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

UniSuper Management Pty Ltd increased its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 27.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 125,805 shares of the restaurant operator’s stock after buying an additional 26,716 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Chipotle Mexican Grill were worth $4,930,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in shares of Chipotle Mexican Grill by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 123,457,125 shares of the restaurant operator’s stock valued at $6,932,118,000 after acquiring an additional 993,798 shares during the period. Alliancebernstein L.P. increased its holdings in Chipotle Mexican Grill by 1.9% in the 2nd quarter. Alliancebernstein L.P. now owns 33,111,508 shares of the restaurant operator’s stock valued at $1,859,211,000 after buying an additional 606,190 shares during the period. Geode Capital Management LLC increased its holdings in Chipotle Mexican Grill by 1.1% in the 2nd quarter. Geode Capital Management LLC now owns 29,659,508 shares of the restaurant operator’s stock valued at $1,657,193,000 after buying an additional 325,926 shares during the period. American Century Companies Inc. raised its position in shares of Chipotle Mexican Grill by 2.9% in the 2nd quarter. American Century Companies Inc. now owns 21,257,666 shares of the restaurant operator’s stock valued at $1,193,618,000 after buying an additional 595,038 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of Chipotle Mexican Grill during the 2nd quarter worth approximately $1,001,668,000. 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. The company has a market cap of $54.03 billion, a price-to-earnings ratio of 36.16, a price-to-earnings-growth ratio of 3.85 and a beta of 0.97. Chipotle Mexican Grill, Inc. has a twelve month low of $29.75 and a twelve month high of $59.57. The business’s fifty day moving average is $36.38 and its 200 day moving average is $39.73.

Chipotle Mexican Grill (NYSE:CMG) last issued its earnings results on Wednesday, October 29th. The restaurant operator reported $0.29 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.29. The business had revenue of $3 billion during the quarter, compared to analysts’ expectations of $3.06 billion. Chipotle Mexican Grill had a return on equity of 45.39% and a net margin of 13.04%.The business’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.27 EPS. On average, research analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.29 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on CMG shares. Barclays lifted their price objective on shares of Chipotle Mexican Grill from $38.00 to $44.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 7th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Chipotle Mexican Grill in a research note on Monday, December 29th. Robert W. Baird lowered 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. Sanford C. Bernstein upped their price objective on Chipotle Mexican Grill from $40.00 to $50.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Finally, Jefferies Financial Group decreased their target price on Chipotle Mexican Grill from $48.00 to $44.00 and set a “hold” rating on the stock in a research report on Monday, October 13th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat.com, Chipotle Mexican Grill presently has an average rating of “Moderate Buy” and an average price target of $50.23.

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.