Portillo'sPTLO
PTLO
About: Portillos Inc serves the Chicago street food industry through high-energy and multichannel restaurants designed to ignite the senses and create memorable dining experiences. It owns and operates fast-casual restaurants in the United States, along with two food production commissaries in Illinois. Its menu includes hot dogs, beef and sausage sandwiches, sandwiches and ribs, salads, burgers, chicken, Barnelli's pasta, sides and soup, and desserts and shakes.
Employees: 8,180
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
39% more capital invested
Capital invested by funds: $535M [Q4 2024] → $742M (+$207M) [Q1 2025]
37% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 46
21% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 38
8.98% more ownership
Funds ownership: 89.44% [Q4 2024] → 98.42% (+8.98%) [Q1 2025]
3% more funds holding
Funds holding: 188 [Q4 2024] → 194 (+6) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
6% less call options, than puts
Call options by funds: $20.4M | Put options by funds: $21.8M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$12
5%
upside
Avg. target
$13.75
20%
upside
High target
$17
48%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
Guggenheim Gregory Francfort | 48%upside $17 | Buy Maintained | 8 Jul 2025 |
UBS Dennis Geiger | 5%upside $12 | Neutral Maintained | 7 May 2025 |
Piper Sandler Brian Mullan | 13%upside $13 | Overweight Maintained | 7 May 2025 |
Stephens & Co. Jim Salera | 13%upside $13 | Equal-Weight Reiterated | 7 May 2025 |
Financial journalist opinion
Based on 5 articles about PTLO published over the past 30 days
Neutral
Zacks Investment Research
1 day ago
Portillo's Growth Pipeline Looks Strong: Is Demand Keeping Pace?
PTLO's 12-store expansion aims high for 2025, but weak transactions and margin pressure test its growth strategy.
Neutral
GlobeNewsWire
2 days ago
Portillo's Announces Second Quarter 2025 Earnings Webcast
OAK BROOK, Ill., July 09, 2025 (GLOBE NEWSWIRE) -- Portillo's, Inc. (NASDAQ: PTLO) announces the following event: What: PTLO Q2 2025 Earnings Webcast When: Tuesday, August 5 at 10 a.m.
Neutral
CNBC
6 days ago
Fast-casual restaurants lean on loyalty programs to offset consumer pullback
Fast casual restaurants are seeing a boost in customers using loyalty programs through shifting economic behaviors. Flexibility, personalization, and surprise rewards are becoming central to how brands design loyalty programs.
Positive
The Motley Fool
1 week ago
My 2 Favorite Stocks to Buy Right Now
The stock market is nearing all-time highs again, with the S&P 500 index just barely below where it traded earlier this year and its average price-to-earnings ratio (P/E) soaring back close to 30. This is, without debate, an expensive index earnings ratio compared to history.
Neutral
GlobeNewsWire
3 weeks ago
Portillo's Adds Veteran Restaurant Leader Gene Lee to Board of Directors
CHICAGO, June 16, 2025 (GLOBE NEWSWIRE) -- Portillo's (NASDAQ: PTLO), the fast-casual restaurant concept known for its menu of Chicago-style favorites, today announced the appointment of Eugene I. Lee, Jr., a respected veteran of the restaurant industry and award-winning foodservice leader, to Portillo's Board of Directors, effective immediately.
Neutral
GlobeNewsWire
1 month ago
Portillo's Inc. to Participate in June Investor Conferences
OAK BROOK, Ill., May 28, 2025 (GLOBE NEWSWIRE) -- Portillo's Inc. (Nasdaq: PTLO) (“Portillo's” or “The Company”), the fast-casual restaurant concept known for its menu of American classics with a Chicago twist, today announced that Portillo's leadership will appear at the following investor conferences:
Negative
The Motley Fool
1 month ago
Why Portillo's Stock Crashed Tuesday Morning
Shares of Portillo's (PTLO -5.95%) plunged on Tuesday, with the stock falling as much as 10.2% in early trading. As of 11:34 a.m.
Positive
The Motley Fool
2 months ago
This Undervalued Restaurant Stock Is Up About 10% Since a Member of the Audience Mistakenly Asked About It at Berkshire Hathaway's Annual Meeting
Every year, investors from around the world gather in Omaha for a chance to talk to legendary investor Warren Buffett at the annual meeting for Berkshire Hathaway (BRK.A 0.18%) (BRK.B 0.09%) shareholders. The 2025 gathering reportedly had 20,000 people in attendance, and many waited for hours for their chance to ask a question of the Oracle of Omaha.
Positive
Seeking Alpha
2 months ago
Portillo's: Breakfast Test And Beyond
Portillo's Q1 EPS met expectations, but revenue missed by $4.3 million, initially dropping the stock by 5% before a surge in buy orders flipped it up by 8%. Despite February's industry-wide slowdown, Portillo's saw same-store sales grow 1.8% year-over-year, driven by higher average checks per guest and its new loyalty program. The brand's expansion into the Sunbelt faces challenges due to lower brand awareness, but aggressive marketing and positive feedback on new breakfast offerings show promise.
Neutral
Seeking Alpha
2 months ago
Portillos Inc (PTLO) Q1 2025 Earnings Call Transcript
Portillos Inc (NASDAQ:PTLO ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Kyle Nelson - Vice President, Investor Relations Michael Osanloo - President and Chief Executive Officer Michelle Hook - Chief Financial Officer Conference Call Participants Sharon Zackfia - William Blair Brian Harbour - Morgan Stanley David Tarantino - Baird Jim Salera - Stephens Inc. Andy Barish - Jefferies Chris O'Cull - Stifel Brian Mullen - Piper Sandler Dennis Geiger - UBS Arian Razai - Guggenheim Securities Operator Hello, and thank you for standing by. Welcome to the Fiscal First Quarter 2025 Portillo's Conference Call and Webcast.
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