Washington Trust Advisors Inc. Raises Position in Chipotle Mexican Grill, Inc. $CMG

Washington Trust Advisors Inc. lifted its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 925.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 26,782 shares of the restaurant operator’s stock after buying an additional 24,169 shares during the period. Washington Trust Advisors Inc.’s holdings in Chipotle Mexican Grill were worth $1,050,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. lifted its stake in Chipotle Mexican Grill by 2.0% during the 3rd quarter. Vanguard Group Inc. now owns 125,927,338 shares of the restaurant operator’s stock valued at $4,935,092,000 after acquiring an additional 2,470,213 shares in the last quarter. Alliancebernstein L.P. raised its holdings in shares of Chipotle Mexican Grill by 1.9% in the second quarter. Alliancebernstein L.P. now owns 33,111,508 shares of the restaurant operator’s stock valued at $1,859,211,000 after purchasing an additional 606,190 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Chipotle Mexican Grill by 1.1% during the second quarter. Geode Capital Management LLC now owns 29,659,508 shares of the restaurant operator’s stock valued at $1,657,193,000 after purchasing an additional 325,926 shares in the last quarter. American Century Companies Inc. boosted its holdings in Chipotle Mexican Grill by 2.9% during the second quarter. American Century Companies Inc. now owns 21,257,666 shares of the restaurant operator’s stock worth $1,193,618,000 after purchasing an additional 595,038 shares during the last quarter. Finally, Norges Bank bought a new stake in Chipotle Mexican Grill in the 2nd quarter worth about $1,001,668,000. Institutional investors own 91.30% of the company’s stock.

Analyst Upgrades and Downgrades

CMG has been the topic of several recent analyst reports. Morgan Stanley dropped their target price on shares of Chipotle Mexican Grill from $50.00 to $49.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. UBS Group reiterated a “buy” rating on shares of Chipotle Mexican Grill in a report on Monday, January 26th. Gordon Haskett downgraded Chipotle Mexican Grill from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 8th. Sanford C. Bernstein raised their target price on Chipotle Mexican Grill from $40.00 to $50.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. Finally, Evercore reiterated an “outperform” rating and set a $45.00 target price on shares of Chipotle Mexican Grill in a research note on Friday, December 19th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Chipotle Mexican Grill has an average rating of “Moderate Buy” and a consensus target price of $47.24.

Chipotle Mexican Grill Price Performance

Shares of NYSE CMG opened at $37.51 on Monday. The stock has a market capitalization of $48.85 billion, a PE ratio of 32.90, a P/E/G ratio of 2.30 and a beta of 0.99. Chipotle Mexican Grill, Inc. has a one year low of $29.75 and a one year high of $58.42. The business’s fifty day moving average price is $38.45 and its 200-day moving average price is $38.25.

Chipotle Mexican Grill (NYSE:CMG) last announced its quarterly earnings data on Tuesday, February 3rd. The restaurant operator reported $0.25 earnings per share 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 analyst estimates of $2.96 billion. Chipotle Mexican Grill had a return on equity of 47.99% and a net margin of 12.88%.The firm’s revenue for the quarter was up 4.9% on a year-over-year basis. During the same quarter last year, the firm posted $0.25 EPS. As a group, equities analysts expect that Chipotle Mexican Grill, Inc. will post 1.29 EPS for the current fiscal year.

Trending Headlines about Chipotle Mexican Grill

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

• Positive Sentiment: Recent reported results showed a slight beat on EPS and revenue, with year‑over‑year revenue growth and strong margins/ROE — evidence the core business remains profitable and supports longer‑term cash flow. (Earnings release Feb. 3 commentary)
• Neutral Sentiment: A Yahoo Finance valuation piece walks through how analysts are digesting Chipotle’s 2026 guidance and plans to reinvest in margins. The article frames the reinvestment plan as a reason for near‑term margin pressure but possibly constructive for sustaining growth, leaving valuation views mixed. A Look At Chipotle Mexican Grill’s Valuation As Analysts React To 2026 Guidance And Margin Reinvestment Plans
• Neutral Sentiment: A Motley Fool piece examines where CMG could be in a year, noting the stock’s recent large trailing‑12‑month decline and exploring scenarios. It’s more analytical than a clear buy/sell signal, adding to mixed investor views. Where Will Chipotle Mexican Grill Be in 1 Year?
• Negative Sentiment: Zacks Research issued widespread cuts to near‑term and multi‑year EPS forecasts (Q1–Q4 2026, FY2026, FY2027 and beyond) and maintains a “Strong Sell” stance. Those downgrades compress forward earnings expectations and are a principal driver of downward pressure on CMG’s share price today. MarketBeat coverage of CMG / Zacks revisions
• Negative Sentiment: Another Motley Fool column argues Chipotle is interesting but recommends an alternative (Dutch Bros) as a better growth purchase — reinforcing rotation risk away from CMG among retail investors. Chipotle Mexican Grill Stock Is Interesting, but Here’s What I’d Buy Instead

Chipotle Mexican Grill 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.