Chipotle Mexican Grill (NYSE:CMG) Price Target Lowered to $45.00 at Stifel Nicolaus

Chipotle Mexican Grill (NYSE:CMG) had its target price lowered by Stifel Nicolaus from $50.00 to $45.00 in a research note published on Wednesday morning,Benzinga reports. Stifel Nicolaus currently has a buy rating on the restaurant operator’s stock.

CMG has been the subject of a number of other reports. Mizuho raised their price target on Chipotle Mexican Grill from $36.00 to $38.00 and gave the company a “neutral” rating in a research note on Friday, January 9th. UBS Group reissued a “buy” rating on shares of Chipotle Mexican Grill in a research note on Monday, January 26th. Jefferies Financial Group lowered their target price on shares of Chipotle Mexican Grill from $48.00 to $44.00 and set a “hold” rating on the stock in a report on Monday, October 13th. Morgan Stanley cut their price target on shares of Chipotle Mexican Grill from $59.00 to $50.00 and set an “overweight” rating for the company in a research note on Thursday, October 30th. Finally, Truist Financial boosted their price objective on shares of Chipotle Mexican Grill from $45.00 to $50.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $47.50.

Chipotle Mexican Grill Trading Up 1.8%

Shares of CMG opened at $39.87 on Wednesday. The stock’s 50-day moving average price is $37.61 and its two-hundred day moving average price is $38.98. The stock has a market cap of $52.72 billion, a P/E ratio of 34.97, a price-to-earnings-growth ratio of 2.67 and a beta of 0.99. Chipotle Mexican Grill has a 1 year low of $29.75 and a 1 year high of $59.09.

Chipotle Mexican Grill (NYSE:CMG) last released its quarterly earnings data on Tuesday, February 3rd. The restaurant operator reported $0.25 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.01. Chipotle Mexican Grill had a net margin of 12.88% and a return on equity of 45.94%. The business had revenue of $2.98 billion during the quarter, compared to analysts’ expectations of $2.96 billion. During the same quarter in the prior year, the company earned $0.25 EPS. The firm’s quarterly revenue was up 4.9% on a year-over-year basis. As a group, equities analysts forecast that Chipotle Mexican Grill will post 1.29 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Ascent Group LLC grew its position in Chipotle Mexican Grill by 3.5% during the second quarter. Ascent Group LLC now owns 5,752 shares of the restaurant operator’s stock worth $323,000 after buying an additional 193 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Chipotle Mexican Grill by 4.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,804 shares of the restaurant operator’s stock worth $290,000 after purchasing an additional 214 shares in the last quarter. Trueblood Wealth Management LLC grew its holdings in shares of Chipotle Mexican Grill by 4.6% during the 3rd quarter. Trueblood Wealth Management LLC now owns 5,703 shares of the restaurant operator’s stock worth $224,000 after purchasing an additional 253 shares in the last quarter. Capital Advisors Ltd. LLC increased its position in shares of Chipotle Mexican Grill by 7.9% in the second quarter. Capital Advisors Ltd. LLC now owns 3,454 shares of the restaurant operator’s stock worth $194,000 after purchasing an additional 254 shares during the period. Finally, Centurion Wealth Management LLC raised its stake in Chipotle Mexican Grill by 3.1% in the fourth quarter. Centurion Wealth Management LLC now owns 8,713 shares of the restaurant operator’s stock valued at $322,000 after purchasing an additional 260 shares in the last quarter. Institutional investors and hedge funds own 91.30% of the company’s stock.

Chipotle Mexican Grill News Summary

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

• Positive Sentiment: Q4 beat on EPS and revenue — Chipotle reported $0.25 EPS and $2.98B revenue, modestly above consensus; new restaurant openings helped top-line growth and margins held up. Zacks: Q4 Earnings & Revenues Surpass Estimates
• Positive Sentiment: Management’s long-term playbook reassures growth investors — CEO Scott Boatwright outlined a “Recipe for Growth” emphasizing technology, back‑of‑house efficiency, menu innovation and accelerated store/international expansion that could drive a multi‑year rebound. MarketBeat: Is Chipotle’s 2026 Playbook the Secret Sauce for a Reversal?
• Positive Sentiment: Positive media and pundit views underpin confidence — Forbes and TV commentators argued recent pessimism is overblown and highlighted the company’s capacity to outperform consensus over time. Forbes: Why Market Pessimism Appears Overblown
• Neutral Sentiment: Analysts still see upside but recalibrated targets — several firms lowered targets yet kept Buy/Overweight calls (Citigroup nudged its target up to $49 while others trimmed theirs), leaving a mixed analyst picture. Benzinga: Analysts Slash Forecasts
• Neutral Sentiment: Strong balance sheet and capital returns remain a stabilizer — management emphasized cash flow, share‑count reduction and capacity to invest, which supports longer‑term investor interest. PR Newswire: Q4 & Full‑Year Results / Recipe for Growth
• Negative Sentiment: Weak guidance and falling traffic pressured shares — Chipotle forecast roughly flat comparable sales for 2026 and reported the fourth straight quarter of declining transactions, which triggered after‑hours selling and investor concern about demand. CNBC: Stock Sinks on Falling Traffic, Weak Guidance
• Negative Sentiment: Near‑term headwinds: margin pressure and macro sensitivity — commentary flagged rising costs and discretionary spending weakness that could keep comps muted and compress margins until traffic stabilizes. Reuters: Forecasts Weak Annual Sales, Margin Pressure

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.