El Pollo Loco Holdings Inc. (LOCO) reported first-quarter 2026 results with revenue of $126.2 million, up 5.9% year‑over‑year and above the Street estimate of $124.5 million. Gross profit improved to $40.6 million (+11.0% YoY) while operating profit rose to $12.2 million (+36.2% YoY), supporting healthier margins versus the year-ago quarter.
Cost of sales was $85.6 million, up 3.6% year‑over‑year. The company beat both the revenue and EPS estimates, and shares responded with a post-close move of 8.44%.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
El Pollo Loco Holdings Inc. Hedge Fund Activity
We have seen 70 institutional investors add shares of El Pollo Loco Holdings Inc. stock to their portfolio, and 62 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 842,027 shares (-71.9%) from their portfolio in Q4 2025, for an estimated $8,807,602
- FUND 1 INVESTMENTS, LLC added 491,184 shares (+193.4%) to their portfolio in Q4 2025, for an estimated $5,137,784
- NUVEEN, LLC removed 371,574 shares (-88.9%) from their portfolio in Q1 2026, for an estimated $5,150,015
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 194,000 shares (-26.2%) from their portfolio in Q4 2025, for an estimated $2,029,240
- SEI INVESTMENTS CO added 188,735 shares (+924.6%) to their portfolio in Q4 2025, for an estimated $1,974,168
- MORGAN STANLEY removed 175,891 shares (-46.3%) from their portfolio in Q4 2025, for an estimated $1,839,819
- DIVISADERO STREET CAPITAL MANAGEMENT, LP removed 144,985 shares (-17.3%) from their portfolio in Q4 2025, for an estimated $1,516,543
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
El Pollo Loco Holdings Inc. Price Targets
Multiple analysts have issued price targets for $LOCO recently. We have seen 3 analysts offer price targets for $LOCO in the last 6 months, with a median target of $13.5.
Here are some recent targets:
- Todd M. Brooks from Benchmark set a target price of $16.0 on 04/20/2026
- Jake Bartlett from Truist Securities set a target price of $13.0 on 03/13/2026
- Andy Barish from Jefferies set a target price of $13.5 on 12/15/2025
