Keybank National Association OH Has $5.22 Million Stock Position in Chipotle Mexican Grill, Inc. $CMG

Keybank National Association OH lowered its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 17.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 140,990 shares of the restaurant operator’s stock after selling 28,877 shares during the quarter. Keybank National Association OH’s holdings in Chipotle Mexican Grill were worth $5,217,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Salomon & Ludwin LLC acquired a new position in shares of Chipotle Mexican Grill in the 3rd quarter valued at $26,000. Wealth Watch Advisors INC acquired a new stake in shares of Chipotle Mexican Grill in the 3rd quarter valued at approximately $25,000. Financial Life Planners acquired a new stake in shares of Chipotle Mexican Grill in the 3rd quarter valued at approximately $25,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of Chipotle Mexican Grill in the 3rd quarter valued at approximately $29,000. Finally, Murphy & Mullick Capital Management Corp raised its position in shares of 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 acquiring an additional 400 shares during the period. Institutional investors and hedge funds own 91.30% of the company’s stock.

Chipotle Mexican Grill Price Performance

NYSE:CMG opened at $34.03 on Friday. Chipotle Mexican Grill, Inc. has a one year low of $29.75 and a one year high of $58.42. The company has a market cap of $44.32 billion, a P/E ratio of 31.22, a P/E/G ratio of 2.01 and a beta of 1.06. The firm’s fifty day moving average price is $34.37 and its two-hundred day moving average price is $35.98.

Chipotle Mexican Grill (NYSE:CMG) last posted its earnings results on Wednesday, April 29th. The restaurant operator reported $0.24 EPS for the quarter, meeting the consensus estimate of $0.24. Chipotle Mexican Grill had a return on equity of 46.59% and a net margin of 11.96%.The company had revenue of $3.09 billion for the quarter, compared to the consensus estimate of $3.07 billion. During the same quarter in the prior year, the business earned $0.29 earnings per share. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. As a group, equities research analysts expect that Chipotle Mexican Grill, Inc. will post 1.14 earnings per share for the current year.

Chipotle Mexican Grill News Roundup

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

• Positive Sentiment: Q1 revenue beat and comps turned positive — Chipotle reported $3.09–3.10B in Q1 revenue (around +7.4% y/y) and a +0.5% comparable-restaurant sales gain driven by higher transactions, signaling demand stabilization after prior weakness. Investors are treating the traffic inflection as the biggest near-term catalyst. Reuters: Chipotle reports surprise quarterly sales rise
• Positive Sentiment: Menu and pricing experiments gaining traction — Management highlighted protein-heavy menu uptake and is testing promotions (e.g., happy-hour tacos) aimed at bringing back cautious diners and improving frequency. These initiatives help explain the revenue beat and support a bull case for reacceleration. Yahoo: Chipotle to test happy hour tacos
• Positive Sentiment: Capital returns and growth remain active — The company continues meaningful buybacks and is opening new units (including Chipotlanes), which supports EPS recovery and long-term unit economics cited by bulls. QuiverQuant: Q1 revenue tops expectations
• Neutral Sentiment: Mixed analyst reactions — Several shops raised or reaffirmed targets (Citigroup to $46 buy; RBC/TD Cowen/BTIG reiterations), while others trimmed targets modestly (Barclays, Piper Sandler). The net effect is divergent price targets around the mid-$30s–$50s range, keeping sentiment split. Benzinga: analyst moves
• Neutral Sentiment: Positive press and bullish commentary — Several outlets and bull-case pieces argue the company has found levers to regain growth, framing the quarter as the start of a recovery rather than a full turnaround. 247WallSt: high-end bull case
• Negative Sentiment: Profitability pressures and EPS decline — Operating margin compressed (to ~12.9% from ~16.7% y/y) and adjusted EPS fell to $0.24 (in line with estimates but down from prior-year levels), highlighting cost headwinds (labor, operating). That keeps valuation and margin recovery a key risk. Zacks: margins slide
• Negative Sentiment: Bearish/critical takes persist — Some analysts and commentators continue to call out structural concerns (weaker comps in prior quarters, rich multiples vs. growth) and have reiterated sell or negative views, which could cap upside if operational momentum stalls. Seeking Alpha: bearish view

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on CMG. Stephens increased their price target on shares of Chipotle Mexican Grill from $38.00 to $39.00 and gave the company an “equal weight” rating in a research report on Thursday. Piper Sandler dropped their target price on shares of Chipotle Mexican Grill from $44.00 to $42.00 and set an “overweight” rating on the stock in a report on Thursday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $48.00 price target on shares of Chipotle Mexican Grill in a research note on Wednesday, February 4th. Mizuho upgraded shares of Chipotle Mexican Grill from a “neutral” rating to an “outperform” rating and lifted their price objective for the company from $37.00 to $40.00 in a report on Friday, March 20th. Finally, Morgan Stanley lowered their price objective on shares of Chipotle Mexican Grill from $50.00 to $49.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Twenty-three investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, Chipotle Mexican Grill currently has an average rating of “Moderate Buy” and a consensus target price of $46.60.

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.