Clearbridge Investments LLC Buys 9,473,120 Shares of Chipotle Mexican Grill, Inc. $CMG

Posted by Francis Steltz on Jun 7th, 2026

Clearbridge Investments LLC boosted its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 206.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,062,158 shares of the restaurant operator’s stock after purchasing an additional 9,473,120 shares during the quarter. Clearbridge Investments LLC’s holdings in Chipotle Mexican Grill were worth $520,300,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Syon Capital LLC boosted its stake in Chipotle Mexican Grill by 113.4% in the 4th quarter. Syon Capital LLC now owns 22,357 shares of the restaurant operator’s stock worth $827,000 after purchasing an additional 11,878 shares during the period. Capital World Investors boosted its stake in Chipotle Mexican Grill by 15.8% in the 4th quarter. Capital World Investors now owns 101,688,010 shares of the restaurant operator’s stock worth $3,762,457,000 after purchasing an additional 13,843,222 shares during the period. Capital International Sarl boosted its stake in Chipotle Mexican Grill by 10.5% in the 4th quarter. Capital International Sarl now owns 153,873 shares of the restaurant operator’s stock worth $5,693,000 after purchasing an additional 14,599 shares during the period. Capital International Inc. CA boosted its stake in Chipotle Mexican Grill by 77.7% in the 4th quarter. Capital International Inc. CA now owns 572,732 shares of the restaurant operator’s stock worth $21,191,000 after purchasing an additional 250,412 shares during the period. Finally, Capital International Investors boosted its stake in Chipotle Mexican Grill by 17.7% in the 4th quarter. Capital International Investors now owns 45,294,212 shares of the restaurant operator’s stock worth $1,675,895,000 after purchasing an additional 6,796,285 shares during the period. 91.30% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have weighed in on CMG. Barclays dropped their price target on Chipotle Mexican Grill from $40.00 to $38.00 and set an “equal weight” rating for the company in a research note on Thursday, April 30th. BNP Paribas Exane upped their price target on Chipotle Mexican Grill from $37.00 to $39.00 and gave the stock a “neutral” rating in a research note on Thursday, April 30th. Raymond James Financial dropped their price target on Chipotle Mexican Grill from $43.00 to $41.00 and set an “outperform” rating for the company in a research note on Tuesday, April 21st. Argus upgraded Chipotle Mexican Grill from a “hold” rating to a “buy” rating and set a $40.00 price target for the company in a research note on Tuesday, May 5th. Finally, Stephens upped their price target on Chipotle Mexican Grill from $38.00 to $39.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 30th. Twenty-four equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $45.48.

Get Our Latest Research Report on CMG

Key Chipotle Mexican Grill News

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

Positive Sentiment: JPMorgan upgraded Chipotle Mexican Grill (CMG) to overweight and assigned a $35 price target, signaling meaningful upside from recent levels. Benzinga
Positive Sentiment: Chipotle’s refreshed Rewards program is showing growth, with loyalty now making up 32% of sales and enrollments rising 25%, which could support traffic and repeat purchases. Can Chipotle Convert Rewards Growth Into Stronger Traffic?
Positive Sentiment: Several recent articles argue Chipotle’s weakness may reflect a cyclical trough rather than a structural decline, with some analysts seeing recovery potential from current price levels. Chipotle: The Trough Is Not The Trend
Neutral Sentiment: Chipotle also ran a marketing promotion tied to NBA milestones, offering free entrees, which may help engagement but is not a major fundamental driver. Chipotle nods to NBA milestones to dole out 53K free entrees
Neutral Sentiment: One article noted that CMG had fallen the prior day despite broader market gains, underscoring recent volatility rather than a new company-specific problem. Chipotle Mexican Grill (CMG) Stock Drops Despite Market Gains: Important Facts to Note

Chipotle Mexican Grill Stock Performance

NYSE CMG opened at $29.39 on Friday. The company has a market capitalization of $37.70 billion, a P/E ratio of 26.97, a P/E/G ratio of 1.89 and a beta of 0.99. Chipotle Mexican Grill, Inc. has a one year low of $28.03 and a one year high of $58.42. The stock has a 50 day moving average price of $32.86 and a 200-day moving average price of $35.20.

Chipotle Mexican Grill (NYSE:CMG – Get Free Report) last posted its earnings results on Wednesday, April 29th. The restaurant operator reported $0.24 EPS for the quarter, meeting analysts’ consensus estimates of $0.24. The firm had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.07 billion. Chipotle Mexican Grill had a return on equity of 49.64% and a net margin of 11.96%.The company’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period in the prior year, the company earned $0.29 EPS. As a group, equities analysts predict that Chipotle Mexican Grill, Inc. will post 1.13 EPS for the current fiscal year.

Chipotle Mexican Grill Company Profile

(Free Report)

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.