PTLO at a glance
Portillo's Inc. (PTLO, SEC CIK 1871509) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 28, 2025 (FY2025), Portillo's Inc. (PTLO) reported revenue of $732.1 million (up 3.0% from FY2024) and net income of $19.3 million. Diluted EPS was $0.27.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Portillo's Inc. (PTLO) shares worth $95.3 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by LEE EUGENE I JR on August 12, 2026 of 65,355 shares at $4.59 per share.
- In the last 90 days, PTLO insiders reported 1 open-market purchase ($300K) and 0 open-market sales ($0) on Form 4, a net purchase of $300K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $732.1M
- +3.0% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$300K
- 13F holders
- 28 funds
- $95.3M · −2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Management Discussion & Analysis
- No profitability metrics or margin percentages disclosed in provided MD&A
- Headwinds: inflation, tariffs, labor competition, unionization, supply shortages, macroeconomic uncertainty, leadership transition
Risk Factors
- No material changes to 10-K risk factors for fiscal year ended December 28, 2025
- Workforce-reduction execution risk affecting approximately 18% of corporate headquarters employees
- Restructuring charges approximately $1.1 million, primarily expected in third quarter 2026
- Legal-compliance risk from local requirements affecting restructuring costs and timing
- Liquidity risk from predominantly cash restructuring expenditures due by fourth quarter 2026
AI summary of the PTLO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 28, 2026
- Earnings press release attached as Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Reg FD filing designation only; no substantive operating or financial disclosure in the provided text
- Exhibit 99.1 referenced as the likely source of material investor information
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 5.6% to $199.0M, but same-restaurant sales fell 1.2% as transactions declined 3.4%
- Profitability weakened: net income fell 28.8% to $7.2M and operating margin declined to 6.9% from 9.3%
Item EX-99.1: Item EX-99.1
- Kevin Kalicak becomes CFO and Treasurer September 7, 2026, replacing the existing finance leadership
- Former Olive Garden finance chief brings experience overseeing more than 900 restaurants and $5 billion annual sales
Item 7.01: Regulation FD Disclosure
- August 4, 2026 press release announced Mr. Kalicak’s appointment
- Appointment details are contained in Exhibit 99.1, furnished under Regulation FD
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Kevin Kalicak becomes CFO and Treasurer September 7, succeeding interim CFO Pamela Smith
- Former Darden and Olive Garden finance executive, adding public-company restaurant finance and investor-relations experience
AI summaries of PTLO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PTLO
Don't miss the next PTLO filing
- Alerts as it files. A push when PTLO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PTLO, by share count.
- Ask anything. An AI agent that reads every PTLO filing and answers with sources.
PTLO alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lauer Denise Peggy | F | Sep 22, 2026 | 6,545 | $3.75 |
| Kaiser Kelly M | F | Sep 5, 2026 | 437 | $4.42 |
| LEE EUGENE I JR | Buy | Aug 12, 2026 | 65,355 | $4.59 |
| Waite Jill Francine | F | May 31, 2026 | 33 | $3.86 |
| Kaiser Kelly M | F | May 31, 2026 | 92 | $3.86 |
| Correia Keith M | A | May 31, 2026 | 73 | $3.86 |
| Waite Jill Francine | A | May 31, 2026 | 1,146 | $3.86 |
| Kaiser Kelly M | A | May 31, 2026 | 3,161 | $3.86 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $679.9M | $710.6M | $732.1M |
| Operating Income | - | $58.0M | $43.7M |
| Net Income | $18.4M | $29.5M | $19.3M |
| Op. Margin | - | 8.2% | 6.0% |
| Net Margin | 2.7% | 4.2% | 2.6% |
| Balance Sheet | |||
| Total Assets | - | $1.5B | $1.6B |
| Equity | - | $401.1M | $467.8M |
| ROE | - | 7.4% | 4.1% |
| Per Share | |||
| EPS | $0.32 | $0.46 | $0.27 |
| Cash Flow | |||
| Operating CF | - | $98.0M | $71.9M |
| CapEx | $87.9M | $88.2M | $90.4M |
Source: XBRL data in Portillo's Inc. (PTLO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PTLO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $95.3M |
| Q1 2026 | 30 | $93.4M |
| Q4 2025 | 26 | $114.1M |
| Q3 2025 | 26 | $150.2M |
| Q2 2025 | 28 | $306.0M |
| Q1 2025 | 25 | $208.0M |
| Q4 2024 | 17 | $131.0M |
| Q3 2024 | 15 | $145.0M |
- Citadel Advisors LLC+2.60M (+470%)
- AQR Capital Management+772.5K (+251%)
- Millennium Management+608.2K (+98%)
- Goldman Sachs Group+433.9K (+44%)
- State Street Corp+166.6K (+13%)
- Dimensional Fund Advisors−679.8K (-63%)
- Bank of America Corp−378.1K (-54%)
- BlackRock−210.2K (-4%)
- Citigroup−191.1K (-68%)
- Renaissance Technologies LLC−72.4K (-46%)
- Two Sigma Investments+12.1K
- Franklin Resources−839.1K
- Marex Group plc−52.5K
- D.E. Shaw & Co−34.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 195 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PTLO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 29, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
Related Consumer Discretionary companies
- BH · Biglari Holdings Inc.Retail-Eating Places
- BJRI · BJs RESTAURANTS INCRetail-Eating Places
- BLMN · Bloomin' Brands, Inc.Retail-Eating Places
- EAT · BRINKER INTERNATIONAL, INCRetail-Eating Places
- CAVA · Cava Group IncRetail-Eating Places
- CAKE · CHEESECAKE FACTORY INCRetail-Eating Places
- CMG · Chipotle Mexican GrillRetail-Eating Places
- CBRL · CRACKER BARREL OLD COUNTRY STORE, INCRetail-Eating Places
PTLO SEC filings: frequently asked questions
Are PTLO insiders buying or selling?
In the last 90 days, Portillo's Inc. (PTLO) officers, directors and 10% owners reported 1 open-market purchase worth $299,979 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PTLO stock?
As of June 30, 2026, the largest Portillo's Inc. (PTLO) holders among the 13F filers tracked by SignalX were BlackRock ($23.3 million), Citadel Advisors LLC ($14.9 million), Vanguard Capital Management LLC ($14.5 million), State Street Corp ($6.9 million), Goldman Sachs Group ($6.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PTLO's revenue in fiscal year 2025?
For the fiscal year ended December 28, 2025 (FY2025), Portillo's Inc. (PTLO) reported revenue of $732.1 million (up 3.0% from FY2024) and net income of $19.3 million. Diluted EPS was $0.27. The figures come from the XBRL data in the 10-K.
What did PTLO report in its latest 8-K?
Portillo's Inc. (PTLO) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 fiscal 2026 results for quarter ended June 28, 2026.
What are the latest PTLO SEC filings?
Portillo's Inc. (PTLO) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on September 23, 2026.
What is PTLO's SEC CIK number?
Portillo's Inc. (PTLO)'s SEC Central Index Key (CIK) is 1871509. EDGAR lists every PTLO filing under that number.
Ask anything about PTLO
The research agent reads PTLO's filings, financials, insider trades and 13F holders, then answers with sources.