Recent Buyback Announcement: Social media is buzzing with talk about Chipotle Mexican Grill's recent board decision to authorize an additional $1.8 billion for share repurchases. Many users see this as a strong signal of confidence in the company’s future cash flow and long-term demand. The move to larger, multi-quarter buyback pools has sparked discussions on potential impacts to earnings per share.
Expansion Milestone: Another hot topic is Chipotle’s opening of its 4,000th restaurant, a milestone that has fueled chatter about the company’s aggressive growth strategy. Some express optimism about the goal to reach 7,000 outlets, while others question if rapid expansion might strain operations. This mix of excitement and caution keeps the conversation lively.
Note: This discussion summary was generated from an AI condensation of post data.
Chipotle Mexican Grill Insider Trading Activity
Chipotle Mexican Grill insiders have traded $CMG stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $CMG stock by insiders over the last 6 months:
- CURTIS E GARNER (Pres, Chief Strgy & Tech Off) has made 0 purchases and 4 sales selling 208,288 shares for an estimated $8,945,095.
- ILENE ESKENAZI (Chief Human Resources Officer) sold 26,576 shares for an estimated $1,146,725
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Chipotle Mexican Grill Revenue
Chipotle Mexican Grill had revenues of $3B in Q3 2025. This is an increase of 7.51% from the same period in the prior year.
You can track CMG financials on Quiver Quantitative's CMG stock page.
Chipotle Mexican Grill Congressional Stock Trading
Members of Congress have traded $CMG stock 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $CMG stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 11/03.
- REPRESENTATIVE CLEO FIELDS sold up to $50,000 on 10/30.
- REPRESENTATIVE BYRON DONALDS has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/09 and 2 sales worth up to $30,000 on 09/04.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 09/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Chipotle Mexican Grill Hedge Fund Activity
We have seen 602 institutional investors add shares of Chipotle Mexican Grill stock to their portfolio, and 1,040 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 48,398,628 shares (+122.7%) to their portfolio in Q3 2025, for an estimated $1,896,742,231
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 20,175,872 shares (+10356.6%) to their portfolio in Q3 2025, for an estimated $790,692,423
- CAPITAL INTERNATIONAL INVESTORS added 11,471,658 shares (+42.4%) to their portfolio in Q3 2025, for an estimated $449,574,277
- JANUS HENDERSON GROUP PLC removed 10,765,684 shares (-57.6%) from their portfolio in Q3 2025, for an estimated $421,907,155
- WINSLOW CAPITAL MANAGEMENT, LLC removed 10,668,800 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $418,110,272
- AMERICAN CENTURY COMPANIES INC removed 10,292,635 shares (-48.4%) from their portfolio in Q3 2025, for an estimated $403,368,365
- JPMORGAN CHASE & CO removed 8,367,087 shares (-13.1%) from their portfolio in Q3 2025, for an estimated $327,906,139
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Chipotle Mexican Grill Analyst Ratings
Wall Street analysts have issued reports on $CMG in the last several months. We have seen 19 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 10/30/2025
- Goldman Sachs issued a "Buy" rating on 10/30/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
- Keybanc issued a "Overweight" rating on 10/30/2025
- RBC Capital issued a "Outperform" rating on 10/30/2025
- Raymond James issued a "Outperform" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/30/2025
To track analyst ratings and price targets for Chipotle Mexican Grill, check out Quiver Quantitative's $CMG forecast page.
Chipotle Mexican Grill Price Targets
Multiple analysts have issued price targets for $CMG recently. We have seen 27 analysts offer price targets for $CMG in the last 6 months, with a median target of $45.0.
Here are some recent targets:
- David Palmer from Evercore ISI Group set a target price of $45.0 on 10/30/2025
- John Ivankoe from JP Morgan set a target price of $40.0 on 10/30/2025
- Christine Cho from Goldman Sachs set a target price of $45.0 on 10/30/2025
- Logan Reich from RBC Capital set a target price of $40.0 on 10/30/2025
- Brian Vaccaro from Raymond James set a target price of $40.0 on 10/30/2025
- Zachary Fadem from Wells Fargo set a target price of $45.0 on 10/30/2025
- Brian Harbour from Morgan Stanley set a target price of $50.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
