Chipotle Mexican Grill, Inc. $CMG Shares Acquired by Fifth Third Bancorp

Fifth Third Bancorp grew its position in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 5.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 565,840 shares of the restaurant operator’s stock after purchasing an additional 27,928 shares during the quarter. Fifth Third Bancorp’s holdings in Chipotle Mexican Grill were worth $18,079,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. BlackRock Inc. bought a new stake in Chipotle Mexican Grill during the second quarter valued at about $4,417,475,000. Arrowstreet Capital Limited Partnership lifted its position in shares of Chipotle Mexican Grill by 19.8% in the first quarter. Arrowstreet Capital Limited Partnership now owns 16,478,248 shares of the restaurant operator’s stock valued at $527,469,000 after acquiring an additional 2,727,762 shares in the last quarter. Amundi lifted its position in shares of Chipotle Mexican Grill by 23.3% in the first quarter. Amundi now owns 11,980,192 shares of the restaurant operator’s stock valued at $383,486,000 after acquiring an additional 2,266,087 shares in the last quarter. Bank of America Corp DE bought a new position in shares of Chipotle Mexican Grill in the second quarter worth about $383,483,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Chipotle Mexican Grill by 30.6% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 10,845,627 shares of the restaurant operator’s stock worth $368,751,000 after acquiring an additional 2,541,795 shares during the period. 91.30% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Chipotle Mexican Grill

In other Chipotle Mexican Grill news, insider Matthew R. Bush sold 2,675 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $35.75, for a total transaction of $95,631.25. Following the completion of the sale, the insider owned 21,415 shares in the company, valued at $765,586.25. This represents a 11.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.45% of the company’s stock.

Key Chipotle Mexican Grill News

These are some of the CMG news items that stood out recently:

• Positive Sentiment: Chipotle repurchased billions of dollars in stock over the past 12 months, including shares at an average price of $34.05 last quarter. The article argues the buybacks may help support the stock as the business recovers. Chipotle Bought Back Stock at $34.05 a Share Last Quarter. Is It Still a Buy Today?
• Neutral Sentiment: A comparison with Coca-Cola highlights Chipotle’s company-owned restaurant model and digital sales as growth drivers, but offers no new company-specific development or direct catalyst for CMG shares. Chipotle Mexican Grill vs. Coca-Cola: Which Stock Is a Buy After the Nvidia Sell-Off?
• Negative Sentiment: Zacks cut its 2026 EPS estimate to $1.09 from $1.15 and lowered its Q4 2026 estimate to $0.25 from $0.29. The revisions point to near-term earnings pressure and offset some of the optimism in its later-year forecasts. Zacks Research earnings estimate revisions

Chipotle Mexican Grill Trading Up 0.3%

Chipotle Mexican Grill stock opened at $35.27 on Friday. The firm has a 50-day moving average price of $32.53 and a 200-day moving average price of $33.87. The firm has a market capitalization of $44.61 billion, a PE ratio of 32.96, a price-to-earnings-growth ratio of 2.32 and a beta of 1.00. Chipotle Mexican Grill, Inc. has a 12-month low of $27.31 and a 12-month high of $41.42.

Chipotle Mexican Grill (NYSE:CMG) last posted its quarterly earnings data on Wednesday, October 28th. The restaurant operator reported $0.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.29 by ($0.02). The business had revenue of $3.29 billion for the quarter, compared to analysts’ expectations of $3.29 billion. Chipotle Mexican Grill had a net margin of 10.83% and a return on equity of 57.05%. Chipotle Mexican Grill’s revenue was up 9.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.29 EPS. As a group, sell-side analysts predict that Chipotle Mexican Grill, Inc. will post 1.10 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Bank of America reissued a “buy” rating and issued a $53.00 price target (up from $50.00) on shares of Chipotle Mexican Grill in a report on Tuesday, September 1st. Oppenheimer reaffirmed an “outperform” rating and set a $51.00 price objective on shares of Chipotle Mexican Grill in a report on Thursday, October 29th. Guggenheim reiterated a “neutral” rating and set a $32.00 price objective (down from $36.00) on shares of Chipotle Mexican Grill in a research report on Thursday, October 29th. Deutsche Bank reduced their price objective on shares of Chipotle Mexican Grill from $51.00 to $45.00 and set a “buy” rating on the stock in a research report on Wednesday, October 21st. Finally, Gordon Haskett lowered their target price on shares of Chipotle Mexican Grill from $42.00 to $36.00 and set a “hold” rating on the stock in a report on Monday, October 19th. Twenty-six investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $42.44.

Chipotle Mexican Grill Company Profile

Chipotle Mexican Grill is a fast-casual restaurant company that serves Mexican-inspired food, including burritos, bowls, tacos and salads. Customers can customize meals with ingredients such as rice, beans, meats, vegetables, salsas and guacamole. Founded by Steve Ells in Denver, Colorado, in 1993, Chipotle built its business around preparing food in restaurant kitchens and emphasizing ingredients it describes as responsibly sourced. The company primarily operates its own restaurants, rather than relying on a franchise model.