Toth Financial Advisory Corp Acquires 41,062 Shares of Chipotle Mexican Grill, Inc. $CMG

Posted by Francis Steltz on Oct 8th, 2026

Toth Financial Advisory Corp raised its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 4,106,200.0% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 41,063 shares of the restaurant operator’s stock after purchasing an additional 41,062 shares during the period. Toth Financial Advisory Corp’s holdings in Chipotle Mexican Grill were worth $1,312,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. BlackRock Inc. purchased a new position in Chipotle Mexican Grill during the 2nd quarter worth $4,417,475,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of Chipotle Mexican Grill by 19.8% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 16,478,248 shares of the restaurant operator’s stock worth $527,469,000 after buying an additional 2,727,762 shares during the last quarter. Amundi grew its holdings in shares of Chipotle Mexican Grill by 23.3% in the first quarter. Amundi now owns 11,980,192 shares of the restaurant operator’s stock valued at $383,486,000 after acquiring an additional 2,266,087 shares in the last quarter. Bank of America Corp DE lifted its holdings in Chipotle Mexican Grill by 86.1% during the first quarter. Bank of America Corp DE now owns 11,973,752 shares of the restaurant operator’s stock worth $383,280,000 after acquiring an additional 5,541,385 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Chipotle Mexican Grill by 30.6% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 10,845,627 shares of the restaurant operator’s stock worth $368,751,000 after purchasing an additional 2,541,795 shares during the last quarter. 91.30% of the stock is owned by hedge funds and other institutional investors.

Chipotle Mexican Grill Trading Up 7.1%

Shares of CMG stock traded up $2.20 during trading hours on Thursday, reaching $32.97. The stock had a trading volume of 38,730,684 shares, compared to its average volume of 17,504,508. The stock’s fifty day simple moving average is $34.61 and its 200 day simple moving average is $33.55. Chipotle Mexican Grill, Inc. has a 12 month low of $28.03 and a 12 month high of $42.81. The firm has a market capitalization of $41.72 billion, a PE ratio of 30.30, a PEG ratio of 1.89 and a beta of 0.96.

Chipotle Mexican Grill (NYSE:CMG – Get Free Report) last posted its earnings results on Wednesday, July 29th. The restaurant operator reported $0.33 earnings per share for the quarter, topping analysts’ consensus estimates 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 business had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.33 billion. During the same quarter in the prior year, the firm posted $0.33 EPS. Chipotle Mexican Grill’s revenue was up 9.3% on a year-over-year basis. As a group, equities research analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.14 EPS for the current fiscal year.

Key Headlines Impacting Chipotle Mexican Grill

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

Positive Sentiment: Starbucks takeover interest drives shares higher. Starbucks reportedly worked with advisers on a potential acquisition of Chipotle, which has a market value near $39 billion. The report raised the possibility of a substantial takeover premium and sent CMG toward its strongest session since late July. Starbucks CEO Brian Niccol’s former role at Chipotle may provide strategic familiarity, although no formal offer has been announced. Chipotle Stock Gains on Starbucks Takeover Proposal Report
Positive Sentiment: Potential catering expansion offers a future sales channel. Chipotle plans a national catering launch in 2027 after encouraging pilot results and stronger demand for family meals. Investors may view catering as an opportunity to increase order sizes and broaden revenue beyond restaurants, though the benefit is not expected immediately. Can Chipotle’s 2027 Catering Launch Unlock a New Sales Engine?
Neutral Sentiment: Chipotlane expansion supports the operating story but may already be reflected in the stock. Continued drive-through expansion can improve convenience and restaurant economics, but one analysis argues CMG may be fully valued following the rollout. The takeover report also remains preliminary, creating uncertainty over whether any transaction will materialize. Chipotle Stock May Be Fully Priced Following Chipotlane Expansion
Negative Sentiment: Underlying momentum and valuation remain concerns. Recent Halloween campaigns are aimed at brand engagement rather than menu or traffic growth, while the stock has underperformed recently. Analysts caution that marketing initiatives and Chipotlane expansion may not fully offset slower momentum, particularly with CMG still carrying a premium valuation. Is Chipotle Mexican Grill Fully Valued As Halloween Marketing Ramps Up?

Analyst Ratings Changes

A number of analysts recently issued reports on CMG shares. Piper Sandler decreased their price objective on shares of Chipotle Mexican Grill from $42.00 to $39.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Weiss Ratings raised Chipotle Mexican Grill from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, August 7th. JPMorgan Chase & Co. lowered their price objective on Chipotle Mexican Grill from $40.00 to $37.00 and set an “overweight” rating on the stock in a research note on Tuesday, September 29th. DA Davidson lifted their target price on shares of Chipotle Mexican Grill from $45.00 to $50.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Finally, Raymond James Financial restated an “outperform” rating and set a $42.50 price target on shares of Chipotle Mexican Grill in a research note on Thursday, July 30th. Twenty-three research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $43.91.

Check Out Our Latest Analysis on CMG

Insider Activity

In related news, insider Matthew R. Bush sold 2,675 shares of Chipotle Mexican Grill stock in a transaction on Friday, August 21st. The stock was sold at an average price of $35.75, for a total transaction of $95,631.25. Following the completion of the sale, the insider owned 21,415 shares of the company’s stock, valued at approximately $765,586.25. This trade represents a 11.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.45% of the company’s stock.

Chipotle Mexican Grill Company Profile

(Free Report)

Chipotle Mexican Grill, Inc is a fast-casual restaurant company that specializes in Mexican-inspired food made with a limited number of core ingredients. Its menu includes burritos, burrito bowls, tacos, quesadillas, salads and sides, with options such as chicken, steak, barbacoa, carnitas, sofritas and vegetables. The company also offers beverages, including soft drinks and other drinks, and allows customers to customize meals.

Founded by Steve Ells in 1993, Chipotle operates company-owned restaurants under the Chipotle Mexican Grill brand.