ING Groep NV Buys 78,407 Shares of Chipotle Mexican Grill, Inc. $CMG

ING Groep NV boosted its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 45.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 252,025 shares of the restaurant operator’s stock after buying an additional 78,407 shares during the quarter. ING Groep NV’s holdings in Chipotle Mexican Grill were worth $9,877,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Operose Advisors LLC bought a new position in shares of Chipotle Mexican Grill during the second quarter worth $25,000. Salomon & Ludwin LLC bought a new position in shares of Chipotle Mexican Grill during the 3rd quarter valued at about $26,000. Lavaca Capital LLC purchased a new position in shares of Chipotle Mexican Grill during the second quarter valued at about $28,000. Activest Wealth Management increased its holdings in shares of Chipotle Mexican Grill by 109.3% in the second quarter. Activest Wealth Management now owns 517 shares of the restaurant operator’s stock worth $29,000 after purchasing an additional 270 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. bought a new position in Chipotle Mexican Grill during the third quarter valued at approximately $29,000. 91.30% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms have recently issued reports on CMG. BTIG Research restated a “buy” rating and issued a $45.00 target price on shares of Chipotle Mexican Grill in a report on Wednesday, February 4th. Evercore reaffirmed an “outperform” rating and set a $45.00 target price on shares of Chipotle Mexican Grill in a report on Friday, December 19th. Telsey Advisory Group dropped their target price on Chipotle Mexican Grill from $50.00 to $48.00 and set an “outperform” rating on the stock in a report on Wednesday, February 4th. UBS Group reaffirmed a “buy” rating on shares of Chipotle Mexican Grill in a report on Monday, January 26th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Chipotle Mexican Grill in a research report on Thursday, October 30th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Chipotle Mexican Grill currently has an average rating of “Moderate Buy” and a consensus price target of $47.24.

Chipotle Mexican Grill Stock Performance

Shares of CMG opened at $37.21 on Thursday. Chipotle Mexican Grill, Inc. has a 1 year low of $29.75 and a 1 year high of $58.42. The stock has a market capitalization of $48.46 billion, a PE ratio of 32.64, a PEG ratio of 2.35 and a beta of 0.99. The stock has a 50-day simple moving average of $38.05 and a 200-day simple moving average of $38.58.

Chipotle Mexican Grill (NYSE:CMG) last posted 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. The company had revenue of $2.98 billion during the quarter, compared to analysts’ expectations of $2.96 billion. Chipotle Mexican Grill had a net margin of 12.88% and a return on equity of 47.99%. The firm’s revenue was up 4.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.25 EPS. Analysts predict that Chipotle Mexican Grill, Inc. will post 1.29 EPS for the current year.

Key Stories Impacting Chipotle Mexican Grill

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

• Positive Sentiment: Growth push — CEO says the company plans to open ~370 new restaurants globally in 2026, supporting longer‑term revenue expansion potential. Chipotle aims to open 370 restaurants globally in 2026: CEO
• Positive Sentiment: Marketing lift — management ran $1M Super Bowl giveaways and highlights promotional activity intended to drive brand engagement. Chipotle CEO talks $1M in Super Bowl giveaways, expansion plans
• Neutral Sentiment: Analyst narrative shifting — recent coverage notes analysts’ views are converging, signaling investors are re‑rating expectations (could reduce volatility if consensus stabilizes). How The Story Around Chipotle Mexican Grill (CMG) Is Shifting As Analyst Views Converge
• Negative Sentiment: Retail sentiment and transaction volume have cooled — coverage cites a pullback in retail enthusiasm (social sentiment moved to neutral) alongside falling transaction volume, which raises near‑term traffic/revenue concerns. Chipotle Stock Falls 34% as Transaction Volume Drops, Even With High Earners.
• Negative Sentiment: Options market is signaling downside hedging — unusually large put option volume (about 105,887 puts, ~35% above average) suggests increased bearish positioning or hedging by traders, which can pressure shares.
• Negative Sentiment: Pricing strategy controversy — leaked comments and management statements that the chain won’t adopt value menus and may “lean into” higher‑earning customers have drawn negative attention and could exacerbate traffic risk if consumers resist higher price points. Chipotle CEO doubles down on not offering value meals, says ‘our food is worth Chipotle CEO allegedly suggests company would keep raising prices and ‘lean into’ customers making over $100K
• Negative Sentiment: Traffic is the key risk for 2026 — analysts and commentary flag that proof of sustained customer visits (not just ticket inflation) will determine whether recent softness is cyclical or structural. 2026: Chipotle Must Prove Traffic Weakness Is Cyclical, Not Structural

About Chipotle Mexican Grill

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.