UniSuper Management Pty Ltd Has $4.93 Million Stock Position in Chipotle Mexican Grill, Inc. $CMG

UniSuper Management Pty Ltd grew its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 27.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 125,805 shares of the restaurant operator’s stock after acquiring an additional 26,716 shares during the period. UniSuper Management Pty Ltd’s holdings in Chipotle Mexican Grill were worth $4,930,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Operose Advisors LLC acquired a new stake in Chipotle Mexican Grill in the second quarter valued at $25,000. Salomon & Ludwin LLC acquired a new position in Chipotle Mexican Grill during the 3rd quarter worth about $26,000. Lavaca Capital LLC bought a new stake in shares of Chipotle Mexican Grill in the 2nd quarter valued at about $28,000. Activest Wealth Management increased its stake in shares of Chipotle Mexican Grill by 109.3% in the second quarter. Activest Wealth Management now owns 517 shares of the restaurant operator’s stock valued at $29,000 after buying an additional 270 shares during the period. Finally, Steigerwald Gordon & Koch Inc. acquired a new stake in shares of Chipotle Mexican Grill in the third quarter valued at about $29,000. Institutional investors own 91.30% of the company’s stock.

Trending Headlines about Chipotle Mexican Grill

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)

Chipotle Mexican Grill Stock Up 0.8%

NYSE:CMG opened at $40.87 on Monday. Chipotle Mexican Grill, Inc. has a twelve month low of $29.75 and a twelve month high of $59.57. The company has a fifty day moving average of $36.38 and a 200-day moving average of $39.73. The firm has a market capitalization of $54.03 billion, a P/E ratio of 36.16, a P/E/G ratio of 3.85 and a beta of 0.97.

Chipotle Mexican Grill (NYSE:CMG) last posted its quarterly earnings results on Wednesday, October 29th. The restaurant operator reported $0.29 EPS 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 during the quarter, compared to analysts’ expectations of $3.06 billion. During the same period last year, the company posted $0.27 earnings per share. The business’s quarterly revenue was up 7.5% on a year-over-year basis. On average, analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.29 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. JPMorgan Chase & Co. cut their price objective on Chipotle Mexican Grill from $44.00 to $40.00 and set a “neutral” rating on the stock in a research note on Thursday, October 30th. Stephens dropped their price target on shares of Chipotle Mexican Grill from $48.00 to $35.00 and set an “equal weight” rating on the stock in a research report on Thursday, October 30th. KeyCorp reduced their price objective on shares of Chipotle Mexican Grill from $52.00 to $45.00 and set an “overweight” rating on the stock in a research note on Thursday, October 30th. Mizuho lifted their target price on shares of Chipotle Mexican Grill from $36.00 to $38.00 and gave the stock a “neutral” rating in a research note on Friday, January 9th. Finally, Northcoast Research lowered shares of Chipotle Mexican Grill from a “buy” rating to a “neutral” rating in a report on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $50.23.

About Chipotle Mexican Grill

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.