Recent chatter on X about Portillo's Inc. (PTLO) has been dominated by the company's latest quarterly earnings report, which has sparked intense reactions. Many users expressed disappointment over the reported revenue growth of just 3.6% year-over-year and a significant downward revision in full-year guidance, with some noting the stock's sharp decline in pre-market trading. The frustration is palpable as discussions highlight unmet expectations for a chain once touted for its high average unit volume.
Despite the negativity, a few voices on X are pointing to potential silver linings, such as the planned opening of new stores expected to bolster revenue later in the year. There's a sense of cautious curiosity about what management might reveal in upcoming earnings calls to address these concerns. The conversation remains heated as investors weigh whether this is a temporary setback or a deeper issue for the fast-casual restaurant chain.
Note: This discussion summary was generated from an AI condensation of post data.
Portillo's Inc. Insider Trading Activity
Portillo's Inc. insiders have traded $PTLO stock on the open market 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $PTLO stock by insiders over the last 6 months:
- PARTNERS LLC BERKSHIRE has made 0 purchases and 4 sales selling 10,000,000 shares for an estimated $122,300,000.
- EUGENE I JR LEE purchased 130,250 shares for an estimated $1,000,320
- JACK HARTUNG purchased 72,500 shares for an estimated $929,450
- MICHELLE GREIG HOOK (CFO & Treasurer) purchased 40,000 shares for an estimated $306,800
- KELLY M KAISER (General Counsel and Secretary) purchased 27,000 shares for an estimated $207,360
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Portillo's Inc. Hedge Fund Activity
We have seen 87 institutional investors add shares of Portillo's Inc. stock to their portfolio, and 112 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. added 4,902,741 shares (+10963.2%) to their portfolio in Q1 2025, for an estimated $58,293,590
- UBS GROUP AG removed 1,606,441 shares (-67.1%) from their portfolio in Q1 2025, for an estimated $19,100,583
- MARSHALL WACE, LLP removed 1,511,966 shares (-86.3%) from their portfolio in Q1 2025, for an estimated $17,977,275
- FRED ALGER MANAGEMENT, LLC added 1,470,908 shares (+inf%) to their portfolio in Q1 2025, for an estimated $17,489,096
- JANUS HENDERSON GROUP PLC added 1,235,240 shares (+6037.0%) to their portfolio in Q1 2025, for an estimated $14,687,003
- AMERIPRISE FINANCIAL INC added 1,191,443 shares (+53.6%) to their portfolio in Q1 2025, for an estimated $14,166,257
- SELECT EQUITY GROUP, L.P. added 932,624 shares (+675.1%) to their portfolio in Q1 2025, for an estimated $11,088,899
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Portillo's Inc. Analyst Ratings
Wall Street analysts have issued reports on $PTLO in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 07/18/2025
- Piper Sandler issued a "Overweight" rating on 05/07/2025
- Stifel issued a "Buy" rating on 02/28/2025
To track analyst ratings and price targets for Portillo's Inc., check out Quiver Quantitative's $PTLO forecast page.
Portillo's Inc. Price Targets
Multiple analysts have issued price targets for $PTLO recently. We have seen 8 analysts offer price targets for $PTLO in the last 6 months, with a median target of $12.5.
Here are some recent targets:
- Jim Salera from Stephens & Co. set a target price of $10.0 on 08/08/2025
- Dennis Geiger from UBS set a target price of $9.0 on 08/06/2025
- Brian Harbour from Morgan Stanley set a target price of $10.0 on 08/06/2025
- Sara Senatore from B of A Securities set a target price of $16.0 on 07/18/2025
- Gregory Francfort from Guggenheim set a target price of $17.0 on 07/08/2025
- Brian Mullan from Piper Sandler set a target price of $13.0 on 05/07/2025
- David Tarantino from Baird set a target price of $12.0 on 04/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
