 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $49.77.

Chipotle Mexican Grill Company Profile

Chipotle Mexican Grill is a fast-casual restaurant company known for its Mexican-inspired menu of burritos, bowls, tacos and salads. Founded in 1993 by Steve Ells, the chain emphasizes fresh, customizable meals made from a limited menu of core ingredients and a focus on ingredient quality. Chipotle operates primarily company-owned restaurants and offers dine-in, takeout, catering and delivery through its own digital platforms and third-party partners.

The company is headquartered in Newport Beach, California, and traces its roots to Denver, Colorado.