Blair William & Co. IL Sells 815,336 Shares of Chipotle Mexican Grill, Inc. $CMG

Blair William & Co. IL reduced its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 35.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,496,244 shares of the restaurant operator’s stock after selling 815,336 shares during the quarter. Blair William & Co. IL owned approximately 0.11% of Chipotle Mexican Grill worth $58,638,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of CMG. First Trust Advisors LP boosted its holdings in Chipotle Mexican Grill by 12.8% during the 3rd quarter. First Trust Advisors LP now owns 593,528 shares of the restaurant operator’s stock worth $23,260,000 after acquiring an additional 67,176 shares during the last quarter. Legacy Capital Group California Inc. purchased a new stake in shares of Chipotle Mexican Grill in the third quarter valued at about $844,000. Neo Ivy Capital Management bought a new position in shares of Chipotle Mexican Grill during the third quarter valued at about $400,000. Chapman Financial Group LLC lifted its position in shares of Chipotle Mexican Grill by 20.9% during the third quarter. Chapman Financial Group LLC now owns 23,443 shares of the restaurant operator’s stock valued at $919,000 after purchasing an additional 4,052 shares in the last quarter. Finally, CMT Capital Markets Trading GmbH purchased a new position in Chipotle Mexican Grill during the third quarter worth about $325,000. 91.30% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have commented on CMG shares. BTIG Research reiterated a “buy” rating and issued a $45.00 price objective on shares of Chipotle Mexican Grill in a research note on Wednesday, February 4th. Wall Street Zen upgraded Chipotle Mexican Grill from a “sell” rating to a “hold” rating in a research note on Saturday. Telsey Advisory Group reduced their target price on Chipotle Mexican Grill from $50.00 to $48.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Stephens reaffirmed an “equal weight” rating and set a $35.00 price target on shares of Chipotle Mexican Grill in a research report on Wednesday, February 4th. Finally, Sanford C. Bernstein lifted their price target on Chipotle Mexican Grill from $40.00 to $50.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Twenty-three analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Chipotle Mexican Grill currently has a consensus rating of “Moderate Buy” and an average target price of $47.37.

Trending Headlines about Chipotle Mexican Grill

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

• Positive Sentiment: DA Davidson initiated coverage of Chipotle with a Buy rating and a $51 price target, implying significant upside from current levels — a clear catalyst that could support the stock if investors buy into the thesis. Benzinga
• Positive Sentiment: DA Davidson also flagged the restaurant group as poised for a 2026 rebound as valuations sit near multi-year lows and early industry improvement signs appear, which could lift peers including CMG if consumer demand strengthens. DA Davidson sees U.S. restaurants primed for rebound in 2026
• Neutral Sentiment: Coverage comparing sector names: an article on Buffett’s move into Domino’s and sector dynamics provides context on investor preference for franchise-heavy, cash-generative chains versus company-owned models — useful background but not a direct catalyst for CMG. The Restaurant Stock Warren Buffett Bought Is Up. Here’s the One His Successor Will Likely Buy Next
• Neutral Sentiment: A comparative piece on Chipotle vs. Sweetgreen explores differing growth/valuation profiles in the casual-dining/fast-casual space — useful for long-term positioning but not an immediate price driver. Chipotle vs. Sweetgreen: Which Stock Will Make You Richer?
• Negative Sentiment: Zacks highlights that Chipotle has registered a bigger intraday dip than the broader market, signaling short-term selling pressure and bearish tone among traders. Chipotle Mexican Grill (CMG) Sees a More Significant Dip Than Broader Market: Some Facts to Know
• Negative Sentiment: Multiple pieces (The Motley Fool) question whether Chipotle’s valuation (high-teens-to-30s P/E depending on metric) is justified for “mid-single-digit” growth, a narrative that pressures the stock as investors re-price growth expectations. Why Did Chipotle Mexican Grill Stock Drop Today?
• Negative Sentiment: Follow-ups (Yahoo Finance / Zacks) note CMG is down roughly ~8% since its recent earnings report; analysts and investors are watching same-store sales, margin trajectory and forward guidance for signs the company can re-accelerate growth. Why Is Chipotle (CMG) Down 8.1% Since Last Earnings Report?
• Negative Sentiment: Zacks’ deeper look into post-earnings weakness reiterates the same themes: modest revenue/EPS growth, high valuation, and investor skepticism — factors that explain near-term selling pressure. Why Is Chipotle (CMG) Down 8.1% Since Last Earnings Report?

Chipotle Mexican Grill Stock Down 4.4%

CMG opened at $35.42 on Friday. The stock has a market cap of $46.13 billion, a price-to-earnings ratio of 31.07, a PEG ratio of 2.17 and a beta of 1.00. Chipotle Mexican Grill, Inc. has a twelve month low of $29.75 and a twelve month high of $58.42. The company’s 50-day moving average price is $38.37 and its two-hundred day moving average price is $37.86.

Chipotle Mexican Grill (NYSE:CMG) last released its earnings results on Tuesday, February 3rd. The restaurant operator reported $0.25 earnings per share for the quarter, beating analysts’ consensus estimates of $0.24 by $0.01. The firm had revenue of $2.98 billion during the quarter, compared to the consensus estimate of $2.96 billion. Chipotle Mexican Grill had a net margin of 12.88% and a return on equity of 47.99%. The company’s revenue was up 4.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.25 EPS. As a group, sell-side analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.29 earnings per share 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.