CMG

CHIPOTLE MEXICAN GRILL INC

NYSE · Retail-Eating Places · CIK 0001058090
$32.66 -0.91% $42.3B
High Impact Filing (8/10)5 New Institutional PositionsCongressional Activity (3)
Vol
Market Cap$42.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders11 funds
Inst. Value$8.6B
Inst. Activity5 buys / 0 sells
Insider Activity0B / 2S
Insider Net $-$2.6M
Reddit Sentiment42° Neutral
SEC Reports2
Congressional3 trades
Exchange NYSE·Sector Retail-Eating Places·CIK 0001058090·Prev Close $32.96

Recent Activity

Apr 29, 2026 SEC
Chipotle reported Q1 2026 revenue of $3.09B (+7.4% YoY) driven by new store openings and a return to positive comparable
8-K — Impact 5/10
Apr 29, 2026 earnings_calendar
CMG Q1 2026 Earnings After Market Close — 2026-04-29
Feb 28, 2026 SEC
Five major institutions, including sovereign wealth fund Norges Bank and quant giants RenTech and Two Sigma, established
INST-CLUSTER — Impact 8/10
Feb 26, 2026 Event
Genesis CMG Holdings LLC v. Philip Yancey
Court ruling from Court of Chancery of Delaware. Docket: C.A. No. 2024-1317-SEM
Feb 24, 2026 Insider
FILIKRUSHEL PATRICIA sold 3,350 shares
Director @ $36.58 ($122.5K)
Feb 15, 2026 Insider
Schalow Laurie sold 76,577 shares
Chief Corp Affairs Officer @ $0.00 ($0.00)
Feb 15, 2026 Insider
Schalow Laurie sold 37,113 shares
Chief Corp Affairs Officer @ $35.84 ($1.3M)
Inst.
NORGES BANK — NEW
19,238,829 shares ($711.8M)

Price Targets

$43.38 +32.8% upside Strong Buy
Current $32.67 Low $35.00 Median $44.00 High $52.00 34 analysts
$35.00 $52.00

Analyst Ratings

Buy70% buy · 44 analysts
10Strong Buy
21Buy
13Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 5, 2026 Argus Research UPGRADE Hold → Buy
May 1, 2026 Guggenheim MAINTAIN Neutral → Neutral
Apr 30, 2026 Citigroup MAINTAIN Buy → Buy
Apr 30, 2026 BNP Paribas MAINTAIN Neutral → Neutral
Apr 30, 2026 RBC Capital REITERATE Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.32 ▼ -3.1% $0.30 — $0.33 -4% YoY 34
Next Q $0.29 ▼ -0.7% $0.27 — $0.32 -0% YoY 34
Current FY $1.13 ▼ -0.5% $1.07 — $1.21 -3% YoY 37
Next FY $1.36 $1.23 — $1.47 20% YoY 37

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$5.3B
FMR LLC$860.8M
MORGAN STANLEY$855.1MADD
NORGES BANK$711.8MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$285.8MNEW

Recent Insider Trades

DateInsiderTypeValue
Feb 24, 2026FILIKRUSHEL PATRICIASELL$122.5K
Feb 15, 2026Schalow LaurieA$0.00
Feb 15, 2026Schalow LaurieF$1.3M
Feb 15, 2026Bush MatthewA$0.00
Feb 15, 2026Bush MatthewF$84.8K

Reddit Sentiment

42°
Neutral
Bearish Neutral Bullish
8 mentions 0 bullish 2 bearish

Congressional Trades

2 members: 1 buys, 2 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
Byron DonaldsRSELL$1,001 - $15,000
Byron DonaldsRSELL$1,001 - $15,000
11 institutional holders with $8.6B total value (231,637,750 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC144,588,220$5.3B62.5%
2FMR LLC23,265,679$860.8M10.1%
3MORGAN STANLEY23,109,809$855.1M10.0%ADD +38.5%
4NORGES BANK19,238,829$711.8M8.3%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,723,023$285.8M3.3%NEW
6BANK OF AMERICA CORP /DE/6,432,367$238.0M2.8%
7WELLS FARGO & COMPANY/MN3,674,233$135.9M1.6%ADD +40.9%
8TWO SIGMA INVESTMENTS, LP2,953,160$109.3M1.3%DOUBLED +2084.3%
9RENAISSANCE TECHNOLOGIES LLC220,500$8.2M0.1%NEW
10Fund 1 Investments, LLC40,000$1.5M0.0%NEW
11Duquesne Family Office LLC391,930$14.5K0.0%ADD +68.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW19,238,829$711.8M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED135,2002,953,160+2084.3%$109.3M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW220,500$8.2M2025-Q4
Fund 1 Investments, LLCNEW40,000$1.5M2025-Q4
Duquesne Family Office LLCADD233,205391,930+68.1%$14.5K2025-Q4
TWO SIGMA INVESTMENTS, LPNEW135,200$5.3M2025-Q3
NORGES BANKEXIT17,839,1540-100.0%$0.002025-Q3
MORGAN STANLEYADD18,380,05325,457,168+38.5%$1.4B2025-Q2
NORGES BANKNEW17,839,154$1.0B2025-Q2
WELLS FARGO & COMPANY/MNADD4,540,1846,397,882+40.9%$359.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT1,393,0200-100.0%$0.002025-Q2
TWO SIGMA INVESTMENTS, LPEXIT4,7180-100.0%$0.002025-Q2
CITADEL ADVISORS LLCTRIM26,298,56412,934,121-50.8%$649.4M2025-Q1
WELLS FARGO & COMPANY/MNTRIM7,094,1294,540,184-36.0%$228.0M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM2,780,4351,393,020-49.9%$69.9M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT47,9674,718-90.2%$236.9K2025-Q1
NORGES BANKEXIT18,131,7590-100.0%$0.002025-Q1
Fund 1 Investments, LLCEXIT3,7500-100.0%$0.002025-Q1
WELLS FARGO & COMPANY/MNADD4,230,6847,094,129+67.7%$427.8M2024-Q4
Fund 1 Investments, LLCNEW3,750$226.1K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW8,200,369$472.5M2024-Q3
8 unique insiders with 2 transactions. Net insider value: -$2.6M ($0.00 bought, $2.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Feb 24, 2026FILIKRUSHEL PATRICIADirectorSELL3,350$36.58$122.5K
Feb 15, 2026Schalow LaurieChief Corp Affairs OfficerA76,577$0.00$0.00
Feb 15, 2026Schalow LaurieChief Corp Affairs OfficerF37,113$35.84$1.3M
Feb 15, 2026Bush Matthew RController, PAOA6,416$0.00$0.00
Feb 15, 2026Bush Matthew RController, PAOF2,365$35.84$84.8K
Feb 15, 2026Boatwright ScottChief Executive OfficerA229,457$0.00$0.00
Feb 15, 2026Boatwright ScottChief Executive OfficerF120,810$35.84$4.3M
Feb 15, 2026Garner Curtis EPres, Chief Strgy & Tech OffA254,846$0.00$0.00
Feb 15, 2026Garner Curtis EPres, Chief Strgy & Tech OffF134,177$35.84$4.8M
Feb 15, 2026Rymer Adam TChief Financial OfficerA25,526$0.00$0.00
Feb 15, 2026Rymer Adam TChief Financial OfficerF8,971$35.84$321.5K
Feb 9, 2026Bush Matthew RController, PAOF475$39.39$18.7K
Feb 9, 2026Schalow LaurieChief Corp Affairs, Food SftF182$39.39$7.2K
Feb 9, 2026Boatwright ScottChief Executive OfficerF8,048$39.39$317.0K
Feb 9, 2026Garner Curtis EPres, Chief Strgy & Tech OffF659$39.39$26.0K
Feb 6, 2026Bush Matthew RController, PAOA20,577$0.00$0.00
Feb 6, 2026Bush Matthew RController, PAOA3,174$39.39$125.0K
Feb 6, 2026Kidd Jason AllanChief Operating OfficerA53,498$0.00$0.00
Feb 6, 2026Rymer Adam TChief Financial OfficerA115,227$0.00$0.00
Feb 6, 2026Kidd Jason AllanChief Operating OfficerA16,502$39.39$650.0K
Feb 6, 2026Schalow LaurieChief Corp Affairs, Food SftA28,807$0.00$0.00
Feb 6, 2026Schalow LaurieChief Corp Affairs, Food SftA8,886$39.39$350.0K
Feb 6, 2026Boatwright ScottChief Executive OfficerA444,445$0.00$0.00
Feb 6, 2026Eskenazi IleneChief Legal and HR OfficerA65,844$0.00$0.00
Feb 6, 2026Eskenazi IleneChief Legal and HR OfficerA20,310$39.39$800.0K
Feb 6, 2026Garner Curtis EPres, Chief Strgy & Tech OffM86,100$0.00$0.00
Feb 6, 2026Garner Curtis EPres, Chief Strgy & Tech OffA213,992$0.00$0.00
Feb 6, 2026Garner Curtis EPres, Chief Strgy & Tech OffSELL61,077$40.01$2.4M
Feb 6, 2026Garner Curtis EPres, Chief Strgy & Tech OffF25,023$40.11$1.0M
Feb 6, 2026Garner Curtis EPres, Chief Strgy & Tech OffM86,100$11.66$1.0M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (70% buy). Based on 44 analysts: 10 strong buy, 21 buy, 13 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$43.38 mean target +32.8% upside Strong Buy (1.70)
$35.00 Low $52.00 High
MetricValue
Current Price$32.67
Target Low$35.00
Target Mean$43.38
Target Median$44.00
Target High$52.00
# Analysts34
RecommendationStrong Buy (1.70)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.32 $0.30 $0.33 -3.7% -3.1% 4↑ 26↓ $3.3B 8.6% 34
Next Q
2026-09-30
$0.29 $0.27 $0.32 -0.1% -0.7% 7↑ 16↓ $3.3B 8.8% 34
Current FY
2026-12-31
$1.13 $1.07 $1.21 -3.1% -0.5% 9↑ 16↓ $13.0B 8.8% 37
Next FY
2027-12-31
$1.36 $1.23 $1.47 19.7% -0.3% 16↑ 12↓ $14.4B 10.8% 37

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.318
7d ago$0.318-0.000
30d ago$0.328-0.010
60d ago$0.331-0.013
90d ago$0.331-0.013
21 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 5, 2026 Argus Research UPGRADE Hold Buy
May 1, 2026 Guggenheim MAINTAIN Neutral Neutral
Apr 30, 2026 Citigroup MAINTAIN Buy Buy
Apr 30, 2026 BNP Paribas MAINTAIN Neutral Neutral
Apr 30, 2026 RBC Capital REITERATE Outperform Outperform
Apr 30, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 30, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 30, 2026 TD Cowen REITERATE Buy Buy
Apr 30, 2026 BTIG REITERATE Buy Buy
Apr 30, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Apr 21, 2026 Raymond James MAINTAIN Outperform Outperform
Apr 17, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 14, 2026 Citigroup MAINTAIN Buy Buy
Mar 20, 2026 TD Cowen REITERATE Buy Buy
Mar 20, 2026 Mizuho UPGRADE Neutral Outperform
Mar 6, 2026 DA Davidson INITIATE Buy
Feb 5, 2026 Argus Research REITERATE Hold Hold
Feb 4, 2026 Citigroup MAINTAIN Buy Buy
Feb 4, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 4, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 4, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 4, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 4, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 4, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 4, 2026 Stifel MAINTAIN Buy Buy
Feb 4, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Feb 4, 2026 BTIG REITERATE Buy Buy
Feb 4, 2026 Stephens & Co. REITERATE Equal-Weight Equal-Weight
Feb 4, 2026 TD Cowen REITERATE Buy Buy
Feb 3, 2026 Stephens & Co. REITERATE Equal-Weight Equal-Weight
Jan 23, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 22, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 22, 2026 BWG Global DOWNGRADE Positive Mixed
Jan 21, 2026 Raymond James MAINTAIN Outperform Outperform
Jan 13, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Jan 9, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 9, 2026 Telsey Advisory Group INITIATE Outperform
Jan 8, 2026 Truist Securities MAINTAIN Buy Buy
Jan 7, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 5, 2026 Bernstein MAINTAIN Outperform Outperform
Jan 2, 2026 Mizuho MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20261021130070%
Apr 1, 20261021130070%
Mar 1, 20261020130070%
Feb 1, 20261019130069%
Jan 1, 20261118120071%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Chipotle Mexican Grill IncMay 13, 2026 (31d)
Apr 2, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000Chipotle Mexican Grill IncMay 14, 2026 (43d)
Apr 2, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000Chipotle Mexican Grill IncMay 14, 2026 (43d)
42°
Neutral
Bearish Neutral Bullish
8 mentions 0 bullish 2 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 28, 2026150° Neutral001
Apr 28, 2026150° Neutral001
Apr 24, 2026150° Neutral001
Apr 24, 2026150° Neutral001
Apr 13, 2026242° Neutral012
Apr 13, 2026242° Neutral012

Recent Reddit Threads

r/pennystocks Neutral 26d 18h ago
CMG.TO is down 56% yet supermajor on earth uses them
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bearish 1mo ago
So I did something so dumb!
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 22d 20h ago
CMG AND ASTS
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 1mo ago
Maybe the dumbest thing I have ever done.
▲ 1 💬 1 ⚡ 0.5
Apr 29, 2026
earnings_calendar
CMG Q1 2026 Earnings After Market Close — 2026-04-29
Apr 27, 2026
dark_pool
Dark Pool: CMG — 27.3M shares, 253,692 trades
Week starting 2026-04-27. Total ATS volume: 27,256,669 shares across 253,692 trades.
Apr 22, 2026
short_interest
FTD: CMG — 578,160 shares ($20.8M) failed to deliver
Settlement: 20260422, Price: $36.05, FTD Value: $20,842,668, CHIPOLTE MEXICAN GRILL INC COM
Apr 20, 2026
dark_pool
Dark Pool: CMG — 18.3M shares, 177,739 trades
Week starting 2026-04-20. Total ATS volume: 18,319,223 shares across 177,739 trades.
Apr 13, 2026
short_interest
FTD: CMG — 146,438 shares ($5.0M) failed to deliver
Settlement: 20260413, Price: $34.09, FTD Value: $4,992,071.42, CHIPOLTE MEXICAN GRILL INC COM
Apr 13, 2026
dark_pool
Dark Pool: CMG — 16.2M shares, 156,496 trades
Week starting 2026-04-13. Total ATS volume: 16,193,325 shares across 156,496 trades.
Apr 6, 2026
dark_pool
Dark Pool: CMG — 13.4M shares, 148,261 trades
Week starting 2026-04-06. Total ATS volume: 13,399,621 shares across 148,261 trades.
Mar 30, 2026
dark_pool
Dark Pool: CMG — 11.5M shares, 139,628 trades
Week starting 2026-03-30. Total ATS volume: 11,516,263 shares across 139,628 trades.
Mar 23, 2026
short_interest
FTD: CMG — 144,254 shares ($4.8M) failed to deliver
Settlement: 20260323, Price: $33.37, FTD Value: $4,813,755.98, CHIPOLTE MEXICAN GRILL INC COM
Mar 23, 2026
dark_pool
Dark Pool: CMG — 12.4M shares, 166,460 trades
Week starting 2026-03-23. Total ATS volume: 12,366,195 shares across 166,460 trades.
Mar 16, 2026
dark_pool
Dark Pool: CMG — 18.8M shares, 197,866 trades
Week starting 2026-03-16. Total ATS volume: 18,781,538 shares across 197,866 trades.
Mar 9, 2026
short_interest
FTD: CMG — 100,860 shares ($3.6M) failed to deliver
Settlement: 20260309, Price: $35.37, FTD Value: $3,567,418.2, CHIPOLTE MEXICAN GRILL INC COM
Mar 9, 2026
dark_pool
Dark Pool: CMG — 24.4M shares, 231,448 trades
Week starting 2026-03-09. Total ATS volume: 24,409,798 shares across 231,448 trades.
Mar 2, 2026
dark_pool
Dark Pool: CMG — 15.9M shares, 185,505 trades
Week starting 2026-03-02. Total ATS volume: 15,932,515 shares across 185,505 trades.
Feb 26, 2026
Enforcement
Genesis CMG Holdings LLC v. Philip Yancey
Court ruling from Court of Chancery of Delaware. Docket: C.A. No. 2024-1317-SEM
Feb 23, 2026
dark_pool
Dark Pool: CMG — 15.8M shares, 171,556 trades
Week starting 2026-02-23. Total ATS volume: 15,762,745 shares across 171,556 trades.