Recent discussions on X about Chipotle Mexican Grill (CMG) have centered on the stock's significant decline, with shares dropping to around $40, a level some users describe as a critical technical support zone. Many are pointing to a challenging consumer environment and recent price hikes as reasons for the stock's struggles, while others highlight the company's initiatives like menu innovation, drone delivery, and store expansions as potential catalysts for recovery. The conversation is buzzing with speculation about whether this dip represents a buying opportunity or a sign of deeper issues.
Additionally, posts on X have noted institutional activity, with some large investors increasing their stakes in CMG, while others have trimmed positions, adding to the uncertainty. There’s also chatter about the stock’s historically low price-to-earnings ratio, fueling debates on its future trajectory. As the fast-casual giant navigates these headwinds, the online discourse remains a mix of cautious optimism and concern over near-term performance.
Note: This discussion summary was generated from an AI condensation of post data.
Chipotle Mexican Grill Congressional Stock Trading
Members of Congress have traded $CMG stock 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $CMG stock by members of Congress over the last 6 months:
- 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 has traded it 3 times. They made 1 purchase worth up to $100,000 on 04/17 and 2 sales worth up to $150,000 on 05/12, 03/13.
- REPRESENTATIVE BYRON DONALDS purchased up to $15,000 on 03/20.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 03/20.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Chipotle Mexican Grill Insider Trading Activity
Chipotle Mexican Grill insiders have traded $CMG stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 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 6 sales selling 139,007 shares for an estimated $7,434,667.
- 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 Hedge Fund Activity
We have seen 719 institutional investors add shares of Chipotle Mexican Grill stock to their portfolio, and 928 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 18 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 09/09/2025
- Rothschild & Co issued a "Buy" rating on 09/03/2025
- Piper Sandler issued a "Overweight" rating on 08/12/2025
- Truist Securities issued a "Buy" rating on 07/25/2025
- Keybanc issued a "Overweight" rating on 07/24/2025
- Baird issued a "Outperform" rating on 07/24/2025
- Citigroup issued a "Buy" rating on 07/24/2025
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 25 analysts offer price targets for $CMG in the last 6 months, with a median target of $59.0.
Here are some recent targets:
- Chris O'Cull from Stifel set a target price of $60.0 on 09/09/2025
- Peter Saleh from BTIG set a target price of $57.0 on 09/05/2025
- Chris Luyckx from Rothschild & Co set a target price of $55.0 on 09/03/2025
- Brian Vaccaro from Raymond James set a target price of $56.0 on 08/15/2025
- Brian Mullan from Piper Sandler set a target price of $50.0 on 08/12/2025
- Jake Bartlett from Truist Securities set a target price of $60.0 on 07/25/2025
- Gregory Francfort from Guggenheim set a target price of $46.0 on 07/25/2025
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.
