Chipotle Mexican Grill, Inc. $CMG Shares Sold by Resona Asset Management Co. Ltd.

Resona Asset Management Co. Ltd. trimmed its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 5.1% during the third quarter, HoldingsChannel reports. The institutional investor owned 426,313 shares of the restaurant operator’s stock after selling 22,981 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Chipotle Mexican Grill were worth $16,756,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Operose Advisors LLC purchased a new position in shares of Chipotle Mexican Grill in the 2nd quarter valued at $25,000. Lavaca Capital LLC purchased a new stake in Chipotle Mexican Grill during the 2nd quarter worth $28,000. Activest Wealth Management increased its holdings in Chipotle Mexican Grill by 109.3% in the 2nd quarter. Activest Wealth Management now owns 517 shares of the restaurant operator’s stock valued at $29,000 after purchasing an additional 270 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in Chipotle Mexican Grill in the 2nd quarter valued at $34,000. Finally, Evolution Wealth Management Inc. purchased a new position in Chipotle Mexican Grill in the second quarter valued at about $34,000. 91.30% of the stock is currently owned by hedge funds and other institutional investors.

Chipotle Mexican Grill Stock Up 0.8%

CMG stock opened at $40.87 on Monday. The stock’s 50 day moving average is $36.38 and its two-hundred day moving average is $39.73. Chipotle Mexican Grill, Inc. has a 52-week low of $29.75 and a 52-week high of $59.57. The company has a market capitalization of $54.03 billion, a PE ratio of 36.16, a P/E/G ratio of 3.85 and a beta of 0.97.

Chipotle Mexican Grill (NYSE:CMG) last released its quarterly 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. The business had revenue of $3 billion during the quarter, compared to the consensus estimate of $3.06 billion. Chipotle Mexican Grill had a net margin of 13.04% and a return on equity of 45.39%. The business’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.27 earnings per share. As a group, sell-side analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.29 EPS for the current year.

Chipotle Mexican Grill News Summary

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

• Positive Sentiment: Piper Sandler raised its price target to $47 and maintains an “overweight” rating, signaling near-term upside from current levels. Piper Sandler price target raise via Benzinga
• Positive Sentiment: Wells Fargo lifted its price target to $50 with an “overweight” call, the most bullish target cited and a potential catalyst for additional buying. Wells Fargo price target raise via Benzinga
• Positive Sentiment: Raymond James published a forecast pointing to strong price appreciation for CMG, reinforcing the analyst-side optimism on growth and margin durability. Raymond James forecast (American Banking News)
• Positive Sentiment: Industry pieces (Zacks, Yahoo) highlight Chipotle’s digital sales, menu innovation and expansion as drivers renewing investor confidence—supporting a bullish narrative on execution and long-term growth. 3 Restaurant Stocks Showing Growth Potential (Zacks)
• Positive Sentiment: Long-term performance stories (e.g., Benzinga piece on a 15-year $100 investment) reinforce investor sentiment that Chipotle has been a durable growth compounder. If You Invested $100 In Chipotle 15 Years Ago (Benzinga)
• Neutral Sentiment: Zacks flagged CMG as a trending stock with a roundup of facts investors should know—useful context but not an immediate price catalyst. Trending Stock: Facts to Know (Zacks)
• Neutral Sentiment: Chipotle filed to form a PAC, signaling a change in political engagement; this may affect governance perceptions but has unclear near-term financial impact. Chipotle forms PAC (Business Insider)
• Neutral Sentiment: Leadership moves — a search for a new CMO and related reshuffling — raise execution-watch flags for expansion and marketing strategy, but outcomes are uncertain. Leadership shuffle and CMO search (Yahoo Finance)
• Negative Sentiment: BWG Global downgraded CMG, introducing a concrete bearish analyst catalyst that could pressure shares if other firms follow suit or if downgrade cites execution or margin risks. BWG Global downgrades Chipotle (MSN)

Analysts Set New Price Targets

Several brokerages have recently weighed in on CMG. BMO Capital Markets reaffirmed an “outperform” rating on shares of Chipotle Mexican Grill in a research report on Thursday, October 30th. The Goldman Sachs Group reissued a “buy” rating on shares of Chipotle Mexican Grill in a research report on Thursday, December 18th. Robert W. Baird decreased their price target on Chipotle Mexican Grill from $59.00 to $49.00 and set an “outperform” rating for the company in a report on Friday, October 10th. Mizuho increased their price objective on shares of Chipotle Mexican Grill from $36.00 to $38.00 and gave the company a “neutral” rating in a research report on Friday, January 9th. Finally, Morgan Stanley dropped their price objective on shares of Chipotle Mexican Grill from $59.00 to $50.00 and set an “overweight” rating on the stock in a research note on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $50.23.

Chipotle Mexican Grill 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.