M&T Bank Corp Lowers Holdings in Chipotle Mexican Grill, Inc. $CMG

M&T Bank Corp trimmed its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 93.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,760 shares of the restaurant operator’s stock after selling 115,526 shares during the period. M&T Bank Corp’s holdings in Chipotle Mexican Grill were worth $324,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in CMG. Capital World Investors lifted its position in shares of Chipotle Mexican Grill by 122.7% in the third quarter. Capital World Investors now owns 87,844,788 shares of the restaurant operator’s stock valued at $3,442,645,000 after acquiring an additional 48,398,628 shares in the last quarter. Capital International Investors lifted its position in shares of Chipotle Mexican Grill by 42.4% in the third quarter. Capital International Investors now owns 38,497,927 shares of the restaurant operator’s stock valued at $1,509,043,000 after acquiring an additional 11,471,658 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Chipotle Mexican Grill by 2.0% in the third quarter. Vanguard Group Inc. now owns 125,927,338 shares of the restaurant operator’s stock valued at $4,935,092,000 after acquiring an additional 2,470,213 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of Chipotle Mexican Grill by 24.7% in the third quarter. Arrowstreet Capital Limited Partnership now owns 11,433,637 shares of the restaurant operator’s stock valued at $448,084,000 after acquiring an additional 2,265,122 shares in the last quarter. Finally, Samlyn Capital LLC lifted its position in shares of Chipotle Mexican Grill by 128.4% in the third quarter. Samlyn Capital LLC now owns 3,843,687 shares of the restaurant operator’s stock valued at $150,634,000 after acquiring an additional 2,160,598 shares in the last quarter. 91.30% of the stock is currently owned by hedge funds and other institutional investors.

Chipotle Mexican Grill Trading Down 0.0%

Shares of CMG stock opened at $32.97 on Monday. Chipotle Mexican Grill, Inc. has a 12-month low of $29.75 and a 12-month high of $58.42. The stock’s 50-day moving average price is $34.37 and its 200-day moving average price is $35.90. The stock has a market capitalization of $42.29 billion, a price-to-earnings ratio of 30.25, a price-to-earnings-growth ratio of 2.07 and a beta of 1.03.

Chipotle Mexican Grill (NYSE:CMG) last issued its earnings results on Wednesday, April 29th. The restaurant operator reported $0.24 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.24. Chipotle Mexican Grill had a return on equity of 49.64% and a net margin of 11.96%.The firm had revenue of $3.09 billion for the quarter, compared to analysts’ expectations of $3.07 billion. During the same period in the previous year, the firm posted $0.29 earnings per share. The business’s revenue was up 7.4% compared to the same quarter last year. As a group, research analysts predict that Chipotle Mexican Grill, Inc. will post 1.13 EPS for the current fiscal year.

Chipotle Mexican Grill News Roundup

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

• Positive Sentiment: Q1 sales beat and early recovery signs — Chipotle reported Q1 revenue slightly above expectations with same-store sales turning positive (+0.5%) and management highlighting strength from high‑protein menu items and digital sales; that upside after a weak 2025 helped lift sentiment after the print. Chipotle reports surprise sales beat
• Positive Sentiment: Buy-side support from some firms — Several firms reaffirmed buys or raised targets (Citigroup raised its target to $46; TD Cowen issued a Buy), providing upside scenarios for investors focused on a rebound in comps and new-unit growth.
• Neutral Sentiment: Mixed analyst reactions — The sell‑side is split: some firms raised targets or reiterated buys while others trimmed targets after Q1, creating divergent price-case narratives that could limit a clear directional trade. Read more on the mixed post‑earnings reaction. Chipotle Gets Mixed Calls After Q1
• Negative Sentiment: Price‑target cuts and margin worries — Guggenheim trimmed its target to $35 and cut EPS estimates citing margin pressure; analysts flagged higher labor and operating costs that compress profits even as sales recover. Guggenheim Cuts Chipotle Price Target
• Negative Sentiment: Put activity spike — Unusual options flow: ~61,900 put contracts traded (≈39% above typical daily put volume), signalling elevated hedging or directional bearish bets that can amplify intraday downside.
• Negative Sentiment: Sector/headline drag and reset commentary — Analysts and market writeups point to a choppy restaurant tape and tougher consumer backdrop; Morgan Stanley and other outlets are questioning how much growth remains, contributing to selling pressure. Morgan Stanley resets Chipotle stock forecast
• Negative Sentiment: News pieces highlighting a slide today — Coverage noting the stock is sliding amid the mixed tape and analyst notes can reinforce short‑term bearish momentum. Chipotle Stock Is Sliding Friday

Analysts Set New Price Targets

Several equities analysts have recently commented on CMG shares. Royal Bank Of Canada restated an “outperform” rating and issued a $45.00 price objective on shares of Chipotle Mexican Grill in a research report on Thursday. Stifel Nicolaus restated a “buy” rating on shares of Chipotle Mexican Grill in a research report on Monday, March 9th. Argus restated a “hold” rating on shares of Chipotle Mexican Grill in a research report on Thursday, February 5th. KeyCorp lowered their price objective on Chipotle Mexican Grill from $45.00 to $42.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Finally, TD Cowen restated a “buy” rating and issued a $44.00 price objective on shares of Chipotle Mexican Grill in a research report on Thursday. Twenty-three equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $46.23.

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.