Intermede Investment Partners Ltd has opened a new $52.3M position in $CMG, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CMG.
$CMG Hedge Fund Activity
We have seen 605 institutional investors add shares of $CMG stock to their portfolio, and 982 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
- CAPITAL INTERNATIONAL INVESTORS added 11,471,658 shares (+42.4%) to their portfolio in Q3 2025, for an estimated $449,574,277
- WINSLOW CAPITAL MANAGEMENT, LLC removed 10,668,800 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $418,110,272
- SUSTAINABLE GROWTH ADVISERS, LP added 10,632,783 shares (+inf%) to their portfolio in Q2 2025, for an estimated $597,030,765
- 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
- JANUS HENDERSON GROUP PLC added 8,324,239 shares (+80.2%) to their portfolio in Q2 2025, for an estimated $467,406,019
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CMG Insider Trading Activity
$CMG insiders have traded $CMG stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 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
- 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.
$CMG 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 CLEO FIELDS has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/03 and 1 sale worth up to $50,000 on 10/30.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$CMG 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:
- RBC Capital issued a "Outperform" rating on 10/30/2025
- Goldman Sachs issued a "Buy" rating on 10/30/2025
- Raymond James issued a "Outperform" rating on 10/30/2025
- Bernstein issued a "Outperform" rating on 10/30/2025
- Morgan Stanley issued a "Overweight" rating on 10/30/2025
- Keybanc issued a "Overweight" rating on 10/30/2025
- Evercore ISI Group issued a "Outperform" rating on 10/30/2025
To track analyst ratings and price targets for $CMG, check out Quiver Quantitative's $CMG forecast page.
$CMG Price Targets
Multiple analysts have issued price targets for $CMG recently. We have seen 28 analysts offer price targets for $CMG in the last 6 months, with a median target of $45.0.
Here are some recent targets:
- Brian Harbour from Morgan Stanley set a target price of $50.0 on 10/30/2025
- Christine Cho from Goldman Sachs set a target price of $45.0 on 10/30/2025
- Eric Gonzalez from Keybanc set a target price of $45.0 on 10/30/2025
- Jake Bartlett from Truist Securities set a target price of $45.0 on 10/30/2025
- Andrew M. Charles from TD Cowen set a target price of $40.0 on 10/30/2025
- Peter Saleh from BTIG set a target price of $45.0 on 10/30/2025
- Nick Setyan from Mizuho set a target price of $34.0 on 10/30/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CMG ticker page for more data.
