Chipotle Mexican Grill, Inc. $CMG Stake Decreased by Spirit of America Management Corp NY

Spirit of America Management Corp NY cut its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 82.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,000 shares of the restaurant operator’s stock after selling 33,200 shares during the period. Spirit of America Management Corp NY’s holdings in Chipotle Mexican Grill were worth $259,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in CMG. Revolve Wealth Partners LLC raised its stake in Chipotle Mexican Grill by 4.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,804 shares of the restaurant operator’s stock valued at $290,000 after acquiring an additional 214 shares in the last quarter. Trueblood Wealth Management LLC boosted its position in Chipotle Mexican Grill by 4.6% during the 3rd quarter. Trueblood Wealth Management LLC now owns 5,703 shares of the restaurant operator’s stock worth $224,000 after acquiring an additional 253 shares during the period. Centurion Wealth Management LLC grew its stake in shares of Chipotle Mexican Grill by 3.1% in the fourth quarter. Centurion Wealth Management LLC now owns 8,713 shares of the restaurant operator’s stock worth $322,000 after purchasing an additional 260 shares in the last quarter. Lakeshore Capital Group Inc. increased its holdings in shares of Chipotle Mexican Grill by 1.9% during the third quarter. Lakeshore Capital Group Inc. now owns 14,632 shares of the restaurant operator’s stock valued at $573,000 after purchasing an additional 272 shares during the period. Finally, Pine Haven Investment Counsel Inc increased its holdings in shares of Chipotle Mexican Grill by 0.8% during the third quarter. Pine Haven Investment Counsel Inc now owns 37,391 shares of the restaurant operator’s stock valued at $1,465,000 after purchasing an additional 280 shares during the period. 91.30% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on CMG shares. Gordon Haskett downgraded shares of Chipotle Mexican Grill from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 8th. Weiss Ratings reissued a “hold (c-)” rating on shares of Chipotle Mexican Grill in a research note on Monday, December 29th. Sanford C. Bernstein boosted their price target on shares of Chipotle Mexican Grill from $40.00 to $50.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Morgan Stanley reduced their price target on shares of Chipotle Mexican Grill from $50.00 to $49.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $48.00 price objective on shares of Chipotle Mexican Grill in a report on Wednesday, February 4th. Twenty-four research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $47.13.

Key Chipotle Mexican Grill News

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

• Positive Sentiment: Chipotle relaunched its Burrito Vault promotion — a Double Protein edition for National Burrito Day with over $2 million in prizes and renewed Rewards engagement, a move that should drive foot traffic, app activity and short-term sales/PR. CHIPOTLE LAUNCHES BURRITO VAULT: DOUBLE PROTEIN EDITION
• Positive Sentiment: A Yahoo piece highlights the company’s long runway for growth (digital, menu innovation, loyalty), reinforcing the narrative that marketing and unit economics can support recovery if comps improve. What Offers Chipotle Mexican Grill (CMG) a Long Runway for Growth?
• Neutral Sentiment: BNP Paribas Exane initiated coverage with a “neutral” rating and a $37 price target — that implies upside from current levels but keeps an overall cautious tone. (Coverage note)
• Neutral Sentiment: Market recaps note CMG rose on the day but still underperformed broader indices, signaling investor caution despite the rally. Chipotle Mexican Grill (CMG) Gains But Lags Market
• Neutral Sentiment: Additional market coverage reiterates the same point: shares rose intraday but remain pressured relative to the market, showing limited conviction. Chipotle Mexican Grill Inc. stock rises Tuesday, still underperforms market
• Negative Sentiment: Jim Cramer warned that Chipotle “has to show some better‑than‑expected numbers” and hasn’t yet — a high‑profile critique that can amplify investor skepticism and cap short‑term upside until results improve. Jim Cramer on Chipotle Mexican Grill

Chipotle Mexican Grill Stock Up 2.6%

Shares of CMG stock opened at $31.96 on Wednesday. The stock has a 50-day simple moving average of $36.38 and a 200 day simple moving average of $36.83. The stock has a market capitalization of $41.63 billion, a P/E ratio of 28.04, a P/E/G ratio of 1.91 and a beta of 1.00. Chipotle Mexican Grill, Inc. has a fifty-two week low of $29.75 and a fifty-two week high of $58.42.

Chipotle Mexican Grill (NYSE:CMG) last issued its quarterly earnings results on Tuesday, February 3rd. The restaurant operator reported $0.25 EPS for the quarter, topping the consensus estimate of $0.24 by $0.01. Chipotle Mexican Grill had a net margin of 12.88% and a return on equity of 47.99%. The firm had revenue of $2.98 billion for the quarter, compared to analysts’ expectations of $2.96 billion. During the same period in the previous year, the business earned $0.25 earnings per share. Chipotle Mexican Grill’s revenue for the quarter was up 4.9% compared to the same quarter last year. On average, sell-side analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.29 earnings per share for the current year.

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.