Portillo's (PTLO) director converts 17,789 LLC units into Class A stock
Portillo's Inc. director Ann G. Bordelon converted 17,789 LLC Units of PHD Group Holdings LLC into an equal number of Class A common shares. Concurrently, 17,789 Class B shares were cancelled without additional consideration. Following this transaction, Ms. Bordelon directly holds 76,216 Class A shares.
Lee Eugene I Jr buys Portillo’s (PTLO) shares worth $1.48 million
Director Lee Eugene I Jr. acquired 286,000 shares of Portillo’s Inc. (NASDAQ:PTLO) Class A common stock for $1.48 million on March 13, 2026. This purchase occurred near the stock's 52-week low and, according to InvestingPro, suggests the stock is undervalued with significant upside potential. Portillo's recently reported stronger-than-expected Q4 2025 earnings and is exploring expansion beyond its traditional market.
Lee Eugene I Jr buys Portillo’s (PTLO) shares worth $1.48 million
Lee Eugene I Jr., a director at Portillo’s Inc. (NASDAQ:PTLO), recently purchased 286,000 shares of Class A common stock for $1.48 million. The transaction, executed on March 13, 2026, saw shares bought at an average price of $5.18, occurring while the stock is near its 52-week low and deemed undervalued by InvestingPro analysis. This insider buying follows Portillo's strong Q4 2025 earnings beat and Wolfe Research initiating coverage with a Peerperform rating, as the company explores expansion.
Lee Eugene I Jr buys Portillo’s (PTLO) shares worth $1.48 million
Lee Eugene I Jr., a director at Portillo's Inc. (NASDAQ:PTLO), recently purchased 286,000 shares of the company's Class A common stock for $1.48 million. This acquisition occurred when the stock was trading near its 52-week low, and an InvestingPro analysis suggests the stock is undervalued. The purchase follows strong Q4 2025 earnings for Portillo's, which exceeded analyst expectations.
Lee Eugene I Jr buys Portillo’s (PTLO) shares worth $1.48 million
Director Lee Eugene I Jr. recently purchased 286,000 shares of Portillo’s Inc. (PTLO) Class A common stock for $1.48 million, with the shares acquired through a family trust. This transaction occurred while the stock was trading near its 52-week low. Following this, Lee Eugene I Jr. directly and indirectly holds a significant number of shares in the company.
Eugene Lee becomes Portillo’s (NASDAQ: PTLO) Board Chair as two directors exit
Portillo's (NASDAQ: PTLO) has announced a significant leadership transition on its Board of Directors. Eugene I. Lee, Jr., former CEO and Chairman of Darden Restaurants, has been appointed Board Chair, effective March 10, 2026. This change comes as Michael A. Miles, Jr., the outgoing Chair, and Joshua A. Lutzker will not seek re-election at the 2026 Annual Meeting, reducing the Board to seven members.
Director Michael Miles receives 47,004 RSUs at Portillo's (PTLO)
Portillo's Inc. director Michael Miles was granted 47,004 restricted stock units (RSUs) on March 2, 2026, which will vest fully on December 31, 2026, provided he remains with the company. This equity award, detailed in a Form 4 SEC filing, increases his direct holdings to 446,917 shares or units. The transaction is an equity award, not an open-market purchase or sale.
Portillo’s Introduces New Limited-Edition Birthday Cake and Cake Shake
Portillo's has introduced a new limited-edition Birthday Cake and Cake Shake, available until April 6th. The new dessert features two layers of Funfetti® rainbow sprinkle-packed cake with vanilla frosting. This launch coincides with the one-year anniversary of Portillo’s Perks loyalty program, offering members a special deal of a $1 slice of Birthday Cake with a $5 purchase from March 9-15.
Portillo's (PTLO) CFO adds 1,501 ESPP shares, 50 withheld for taxes
Portillo's Inc. CFO Michelle Greig Hook acquired 1,501 Class A common stock shares through the company's 2022 Employee Stock Purchase Plan at $4.81 per share, representing a 10% discount. Concurrently, 50 shares were withheld to cover tax withholding obligations on an equity award. Following these transactions, Hook directly owns 218,680 shares of Class A common stock.
Portillo's Inc. (PTLO) CPO nets ESPP shares, tax withholding
Portillo's Inc.'s Chief People Officer, Jill Francine Waite, reported acquiring 404 shares of Class A common stock through the 2022 Employee Stock Purchase Plan at $4.81 per share. Concurrently, 13 shares were deducted to cover tax withholding obligations upon the vesting of this award. Following these transactions, Ms. Waite directly holds 95,076 shares of Portillo's Class A common stock.
Portillo's (PTLO) counsel gains ESPP shares, withholds 25 for taxes
Portillo's General Counsel and Secretary, Kelly M. Kaiser, acquired 730 shares of Class A common stock through the 2022 Employee Stock Purchase Plan at $4.81 per share. To cover tax withholding on this award, 25 shares were automatically withheld. Following these transactions, Kaiser directly owns 105,173 shares of Portillo's Class A common stock.
Portillo’s (PTLO) CIO adds stock through 2022 employee purchase plan
Portillo's Chief Information Officer, Keith M. Correia, acquired 28 shares of Class A common stock through the company's 2022 Employee Stock Purchase Plan. The shares were bought at $4.81 each, representing 90% of the closing price on February 27, 2026. This transaction increased his direct holdings to 62,843 shares.
Portillo’s Inc. Announces Fourth Quarter and Fiscal Year 2025 Financial Results
Portillo’s Inc. reported its financial results for the fourth quarter and fiscal year ended December 28, 2025. The company experienced a slight increase in total revenue but faced decreases in same-restaurant sales, operating income, and net income compared to the previous year. To address these challenges, Portillo’s implemented a strategic reset focusing on new restaurant growth, operational fundamentals, and dynamic marketing tactics, with early positive results noted by interim CEO Mike Miles.
Portillo’s Inc. (NASDAQ:PTLO) Q4 2025 Earnings Call Transcript
Portillo's Inc. reported its Q4 2025 earnings, exceeding expectations with an EPS of $0.08601 against an anticipated $0.05. The company highlighted strong performance in core markets and successful entry into Atlanta with its new, smaller restaurant format, despite ongoing challenges and strategic adjustments in the Texas market. Portillo's also emphasized its Perks program for driving traffic and announced Brett Patterson as its new CEO.
[8-K] Portillo's Inc. Reports Material Event | PTLO SEC Filing - Form 8-K
Portillo's Inc. reported its financial results for the fourth quarter and fiscal year ended December 28, 2025, showing modest revenue growth but a decline in profitability. Fourth-quarter revenue increased by 0.6% to $185.7 million, but same-restaurant sales decreased by 3.3%, leading to lower operating income and net income. For the full fiscal year 2025, revenue grew 3.0% to $732.1 million, though net income and Adjusted EBITDA both decreased, indicating cost pressures and reduced traffic.
Portillos Q4 Earnings Report: What Investors Need to Know
Portillo's (PTLO) announced its Q4 earnings, reporting an EPS of $0.08, which beat the estimated $0.06 by 33.33%. Revenue increased by $1.09 million compared to the same period last year. This positive performance follows a previous quarter where the company missed EPS estimates, yet saw a share price increase the following day.
Portillo’s (PTLO) Margin Compression To 2.6% Tests Bullish Profit Growth Narrative
Portillo's (PTLO) concluded FY 2025 with Q4 revenue of US$185.7 million and basic EPS of US$0.08, but its net margin compressed to 2.6% from 4.1% a year earlier. This margin pressure, coupled with fluctuating quarterly EPS and a P/E ratio of 19.8x that is above its peer group and significantly higher than its DCF fair value, challenges the bullish profit growth narrative despite a strong five-year earnings growth record. Bears point to rising costs and slower growth in new markets as concerns, while bulls hope for a rebound through digital ordering and loyalty programs.
Chicago hot dog chain Portillo's grows sales but 2025 profit drops
Portillo's Inc. (NASDAQ: PTLO) reported a 3.0% increase in fiscal year 2025 revenue to $732.1 million, driven by new restaurant openings, but net income for the year dropped 40.0% to $21.1 million due to increased operating expenses, commodity inflation, and higher labor costs. For Q4 2025, revenue saw a marginal 0.6% rise to $185.7 million, while net income plunged 49.5% to $6.3 million, with same-restaurant sales decreasing by 3.3%. The company outlined its fiscal 2026 targets, including opening 8 new units and expecting adjusted EBITDA to remain flat compared to 2025.
Is Portillo's (NASDAQ:PTLO) A Risky Investment?
Portillo's Inc. (NASDAQ:PTLO) carries a significant debt load, with net debt of approximately US$305.4m as of September 2025. The company's balance sheet shows total liabilities exceeding liquid assets by US$1.07b, alongside a weak interest cover of 2.3 and a 9.6% decrease in EBIT over the last year. This analysis suggests Portillo's has a concerning level of debt, posing a substantial risk for investors.
Portillo’s Appoints Brett Patterson as President & Chief Executive Officer
Portillo's has announced the appointment of Brett Patterson as its new President and Chief Executive Officer, effective February 23, 2026. Patterson, a veteran in the restaurant industry, will also join the Company's Board of Directors. He is tasked with leading Portillo's strategic growth, focusing on operational excellence, new restaurant expansion, and enhancing the guest experience.
Restaurant veteran Brett Patterson to lead Portillo’s (PTLO) as new CEO
Portillo’s Inc. (PTLO) has appointed Brett Patterson as its new President and Chief Executive Officer, effective February 23, 2026. Patterson, a seasoned restaurant industry veteran with previous leadership roles at Miller's Ale House, Bloomin Brands/Outback Steakhouse, Ruby Tuesday, and Darden Restaurants, will succeed Michael A. Miles, Jr., who will remain Chairman of the Board. His compensation package includes a base salary of $800,000, a significant annual bonus potential, and substantial equity awards, underscoring a compensation structure heavily weighted towards long-term equity incentives.
Portillo's Inc. (NASDAQ:PTLO) Given Consensus Rating of "Hold" by Analysts
Portillo's Inc. (NASDAQ:PTLO) has received a consensus "Hold" rating from eleven analysts, with an average 12-month price target of $7.72. Recent reports from firms like Jefferies, Stephens, and UBS indicate caution with lowered price targets, while Weiss Ratings reiterated a "sell." Despite a slight revenue beat, the company missed its last quarterly EPS estimate, and institutional investors own approximately 98.34% of the stock.
Fall in Love with Portillo’s New Sauces and Red Hot Meal Deal This Valentine’s Day
Portillo's is launching five new flavor-packed dipping sauces nationwide, including a new "Comeback Sauce," and offering a limited-edition "Sauce Flight" to loyalty members and later to all guests. For Valentine's Day, they are introducing the "Red Hot Meal Deal," a meal for two featuring chicken tenders, fries, a chocolate-covered strawberry shake, and the Sauce Flight, available online and in-restaurant from February 12-15. This initiative aims to enhance the customer experience with new flavors and special offers.
Portillo’s, Inc. Announces Q4 & FY 2025 Earnings Webcast Scheduled for February 24
Portillo's, Inc. will host a webcast on February 24, 2026, at 10 a.m. EST to discuss its Q4 and FY 2025 earnings, with the earnings release distributed before market open on the same day. The company, known for its Chicago-style food, has grown significantly and focuses on providing unique dining experiences. The announcement highlights ongoing investor engagement and growth, alongside details on insider trading activity, hedge fund movements, and analyst price targets for PTLO stock.
Portillo's Inc. (NASDAQ:PTLO) is a favorite amongst institutional investors who own 76%
Institutional investors hold a significant 76% stake in Portillo's Inc. (NASDAQ:PTLO), making their trading decisions influential on the company's stock price. The top 13 shareholders collectively own 51% of the business, with Orbis Investment Management Limited being the largest at 9.5%. Insider ownership is also present, with management holding shares worth US$10 million, suggesting alignment with company interests.
Portillo's Inc.'s (NASDAQ:PTLO) Shares Bounce 26% But Its Business Still Trails The Market
Portillo's Inc. (NASDAQ:PTLO) shares recently jumped 26% but are still down 50% over the last year. Despite a seemingly attractive P/E ratio of 17.4x, the company's earnings have declined by 16% over the past year, with analysts forecasting a further 30% drop next year, contrasting with the market's expected 16% growth. This negative earnings outlook is likely the reason for its low P/E.
Sink your Teeth into More Flavor, More Beef and More Value with Portillo's BIG Burger Bundle
Portillo's has launched its new "BIG Burger Bundle," offering a 1/3-pound char-broiled cheeseburger, small fries, and a small fountain drink for $9.99. This limited-time promotion highlights Portillo's cheeseburger, which the company states offers 33% more beef than a typical quarter-pound burger. The bundle is available at participating locations nationwide, and Portillo's encourages customers to join its loyalty program or use its app for ordering.
Analysts Offer Insights on Consumer Cyclical Companies: KB Home (KBH), Five Below (FIVE) and Portillo’s (PTLO)
Analysts have provided insights on several consumer cyclical companies, with varied ratings and price targets. RBC Capital maintained a Hold rating for KB Home, while Craig-Hallum issued a Buy rating for Five Below, and William Blair kept a Buy rating for Portillo’s. This report summarizes recent analyst actions and consensus ratings for these companies.
Portillo's' Recent Gains Improve Losses On Insider Purchases Worth US$2.54m
Insiders at Portillo's Inc. (NASDAQ:PTLO) purchased US$2.54 million worth of stock over the last year, with the stock seeing a 10% rise last week, partially recovering some losses. Despite the recent gain, these purchases still represent a US$1.1 million loss for insiders. The Lead Independent Director made the largest single purchase of US$1.0 million at a higher price than the current stock price, suggesting optimism at the time of purchase.
Portillo's Inc. Class A Common Stock (PTLO) Stock Price Today & Analysis
This article provides an analysis of Portillo's Inc. Class A Common Stock (PTLO), including its current stock price and key financial fundamentals such as market cap, price-to-sales ratio, and earnings per share. It also offers a guide on how to buy PTLO stock through the Gotrade app, outlines minimum investment requirements, and discusses whether the company pays dividends. Additionally, it addresses safety aspects of trading on Gotrade and offers advice on evaluating whether PTLO stock is expensive or cheap.
Portillo’s and DJ Moore Team Up to Give Chicago Football Fans the Ultimate Victory Meal
Portillo's has partnered with DJ Moore, the Chicago football team's wide receiver, to launch a "DJ Moore meal" featuring his favorite Portillo's items. This collaboration celebrates the team's recent comebacks and aims to provide fans with a celebratory meal. Additionally, Portillo's will release a new "Comeback Sauce" in January, first offering it free to loyalty program members in Illinois, then making it available nationwide.
Portillo's Inc. (NASDAQ:PTLO) Given Consensus Rating of "Hold" by Brokerages
Portillo's Inc. (NASDAQ:PTLO) has received a consensus "Hold" rating from twelve analysts, with an average 12-month target price of $9.78. Recent price target cuts from various brokerages, including Bank of America ($7) and UBS ($6), reflect cautious sentiment. The company's shares opened at $4.67, near its one-year low, and institutional investors collectively own 98.34% of the stock.
Portillo's Inc. $PTLO Shares Sold by Berkshire Partners LLC
Berkshire Partners LLC significantly reduced its stake in Portillo's Inc. (NASDAQ:PTLO) by 72.2% in the second quarter, selling over 2.7 million shares, though Portillo's still accounts for 100% of its investment portfolio. Despite this divestment, institutional ownership remains high at 98.34%, with several other major funds increasing or initiating positions. Portillo's stock is trading near its 1-year low, and the company recently missed EPS estimates, leading to a consensus "Hold" rating from analysts with an average price target of $9.78.
Portillo’s (PTLO) Fell as Results Fell Short of Expectations
Portillo's Inc. (NASDAQ: PTLO) shares declined after the company reported weaker-than-expected fiscal second-quarter results and reduced full-year guidance for same-restaurant sales. This underperformance was highlighted in Fred Alger Management's "Alger Small Cap Focus Fund" third-quarter 2025 investor letter, citing concerns about slower same-store momentum and moderated development pace. Despite a revenue increase in Q3 2025, the fund noted that other AI stocks offer greater upside and less downside risk.
Portillo’s (PTLO) Fell as Results Fell Short of Expectations
Portillo’s Inc. (NASDAQ:PTLO) experienced a significant stock decline after reporting weaker-than-expected fiscal second-quarter results and reduced full-year guidance. Alger Small Cap Focus Fund noted that concerns over slower same-store momentum and moderated development overshadowed the brand's long-term expansion narrative. While 18 hedge funds still held PTLO at the end of Q3 2025, the fund suggests AI stocks may offer greater promise for higher returns.
Portillo's, Inc. Stock Plummets to New 52-Week Low of $5.28
Portillo's, Inc. has reached a new 52-week low of $5.28, reflecting a significant decline from its 52-week high of $15.78 and a 45.31% performance drop compared to the S&P 500. Despite an increase in profits by 7.3% over the past year, the company has consistently underperformed the S&P 500, with a stock return of -58.03%. Operational efficiency issues are noted through its debtors and inventory turnover ratios.
Portillo's (NASDAQ:PTLO) Misses Q3 Sales Expectations
Portillo's (NASDAQ:PTLO) reported Q3 CY2025 financial results, missing Wall Street's revenue expectations with only a 1.8% year-on-year sales increase to $181.4 million. The company's GAAP profit of $0.02 per share was also below analyst estimates. Despite opening new locations and achieving flat same-store sales, the overall quarter was softer than anticipated, leading to a slight stock dip immediately after the announcement.
Portillos Q3 2025 Earnings: Revenue and EPS Below Estimates - News and Statistics
Portillos Inc. (NASDAQ:PTLO) reported third-quarter 2025 financial results that missed analyst expectations for revenue and EPS. The company generated $181.4 million in revenue, a 1.8% year-on-year increase, but below estimates of $182.7 million, with GAAP earnings per share at $0.02, falling short of the $0.04 consensus. Despite opening more locations, same-store sales remained flat, leading the company to pursue a more measured growth pace and improved unit economics.
Analysts Estimate Portillo's Inc. (PTLO) to Report a Decline in Earnings: What to Look Out for
Analysts are predicting a year-over-year decline in earnings for Portillo's Inc. (PTLO) for the quarter ended September 2025, despite an expected increase in revenues. The consensus EPS estimate has been revised 33.33% lower over the last 30 days. The stock currently holds a Zacks Rank of #4 and has a negative Earnings ESP of -25.00%, making a positive earnings surprise unlikely according to the Zacks model.
Portillo's, Inc. Stock Plummets to New 52-Week Low of $5.88 - Markets Mojo
Portillo's, Inc. stock has fallen to a new 52-week low of $5.88, representing a 38.57% decline over the past year. The company, operating in the leisure services industry, has a market capitalization of USD 497 million and a P/E ratio of 26.00, along with a 7.68% return on equity and no dividends. This performance significantly underperforms the S&P 500, highlighting the need for strategic reassessment.
Jefferies downgrades Portillo’s stock to Hold on traffic decline concerns By Investing.com - Investing.com Canada
Jefferies has downgraded Portillo's stock to Hold due to concerns about declining traffic. The article mentions an AI's new Small Cap Sprinters strategy which is up +15%.
Portillo’s, Inc. Announces Q3 2025 Earnings Webcast Scheduled for November 4
Portillo's, Inc. announced a Q3 2025 earnings webcast scheduled for November 4 at 10 a.m. EST, which will be accessible via their investor relations website. The earnings release will precede the market open on the same day. This announcement also highlighted Portillo's growth from a small Chicago hot dog stand to over 90 restaurants across 10 states, emphasizing its unique menu and experience-focused dining approach.
Portillo’s Announces CEO Departure and Interim Appointment
Portillo’s Inc. has announced the departure of CEO Michael Osanloo, effective September 21, 2025. Michael A. Miles, Jr. has been appointed as interim CEO, and the company is actively searching for a permanent replacement to enhance shareholder value and improve performance. The stock currently holds a "Hold" rating from analysts with a $7.50 price target.
Portillo’s Inc. Appoints Michael A. Miles, Jr. as Interim CEO; Eugene I. Lee, Jr. Takes on Lead Independent Director Role
Portillo's Inc. has appointed Michael A. Miles, Jr., the Board Chairman, as Interim CEO, succeeding Michael Osanloo who has departed. Eugene I. Lee, Jr. has been named Lead Independent Director during this transition period. A Search Committee has been formed to find a permanent CEO for the company, which cited recent performance not meeting expectations as the reason for the leadership change.
Portillo's Pickup Expansion | Bowling Bankruptcy | New Owners For Sandwich Chain
This Illinois business news round-up covers Portillo's opening its fourth pick-up-only location, a bowling chain filing for bankruptcy and closing locations, and Potbelly being acquired by RaceTrac for $566 million. Other top headlines include a record-breaking $31 million North Shore mansion sale and updates on various local businesses and developments across Illinois.
Portillo's Announces Strategic Reset in Development and Growth Plans to Enhance Core Market Focus
Portillo's has announced a strategic reset for its development and growth plans, aiming to concentrate on core markets and improve unit economics for sustained success. This initiative includes streamlining operations, such as discontinuing the Chicago breakfast pilot, and moderating the pace of new restaurant openings, with only 8 planned for fiscal year 2026. The company has revised its fiscal 2025 financial targets, anticipating lower same-restaurant sales and revenues.
Portillo’s stock remains a Buy at BofA as growth slows to improve FCF
BofA Securities has maintained its Buy rating and $14.00 price target for Portillo’s, Inc. (NASDAQ: PTLO), despite the company's decision to reduce its expansion plans. The slowdown in growth, including fewer new unit openings and discontinuation of a breakfast pilot program, is a strategic move to focus on improving free cash flow and strengthening unit-level economics. Analysts view this shift positively, anticipating long-term value creation and a substantial runway for future store growth.
Portillo's Inc. (PTLO) Meets Q2 Earnings Estimates
Portillo's Inc. (PTLO) reported Q2 earnings of $0.12 per share, matching the Zacks Consensus Estimate and exceeding last year's $0.1. While the company surpassed EPS estimates three times in the last four quarters, its Q2 revenue of $188.46 million missed the consensus by 3.5%. Despite underperforming the S&P 500 year-to-date, Portillo's Inc. currently holds a Zacks Rank #3 (Hold) based on its mixed earnings estimate revisions.
Portillo's (NASDAQ:PTLO) Misses Q2 Sales Targets, Stock Drops 12.8%
Casual restaurant chain Portillo's (NASDAQ:PTLO) reported its Q2 CY2025 results, missing Wall Street's revenue expectations with a 3.6% year-on-year sales increase to $188.5 million. Despite beating Adjusted EBITDA and meeting GAAP EPS estimates, the revenue miss and flat same-store sales led to a 12.8% drop in its stock price immediately after the announcement. The company added 8 new locations year-over-year, reaching 94 locations by quarter-end, but faces challenges with foot traffic and efficiency in existing restaurants.
Portillo’s enters cooperation agreement with Engaged Capital
Portillo's (PTLO) announced a cooperation agreement with Engaged Capital. This agreement involves identifying and appointing a new director with restaurant operating experience to Portillo’s board. Engaged Capital has also agreed to customary standstill and voting agreements.
