PBU The Pension Fund of Early Childhood & Youth Educators Makes New $831,000 Investment in Chipotle Mexican Grill, Inc. $CMG

PBU The Pension Fund of Early Childhood & Youth Educators purchased a new position in Chipotle Mexican Grill, Inc. (NYSE:CMG) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 22,457 shares of the restaurant operator’s stock, valued at approximately $831,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in CMG. Capital World Investors boosted its stake in Chipotle Mexican Grill by 122.7% in the 3rd quarter. Capital World Investors now owns 87,844,788 shares of the restaurant operator’s stock worth $3,442,645,000 after purchasing an additional 48,398,628 shares during the period. Norges Bank bought a new position in Chipotle Mexican Grill in the 4th quarter worth approximately $711,837,000. Vanguard Group Inc. boosted its stake in Chipotle Mexican Grill by 14.8% in the 4th quarter. Vanguard Group Inc. now owns 144,588,220 shares of the restaurant operator’s stock worth $5,349,764,000 after purchasing an additional 18,660,882 shares during the period. Capital International Investors boosted its stake in Chipotle Mexican Grill by 42.4% in the 3rd quarter. Capital International Investors now owns 38,497,927 shares of the restaurant operator’s stock worth $1,509,043,000 after purchasing an additional 11,471,658 shares during the period. Finally, TD Asset Management Inc boosted its stake in Chipotle Mexican Grill by 139.3% in the 4th quarter. TD Asset Management Inc now owns 3,989,230 shares of the restaurant operator’s stock worth $147,602,000 after purchasing an additional 2,322,235 shares during the period. 91.30% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have weighed in on CMG shares. Barclays dropped their price target on Chipotle Mexican Grill from $40.00 to $38.00 and set an “equal weight” rating for the company in a research note on Thursday, April 30th. Zacks Research upgraded Chipotle Mexican Grill from a “strong sell” rating to a “hold” rating in a research note on Friday, April 17th. Citigroup upped their price target on Chipotle Mexican Grill from $44.00 to $46.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Piper Sandler dropped their price target 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. Finally, JPMorgan Chase & Co. upgraded Chipotle Mexican Grill from a “neutral” rating to an “overweight” rating and dropped their price target for the stock from $38.00 to $35.00 in a research note on Friday. Twenty-four analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $45.48.

Chipotle Mexican Grill News Roundup

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

• Positive Sentiment: JPMorgan upgraded Chipotle Mexican Grill (CMG) to overweight and assigned a $35 price target, signaling meaningful upside from recent levels. Benzinga
• Positive Sentiment: Chipotle’s refreshed Rewards program is showing growth, with loyalty now making up 32% of sales and enrollments rising 25%, which could support traffic and repeat purchases. Can Chipotle Convert Rewards Growth Into Stronger Traffic?
• Positive Sentiment: Several recent articles argue Chipotle’s weakness may reflect a cyclical trough rather than a structural decline, with some analysts seeing recovery potential from current price levels. Chipotle: The Trough Is Not The Trend
• Neutral Sentiment: Chipotle also ran a marketing promotion tied to NBA milestones, offering free entrees, which may help engagement but is not a major fundamental driver. Chipotle nods to NBA milestones to dole out 53K free entrees
• Neutral Sentiment: One article noted that CMG had fallen the prior day despite broader market gains, underscoring recent volatility rather than a new company-specific problem. Chipotle Mexican Grill (CMG) Stock Drops Despite Market Gains: Important Facts to Note

Chipotle Mexican Grill Stock Performance

NYSE CMG opened at $29.39 on Friday. The company has a market capitalization of $37.70 billion, a P/E ratio of 26.97, a P/E/G ratio of 1.89 and a beta of 0.99. Chipotle Mexican Grill, Inc. has a one year low of $28.03 and a one year high of $58.42. The stock has a 50 day moving average price of $32.86 and a 200-day moving average price of $35.20.

Chipotle Mexican Grill (NYSE:CMG) last posted its earnings results on Wednesday, April 29th. The restaurant operator reported $0.24 EPS for the quarter, meeting analysts’ consensus estimates of $0.24. The firm had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.07 billion. Chipotle Mexican Grill had a return on equity of 49.64% and a net margin of 11.96%.The company’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period in the prior year, the company earned $0.29 EPS. As a group, equities analysts predict that Chipotle Mexican Grill, Inc. will post 1.13 EPS for the current fiscal 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.