Chipotle Mexican Grill Inc SEC Filings

Capital World Investors filed a Schedule 13G reporting a passive stake in Chipotle Mexican Grill, Inc. (CMG). The firm is deemed to beneficially own 87,927,731 shares, representing 6.6% of Chipotle’s common stock, based on 1,340,885,000 shares believed outstanding.

CWI reports sole voting power over 87,917,416 shares and sole dispositive power over 87,927,731 shares, with no shared voting or dispositive power. The filing is certified as ordinary course and not for the purpose of changing or influencing control. The date of event is 09/30/2025, and the reporting person is classified as an investment adviser (IA).

Chipotle Mexican Grill (CMG) reported an insider equity award. An officer serving as Vice President, Controller reported an acquisition of 12,623 shares on 10/31/2025, tied to an award of restricted stock units granted in connection with the promotion.

The RSUs vest one‑third on each of the first, second and third anniversaries of the grant date, subject to possible acceleration. The transaction was recorded at a per‑share price of $31.69. After this award, the officer’s beneficial ownership stood at 16,933 shares, held directly.

Chipotle Mexican Grill (CMG) reported Q3 2025 results with total revenue of $3.003 billion, up 7.5% year over year. Diluted EPS was $0.29, a 3.6% increase. Comparable restaurant sales grew 0.3%, driven by a 1.1% higher average check and partially offset by a 0.8% decline in transactions. Digital sales represented 36.7% of food and beverage revenue. Income from operations was $477.2 million, slightly above last year.

Cost dynamics were mixed: food, beverage and packaging fell to 30.0% of revenue (down 60 bps), labor rose to 25.2% (up 30 bps), and other operating costs increased to 15.0% (up 120 bps) on higher marketing. Management expects about a 40 bps tariff impact to food costs in Q4 2025 and about 50 bps on an ongoing basis. The company opened 84 new restaurants in the quarter (64 with Chipotlanes) and remains on track for approximately 315–345 openings in 2025. Chipotle repurchased $686.5 million of stock at an average price of $42.39 in Q3; $652.3 million remained authorized at quarter end. Cash and marketable investments totaled $1.7 billion, with an undrawn $500 million credit facility.

Chipotle Mexican Grill (CMG) filed an 8-K noting it issued a press release announcing earnings and other financial results for its fiscal quarter ended September 30, 2025. Management scheduled a conference call to review these results at 4:30 pm Eastern time on October 29, 2025.

The filing lists Exhibit 99.1 as the press release and includes the Cover Page Interactive Data File as Exhibit 104.

Chipotle officer Matthew R. Bush reports direct ownership of 4,310 shares of common stock and holds multiple equity awards that convert to common shares. The filing shows four stock appreciation rights (SOSARs) exercisable into a total of 23,527 shares with exercise prices ranging from $31.56 to $57.27, and restricted stock units (RSUs) covering 1,700 unvested shares that vest on defined anniversaries. All holdings are reported as direct and are tied to compensation awards that vest over time, aligning the officer’s interests with shareholders.

Chipotle Mexican Grill disclosed that its Board of Directors authorized an additional $500 million for share repurchases on September 3, 2025. This is part of the company’s regular quarterly Board authorization, which is typically reported alongside its third-quarter results.

By announcing the new authorization on September 15, 2025, Chipotle aims to be able to opportunistically repurchase stock before it files its third-quarter report. Including this latest approval, approximately $750 million in total remains available for buybacks under a repurchase program that has been in place since 2008, with no expiration date and flexibility for the authorization to be modified, suspended, or discontinued.

Chipotle Mexican Grill, Inc. reported that on August 25, 2025, Jamie McConnell resigned, effective immediately, from her role as Chief Accounting and Administrative Officer to pursue a new professional opportunity. The company stated that her resignation is not the result of any dispute or disagreement with Chipotle, including on matters related to accounting practices, financial reporting, operations, or company policies.

Jamie McConnell, Chief Accounting & Admin Officer of Chipotle Mexican Grill (CMG), reported a sale of company stock. On 08/22/2025 the reporting person disposed of 4,639 shares of common stock at a price of $42.91 per share, leaving 23,425 shares beneficially owned after the transaction. The Form 4 states the disposed shares relate to shares retained by Chipotle to satisfy the reporting person's payment obligation upon vesting of a restricted stock unit.

The filing is administrative in nature: it documents an insider sale tied to RSU vesting rather than an open-market discretionary sale, and the Form 4 was signed by a power of attorney on 08/26/2025.