Chipotle Mexican Grill, Inc. $CMG Holdings Raised by Fifth Third Bancorp

Fifth Third Bancorp lifted its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG) by 5.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 565,840 shares of the restaurant operator’s stock after purchasing an additional 27,928 shares during the period. Fifth Third Bancorp’s holdings in Chipotle Mexican Grill were worth $18,079,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in CMG. EP Wealth Advisors LLC purchased a new position in Chipotle Mexican Grill in the second quarter valued at approximately $948,000. Callan Family Office LLC purchased a new stake in Chipotle Mexican Grill in the second quarter worth $1,406,000. MassMutual Private Wealth & Trust FSB increased its position in Chipotle Mexican Grill by 7,051.6% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 243,726 shares of the restaurant operator’s stock worth $7,787,000 after buying an additional 240,318 shares during the last quarter. Park National Corp OH increased its position in Chipotle Mexican Grill by 442.1% in the third quarter. Park National Corp OH now owns 309,327 shares of the restaurant operator’s stock worth $9,883,000 after buying an additional 252,265 shares during the last quarter. Finally, KMG Fiduciary Partners LLC raised its stake in shares of Chipotle Mexican Grill by 246.4% in the third quarter. KMG Fiduciary Partners LLC now owns 141,389 shares of the restaurant operator’s stock valued at $4,517,000 after buying an additional 100,569 shares during the period. Institutional investors own 91.30% of the company’s stock.

Latest Chipotle Mexican Grill News

Investors following CMG have been watching these news items:

• Positive Sentiment: Zacks Research raised several 2027 and 2028 forecasts, including full-year EPS to $1.34 for 2027 and $1.51 for 2028. These modest upward revisions suggest improving longer-term earnings expectations. Zacks Research earnings estimate revisions
• Neutral Sentiment: A comparison with Coca-Cola highlights Chipotle’s company-owned restaurant model and digital sales as growth drivers, but offers no new company-specific development or direct catalyst for CMG shares. Chipotle Mexican Grill vs. Coca-Cola: Which Stock Is a Buy After the Nvidia Sell-Off?
• Negative Sentiment: Zacks cut its 2026 EPS estimate to $1.09 from $1.15 and lowered its Q4 2026 estimate to $0.25 from $0.29. The revisions point to near-term earnings pressure and offset some of the optimism in its later-year forecasts. Zacks Research earnings estimate revisions

Chipotle Mexican Grill Stock Performance

CMG stock opened at $35.27 on Friday. Chipotle Mexican Grill, Inc. has a 52 week low of $27.31 and a 52 week high of $41.42. The firm’s fifty day moving average is $32.53 and its 200 day moving average is $33.87. The firm has a market cap of $44.61 billion, a P/E ratio of 32.96, a P/E/G ratio of 2.32 and a beta of 1.00.

Chipotle Mexican Grill (NYSE:CMG) last posted its quarterly earnings results on Wednesday, October 28th. The restaurant operator reported $0.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.29 by ($0.02). Chipotle Mexican Grill had a return on equity of 57.05% and a net margin of 10.83%. The company had revenue of $3.29 billion for the quarter, compared to the consensus estimate of $3.29 billion. During the same quarter in the previous year, the business earned $0.29 earnings per share. Chipotle Mexican Grill’s revenue was up 9.6% compared to the same quarter last year. As a group, analysts forecast that Chipotle Mexican Grill, Inc. will post 1.10 EPS for the current year.

Analyst Upgrades and Downgrades

CMG has been the subject of several research reports. Telsey Advisory Group set a $40.00 price target on Chipotle Mexican Grill in a research note on Thursday, October 29th. Gordon Haskett lowered their price objective on Chipotle Mexican Grill from $42.00 to $36.00 and set a “hold” rating on the stock in a research note on Monday, October 19th. Mizuho dropped their price objective on shares of Chipotle Mexican Grill from $43.00 to $37.00 and set an “outperform” rating on the stock in a report on Friday, October 23rd. Wells Fargo & Company cut their target price on shares of Chipotle Mexican Grill from $45.00 to $40.00 and set an “overweight” rating for the company in a research report on Wednesday, October 21st. Finally, Seaport Research Partners initiated coverage on shares of Chipotle Mexican Grill in a research note on Wednesday, September 16th. They issued a “neutral” rating for the company. Twenty-six equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Chipotle Mexican Grill currently has an average rating of “Moderate Buy” and an average target price of $42.44.

Insider Activity

In other news, insider Matthew R. Bush sold 2,675 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $35.75, for a total value of $95,631.25. Following the sale, the insider directly owned 21,415 shares of the company’s stock, valued at approximately $765,586.25. This represents a 11.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.45% of the company’s stock.

About Chipotle Mexican Grill

Chipotle Mexican Grill is a fast-casual restaurant company that serves Mexican-inspired food, including burritos, bowls, tacos and salads. Customers can customize meals with ingredients such as rice, beans, meats, vegetables, salsas and guacamole. Founded by Steve Ells in Denver, Colorado, in 1993, Chipotle built its business around preparing food in restaurant kitchens and emphasizing ingredients it describes as responsibly sourced. The company primarily operates its own restaurants, rather than relying on a franchise model.