Fifth Third Bancorp Has $14.84 Million Stake in Chipotle Mexican Grill, Inc. $CMG

Key Points

• Fifth Third Bancorp trimmed its Chipotle stake by 24.8% in Q4 and now holds 401,062 shares worth about $14.84M, while institutional investors own roughly 91.3% of CMG.
• Chipotle's Q1 results showed EPS of $0.24 (met) and revenue of $3.09B (beat), with same-store sales turning positive (+0.5%) and revenue up 7.4% year-over-year, but the stock fell ~3% amid mixed analyst reactions and an unusual spike in put activity.
• The sell-side consensus is a Moderate Buy with a consensus target of $46.23 (23 Buys, 12 Holds); CMG is trading near $32.97 with a 52-week range of $29.75–$58.42 and a P/E of 30.25.

Fifth Third Bancorp trimmed its position in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG - Free Report) by 24.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 401,062 shares of the restaurant operator's stock after selling 132,461 shares during the quarter. Fifth Third Bancorp's holdings in Chipotle Mexican Grill were worth $14,839,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of CMG. Revolve Wealth Partners LLC grew its holdings in Chipotle Mexican Grill by 4.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,804 shares of the restaurant operator's stock worth $290,000 after buying an additional 214 shares in the last quarter. Bison Wealth LLC bought a new stake in Chipotle Mexican Grill during the fourth quarter worth $224,000. Empowered Funds LLC grew its holdings in Chipotle Mexican Grill by 5.5% during the first quarter. Empowered Funds LLC now owns 26,460 shares of the restaurant operator's stock worth $1,329,000 after buying an additional 1,368 shares in the last quarter. Osterweis Capital Management Inc. grew its holdings in Chipotle Mexican Grill by 7,176.0% during the second quarter. Osterweis Capital Management Inc. now owns 1,819 shares of the restaurant operator's stock worth $102,000 after buying an additional 1,794 shares in the last quarter. Finally, Ieq Capital LLC grew its holdings in Chipotle Mexican Grill by 88.8% during the second quarter. Ieq Capital LLC now owns 274,375 shares of the restaurant operator's stock worth $15,406,000 after buying an additional 129,066 shares in the last quarter. Institutional investors own 91.30% of the company's stock.

Analysts Set New Price Targets

A number of research analysts have issued reports on CMG shares. Zacks Research upgraded Chipotle Mexican Grill from a "strong sell" rating to a "hold" rating in a research note on Friday, April 17th. DA Davidson started coverage on Chipotle Mexican Grill in a research note on Friday, March 6th. They issued a "buy" rating and a $51.00 price objective for the company. Citigroup upped their price objective on Chipotle Mexican Grill from $44.00 to $46.00 and gave the company a "buy" rating in a research note on Thursday. Stephens upped their price objective on Chipotle Mexican Grill from $38.00 to $39.00 and gave the company an "equal weight" rating in a research note on Thursday. Finally, Argus restated a "hold" rating on shares of Chipotle Mexican Grill in a research note on Thursday, February 5th. Twenty-three investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $46.23.

Chipotle Mexican Grill Stock Down 3.0%

Shares of NYSE CMG opened at $32.97 on Friday. The business has a 50-day simple moving average of $34.37 and a two-hundred day simple moving average of $35.98. Chipotle Mexican Grill, Inc. has a 52 week low of $29.75 and a 52 week high of $58.42. The company has a market cap of $42.38 billion, a P/E ratio of 30.25, a P/E/G ratio of 2.08 and a beta of 1.03.

Chipotle Mexican Grill (NYSE:CMG - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The restaurant operator reported $0.24 earnings per share for the quarter, meeting the consensus estimate of $0.24. Chipotle Mexican Grill had a return on equity of 49.64% and a net margin of 11.96%.The firm had revenue of $3.09 billion for the quarter, compared to analysts' expectations of $3.07 billion. During the same quarter last year, the firm posted $0.29 EPS. The company's revenue was up 7.4% compared to the same quarter last year. Equities research analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.13 EPS for the current year.

Chipotle Mexican Grill News Roundup

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

• Positive Sentiment: Q1 sales beat and early recovery signs — Chipotle reported Q1 revenue slightly above expectations with same-store sales turning positive (+0.5%) and management highlighting strength from high‑protein menu items and digital sales; that upside after a weak 2025 helped lift sentiment after the print. Chipotle reports surprise sales beat
• Positive Sentiment: Buy-side support from some firms — Several firms reaffirmed buys or raised targets (Citigroup raised its target to $46; TD Cowen issued a Buy), providing upside scenarios for investors focused on a rebound in comps and new-unit growth.
• Neutral Sentiment: Mixed analyst reactions — The sell‑side is split: some firms raised targets or reiterated buys while others trimmed targets after Q1, creating divergent price-case narratives that could limit a clear directional trade. Read more on the mixed post‑earnings reaction. Chipotle Gets Mixed Calls After Q1
• Negative Sentiment: Price‑target cuts and margin worries — Guggenheim trimmed its target to $35 and cut EPS estimates citing margin pressure; analysts flagged higher labor and operating costs that compress profits even as sales recover. Guggenheim Cuts Chipotle Price Target
• Negative Sentiment: Put activity spike — Unusual options flow: ~61,900 put contracts traded (≈39% above typical daily put volume), signalling elevated hedging or directional bearish bets that can amplify intraday downside.
• Negative Sentiment: Sector/headline drag and reset commentary — Analysts and market writeups point to a choppy restaurant tape and tougher consumer backdrop; Morgan Stanley and other outlets are questioning how much growth remains, contributing to selling pressure. Morgan Stanley resets Chipotle stock forecast
• Negative Sentiment: News pieces highlighting a slide today — Coverage noting the stock is sliding amid the mixed tape and analyst notes can reinforce short‑term bearish momentum. Chipotle Stock Is Sliding Friday

Chipotle Mexican Grill Company Profile

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.

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