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 7,323 funds
0
Analysts bullish %
of 5 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
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$12
20%
upside
Avg. target
$14.20
42%
upside
High target
$17
69%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
B of A Securities Sara Senatore | 60%upside $16 | Buy Maintained | 18 Jul 2025 |
Guggenheim Gregory Francfort | 69%upside $17 | Buy Maintained | 8 Jul 2025 |
UBS Dennis Geiger | 20%upside $12 | Neutral Maintained | 7 May 2025 |
Piper Sandler Brian Mullan | 30%upside $13 | Overweight Maintained | 7 May 2025 |
Stephens & Co. Jim Salera | 30%upside $13 | Equal-Weight Reiterated | 7 May 2025 |
Financial journalist opinion
Based on 8 articles about PTLO published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Portillo's Inc. (PTLO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Portillo's Inc. (PTLO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Zacks Investment Research
5 days ago
Will Portillo's Inc. (PTLO) Beat Estimates Again in Its Next Earnings Report?
Portillo's Inc. (PTLO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Positive
Seeking Alpha
1 week ago
Portillo's: Amid Stronger Same-Store Sales, It's Time To Dive Back In (Rating Upgrade)
I'm rotating into overlooked value plays like Portillo's, which offers upside potential after a significant pullback since its IPO. Portillo's aggressive expansion, especially into Texas, and new loyalty program position it for growth and improved customer retention. The company's 'Restaurant of the Future' smaller format aims to boost margins and profitability, despite some near-term margin pressure.
Neutral
GlobeNewsWire
2 weeks ago
Hot Diggity Dog! Portillo's Celebrates National Hot Dog Day with Full Week of Sizzling Deals and Chicago-Style Collabs
Guests can enjoy a week-long party in honor of National Hot Dog Day – including a $1 Hot Dog deal and LTO Chicago-style Hot Dog Deep Dish Pizza in collaboration with Lou Malnati's Guests can enjoy a week-long party in honor of National Hot Dog Day – including a $1 Hot Dog deal and LTO Chicago-style Hot Dog Deep Dish Pizza in collaboration with Lou Malnati's
Positive
Seeking Alpha
2 weeks ago
Portillo's: Growth Company At A Good Price
Portillo's growth prospects are in the early stages but are favorable given the industry backdrop and strategic approach management is taking. PTLO's new units come with the benefit of scale. Combine scale and initiatives such as the rewards programs; surprise growth is likely. In comparison to other fast-casual competitors, the company remains cheap, trading at near all-time lows, making the risk/reward outlook appealing.
Neutral
Zacks Investment Research
2 weeks 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
3 weeks 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
3 weeks 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 month 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
1 month 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.
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