Chipotle Mexican Grill, Inc. $CMG Stock Position Lifted by Rexford Capital Inc.

Rexford Capital Inc. raised its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 3,266.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 14,676 shares of the restaurant operator’s stock after buying an additional 14,240 shares during the quarter. Rexford Capital Inc.’s holdings in Chipotle Mexican Grill were worth $575,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of CMG. Physicians Financial Services Inc. boosted its holdings in Chipotle Mexican Grill by 1.7% in the third quarter. Physicians Financial Services Inc. now owns 16,770 shares of the restaurant operator’s stock worth $657,000 after purchasing an additional 287 shares in the last quarter. Generali Asset Management SPA SGR raised its holdings in Chipotle Mexican Grill by 8.2% during the third quarter. Generali Asset Management SPA SGR now owns 98,205 shares of the restaurant operator’s stock valued at $3,849,000 after buying an additional 7,428 shares in the last quarter. Invesco LLC lifted its position in shares of Chipotle Mexican Grill by 6.6% in the third quarter. Invesco LLC now owns 16,609 shares of the restaurant operator’s stock worth $651,000 after buying an additional 1,027 shares during the last quarter. Daner Wealth Management LLC boosted its stake in shares of Chipotle Mexican Grill by 25.9% during the 3rd quarter. Daner Wealth Management LLC now owns 6,280 shares of the restaurant operator’s stock worth $263,000 after acquiring an additional 1,290 shares in the last quarter. Finally, Salomon & Ludwin LLC bought a new stake in shares of Chipotle Mexican Grill during the 3rd quarter worth about $26,000. Institutional investors and hedge funds own 91.30% of the company’s stock.

Trending Headlines about Chipotle Mexican Grill

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

• Positive Sentiment: Company operational update — Chipotle is rolling out its high‑efficiency equipment package (HEAP) to speed throughput, improve labor efficiency and consistency; early gains were reported in ~175 restaurants, which could lift same‑store throughput and margins if rollout scales. CMG’s Throughput Push Accelerates
• Positive Sentiment: Near‑term market momentum — recent coverage noted that CMG closed higher in the latest session, reflecting short‑term buying interest that likely ties to the operational news and media attention. Chipotle Exceeds Market Returns
• Positive Sentiment: Prominent coverage / investor attention — Jim Cramer and other commentators continue to spotlight the CEO’s actions and the chain’s strategy, which can attract short‑term buyers and liquidity into the stock. Jim Cramer Coverage
• Neutral Sentiment: Long‑term reflection pieces — retrospectives on 10‑year returns and 5‑year outlooks highlight Chipotle’s historical compounding and management’s long‑range goals (7,000 restaurants target). These frame the long run case but don’t immediately change fundamentals. 10‑Year Retrospective 5‑Year Outlook
• Negative Sentiment: Analyst target implies limited upside — Mizuho raised its price target to $36 but kept a “neutral” rating; that target sits below the current market level, which can temper upside expectations and introduce selling pressure if other analysts follow. Mizuho Rating
• Negative Sentiment: Investor skepticism on growth trajectory — commentary from a U.S. large‑cap growth manager (SGA) highlights underperformance versus benchmarks and raises questions about sustainable growth and returns; such skepticism can weigh on sentiment and valuation multiple. SGA Investor Letter

Chipotle Mexican Grill Price Performance

NYSE:CMG opened at $37.46 on Friday. Chipotle Mexican Grill, Inc. has a one year low of $29.75 and a one year high of $60.20. The company has a fifty day moving average price of $34.37 and a 200 day moving average price of $41.52. The stock has a market cap of $49.54 billion, a P/E ratio of 33.15, a PEG ratio of 3.61 and a beta of 0.97.

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

Wall Street Analysts Forecast Growth

CMG has been the subject of several analyst reports. JPMorgan Chase & Co. reduced their target price on Chipotle Mexican Grill from $44.00 to $40.00 and set a “neutral” rating for the company in a report on Thursday, October 30th. BTIG Research dropped their price target on shares of Chipotle Mexican Grill from $57.00 to $45.00 and set a “buy” rating on the stock in a research report on Thursday, October 30th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Chipotle Mexican Grill in a report on Monday. Robert W. Baird lowered their target price on shares of Chipotle Mexican Grill from $59.00 to $49.00 and set an “outperform” rating on the stock in a research note on Friday, October 10th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $40.00 target price (down previously from $52.00) on shares of Chipotle Mexican Grill in a report on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $49.87.

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.