Kestra Private Wealth Services LLC Reduces Stake in Chipotle Mexican Grill, Inc. $CMG

Key Points

• Kestra Private Wealth cut its stake in Chipotle by 15.8%, selling 38,109 shares and leaving it with 202,655 shares worth about $7.5 million per its latest SEC filing.
• Chipotle slightly beat the quarter's expectations with $0.25 EPS versus $0.24 estimated and $2.98B in revenue versus $2.96B, with revenue up 4.9% year‑over‑year.
• Analysts remain broadly positive—consensus is a "Moderate Buy" with an average target of ~$46.47—while some firms have trimmed targets; management has added senior marketing/digital hires and relaunched menu/promotions to drive transactions amid macro and sector headwinds.

Kestra Private Wealth Services LLC lowered its position in Chipotle Mexican Grill, Inc. (NYSE:CMG - Free Report) by 15.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 202,655 shares of the restaurant operator's stock after selling 38,109 shares during the period. Kestra Private Wealth Services LLC's holdings in Chipotle Mexican Grill were worth $7,498,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Salomon & Ludwin LLC purchased a new stake in Chipotle Mexican Grill in the third quarter valued at approximately $26,000. Wealth Watch Advisors INC purchased a new stake in Chipotle Mexican Grill in the third quarter valued at approximately $25,000. Financial Life Planners purchased a new stake in Chipotle Mexican Grill in the third quarter valued at approximately $25,000. Steigerwald Gordon & Koch Inc. purchased a new stake in Chipotle Mexican Grill in the third quarter valued at approximately $29,000. Finally, Murphy & Mullick Capital Management Corp boosted its position in Chipotle Mexican Grill by 106.7% in the third quarter. Murphy & Mullick Capital Management Corp now owns 775 shares of the restaurant operator's stock valued at $30,000 after buying an additional 400 shares during the last quarter. Hedge funds and other institutional investors own 91.30% of the company's stock.

Chipotle Mexican Grill Price Performance

Shares of CMG stock opened at $33.65 on Tuesday. The company has a market cap of $43.83 billion, a price-to-earnings ratio of 29.52, a PEG ratio of 2.08 and a beta of 1.06. The stock has a 50 day simple moving average of $34.67 and a 200-day simple moving average of $36.06. Chipotle Mexican Grill, Inc. has a 1-year low of $29.75 and a 1-year high of $58.42.

Chipotle Mexican Grill (NYSE:CMG - Get Free Report) last announced its earnings results on Tuesday, February 3rd. The restaurant operator reported $0.25 earnings per share for the quarter, topping the consensus estimate of $0.24 by $0.01. The business had revenue of $2.98 billion during the quarter, compared to the consensus estimate of $2.96 billion. Chipotle Mexican Grill had a return on equity of 47.99% and a net margin of 12.88%.The business's quarterly revenue was up 4.9% on a year-over-year basis. During the same period in the prior year, the company posted $0.25 EPS. Analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.14 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on CMG shares. UBS Group reiterated a "buy" rating on shares of Chipotle Mexican Grill in a research report on Monday, January 26th. Stifel Nicolaus restated a "buy" rating on shares of Chipotle Mexican Grill in a research report on Monday, March 9th. Citigroup lowered their price objective on Chipotle Mexican Grill from $49.00 to $44.00 and set a "buy" rating on the stock in a research report on Tuesday, April 14th. Zacks Research upgraded Chipotle Mexican Grill from a "strong sell" rating to a "hold" rating in a research report on Friday, April 17th. Finally, BNP Paribas Exane assumed coverage on Chipotle Mexican Grill in a research report on Monday, March 30th. They issued a "neutral" rating and a $37.00 price objective on the stock. Twenty-three research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company's stock. According to MarketBeat.com, Chipotle Mexican Grill currently has a consensus rating of "Moderate Buy" and an average target price of $46.47.

Key Headlines Impacting Chipotle Mexican Grill

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

• Positive Sentiment: Senior marketing and digital hires: Chipotle named award‑winning CMO Fernando Machado as Chief Brand Officer and created a Chief Digital Officer role (Arlie Sisson) to accelerate its Recipe for Growth marketing and digital initiatives — a potential catalyst for improved marketing performance and digital sales over time. CHIPOTLE TAPS AWARD-WINNING FERNANDO MACHADO AS CHIEF BRAND OFFICER
• Positive Sentiment: Broker optimism on Q1: UBS says Chipotle will likely beat its own Q1 sales and margin guidance, signaling upside risk to near-term results if trends hold. Chipotle Mexican Grill Will Likely Deliver Q1 Sales and Margin Beat, UBS Says
• Positive Sentiment: Menu and promo activity: Chipotle is relaunching its ChipotleHoney Chicken (proven top LTO) across multiple markets and adding a limited delivery‑fee promotion — moves that target transactions and digital engagement, which can support comps. Is ChipotleHoney Chicken's Relaunch Reshaping the Investment Case for Chipotle Mexican Grill (CMG)?
• Positive Sentiment: Media spotlight: High‑profile mentions (e.g., Jim Cramer) suggesting Chipotle could post a strong quarter can boost short‑term investor interest and trading activity. Jim Cramer Believes Chipotle “Could Have the First Strong Quarter in a Very Long Time”
• Neutral Sentiment: Wall Street stance mixed: Despite bullish analyst ratios (a majority rate Buys), several firms are trimming price targets and nudging fair‑value estimates slightly lower — a sign of cautious optimism but less conviction on near‑term upside. RBC Capital Reduces PT on Chipotle Mexican Grill (CMG) Ahead of Q1 Earnings
• Neutral Sentiment: Longer‑term thesis intact: Commentaries note Chipotle remains a strong cash‑flow generator and its Recipe for Growth targets efficiency, menu innovation and expansion — but these are seen as multi‑quarter catalysts rather than immediate fixes. Chipotle Q1 2026 Results Preview: It's All About Transactions Growth
• Negative Sentiment: Analyst cuts and trimmed targets: RBC and others have lowered price targets ahead of Q1, which can create downward pressure on the stock as investors re‑price risk. RBC Capital Reduces PT on Chipotle Mexican Grill (CMG) Ahead of Q1 Earnings
• Negative Sentiment: Near‑term operational pressure: Previews and sell‑side notes flag modest expected revenue growth, an anticipated EPS decline for Q1, continued comp‑sales pressure and rising costs — factors that could curb upside in the short term. Chipotle Q1 2026 Results Preview: It's All About Transactions Growth
• Negative Sentiment: Broader sector weakness & macro risks: UBS notes restaurant trends slowed into Q1 exit and broader market/Fed uncertainty (and higher oil/geopolitical risks) could weigh on consumer traffic and discretionary spend. Restaurant Trends Likely Slowed to Exit First Quarter, UBS Says

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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