Chipotle Mexican Grill, Inc. $CMG Shares Acquired by Lansforsakringar Fondforvaltning AB publ

Lansforsakringar Fondforvaltning AB publ lifted its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 5.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 438,952 shares of the restaurant operator’s stock after buying an additional 21,954 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in Chipotle Mexican Grill were worth $17,203,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of CMG. Operose Advisors LLC purchased a new stake in Chipotle Mexican Grill in the second quarter valued at approximately $25,000. Salomon & Ludwin LLC acquired a new position in shares of Chipotle Mexican Grill in the 3rd quarter valued at $26,000. Lavaca Capital LLC acquired a new position in Chipotle Mexican Grill during the 2nd quarter worth approximately $28,000. Steigerwald Gordon & Koch Inc. bought a new position in Chipotle Mexican Grill during the 3rd quarter valued at $29,000. Finally, Murphy & Mullick Capital Management Corp grew its holdings in Chipotle Mexican Grill by 106.7% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 775 shares of the restaurant operator’s stock worth $30,000 after acquiring an additional 400 shares in the last quarter. Institutional investors and hedge funds own 91.30% of the company’s stock.

Chipotle Mexican Grill Stock Performance

Shares of CMG stock opened at $37.51 on Monday. The stock’s 50 day simple moving average is $38.45 and its 200 day simple moving average is $38.25. Chipotle Mexican Grill, Inc. has a twelve month low of $29.75 and a twelve month high of $58.42. The company has a market capitalization of $48.85 billion, a price-to-earnings ratio of 32.90, a PEG ratio of 2.30 and a beta of 0.99.

Chipotle Mexican Grill (NYSE:CMG) last released its quarterly earnings results on Tuesday, February 3rd. The restaurant operator reported $0.25 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.01. The company had revenue of $2.98 billion for the quarter, compared to analyst estimates 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 quarterly revenue was up 4.9% compared to the same quarter last year. During the same quarter last year, the firm posted $0.25 earnings per share. On average, analysts forecast 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: 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

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Weiss Ratings reiterated a “hold (c-)” rating on shares of Chipotle Mexican Grill in a research note on Monday, December 29th. Mizuho reduced their price objective on Chipotle Mexican Grill from $38.00 to $37.00 and set a “neutral” rating for the company in a research report on Wednesday, February 4th. Zacks Research downgraded Chipotle Mexican Grill from a “hold” rating to a “strong sell” rating in a research note on Friday, February 6th. Gordon Haskett cut Chipotle Mexican Grill from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 8th. Finally, Truist Financial upped their target price on Chipotle Mexican Grill from $45.00 to $50.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Twenty-two 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 stock. According to data from MarketBeat.com, Chipotle Mexican Grill has a consensus rating of “Moderate Buy” and a consensus price target of $47.24.

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.