Chipotle Mexican Grill, Inc.

Informe acción NYSE:CMG

Capitalización de mercado: US$36.9b

Chipotle Mexican Grill Dividendos y recompras

Dividendo controles de criterios 0/6

Chipotle Mexican Grill no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

7.2%

Rendimiento de la recompra

Rendimiento total para el accionista7.2%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

Recent updates

Seeking Alpha 13h

Chipotle: The Trough Is Not The Trend

Summary Chipotle Mexican Grill is rated Buy, with the market undervaluing its recovery potential at ~$28/share versus a DCF-derived intrinsic value of $40.48. I see current headwinds as cyclical, not structural, with operational catalysts—HEAP equipment rollout and loyalty program enhancements—already visible and measurable. CMG’s unique company-owned, non-franchise model amplifies both downside volatility and upside leverage in recoveries, directly benefiting shareholders. Read the full article on Seeking Alpha
Actualización de narrativa May 15

CMG: 2026 Menu And Unit Expansion Plans Will Support Higher P E Multiple

Chipotle Mexican Grill's analyst price target has been adjusted slightly lower to reflect an updated fair value of about $43.40. Analysts cite modest tweaks to discount rate assumptions, slightly softer revenue growth expectations, a small improvement in profit margin, and a lower future P/E multiple, informed by a mix of recent target cuts and upgrades across the Street.
Actualización de narrativa Apr 26

CMG: 2026 Menu Initiatives Are Expected To Support Higher P E Multiple

Chipotle Mexican Grill's updated analyst price target reflects a modest trim of fair value to $43.66, with analysts broadly fine-tuning their models as they weigh slightly higher discount rates, adjusted long term P/E assumptions, and a recent wave of small downward target revisions across major firms. Analyst Commentary Recent Street research around Chipotle Mexican Grill points to a period of recalibration, with many firms trimming price targets by small increments and a few highlighting more constructive long term views.
Nueva narrativa Apr 21

Chipotle Mexican Grill, Inc. Reports Resilient FY 2025 Earnings Despite Margin Pressures and Heavy Capital Returns

Analyst: Qudus Adebara (Founder of Wane Investment House) Executive Summary Chipotle Mexican Grill, Inc. delivered a solid financial performance for the year ended December 31, 2025, with total revenue rising to $11.93 billion, reflecting +5.4% YoY growth driven primarily by strong food and beverage sales.
Actualización de narrativa Apr 11

CMG: 2026 Sales Initiatives And Buybacks Will Support Higher P E Multiple

Analysts trimmed their Chipotle Mexican Grill price target by about $0.50 to reflect slightly lower fair value, a modestly higher discount rate, and marginally softer revenue growth and profit margin assumptions, partly offset by a higher future P/E multiple supported by recent mixed but generally constructive research commentary. Analyst Commentary Recent research on Chipotle Mexican Grill reflects a mix of cautious fine tuning on price targets and supportive views on the business model, management, and long term growth potential.
Actualización de narrativa Mar 27

CMG: 2026 Sales Initiatives And Buybacks Will Sustain Elevated P E Multiple

The analyst price target for Chipotle Mexican Grill has been trimmed by about $0.07 to reflect slightly lower modeled fair value, even as analysts highlight modest improvements in revenue growth, profit margin assumptions, and a still elevated future P/E, informed by a mix of recent target cuts, fresh Buy initiations, and sector-wide re-rating work for 2026. Analyst Commentary Recent research on Chipotle Mexican Grill reflects an active debate around how much investors should pay for the company given mixed sector trends, shifting consumer behavior, and company specific execution questions.
Actualización de narrativa Mar 13

CMG: 2026 Sales Initiatives And Buybacks Will Support Multiple Expansion

Analysts made a small upward adjustment to their Chipotle price target, moving it by about $0.33, as they weighed newly bullish views tied to potential sales drivers and multiple expansion against a recent wave of modest target trims from other firms. Analyst Commentary Recent research on Chipotle shows a split view, with some firms highlighting long term growth drivers and others focusing on consumer headwinds and execution risk.
Actualización de narrativa Feb 26

CMG: 2026 Marketing Firepower And Buybacks Will Support Upside Potential

Analysts have made a small upward adjustment to their Chipotle price target to about $44. This reflects slightly lower assumed discount rates and a modestly higher future P/E multiple, along with fine-tuned revenue growth and margin expectations.
Actualización de narrativa Feb 09

CMG: 2026 Unit Expansion And Share Repurchases Will Support Upside Potential

Analysts now see slightly lower upside for Chipotle, trimming the price target in line with a modest reduction in fair value to about $44.24 per share after reassessing the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research around Chipotle Mexican Grill has become more finely balanced, with several small downward price target revisions offset by a cluster of earlier target increases and a few rating changes.
Actualización de narrativa Jan 25

CMG: 2026 Traffic Recovery And Unit Expansion Will Drive Balanced Risk Reward

Analysts have nudged their Chipotle Mexican Grill fair value estimate higher to about $45 per share from roughly $44, citing a slightly lower discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and a marginally higher future P/E multiple that reflect recent shifts in Street price targets and mixed but engaged research coverage. Analyst Commentary Recent Street research paints a mixed picture for Chipotle Mexican Grill, with price targets moving in both directions and opinions divided on how quickly the company can work through current traffic and macro pressures.
Actualización de narrativa Jan 11

CMG: 2026 Unit Expansion And Traffic Recovery Efforts Will Shape Balanced Outlook

Analysts have lifted the Chipotle Mexican Grill fair value estimate slightly, with the price target moving from US$43.18 to US$44.12. This reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions after a mix of target cuts on macro and traffic headwinds, as well as fresh target hikes tied to updated 2026 restaurant sector outlooks.
Actualización de narrativa Dec 18

CMG: 2026 Unit Expansion Will Drive Long Term Upside Despite Near Term Traffic Headwinds

Analysts have modestly reduced their average price target for Chipotle Mexican Grill by about $10 per share to the mid $40s, citing weaker than expected Q3 traffic and comp trends, macro driven consumer softness, and lowered same store sales guidance, even as they highlight longer term benefits from menu innovation, value focused marketing, and continued unit growth. Analyst Commentary Analysts broadly agree that Chipotle is navigating a tougher operating backdrop, but they differ on how quickly the brand can reaccelerate traffic and comps and how much of the long term growth story remains intact at current valuation levels.
Actualización de narrativa Dec 04

CMG: Robust 2026 Unit Expansion Is Expected To Drive Long Term Upside

The Analyst Price Target for Chipotle Mexican Grill has been cut meaningfully, with analysts trimming expectations by roughly $10 per share as persistent macro headwinds, softer traffic, and repeated same store sales guidance cuts temper the near term outlook, despite confidence in the longer term unit growth story. Analyst Commentary Recent Street commentary reflects a more cautious stance on Chipotle in the near term, with widespread price target reductions but a generally constructive view on the multiyear unit growth and margin opportunity.
Actualización de narrativa Nov 20

CMG: Robust Unit Expansion Plans Will Lead to Improved Performance

Analysts have lowered their average price target for Chipotle Mexican Grill, cutting it from approximately $45.09 to $43.18 per share. Ongoing macroeconomic pressures and softer same-store sales trends continue to weigh on the company's near-term outlook.
Artículo de análisis Nov 07

Chipotle Mexican Grill, Inc. (NYSE:CMG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

The Chipotle Mexican Grill, Inc. ( NYSE:CMG ) share price has fared very poorly over the last month, falling by a...
Actualización de narrativa Nov 01

CMG: Share Repurchases And Menu Revamps Will Drive Stronger Performance Ahead

Chipotle Mexican Grill's analyst price target has been lowered significantly, dropping from approximately $54 to about $45. Analysts cite ongoing traffic challenges, softer same-store sales growth, and mounting macroeconomic headwinds following disappointing third-quarter results.
Actualización de narrativa Oct 18

Restaurant Expansion In Mexico And Europe Will Boost Performance

Chipotle Mexican Grill's analyst price target has been reduced from approximately $56.94 to $54.15. Analysts cite near-term industry headwinds, including choppy demand, softer sales trends, and cautious sector outlooks as factors driving the adjustment.
Actualización de narrativa Oct 04

Restaurant Expansion In Mexico And Europe Will Boost Performance

Analysts have lowered their price target for Chipotle Mexican Grill to approximately $56.94 from about $57.75. This modest reduction reflects tempered revenue growth expectations, despite recent performance improvements and ongoing industry challenges.
Actualización de narrativa Sep 10

Restaurant Expansion In Mexico And Europe Will Boost Performance

Analysts modestly lowered Chipotle's consensus price target to $57.75, citing disappointing Q2 results, macro headwinds, and heightened competitive pressures, though some remain constructive on resilient demand, recent menu innovation, and the company's long-term growth outlook. Analyst Commentary Bullish analysts cite improved risk/reward following a 31% YTD selloff, with expectations that market pessimism regarding same-store-sales is overly priced in.
Artículo de análisis Aug 01

The Price Is Right For Chipotle Mexican Grill, Inc. (NYSE:CMG) Even After Diving 26%

Chipotle Mexican Grill, Inc. ( NYSE:CMG ) shares have had a horrible month, losing 26% after a relatively good period...
Artículo de análisis Jul 26

Analysts Are Updating Their Chipotle Mexican Grill, Inc. (NYSE:CMG) Estimates After Its Second-Quarter Results

It's been a mediocre week for Chipotle Mexican Grill, Inc. ( NYSE:CMG ) shareholders, with the stock dropping 13% to...
Artículo de análisis Jul 14

Is Now The Time To Put Chipotle Mexican Grill (NYSE:CMG) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Apr 22

Chipotle Q1 Preview: Tariffs Hurt Them (Deep Dive)

Summary Chipotle's stock has declined around 20% over the past year, driven by decelerating same-store sales growth and increasing competition from companies like Sweetgreen and CAVA. The company's high forward P/E ratio of 37, a 173% premium to the sector median, suggests it is overpriced given its current performance and outlook. Trade war impacts, particularly on avocado imports, are expected to further strain Chipotle's margins, which are already pressured by high food and labor costs. Despite potential growth from international expansion and new technologies, these factors are unlikely to offset near-term headwinds, making Chipotle a strong sell. Read the full article on Seeking Alpha
Seeking Alpha Mar 19

Chipotle: Dark Pool Buys And Long-Term Growth Make It A Buy

Summary Chipotle's dual focus on digital innovation and rapid expansion is driving significant growth, with digital sales now making up 37% of total revenue. The company's strategic initiatives, like the Chipotlane system and limited-time offerings, are boosting sales and enhancing customer loyalty. Valuation analysis using a DCF model shows a fair price per share around $51, indicating a balanced risk-reward profile with strong growth potential. Despite risks like inflation and rapid expansion costs, Chipotle's consistent revenue growth, improved margins, and solid cash flow make it a compelling long-term investment. Read the full article on Seeking Alpha
Seeking Alpha Feb 28

Chipotle: Rare Opportunity To Buy At A Truly Attractive Price

Summary Chipotle's stock is now a 'Buy' due to attractive valuation, strong fundamentals, and significant growth potential despite the recent CEO transition. Q4-24 results showed impressive revenue growth, strong same-store sales, and continued unit expansion, maintaining high restaurant-level profitability. Market expectations for 2025 are low, setting up the potential for multiple 'Beat & Raises'. Chipotle is nearly 20% below June 2024 highs, trading at a valuation that's historically been a very attractive entry point. Read the full article on Seeking Alpha
Seeking Alpha Feb 05

Chipotle: Tariff Fears Overblown, Dips Are Tasty For Long-Term Investors

Summary Chipotle Mexican Grill, Inc.'s consistent sales growth and strong comparable sales, up 5.4% in Q4 and 7.4% for the year, support long-term investment. Despite short-term risks from tariffs and ingredient costs, Chipotle's strategic price increases and cost controls bolster its financial health. The company's aggressive expansion plans, including 315-345 new stores and significant share repurchases, signal confidence in sustained growth. While CMG shares are expensive, the valuation has improved, making it a potential buy for long-term investors if prices dip further into the $50s. Read the full article on Seeking Alpha
Seeking Alpha Jan 21

Chipotle: It Still Has Fuel In The Tank

Summary Chipotle Mexican Grill's stock has shown strong performance since our initial bullish rating in September 2022, with an 80%+ surge, despite recent underperformance in mid-to-late 2024. The company's robust sales growth, margin expansion, and strategic price hikes indicate solid fundamentals, suggesting continued top-line growth and moderate cost increases. Our DCF model values Chipotle's stock at $68.68 per share, indicating it is undervalued by approximately 19.4%, a case supported by Chipotle's RSI. While risks exist, we remain bullish. Read the full article on Seeking Alpha
Seeking Alpha Dec 20

Chipotle: In A Tough Spot As Price Hikes May Trigger Further Sales Deterioration

Summary Chipotle is a stock to sell, as the company faces tremendous operational risk following a decision to increase prices in December. CMG has already triggered customer backlash this year on rising menu prices and smaller portion sizes. Comparable sales growth trends decelerated in Q3 and were the weakest reading in four quarters, while fast-casual peers like CAVA achieved accelerating performance. The company is facing pressure from fast-food chains below the price spectrum, as McDonald's extends its $5 Meal Deal promotion to capture value-conscious consumers. Chipotle trades at a very unappetizing ~55x forward P/E ratio, which is a heady premium for a company with tepid growth prospects. Read the full article on Seeking Alpha
Seeking Alpha Nov 25

It's Time To Get Mexican Food: Chipotle Is A Buy (Technical Analysis)

Summary CMG exhibits bullish price action, trading above its upward sloping 30-week EMA and breaking out of a four-month consolidation zone. Momentum indicators, both short-term and long-term, are bullish as shown by the Percentage Price Oscillator readings. Volume analysis suggests institutional accumulation, despite some bearish-looking volume bars, indicating potential undervaluation and buying at lows. Relative strength is improving, showing CMG outperforming the S&P 500 since mid-July, though it's the weakest part of the bullish thesis. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

Chipotle: Both The Business And The Investment Are Very Simple

Summary Chipotle's long-term growth is driven by store expansion, comparable sales growth, and operational excellence, targeting 7,000 locations and $4 million in per-restaurant sales. Despite near-term headwinds like the CEO's departure and portion size backlash, CMG's strong brand and execution ensure continued performance and resilience. Valuation suggests a 16.5% annual return over the next 7-8 years, with a 'Strong Buy' below 35x, 'Buy' at 40x, and 'Hold' above. Currently trading at 44x '25 earnings warrants a 'Hold', but the long-term trajectory remains solid with potential 20% earnings growth annually. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de CMG han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de CMG han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Chipotle Mexican Grill vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de CMG con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (CMG)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.3%
Media de la industria (Hospitality)2.2%
Analista de previsiones (CMG) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de CMG en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de CMG en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de CMG para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que CMG no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/04 22:56
Precio de las acciones al final del día2026/06/04 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Chipotle Mexican Grill, Inc. está cubierta por 57 analistas. 34 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John StaszakArgus Research Company
David TarantinoBaird
Jeffrey BernsteinBarclays