TD Asset Management Inc Boosts Stake in Chipotle Mexican Grill, Inc. $CMG

TD Asset Management Inc lifted its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 52.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,666,995 shares of the restaurant operator’s stock after purchasing an additional 571,917 shares during the quarter. TD Asset Management Inc owned about 0.13% of Chipotle Mexican Grill worth $65,330,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Operose Advisors LLC purchased a new position in Chipotle Mexican Grill during the second quarter worth about $25,000. Salomon & Ludwin LLC purchased a new stake in shares of Chipotle Mexican Grill in the 3rd quarter valued at approximately $26,000. Lavaca Capital LLC acquired a new position in shares of Chipotle Mexican Grill in the 2nd quarter worth approximately $28,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of Chipotle Mexican Grill during the 3rd quarter worth approximately $29,000. Finally, Murphy & Mullick Capital Management Corp increased its holdings in Chipotle Mexican Grill by 106.7% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 775 shares of the restaurant operator’s stock valued at $30,000 after purchasing an additional 400 shares during the last quarter. 91.30% of the stock is owned by institutional investors and hedge funds.

Chipotle Mexican Grill Stock Performance

CMG stock opened at $38.03 on Friday. The company’s 50 day moving average price is $38.50 and its 200 day moving average price is $38.16. Chipotle Mexican Grill, Inc. has a fifty-two week low of $29.75 and a fifty-two week high of $58.42. The firm has a market capitalization of $49.53 billion, a price-to-earnings ratio of 33.36, a PEG ratio of 2.31 and a beta of 0.99.

Chipotle Mexican Grill (NYSE:CMG) last posted its quarterly earnings results on Tuesday, February 3rd. The restaurant operator reported $0.25 EPS for the quarter, topping the consensus estimate of $0.24 by $0.01. Chipotle Mexican Grill had a net margin of 12.88% and a return on equity of 47.99%. The company had revenue of $2.98 billion during the quarter, compared to analysts’ expectations of $2.96 billion. During the same quarter in the previous year, the business posted $0.25 EPS. The firm’s revenue was up 4.9% on a year-over-year basis. Equities analysts forecast that Chipotle Mexican Grill, Inc. will post 1.29 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the company. Wells Fargo & Company decreased their price target on Chipotle Mexican Grill from $50.00 to $45.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Zacks Research lowered Chipotle Mexican Grill from a “hold” rating to a “strong sell” rating in a research note on Friday, February 6th. Argus reaffirmed a “hold” rating on shares of Chipotle Mexican Grill in a research report on Thursday, February 5th. Sanford C. Bernstein boosted their price target on shares of Chipotle Mexican Grill from $40.00 to $50.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Finally, Gordon Haskett lowered shares of Chipotle Mexican Grill from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 8th. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Chipotle Mexican Grill currently has a consensus rating of “Moderate Buy” and an average target price of $47.24.

Key Stories Impacting Chipotle Mexican Grill

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

• Positive Sentiment: Chipotle’s and other large chains’ improved loyalty programs are helping drive repeat visits and frequency, a demand driver that can support same-store sales and comps recovery over time. Starbucks, McDonald’s, and Chipotle Reward Loyal Customers. It Brings Them Back.
• Positive Sentiment: Management plans aggressive unit growth (about 350 new restaurants in 2026, emphasizing Chipotlanes) to drive systemwide sales even if comps stay flat — a clear growth lever that offsets near-term traffic weakness. Can Unit Expansion Support Chipotle’s Systemwide Sales in 2026?
• Positive Sentiment: Analyst sentiment remains generally bullish across the sell-side (average brokerage recommendations favor CMG), which can provide support for the share price and buoy investor confidence. Wall Street Bulls Look Optimistic About Chipotle (CMG): Should You Buy?
• Neutral Sentiment: Today’s uptick in the stock came as the broader market dipped — a market-driven move rather than driven by new company fundamentals. Chipotle Mexican Grill (CMG) Rises As Market Takes a Dip: Key Facts
• Neutral Sentiment: Competitors like Cava are reporting strong growth, highlighting an active fast-casual market — a reminder that Chipotle faces resilient peers but not an immediate share-loss signal. Cava trounces fast-casual peers with 22% revenue growth, surpassing $1 billion in sales for the first time
• Negative Sentiment: Recent company results and commentary flagged slowing comps (2.5% comp decline in the quarter), wage-driven margin pressure, softer traffic and new global tariffs — factors that prompted a later downward revision to guidance and raise near-term earnings risk. Is Slower Comps and Rising Costs Altering The Investment Case For Chipotle Mexican Grill (CMG)?
• Negative Sentiment: Short interest rose meaningfully in February (about a 19.6% increase to ~36.5M shares, ~2.8% of float), which can add selling pressure or volatility if negative news continues; days-to-cover remains modest (~1.5 days) so moves could be amplified on catalysts.

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.