Lynch Asset Management Inc. Purchases New Position in Chipotle Mexican Grill, Inc. $CMG

Lynch Asset Management Inc. purchased a new stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 50,000 shares of the restaurant operator’s stock, valued at approximately $1,700,000.

Several other institutional investors and hedge funds have also bought and sold shares of CMG. Revolve Wealth Partners LLC grew its position in shares of Chipotle Mexican Grill by 4.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,804 shares of the restaurant operator’s stock worth $290,000 after buying an additional 214 shares during the last quarter. City State Bank raised its holdings in shares of Chipotle Mexican Grill by 13.4% during the fourth quarter. City State Bank now owns 2,330 shares of the restaurant operator’s stock valued at $86,000 after acquiring an additional 275 shares in the last quarter. Groupama Asset Managment lifted its stake in Chipotle Mexican Grill by 1.9% in the fourth quarter. Groupama Asset Managment now owns 15,596 shares of the restaurant operator’s stock worth $568,000 after acquiring an additional 291 shares during the period. Catalyst Financial Partners LLC lifted its stake in Chipotle Mexican Grill by 4.6% in the fourth quarter. Catalyst Financial Partners LLC now owns 6,763 shares of the restaurant operator’s stock worth $250,000 after acquiring an additional 298 shares during the period. Finally, Citizens Financial Group Inc. RI lifted its stake in Chipotle Mexican Grill by 2.5% in the first quarter. Citizens Financial Group Inc. RI now owns 12,708 shares of the restaurant operator’s stock worth $407,000 after acquiring an additional 311 shares during the period. Hedge funds and other institutional investors 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: Improving domestic momentum: Chipotle’s second-quarter revenue increased 9.3% to approximately $3.3 billion, while comparable restaurant sales rose 2.2%, supported by a 1.0% increase in transactions. Management also raised its full-year comparable-sales outlook to low-single-digit growth, encouraging investors that demand may be recovering. Chipotle Eyes Low-Single-Digit 2026 Comps: Is the Worst Over?
• Positive Sentiment: Continued restaurant expansion: The company opened 100 company-owned locations in the quarter, most featuring a Chipotlane. Chipotle also announced plans to open its first Saudi Arabian restaurant in Riyadh later this month with franchise partner Alshaya Group, extending its international growth strategy while limiting the capital required for expansion. Chipotle Debuts in Saudi Arabia With First Restaurant in Riyadh
• Neutral Sentiment: Mixed institutional and analyst signals: Recent filings show substantial buying by JPMorgan and BlackRock but sizable reductions by Capital World Investors and other institutions. Analysts’ median price target is $40, above the current trading level, although Zacks maintains a “Hold” rating. One Zacks update modestly raised its FY2026 EPS estimate to $1.15, while other updates lowered FY2027 and FY2028 estimates.
• Negative Sentiment: Risks remain: Softer near-term trends could challenge the recovery, particularly as consumers remain under pressure and investors rotate toward established restaurant chains. Earlier August salmonella-related jalapeño removals also created brand and traffic concerns, even though the absence of a new escalation may be helping sentiment. Chipotle Opens First Location in the Kingdom of Saudi Arabia

Chipotle Mexican Grill Price Performance

Chipotle Mexican Grill stock opened at $33.49 on Monday. The business’s fifty day moving average is $33.39 and its 200 day moving average is $34.11. Chipotle Mexican Grill, Inc. has a one year low of $28.03 and a one year high of $44.27. The stock has a market capitalization of $42.38 billion, a PE ratio of 30.73, a price-to-earnings-growth ratio of 2.13 and a beta of 0.94.

Chipotle Mexican Grill (NYSE:CMG) last released its quarterly earnings data on Wednesday, July 29th. The restaurant operator reported $0.33 earnings per share for the quarter, beating the consensus estimate of $0.32 by $0.01. Chipotle Mexican Grill had a net margin of 11.43% and a return on equity of 54.65%. The firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.33 billion. During the same period in the previous year, the company earned $0.33 earnings per share. The firm’s quarterly revenue was up 9.3% on a year-over-year basis. As a group, sell-side analysts expect that Chipotle Mexican Grill, Inc. will post 1.14 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have issued reports on the stock. Piper Sandler reduced their price objective on shares of Chipotle Mexican Grill from $42.00 to $39.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Chipotle Mexican Grill in a research report on Friday, July 31st. Raymond James Financial reaffirmed an “outperform” rating and set a $42.50 target price on shares of Chipotle Mexican Grill in a research note on Thursday, July 30th. Morgan Stanley increased their price target on shares of Chipotle Mexican Grill from $37.00 to $39.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 30th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $45.00 target price on shares of Chipotle Mexican Grill in a research note on Thursday, April 30th. Twenty-four investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $44.16.

Chipotle Mexican Grill 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.