Caisse Des Depots ET Consignations Has $5.64 Million Stock Position in Chipotle Mexican Grill, Inc. $CMG

Caisse Des Depots ET Consignations lifted its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 16.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 143,791 shares of the restaurant operator’s stock after acquiring an additional 20,573 shares during the period. Caisse Des Depots ET Consignations’ holdings in Chipotle Mexican Grill were worth $5,635,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of CMG. Vanguard Group Inc. grew its position in shares of Chipotle Mexican Grill by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 123,457,125 shares of the restaurant operator’s stock worth $6,932,118,000 after purchasing an additional 993,798 shares in the last quarter. Alliancebernstein L.P. grew its position in Chipotle Mexican Grill by 1.9% during the second quarter. Alliancebernstein L.P. now owns 33,111,508 shares of the restaurant operator’s stock worth $1,859,211,000 after buying an additional 606,190 shares in the last quarter. Geode Capital Management LLC increased its stake in Chipotle Mexican Grill by 1.1% during the 2nd quarter. Geode Capital Management LLC now owns 29,659,508 shares of the restaurant operator’s stock worth $1,657,193,000 after acquiring an additional 325,926 shares during the period. American Century Companies Inc. increased its stake in Chipotle Mexican Grill by 2.9% during the 2nd quarter. American Century Companies Inc. now owns 21,257,666 shares of the restaurant operator’s stock worth $1,193,618,000 after acquiring an additional 595,038 shares during the period. Finally, Norges Bank acquired a new position in Chipotle Mexican Grill in the 2nd quarter valued at $1,001,668,000. 91.30% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

CMG has been the topic of several analyst reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $48.00 target price on shares of Chipotle Mexican Grill in a report on Wednesday, February 4th. UBS Group reissued a “buy” rating on shares of Chipotle Mexican Grill in a report on Monday, January 26th. BMO Capital Markets restated an “outperform” rating on shares of Chipotle Mexican Grill in a research report on Thursday, October 30th. Raymond James Financial increased their price target on shares of Chipotle Mexican Grill from $40.00 to $45.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Chipotle Mexican Grill from $44.00 to $40.00 and set a “neutral” rating on the stock in a research note on Thursday, October 30th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Chipotle Mexican Grill presently has a consensus rating of “Moderate Buy” and an average target price of $47.24.

Chipotle Mexican Grill Price Performance

CMG stock opened at $37.21 on Thursday. The stock has a market cap of $48.46 billion, a price-to-earnings ratio of 32.64, a P/E/G ratio of 2.35 and a beta of 0.99. The company has a 50 day simple moving average of $38.05 and a 200 day simple moving average of $38.58. Chipotle Mexican Grill, Inc. has a 1 year low of $29.75 and a 1 year high of $58.42.

Chipotle Mexican Grill (NYSE:CMG) last posted its earnings results on Tuesday, February 3rd. The restaurant operator reported $0.25 earnings per share for the quarter, topping analysts’ consensus estimates of $0.24 by $0.01. The firm had revenue of $2.98 billion for 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 company’s revenue was up 4.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.25 earnings per share. On average, equities research analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.29 EPS for the current fiscal year.

More Chipotle Mexican Grill News

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.