Sumitomo Mitsui Trust Group Inc. Has $98.07 Million Position in Chipotle Mexican Grill, Inc. $CMG

Sumitomo Mitsui Trust Group Inc. raised its position in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 1.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,063,676 shares of the restaurant operator’s stock after purchasing an additional 34,314 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Chipotle Mexican Grill were worth $98,068,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of CMG. Wealth Watch Advisors INC bought a new position in shares of Chipotle Mexican Grill during the third quarter worth $25,000. MV Capital Management Inc. bought a new stake in shares of Chipotle Mexican Grill in the 4th quarter valued at $26,000. Osbon Capital Management LLC acquired a new stake in Chipotle Mexican Grill during the 4th quarter worth $28,000. Merkkuri Wealth Advisors LLC bought a new position in Chipotle Mexican Grill during the first quarter worth about $28,000. Finally, Ankerstar Wealth LLC bought a new position in Chipotle Mexican Grill during the fourth quarter worth about $33,000. 91.30% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Chipotle Mexican Grill

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

• Positive Sentiment: UBS sees Chipotle’s sales, traffic, and restaurant margins improving in the second half of 2026 as pricing, menu changes, and operational initiatives start to help results. Chipotle Mexican Grill’s Sales, Margins Expected to Improve in H2, UBS Says
• Positive Sentiment: Chipotle launched a PGA Tour 2K25 rewards partnership and expanded its Cultivate Next venture investments, signaling efforts to deepen customer engagement and support long-term growth. Chipotle (CMG) Launches PGA Tour 2K25 Rewards And Expands Cultivate Next Bets
• Neutral Sentiment: Chipotle’s COO highlighted internal leadership development and talent promotion, reinforcing execution and succession planning rather than providing a direct near-term financial catalyst. Chipotle’s COO uses team dinners to spot potential leaders. These are the 4 qualities he looks for.
• Neutral Sentiment: Investors are also weighing governance and index reclassifications ahead of earnings, along with valuation questions, which adds attention but no clear directional surprise. How Investors May Respond To Chipotle (CMG) Governance Shifts And Index Moves Ahead Of Earnings
• Negative Sentiment: Some commentary suggests Chipotle’s recent rally may fade because the company is no longer viewed as a high-growth story, and margin pressure remains a concern heading into earnings. Chipotle Is Up 17% in 1 Month. Is It a Top Buy Before July 29?

Analyst Upgrades and Downgrades

Several brokerages have issued reports on CMG. BNP Paribas Exane increased their price target on Chipotle Mexican Grill from $37.00 to $39.00 and gave the stock a “neutral” rating in a report on Thursday, April 30th. Zacks Research upgraded Chipotle Mexican Grill from a “strong sell” rating to a “hold” rating in a report on Friday, April 17th. JPMorgan Chase & Co. upgraded Chipotle Mexican Grill from a “neutral” rating to an “overweight” rating and cut their price objective for the company from $38.00 to $35.00 in a report on Friday, June 5th. Barclays decreased their price objective on Chipotle Mexican Grill from $40.00 to $38.00 and set an “equal weight” rating for the company in a research report on Thursday, April 30th. Finally, Piper Sandler lowered their target price on Chipotle Mexican Grill from $44.00 to $42.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Twenty-three investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Chipotle Mexican Grill currently has a consensus rating of “Moderate Buy” and an average price target of $45.10.

Chipotle Mexican Grill Stock Performance

NYSE CMG traded up $0.72 on Friday, reaching $35.32. The company had a trading volume of 12,957,386 shares, compared to its average volume of 18,111,300. The firm has a market capitalization of $45.30 billion, a price-to-earnings ratio of 32.40, a price-to-earnings-growth ratio of 2.24 and a beta of 0.97. Chipotle Mexican Grill, Inc. has a 1-year low of $28.03 and a 1-year high of $56.31. The company’s fifty day moving average is $32.36 and its 200-day moving average is $34.99.

Chipotle Mexican Grill (NYSE:CMG) last released its quarterly earnings results on Wednesday, April 29th. The restaurant operator reported $0.24 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.24. Chipotle Mexican Grill had a return on equity of 49.64% and a net margin of 11.96%.The firm had revenue of $3.09 billion for the quarter, compared to the consensus estimate of $3.07 billion. During the same quarter last year, the business posted $0.29 EPS. The company’s revenue for the quarter was up 7.4% on a year-over-year basis. On average, research analysts forecast that Chipotle Mexican Grill, Inc. will post 1.13 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.