Chipotle Mexican Grill (NYSE:CMG) Stock Price Expected to Rise, Mizuho Analyst Says

Chipotle Mexican Grill (NYSE:CMG) had its target price increased by research analysts at Mizuho from $36.00 to $38.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the restaurant operator’s stock. Mizuho’s price objective would suggest a potential downside of 5.23% from the stock’s current price.

Several other analysts have also recently commented on the company. Wells Fargo & Company decreased their target price on Chipotle Mexican Grill from $55.00 to $45.00 and set an “overweight” rating for the company in a research report on Thursday, October 30th. Zacks Research raised Chipotle Mexican Grill from a “strong sell” rating to a “hold” rating in a research note on Monday, December 29th. Robert W. Baird decreased their price objective on Chipotle Mexican Grill from $59.00 to $49.00 and set an “outperform” rating for the company in a research report on Friday, October 10th. TD Cowen dropped their target price on Chipotle Mexican Grill from $45.00 to $40.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. Finally, Barclays increased their price target on shares of Chipotle Mexican Grill from $38.00 to $44.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $50.00.

Chipotle Mexican Grill Price Performance

Chipotle Mexican Grill stock opened at $40.10 on Friday. Chipotle Mexican Grill has a fifty-two week low of $29.75 and a fifty-two week high of $59.57. The firm’s 50 day simple moving average is $34.57 and its 200-day simple moving average is $40.96. The company has a market cap of $53.02 billion, a P/E ratio of 35.49, a price-to-earnings-growth ratio of 3.75 and a beta of 0.97.

Chipotle Mexican Grill (NYSE:CMG) last posted its quarterly earnings data on Wednesday, October 29th. The restaurant operator reported $0.29 EPS for the quarter, hitting analysts’ consensus estimates of $0.29. Chipotle Mexican Grill had a net margin of 13.04% and a return on equity of 45.39%. The firm had revenue of $3 billion during the quarter, compared to analyst estimates of $3.06 billion. During the same quarter last year, the business posted $0.27 EPS. The company’s revenue was up 7.5% on a year-over-year basis. On average, analysts expect that Chipotle Mexican Grill will post 1.29 EPS for the current fiscal year.

Hedge Funds Weigh In On Chipotle Mexican Grill

A number of hedge funds have recently added to or reduced their stakes in CMG. Sarasin & Partners LLP grew its position in shares of Chipotle Mexican Grill by 1.1% in the 3rd quarter. Sarasin & Partners LLP now owns 2,565,111 shares of the restaurant operator’s stock valued at $102,348,000 after purchasing an additional 27,366 shares during the period. Rexford Capital Inc. boosted its holdings in shares of Chipotle Mexican Grill by 3,266.1% in the third quarter. Rexford Capital Inc. now owns 14,676 shares of the restaurant operator’s stock valued at $575,000 after buying an additional 14,240 shares during the period. Union Bancaire Privee UBP SA increased its position in shares of Chipotle Mexican Grill by 76.3% during the third quarter. Union Bancaire Privee UBP SA now owns 356,986 shares of the restaurant operator’s stock worth $13,333,000 after acquiring an additional 154,512 shares in the last quarter. Hilltop National Bank acquired a new stake in shares of Chipotle Mexican Grill during the second quarter worth $2,579,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Chipotle Mexican Grill by 7.1% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,596,483 shares of the restaurant operator’s stock worth $145,793,000 after acquiring an additional 171,466 shares during the period. Institutional investors and hedge funds own 91.30% of the company’s stock.

Chipotle Mexican Grill News Roundup

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

• Positive Sentiment: Telsey Advisory Group initiated coverage with an Outperform rating and a $50 price target — a fresh analyst endorsement that signals confidence in Chipotle’s growth story and likely helped buying interest. Telsey Initiation
• Positive Sentiment: Truist raised its price target to $50 and kept a Buy view, another firm pushing upside expectations that supports the rally. Truist PT Raise
• Positive Sentiment: Analysts are highlighting Chipotle’s strong earnings‑surprise history and the company’s setup to beat again, which bolsters confidence ahead of future reports. Zacks Earnings Beat Thesis
• Positive Sentiment: Product strategy: Chipotle’s push of higher‑protein menu options aimed at GLP‑1 users is being viewed by analysts as a demand catalyst and potential market share win among health‑focused consumers. Benzinga High‑Protein Push
• Positive Sentiment: Barclays and other brokers are publicly forecasting upside, adding to the positive analyst tone supporting the stock. Barclays Note
• Neutral Sentiment: Bernstein reiterated an Outperform rating but cut its price target to $40 — a mixed signal that keeps medium‑term conviction but reduces near‑term upside. Bernstein Note
• Neutral Sentiment: Mizuho nudged its target to $38 with a Neutral rating, reflecting more cautious positioning by some sell‑side desks amid recent gains. Mizuho Note
• Negative Sentiment: Valuation and momentum concerns: several pieces question whether the recent rebound has stretched pricing relative to fundamentals (P/E near decade lows versus past but still elevated vs. peers) — this commentary can cap upside and prompt profit‑taking. Yahoo: Pricing Stretched?
• Negative Sentiment: Macro/consumer risk: opinion pieces label Chipotle as a possible “value trap” if same‑store sales weakness persists; new federal nutrition guidelines also introduce uncertainty about dining‑out behavior. Fool: Value Trap Analysis CNBC: Nutrition Guidelines

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.