Montrusco Bolton Investments Inc. Trims Stock Holdings in Chipotle Mexican Grill, Inc. $CMG

Key Points

• Montrusco Bolton trimmed its stake in Chipotle by 18.0% in Q4, selling 1,163,795 shares and now holds 5,289,270 shares (~0.40% of the company) valued at $190.25 million, making CMG about 2.4% of Montrusco's portfolio and its 17th-largest position.
• Chipotle posted a slight Q4 earnings beat (EPS $0.25 vs. $0.24) and revenue of $2.98B (up 4.9% YoY), while analysts maintain a Moderate Buy consensus with an average target of $46.47 amid mixed price-target revisions and 91.3% institutional ownership.

Montrusco Bolton Investments Inc. reduced its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG - Free Report) by 18.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,289,270 shares of the restaurant operator's stock after selling 1,163,795 shares during the period. Chipotle Mexican Grill makes up approximately 2.4% of Montrusco Bolton Investments Inc.'s portfolio, making the stock its 17th biggest position. Montrusco Bolton Investments Inc. owned about 0.40% of Chipotle Mexican Grill worth $190,251,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Geneos Wealth Management Inc. increased its stake in Chipotle Mexican Grill by 16.9% during the fourth quarter. Geneos Wealth Management Inc. now owns 13,478 shares of the restaurant operator's stock worth $499,000 after purchasing an additional 1,952 shares during the period. Chicago Partners Investment Group LLC increased its stake in Chipotle Mexican Grill by 129.1% during the fourth quarter. Chicago Partners Investment Group LLC now owns 30,143 shares of the restaurant operator's stock worth $1,232,000 after purchasing an additional 16,983 shares during the period. Quent Long Short Global Small Cap Fund LP purchased a new stake in Chipotle Mexican Grill during the fourth quarter worth about $428,000. waypoint wealth counsel purchased a new stake in Chipotle Mexican Grill during the fourth quarter worth about $349,000. Finally, B. Metzler seel. Sohn & Co. AG increased its stake in Chipotle Mexican Grill by 4.4% during the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 52,891 shares of the restaurant operator's stock worth $1,957,000 after purchasing an additional 2,220 shares during the period. 91.30% of the stock is currently owned by hedge funds and other institutional investors.

Chipotle Mexican Grill Stock Performance

Chipotle Mexican Grill stock opened at $34.21 on Friday. The stock's 50 day moving average price is $34.72 and its 200 day moving average price is $36.18. The firm has a market capitalization of $44.56 billion, a PE ratio of 30.01, a price-to-earnings-growth ratio of 2.06 and a beta of 1.06. Chipotle Mexican Grill, Inc. has a one year low of $29.75 and a one year high of $58.42.

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

Analyst Upgrades and Downgrades

CMG has been the subject of a number of analyst reports. Sanford C. Bernstein boosted their price objective on Chipotle Mexican Grill from $40.00 to $50.00 and gave the stock an "outperform" rating in a research report on Monday, January 5th. BNP Paribas Exane initiated coverage on Chipotle Mexican Grill in a research report on Monday, March 30th. They set a "neutral" rating and a $37.00 price objective for the company. Raymond James Financial lowered their price objective on Chipotle Mexican Grill from $43.00 to $41.00 and set an "outperform" rating for the company in a research report on Tuesday. Morgan Stanley lowered their price objective on Chipotle Mexican Grill from $50.00 to $49.00 and set an "overweight" rating for the company in a research report on Wednesday, February 4th. Finally, Citigroup lowered their price objective on Chipotle Mexican Grill from $49.00 to $44.00 and set a "buy" rating for the company in a research report on Tuesday, April 14th. Twenty-three equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, Chipotle Mexican Grill currently has an average rating of "Moderate Buy" and a consensus target price of $46.47.

Key Stories Impacting Chipotle Mexican Grill

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

• Positive Sentiment: Analysts see upside/earnings surprise potential from demand, digital growth and menu initiatives that could support a beat if comps and order trends hold. 4 Restaurant Stocks Showing Strong Earnings Surprise Potential
• Positive Sentiment: An analyst bumped Q2 EPS estimates, reflecting some confidence in near-term profitability despite margin headwinds. Q2 EPS Estimate for Chipotle Mexican Grill Lifted by Analyst
• Neutral Sentiment: Pre-earnings previews highlight solid sales drivers (digital, menu, comps) but flag rising food/labor costs and a stretched valuation that could limit upside if results are merely in line. Chipotle Gears Up for Q1 Earnings: Buy Now or Wait It Out?
• Neutral Sentiment: Analyst commentary comparing Chipotle to peers highlights mixed margin pressures across the group — CAVA and others may report stronger operational leverage while Chipotle faces cost headwinds. The Zacks Analyst Blog The Cheesecake Factory, Chipotle, CAVA and Shake Shack
• Negative Sentiment: Raymond James cut its price target to $41, signaling more conservative near-term upside and weighing on sentiment ahead of earnings. Raymond James Lowers Chipotle Mexican Grill Price Target
• Negative Sentiment: CMG recently underperformed the broader market, sliding about 3.5% on a down session, a reminder that momentum can reverse quickly into earnings. Here's Why Chipotle Mexican Grill Fell More Than Broader Market
• Negative Sentiment: Bank of America notes restaurant stocks are lagging amid soft demand and early-Q2 volatility (gas prices cited as a headwind), which could pressure Chipotle shares if consumer traffic softens further. Restaurant Stocks Trail Market Amid Soft Demand, Early Q2 Volatility, BofA 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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