Earnings Disappointment: Chipotle Mexican Grill (CMG) has sparked intense discussion on X following its recent third-quarter earnings report. Posts on the platform highlight a significant stock price drop, with many pointing to missed revenue expectations and margin pressures as key issues. The stock reportedly hit a 52-week low, fueling further debate.
Inflation and Cost Concerns: Conversations on X also focus on broader economic challenges impacting Chipotle, such as inflation and rising beef costs. Some users express worry over the company’s flat outlook and potential struggles with customer value perception. Others note analyst revisions, with price targets being cut while maintaining long-term optimism.
Expansion Plans: Despite the gloom, there’s buzz on X about Chipotle’s aggressive international expansion plans, with hundreds of new locations in the pipeline. This move is seen by some as a potential growth driver, though skepticism remains about execution amid current headwinds. The mix of hope and concern keeps the discussion 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 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 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 125,186 shares for an estimated $6,752,066.
- ROGER E THEODOREDIS (Chief Legal Officer & GC) sold 113,875 shares for an estimated $5,659,280
- ILENE ESKENAZI (Chief Human Resources Officer) sold 26,576 shares for an estimated $1,146,725
- SCOTT BOATWRIGHT (Chief Executive Officer) sold 19,000 shares for an estimated $997,133
- JAMIE MCCONNELL (Chief Accountg & Admin Officer) sold 3,087 shares for an estimated $161,829
- ROBIN S HICKENLOOPER sold 2,250 shares for an estimated $115,228
- PATRICIA FILIKRUSHEL sold 2,076 shares for an estimated $106,146
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Chipotle Mexican Grill Congressional Stock Trading
Members of Congress have traded $CMG stock 6 times in the past 6 months. Of those trades, 1 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:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 09/12.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/04.
- SENATOR JOHN W. HICKENLOOPER sold up to $250,000 on 06/12.
- REPRESENTATIVE CLEO FIELDS purchased up to $15,000 on 06/03.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Chipotle Mexican Grill Hedge Fund Activity
We have seen 667 institutional investors add shares of Chipotle Mexican Grill stock to their portfolio, and 865 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EDGEWOOD MANAGEMENT LLC removed 13,725,875 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $770,707,881
- SUSTAINABLE GROWTH ADVISERS, LP added 10,632,783 shares (+inf%) to their portfolio in Q2 2025, for an estimated $597,030,765
- CAPITAL INTERNATIONAL INVESTORS added 9,570,007 shares (+54.8%) to their portfolio in Q2 2025, for an estimated $537,355,893
- JANUS HENDERSON GROUP PLC added 8,324,239 shares (+80.2%) to their portfolio in Q2 2025, for an estimated $467,406,019
- JPMORGAN CHASE & CO added 7,952,722 shares (+14.2%) to their portfolio in Q2 2025, for an estimated $446,545,340
- MORGAN STANLEY added 7,077,115 shares (+38.5%) to their portfolio in Q2 2025, for an estimated $397,380,007
- ALPHINITY INVESTMENT MANAGEMENT PTY LTD removed 6,941,880 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $389,786,562
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 16 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Outperform" rating on 10/16/2025
- Wells Fargo issued a "Overweight" rating on 10/16/2025
- Truist Securities issued a "Buy" rating on 10/14/2025
- Baird issued a "Outperform" rating on 10/10/2025
- Evercore ISI Group issued a "Outperform" rating on 10/07/2025
- BWG Global issued a "Positive" rating on 10/03/2025
- TD Cowen issued a "Buy" rating on 09/19/2025
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 26 analysts offer price targets for $CMG in the last 6 months, with a median target of $54.5.
Here are some recent targets:
- Andrew M. Charles from TD Cowen set a target price of $40.0 on 10/30/2025
- Nick Setyan from Mizuho set a target price of $34.0 on 10/30/2025
- Peter Saleh from BTIG set a target price of $45.0 on 10/30/2025
- Jeffrey Bernstein from Barclays set a target price of $43.0 on 10/22/2025
- Dennis Geiger from UBS set a target price of $56.0 on 10/20/2025
- Eric Gonzalez from Keybanc set a target price of $52.0 on 10/20/2025
- Brian Vaccaro from Raymond James set a target price of $52.0 on 10/16/2025
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.
