PTLO — Portillo's Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Portillo's Inc

Portillo's Inc. owns and operates fast casual restaurants in the United States. The company offers Chicago-style hot dogs and sausages, Italian beef sandwiches, char-grilled burgers, chopped salads, crinkle-cut and cheese fries, homemade chocolate cakes, and chocolate cake shake. It also operates a food truck under The Beef Bus name; and a ghost kitchen. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$4.13
Market Cap$286M
Float67.9M
Shares Outstanding72.4M
P/E (Forward)21.74
P/E (TTM)18.83
Price/Sales (TTM)0.39
vs. Analyst Target+51.3% to analyst PT
Profit Margin2.12%
Operating Margin (TTM)2.39%
Revenue (TTM)$738M
Earnings Growth (YoY)-51.90%
Dividend RateNone
Analyst Target Price$6.25 (10 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $455M $12.3M $197M $81.9M
2021 $535M $6.0M $229M $46.1M
2022 $587M $10.9M $228M $67.5M
2023 $680M $18.4M $275M $79.8M
2024 $711M $29.5M $288M $94.8M
2025 $732M $19.3M $289M $76.0M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $188M $8.7M
Sep 2025 $181M $1.2M
Dec 2025 $186M $6.1M
Mar 2026 $183M -$402,000

Ownership & Float

Insider Ownership7.7%
Institutional Ownership76.4%
Short Float13.3%
% of All Funds Holding2.10%
Number of Funds Holding173

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$5.18Near-term / short-term trend
Weekly40-Week SMA$5.46Medium-term trend
Weekly80-Week SMA$8.38Cyclical trend (business cycle)
Weekly200-Week SMA$13.44Secular trend (multi-year)
Monthly10-Month SMA$5.53Near-term monthly trend
Monthly20-Month SMA$8.65Medium-term monthly trend
Monthly40-Month SMA$12.38Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$6.40 resistance 1.47x 6 months ago
$9.80 resistance 2.10x 8 months ago
$11.60 resistance 1.42x 9 months ago
$14.00 resistance 1.07x 13 months ago
$14.30 resistance 1.37x 24 months ago

Historical Earnings Reactions (19 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.59% 0.52% 63.16% 3.98% -2.29%
1 Day -0.19% -0.86% 42.11% 7.93% -7.68%
1 Week -2.08% -4.12% 26.32% 19.87% -15.57%
2 Weeks -5.93% -5.69% 21.05% 25.44% -25.37%
1 Month -7.06% -8.31% 16.67% 25.23% -25.29%

Next earnings: July 24, 2026 (56 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.07% 47.2% 214
Tuesday -0.20% 47.3% 239
Wednesday -0.13% 45.8% 236
Thursday -0.26% 43.2% 229
Friday 0.11% 48.1% 233

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 76.4%

Insider Transactions — Smart Summary

Total insider ownership: 7.7%

12-Month Insider Activity Summary

Total Filings6
Net Value+$614,154.572
Net Shares Change566,735
% of Float0.8%
C-Suite Filings3
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
LEE EUGENE I JR +$2.8M 3 3 buy
Hook Michelle Greig CFO and Treasurer +$306,800 1 1 buy
Kaiser Kelly M General Counsel and Secretary +$207,360 1 1 buy
Osanloo Michael President and CEO +$99,994.572 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-08-08 – 2025-08-11 4 4 +$1.6M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-12 LEE EUGENE I JR +$300,306.2 Transaction at $4.28, now -3.5%
2026-03-13 LEE EUGENE I JR +$1.5M Transaction at $5.18, now -20.3%
2025-08-11 Osanloo Michael President and CEO +$99,994.572 Transaction at $7.51, now -45.0%
2025-08-08 Kaiser Kelly M General Counsel and Secretary +$207,360 Transaction at $7.68, now -46.2%
2025-08-08 Hook Michelle Greig CFO and Treasurer +$306,800 Transaction at $7.67, now -46.2%
2025-08-08 LEE EUGENE I JR +$1.0M Transaction at $7.68, now -46.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Portillo's Inc (PTLO) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for PTLO on Trend Edge →