CMG icon

Chipotle Mexican Grill
CMG

Overview Fund Activity
39.20 USD
+0.62
1.61%
At close Updated Sep 16, 9:45 AM EDT
1 day
1.61%
5 days
-0.43%
1 month
-9.64%
3 months
-25.39%
6 months
-21.05%
Year to date
-34.55%
1 year
-32.02%
5 years
54.82%
10 years
168.49%
 

About: Chipotle Mexican Grill is the largest fast-casual chain restaurant in the United States, with systemwide sales of $11.3 billion in 2024. The Mexican concept is almost exclusively company-owned, with just three license stores operated through a master franchise relationship with Alshaya Group in the Middle East. It had a footprint of 3,726 stores at the end of 2024, heavily indexed to the United States, although it maintains a small presence in Canada, the UK, France, and Germany. Chipotle sells burritos, burrito bowls, tacos, quesadillas, and beverages, with a selling proposition built around competitive prices, high-quality food sourcing, speed of service, and convenience. The company generates its revenue entirely from restaurant sales and delivery fees.

Employees: 130,504

Consumer Discretionary Restaurants
0
Funds holding %
of 7,463 funds
0
Analysts bullish %
of 17 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

14% more capital invested

Capital invested by funds: $58.5B [Q1] → $66.5B (+$8.02B) [Q2]

1.96% more ownership

Funds ownership: 86.0% [Q1] → 87.96% (+1.96%) [Q2]

8% more call options, than puts

Call options by funds: $2.36B | Put options by funds: $2.19B

5% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 153

0% more funds holding in top 10

Funds holding in top 10: 14 [Q1] → 14 (+0) [Q2]

6% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 600

1% less funds holding

Funds holding: 1,536 [Q1] → 1,516 (-20) [Q2]

See Fund Rankings

Research analyst outlook

17 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$46
17% upside
Avg. target
$58
48% upside
High target
$65
66% upside

17 analyst ratings

14  positive
82%
3  neutral
18%
0  negative
0%
Stephens & Co.
Jim Salera
$60
Equal-Weight
Reiterated
11 Sep 2025
Stifel
Chris O'Cull
$60
Buy
Maintained
9 Sep 2025
BTIG
Peter Saleh
$57
Buy
Reiterated
5 Sep 2025
Rothschild & Co
Chris Luyckx
$55
Buy
Upgraded
3 Sep 2025
Raymond James
Brian Vaccaro
$56
Outperform
Maintained
15 Aug 2025
See Analyst Rankings

Financial journalist opinion

Based on 46 articles about CMG published over the past 30 days

Positive
Benzinga
16 hours ago
Chipotle Stock Is Rising After Hours: Here's Why
Chipotle Mexican Grill Inc CMG shares are sizzling in Monday's after-hours session after the company announced an additional $500 million buyback.
Chipotle Stock Is Rising After Hours: Here's Why
Positive
Zacks Investment Research
4 days ago
Can Chipotle's Expansion Beyond North America Deliver Growth?
CMG is betting on global growth with strong gains in Canada, Europe and the Middle East.
Can Chipotle's Expansion Beyond North America Deliver Growth?
Negative
Zacks Investment Research
4 days ago
Stocks & Index Items to Watch from August's CPI Data
Diving deeper into August's CPI summary, here is the breakdown of the main movers of individual item indexes from the U.S. Bureau of Labor Statistics, and a strategic opinion of what stocks could stand to benefit or be affected.
Stocks & Index Items to Watch from August's CPI Data
Neutral
Benzinga
4 days ago
Cava, Chipotle Trade Like Bargains—But Wall Street Hasn't Caught Up Yet
Fast-casual's bowl brigade is tasting something new this season: a healthy serving of valuation discipline. Once priced like tech disruptors, Chipotle Mexican Grill Inc CMG, CAVA Group Inc CAVA and Sweetgreen Inc SG are now navigating a sharp reset as investors reassess growth expectations and future profitability.
Cava, Chipotle Trade Like Bargains—But Wall Street Hasn't Caught Up Yet
Negative
Barrons
4 days ago
Chipotle Will Open Its First Asian Eateries. It Needs to Sell a Lot More Burritos Back Home, Too.
The burrito maker's expansion into Asia follows its moves into Mexico and the Mideast. The stock is down 35% year to date and is nearing its lowest level in 10 years.
Chipotle Will Open Its First Asian Eateries. It Needs to Sell a Lot More Burritos Back Home, Too.
Positive
The Street
4 days ago
Chipotle is expanding into Asia
Chipotle will open new locations in the region in 2026. Transcript: Chipotle is going global - and K-Pop fans are likely cheering.
Chipotle is expanding into Asia
Positive
Zacks Investment Research
4 days ago
Chipotle to Debut in Asia With SPC Group to Expand Global Footprint
CMG partners with SPC Group to debut in South Korea and Singapore in 2026, marking its franchise expansion into Asia.
Chipotle to Debut in Asia With SPC Group to Expand Global Footprint
Positive
CNBC
5 days ago
Chipotle to expand to Asia through joint venture
Chipotle is planning to expand to Asia through a joint venture with SPC Group. The company aims to open its first Chipotle locations in South Korea and Singapore in 2026.
Chipotle to expand to Asia through joint venture
Neutral
PRNewsWire
5 days ago
CHIPOTLE TO EXPAND TO ASIA FOR THE FIRST TIME THROUGH A JOINT VENTURE WITH SPC GROUP
In partnership, Chipotle and SPC Group plan to open the first Chipotle restaurants in South Korea and Singapore in 2026.  NEWPORT BEACH, Calif.
CHIPOTLE TO EXPAND TO ASIA FOR THE FIRST TIME THROUGH A JOINT VENTURE WITH SPC GROUP
Negative
Benzinga
5 days ago
Bill Ackman's Chipotle Bet Still Sizzles Despite 52-Week Low
Bill Ackman's once-scorching bet on Chipotle Mexican Grill Inc CMG has cooled dramatically, with the burrito giant's stock now at a 52-week low. Shares closed at $38.76, down 35% year-to-date and 28% over the past year, leaving Ackman's high-conviction holding looking decidedly less appetizing – at least in the short term.
Bill Ackman's Chipotle Bet Still Sizzles Despite 52-Week Low
See News Rankings
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