41,062 Chipotle Mexican Grill, Inc. $CMG Shares Bought by Toth Financial Advisory Corp

Toth Financial Advisory Corp boosted its position in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 4,106,200.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 41,063 shares of the restaurant operator’s stock after acquiring an additional 41,062 shares during the quarter. Toth Financial Advisory Corp’s holdings in Chipotle Mexican Grill were worth $1,312,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CMG. Venture Visionary Partners LLC raised its stake in shares of Chipotle Mexican Grill by 979.8% during the third quarter. Venture Visionary Partners LLC now owns 77,063 shares of the restaurant operator’s stock worth $2,462,000 after acquiring an additional 69,926 shares in the last quarter. Elevation Wealth Partners LLC raised its position in Chipotle Mexican Grill by 1,809.2% in the 3rd quarter. Elevation Wealth Partners LLC now owns 2,291 shares of the restaurant operator’s stock worth $73,000 after purchasing an additional 2,171 shares during the period. Cox Capital Mgt LLC bought a new stake in Chipotle Mexican Grill in the third quarter worth $1,261,000. Canandaigua National Trust Co of Florida purchased a new stake in Chipotle Mexican Grill during the third quarter valued at about $929,000. Finally, Canandaigua National Bank & Trust Co. grew its stake in shares of Chipotle Mexican Grill by 160.9% during the third quarter. Canandaigua National Bank & Trust Co. now owns 122,420 shares of the restaurant operator’s stock valued at $3,911,000 after buying an additional 75,506 shares during the last quarter. 91.30% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Robert W. Baird restated a “neutral” rating and set a $40.00 price target (down from $44.00) on shares of Chipotle Mexican Grill in a research report on Monday, August 24th. BTIG Research restated a “buy” rating and issued a $45.00 price objective on shares of Chipotle Mexican Grill in a research report on Wednesday, August 5th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Chipotle Mexican Grill in a report on Friday, July 31st. Raymond James Financial reissued an “outperform” rating and issued a $42.50 target price on shares of Chipotle Mexican Grill in a research note on Thursday, July 30th. Finally, Seaport Research Partners started coverage on Chipotle Mexican Grill in a research report on Wednesday, September 16th. They set a “neutral” rating for the company. Twenty-three research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $43.91.

Key Headlines Impacting Chipotle Mexican Grill

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

• Positive Sentiment: Starbucks takeover interest drives shares higher. Starbucks reportedly worked with advisers on a potential acquisition of Chipotle, which has a market value near $39 billion. The report raised the possibility of a substantial takeover premium and sent CMG toward its strongest session since late July. Starbucks CEO Brian Niccol’s former role at Chipotle may provide strategic familiarity, although no formal offer has been announced. Chipotle Stock Gains on Starbucks Takeover Proposal Report
• Positive Sentiment: Potential catering expansion offers a future sales channel. Chipotle plans a national catering launch in 2027 after encouraging pilot results and stronger demand for family meals. Investors may view catering as an opportunity to increase order sizes and broaden revenue beyond restaurants, though the benefit is not expected immediately. Can Chipotle’s 2027 Catering Launch Unlock a New Sales Engine?
• Neutral Sentiment: Chipotlane expansion supports the operating story but may already be reflected in the stock. Continued drive-through expansion can improve convenience and restaurant economics, but one analysis argues CMG may be fully valued following the rollout. The takeover report also remains preliminary, creating uncertainty over whether any transaction will materialize. Chipotle Stock May Be Fully Priced Following Chipotlane Expansion
• Negative Sentiment: Underlying momentum and valuation remain concerns. Recent Halloween campaigns are aimed at brand engagement rather than menu or traffic growth, while the stock has underperformed recently. Analysts caution that marketing initiatives and Chipotlane expansion may not fully offset slower momentum, particularly with CMG still carrying a premium valuation. Is Chipotle Mexican Grill Fully Valued As Halloween Marketing Ramps Up?

Insiders Place Their Bets

In other Chipotle Mexican Grill news, insider Matthew R. Bush sold 2,675 shares of Chipotle Mexican Grill stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $35.75, for a total transaction of $95,631.25. Following the sale, the insider directly owned 21,415 shares of the company’s stock, valued at approximately $765,586.25. The trade was a 11.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.45% of the company’s stock.

Chipotle Mexican Grill Trading Up 7.1%

NYSE CMG traded up $2.20 during trading on Thursday, hitting $32.97. The company had a trading volume of 38,730,684 shares, compared to its average volume of 17,504,508. The company’s fifty day moving average is $34.61 and its 200-day moving average is $33.55. Chipotle Mexican Grill, Inc. has a one year low of $28.03 and a one year high of $42.81. The company has a market cap of $41.72 billion, a price-to-earnings ratio of 30.30, a price-to-earnings-growth ratio of 1.89 and a beta of 0.96.

Chipotle Mexican Grill (NYSE:CMG) last announced its quarterly earnings results on Wednesday, July 29th. The restaurant operator reported $0.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.32 by $0.01. Chipotle Mexican Grill had a net margin of 11.43% and a return on equity of 54.65%. The company had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.33 billion. During the same quarter in the previous year, the company earned $0.33 earnings per share. Chipotle Mexican Grill’s quarterly revenue was up 9.3% on a year-over-year basis. As a group, equities analysts anticipate that Chipotle Mexican Grill, Inc. will post 1.14 EPS for the current year.

Chipotle Mexican Grill Company Profile

Chipotle Mexican Grill, Inc is a fast-casual restaurant company that specializes in Mexican-inspired food made with a limited number of core ingredients. Its menu includes burritos, burrito bowls, tacos, quesadillas, salads and sides, with options such as chicken, steak, barbacoa, carnitas, sofritas and vegetables. The company also offers beverages, including soft drinks and other drinks, and allows customers to customize meals.

Founded by Steve Ells in 1993, Chipotle operates company-owned restaurants under the Chipotle Mexican Grill brand.