Market Cap
$41.2B
CMG
CHIPOTLE MEXICAN GRILL INC
$32.12 ▼ -0.63%
Prev close $32.32Market cap$41.2B
ConsensusBuy
12-mo target$43.92 (+36.7%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (8/10)34 New Institutional Positions16 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on CMG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$31.0B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $2.6M sell
Insider Net $
-$2.6M
Social Sentiment
54° Neutral
SEC Reports
4
Congressional
3 trades
Price chart 30d -16.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
Rymer Adam T surrendered for taxes 3,253 shares
Chief Financial Officer @ $31.95 ($103.9K)
Sep 17, 2026 Insider
Sami Sabir was granted 4,747 shares
Director @ $33.51 ($159.1K)
Sep 17, 2026 short_volume
Short Volume: CMG — 57.7% short (2.2M / 3.9M)
Short: 2,223,208 | Exempt: 14,410 | TRF Vol: 3,852,803 | Short Ratio: 57.7% | Off-exchange volume (d
Aug 7, 2026 Insider
Aug 5, 2026 SEC Machado Fernando was granted 76,243 shares
Chief Brand Officer
Chipotle filed an 8-K disclosing a salmonella outbreak investigation linked to jalapeños in its supply chain. The Minnes
8-K — Impact 3/10
Chipotle Mexican Grill filed an 8-K reporting the appointment of independent director Albert Baldocchi to its Audit and
8-K — Impact 2/10
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — ADD
66,168,691 shares ($2.2B)
Jun 30, 2026 Inst.
Capital World Investors — TRIM
45,806,251 shares ($1.6B)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
71% rate it Buy or better · 41 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 16, 2026 | Seaport Global | INITIATE | Neutral | 51% |
| Sep 1, 2026 | Mizuho | REITERATE | Outperform | 52% |
| Sep 1, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 24, 2026 | Baird | DOWNGRADE | Neutral | 54% |
| Aug 5, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 4, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | Guggenheim | MAINTAIN | Neutral | 52% |
| Jul 30, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 20 | 12 | 0 | 0 | 71% | |
| Aug 1, 2026 | 10 | 20 | 11 | 0 | 0 | 73% | |
| Jul 1, 2026 | 10 | 20 | 12 | 0 | 0 | 71% | |
| Jun 1, 2026 | 11 | 20 | 12 | 0 | 0 | 72% | |
| May 1, 2026 | 10 | 21 | 13 | 0 | 0 | 70% | |
| Apr 1, 2026 | 10 | 21 | 13 | 0 | 0 | 70% | |
| Mar 1, 2026 | 10 | 20 | 13 | 0 | 0 | 70% | |
| Feb 1, 2026 | 10 | 19 | 13 | 0 | 0 | 69% |
Price targets
Where 31 covering analysts think CMG trades over the next 12 months.
$43.92 +36.7% upside Strong Buy
Current$32.12 Low$35.00 Median$44.00 High$53.00 31 analysts
$35.00$53.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +42.9%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
54°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 4.5/10.
NEUTRAL8-K3/10
Chipotle filed an 8-K disclosing a salmonella outbreak investigation linked to jalapeños in its supp
Aug 5, 2026
NEUTRAL8-K2/10
Chipotle Mexican Grill filed an 8-K reporting the appointment of independent director Albert Baldocc
Jul 8, 2026
MIXED8-K5/10
Chipotle reported Q1 2026 revenue of $3.09B (+7.4% YoY) driven by new store openings and a return to
Apr 29, 2026
BULLISHINST-CLUSTER8/10
Five major institutions, including sovereign wealth fund Norges Bank and quant giants RenTech and Tw
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: CMG — 57.7% short (2.2M / 3.9M)
Short: 2,223,208 | Exempt: 14,410 | TRF Vol: 3,852,803 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: CMG — 66.6% short (2.7M / 4.1M)
Short: 2,725,614 | Exempt: 1,256 | TRF Vol: 4,092,648 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
other
CHIPOTLE APPOINTS SABIR SAMI TO ITS BOARD OF DIRECTORS
NEWPORT BEACH, Calif., Sept. 14, 2026 /PRNewswire/ -- Chipotle Mexican Grill (NYSE:CMG) today announced a new addition to its board of directors, Sabi
Sep 14, 2026
short_volume
Short Volume: CMG — 59.2% short (2.3M / 4.0M)
Short: 2,340,762 | Exempt: 205 | TRF Vol: 3,952,947 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: CMG — 62.2% short (2.1M / 3.3M)
Short: 2,068,169 | Exempt: 19,697 | TRF Vol: 3,324,254 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.29 | $0.28–$0.30 | 0.2% | -0.1% | 2↑ 1↓ | $3.3B | 32 |
| Next Q | $0.28 | $0.26–$0.31 | 13.5% | -0.2% | 2↑ 0↓ | $3.3B | 32 |
| Current FY | $1.15 | $1.11–$1.22 | -1.7% | +0.0% | 2↑ 1↓ | $13.0B | 34 |
| Next FY | $1.37 | $1.27–$1.45 | 19.0% | -0.0% | 4↑ 0↓ | $14.4B | 34 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.290 | — |
| 7d ago | $0.291 | -0.000 |
| 30d ago | $0.291 | -0.000 |
| 60d ago | $0.290 | -0.000 |
| 90d ago | $0.289 | +0.001 |
Institutional ownership
Which big funds own CMG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $31.0B total value (914,784,608 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, JPMORGAN. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 129,925,735 | $4.4B | 14.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 83,815,448 | $2.8B | 9.2% | — |
| JPMORGAN CHASE & CO | 66,168,691 | $2.2B | 7.0% | ADD +34.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 60,320,683 | $2.1B | 6.6% | — |
| STATE STREET CORP | 55,667,783 | $1.9B | 6.1% | — |
| Capital World Investors | 45,806,251 | $1.6B | 5.0% | TRIM -43.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 36,374,611 | $1.2B | 4.0% | — |
| FMR LLC | 34,290,443 | $1.2B | 3.8% | — |
| Capital International Investors | 30,126,283 | $1.0B | 3.3% | TRIM -29.6% |
| NORGES BANK | 25,846,578 | $878.8M | 2.8% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 49,147,394 | 66,168,691 | +34.6% | $2.2B |
| Capital World Investors | TRIM | 80,672,018 | 45,806,251 | -43.2% | $1.6B |
| Capital International Investors | TRIM | 42,802,171 | 30,126,283 | -29.6% | $1.0B |
| NORGES BANK | NEW | — | 25,846,578 | — | $878.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 16,478,248 | 21,242,855 | +28.9% | $722.3M |
| AMERICAN CENTURY COMPANIES INC | ADD | 6,890,002 | 11,229,940 | +63.0% | $381.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 8,303,832 | 10,845,627 | +30.6% | $368.8M |
| D. E. Shaw & Co., Inc. | TRIM | 14,356,314 | 9,906,819 | -31.0% | $336.8M |
| CITADEL ADVISORS LLC | ADD | 4,446,409 | 7,625,541 | +71.5% | $259.3M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 2,300,765 | 7,564,954 | +228.8% | $257.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 43 transactions. Net -$2.6M — $0.00 bought, $2.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Rymer Adam T | Chief Financial Officer | TAX W/H | 3,253 | $31.95 | $103.9K |
| Sep 17, 2026 | Sami Sabir | Director | AWARD | 4,747 | $33.51 | $159.1K |
| Aug 7, 2026 | Machado Fernando | Chief Brand Officer | AWARD | 76,243 | — | — |
| Aug 7, 2026 | Machado Fernando | Chief Brand Officer | AWARD | 235,184 | — | — |
| Jun 11, 2026 | FILIKRUSHEL PATRICIA | Director | AWARD | 6,880 | $31.25 | $215.0K |
| Jun 11, 2026 | Baldocchi Albert S | Director | AWARD | 6,880 | $31.25 | $215.0K |
| Jun 11, 2026 | Carey Matt | Director | AWARD | 6,880 | $31.25 | $215.0K |
| Jun 11, 2026 | Fuentes Laura | Director | AWARD | 6,880 | $31.25 | $215.0K |
| Jun 11, 2026 | Gutierrez Mauricio | Director | AWARD | 6,880 | $31.25 | $215.0K |
| Jun 11, 2026 | Hickenlooper Robin S | Director | AWARD | 6,880 | $31.25 | $215.0K |
Congressional trades
CMG trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Chipotle Mexican Grill Inc | May 13, 2026(31d) |
| Apr 2, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Chipotle Mexican Grill Inc | May 14, 2026(43d) |
| Apr 2, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Chipotle Mexican Grill Inc | May 14, 2026(43d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CMG.
Shares short
40,240,541
Settlement Sep 15, 2026
Change vs prior
+1.3%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈3.2%
Estimate — not % of float
All CMG filing & press-release reports (4)
- 8-K reportAug 5, 2026
- 8-K reportJul 8, 2026
- 8-K reportApr 29, 2026
- INST-CLUSTER reportFeb 28, 2026