Envestnet Portfolio Solutions Inc. Acquires 75,953 Shares of Chipotle Mexican Grill, Inc. $CMG

Envestnet Portfolio Solutions Inc. lifted its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 75.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 176,377 shares of the restaurant operator’s stock after purchasing an additional 75,953 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Chipotle Mexican Grill were worth $6,912,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Sarasin & Partners LLP lifted its stake in shares of Chipotle Mexican Grill by 1.1% in the third quarter. Sarasin & Partners LLP now owns 2,565,111 shares of the restaurant operator’s stock worth $102,348,000 after buying an additional 27,366 shares during the last quarter. Rexford Capital Inc. raised its holdings in Chipotle Mexican Grill by 3,266.1% in the 3rd quarter. Rexford Capital Inc. now owns 14,676 shares of the restaurant operator’s stock worth $575,000 after acquiring an additional 14,240 shares during the period. Union Bancaire Privee UBP SA lifted its position in Chipotle Mexican Grill by 76.3% during the 3rd 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 during the last quarter. Hilltop National Bank bought a new stake in Chipotle Mexican Grill during the second quarter valued at about $2,579,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of Chipotle Mexican Grill by 7.1% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,596,483 shares of the restaurant operator’s stock valued at $145,793,000 after purchasing an additional 171,466 shares during the last quarter. Institutional investors and hedge funds own 91.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the company. JPMorgan Chase & Co. cut their price objective on Chipotle Mexican Grill from $44.00 to $40.00 and set a “neutral” rating for the company in a research report on Thursday, October 30th. Piper Sandler upped their price target on Chipotle Mexican Grill from $44.00 to $47.00 and gave the stock an “overweight” rating in a report on Friday. BTIG Research reduced their price objective on Chipotle Mexican Grill from $57.00 to $45.00 and set a “buy” rating for the company in a research report on Thursday, October 30th. Truist Financial boosted their target price on shares of Chipotle Mexican Grill from $45.00 to $50.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Finally, KeyCorp cut their target price on shares of Chipotle Mexican Grill from $52.00 to $45.00 and set an “overweight” rating for the company in a research note on Thursday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $50.23.

Trending Headlines about Chipotle Mexican Grill

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

• Positive Sentiment: Piper Sandler raised its price target to $47 and maintains an “overweight” rating, signaling near-term upside from current levels. Piper Sandler price target raise via Benzinga
• Positive Sentiment: Wells Fargo lifted its price target to $50 with an “overweight” call, the most bullish target cited and a potential catalyst for additional buying. Wells Fargo price target raise via Benzinga
• Positive Sentiment: Raymond James published a forecast pointing to strong price appreciation for CMG, reinforcing the analyst-side optimism on growth and margin durability. Raymond James forecast (American Banking News)
• Positive Sentiment: Industry pieces (Zacks, Yahoo) highlight Chipotle’s digital sales, menu innovation and expansion as drivers renewing investor confidence—supporting a bullish narrative on execution and long-term growth. 3 Restaurant Stocks Showing Growth Potential (Zacks)
• Positive Sentiment: Long-term performance stories (e.g., Benzinga piece on a 15-year $100 investment) reinforce investor sentiment that Chipotle has been a durable growth compounder. If You Invested $100 In Chipotle 15 Years Ago (Benzinga)
• Neutral Sentiment: Zacks flagged CMG as a trending stock with a roundup of facts investors should know—useful context but not an immediate price catalyst. Trending Stock: Facts to Know (Zacks)
• Neutral Sentiment: Chipotle filed to form a PAC, signaling a change in political engagement; this may affect governance perceptions but has unclear near-term financial impact. Chipotle forms PAC (Business Insider)
• Neutral Sentiment: Leadership moves — a search for a new CMO and related reshuffling — raise execution-watch flags for expansion and marketing strategy, but outcomes are uncertain. Leadership shuffle and CMO search (Yahoo Finance)
• Negative Sentiment: BWG Global downgraded CMG, introducing a concrete bearish analyst catalyst that could pressure shares if other firms follow suit or if downgrade cites execution or margin risks. BWG Global downgrades Chipotle (MSN)

Chipotle Mexican Grill Price Performance

Shares of CMG stock opened at $40.87 on Friday. Chipotle Mexican Grill, Inc. has a one year low of $29.75 and a one year high of $59.57. The stock has a fifty day moving average price of $36.38 and a 200 day moving average price of $39.85. The stock has a market cap of $54.03 billion, a P/E ratio of 36.16, a price-to-earnings-growth ratio of 3.88 and a beta of 0.97.

Chipotle Mexican Grill (NYSE:CMG) last announced its quarterly earnings results on Wednesday, October 29th. The restaurant operator reported $0.29 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.29. The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $3.06 billion. Chipotle Mexican Grill had a net margin of 13.04% and a return on equity of 45.39%. The business’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.27 EPS. Equities research analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.29 EPS for the current 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.