Chipotle Mexican Grill, Inc. $CMG Shares Acquired by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund increased its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 28.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 712,816 shares of the restaurant operator’s stock after purchasing an additional 159,762 shares during the quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Chipotle Mexican Grill were worth $27,935,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Operose Advisors LLC acquired a new stake in Chipotle Mexican Grill during the second quarter worth approximately $25,000. Salomon & Ludwin LLC acquired a new position in shares of Chipotle Mexican Grill in the 3rd quarter valued at $26,000. Lavaca Capital LLC purchased a new position in shares of Chipotle Mexican Grill in the 2nd quarter valued at $28,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of Chipotle Mexican Grill in the 3rd quarter valued at $29,000. Finally, Murphy & Mullick Capital Management Corp raised its stake in Chipotle Mexican Grill by 106.7% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 775 shares of the restaurant operator’s stock worth $30,000 after acquiring an additional 400 shares in the last quarter. 91.30% of the stock is owned by institutional investors and hedge funds.

Chipotle Mexican Grill News Summary

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

• Positive Sentiment: DA Davidson initiated coverage of Chipotle with a Buy rating and a $51 price target, implying significant upside from current levels — a clear catalyst that could support the stock if investors buy into the thesis. Benzinga
• Positive Sentiment: DA Davidson also flagged the restaurant group as poised for a 2026 rebound as valuations sit near multi-year lows and early industry improvement signs appear, which could lift peers including CMG if consumer demand strengthens. DA Davidson sees U.S. restaurants primed for rebound in 2026
• Neutral Sentiment: Coverage comparing sector names: an article on Buffett’s move into Domino’s and sector dynamics provides context on investor preference for franchise-heavy, cash-generative chains versus company-owned models — useful background but not a direct catalyst for CMG. The Restaurant Stock Warren Buffett Bought Is Up. Here’s the One His Successor Will Likely Buy Next
• Neutral Sentiment: A comparative piece on Chipotle vs. Sweetgreen explores differing growth/valuation profiles in the casual-dining/fast-casual space — useful for long-term positioning but not an immediate price driver. Chipotle vs. Sweetgreen: Which Stock Will Make You Richer?
• Negative Sentiment: Zacks highlights that Chipotle has registered a bigger intraday dip than the broader market, signaling short-term selling pressure and bearish tone among traders. Chipotle Mexican Grill (CMG) Sees a More Significant Dip Than Broader Market: Some Facts to Know
• Negative Sentiment: Multiple pieces (The Motley Fool) question whether Chipotle’s valuation (high-teens-to-30s P/E depending on metric) is justified for “mid-single-digit” growth, a narrative that pressures the stock as investors re-price growth expectations. Why Did Chipotle Mexican Grill Stock Drop Today?
• Negative Sentiment: Follow-ups (Yahoo Finance / Zacks) note CMG is down roughly ~8% since its recent earnings report; analysts and investors are watching same-store sales, margin trajectory and forward guidance for signs the company can re-accelerate growth. Why Is Chipotle (CMG) Down 8.1% Since Last Earnings Report?
• Negative Sentiment: Zacks’ deeper look into post-earnings weakness reiterates the same themes: modest revenue/EPS growth, high valuation, and investor skepticism — factors that explain near-term selling pressure. Why Is Chipotle (CMG) Down 8.1% Since Last Earnings Report?

Analyst Ratings Changes

CMG has been the subject of a number of research reports. Sanford C. Bernstein boosted their price target on shares of Chipotle Mexican Grill from $40.00 to $50.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. Piper Sandler dropped their price objective on Chipotle Mexican Grill from $47.00 to $44.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Gordon Haskett cut Chipotle Mexican Grill from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 8th. Telsey Advisory Group reduced their target price on Chipotle Mexican Grill from $50.00 to $48.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Finally, BTIG Research reissued a “buy” rating and issued a $45.00 target price on shares of Chipotle Mexican Grill in a research report on Wednesday, February 4th. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $47.37.

Chipotle Mexican Grill Stock Performance

Shares of NYSE:CMG opened at $35.42 on Friday. The company has a 50-day simple moving average of $38.37 and a 200-day simple moving average of $37.86. Chipotle Mexican Grill, Inc. has a one year low of $29.75 and a one year high of $58.42. The stock has a market capitalization of $46.13 billion, a price-to-earnings ratio of 31.07, a PEG ratio of 2.17 and a beta of 1.00.

Chipotle Mexican Grill (NYSE:CMG) last released its quarterly earnings results on Tuesday, February 3rd. The restaurant operator reported $0.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.24 by $0.01. The firm had revenue of $2.98 billion for the quarter, compared to analyst estimates of $2.96 billion. Chipotle Mexican Grill had a return on equity of 47.99% and a net margin of 12.88%.The business’s revenue was up 4.9% on a year-over-year basis. During the same quarter last year, the company posted $0.25 earnings per share. As a group, research analysts forecast that Chipotle Mexican Grill, Inc. will post 1.29 EPS for the current fiscal year.

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.