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Portillo's Inc. Stock: price and insider trades · United States
1 insider bought €260k of shares over the last 90 days, the latest filed 12 Aug 2026.
Portillo's Inc.: what insiders have been doing
Headquartered in Oak Brook, Portillo's Inc. belongs to the Retail & Commerce sector and traces its origins to 1963. Filings by its managers are published through SEC (Form 4). Over the twelve months to 18 October 2026, 48 filings were filed, from 17 insiders.
Only purchases show up on the open market, 2 purchases in all worth €1.5M, filed by 1 insider. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. Biggest ticket of the year: €1.3M, bought by Lee Eugene I Jr and made public on 13 March 2026. Among those who bought: 1 senior executive.
The last purchase on record was published on 12 August 2026, which is 67 days ago. Filings reach the SEC (Form 4) feed a median of 3 days after the trade. For comparison, the SEC allows two business days to file a Form 4.
For context, the typical company on the same exchange (median of 5,808 companies) published 19 filings over the same period, against 48 filings here. Looking back to 2021, when coverage begins, insiders filed 9 purchases and 6 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 28 December 2025 lists revenue at 732.1 m USD and net income at 19.3 m USD.
In the same sector, recent insider purchases at GameStop Corp. and Celsius Holdings, Inc. also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
216
Thresholds
n/a
Buy Volume
€4M
9 ops. · all time
Sell Volume
€1M
6 ops. · all time
Who traded when
BuySaleEUGENE I. LEE Jr.3 buys
Jack Hartung1 buy
Kelly M. Kaiser1 buy
Michael Osanloo1 buy
Michelle Greig Hook1 buy
Since the insiders bought
- -9.3%Entry US$5.03 · Close 13 Oct 2026 US$4.56
- -40.0%Entry US$7.93 · Close at T+365 US$4.76
- -42.9%Entry US$7.85 · Close at T+365 US$4.48
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Portillo's Inc. Buy (bullish), based on 9 analysts. Average price target: US$6.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 16,532 of 24,158 companies
39.5
score / 100
Value44
Quality35
FCF yld-5.3%
Earn yld5.6%
EV/EBITDA13.4x
ROE2.7%
Gross mgn39%
Net mgn2.6%
Debt/EBITDA8.8x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$4.56
Analyst consensus
9 analystsBuy
US$4.00Target US$6.00(+32%)US$11.00
Income statement
RevenueUS$732.1M
Gross profitUS$288.7M39% margin
EBITDAUS$76M10% margin
Net incomeUS$19.3M1.9% margin
Valuation
PER (trailing)24.0x
PER (forward)19.6x
P/Book0.7x
Beta1.59
Balance sheet & cash
Market capUS$330.7M
Total debtUS$670.3M
Free Cash Flow-US$18.5M
Debt / Equity136%
Profitability & ownership
ROE2.7%
ROA1.8%
% insiders8.0%
% institutions67.3%
Last declaration on 23 September 2026
Declarations216 total
6,545 shares@ US$3.750.0096% mcap100.0% of flowClass A common stockSEC:0002089453-26-000004:0
437 shares@ US$4.420.0007% mcap0.7% of flowClass A common stockSEC:0001992312-26-000012:0
65,355 shares@ US$4.590.12% mcap10.8% of flowClass A common stockSEC:0001242843-26-000010:0
Canonical exit: 10 Nov 2026 (T+90)
73 shares@ US$3.860.0001% mcap0.9% of flowClass A common stockSEC:0002020559-26-000010:0
2 shares@ US$3.860.0000% mcap0.0% of flowClass A common stockSEC:0002020559-26-000010:1
601 shares@ US$6.500.0011% mcap11.9% of flowClass A common stockSEC:0002020559-26-000006:0
27,173 shares0Class A common stockSEC:0002020559-26-000004:0
90,579 shares0Class A common stockSEC:0001886796-26-000004:0
40,760 shares0Class A common stockSEC:0001992312-26-000004:0
12,681 shares0Class A common stockSEC:0001242843-26-000006:0
271,739 shares0Class A common stockSEC:0001621955-26-000006:0
2,182 shares@ US$5.520.0033% mcap40.6% of flowClass A common stockSEC:0001865702-26-000002:2
1,805 shares@ US$5.520.0028% mcap3.5% of flowClass A common stockSEC:0001992312-26-000004:1
1,206 shares@ US$5.520.0019% mcap20.2% of flowClass A common stockSEC:0002020559-26-000004:1
3,945 shares@ US$5.520.0061% mcap1.9% of flowClass A common stockSEC:0001886796-26-000004:1
1,818 shares@ US$5.520.0028% mcap1.9% of flowClass A common stockSEC:0001886715-26-000004:1
58,876 shares0Class A common stockSEC:0001865702-26-000002:1
1,034 shares0Class A common stockSEC:0001865702-26-000002:0
40,760 shares0Class A common stockSEC:0002089453-26-000002:0
40,760 shares0Class A common stockSEC:0002124797-26-000006:0
40,760 shares0Class A common stockSEC:0001886715-26-000004:0
17,789 shares0Class A common stockSEC:0001761825-26-000006:0
50,070 shares@ US$5.3367.9% of flowClass A common stockSEC:0001305052-26-000006:0
286,000 shares@ US$5.1853.5% of flowClass A common stockSEC:0001242843-26-000004:0
Canonical exit: 11 Jun 2026 (T+90)
47,004 shares0Class A common stockSEC:0001263765-26-000006:0
25 of 216 declarations
About Portillo's Inc.
Portillo’s Inc. (ticker PTLO) is a U.S.-listed restaurant company trading on the NASDAQ in the United States. The business is best understood as a branded fast-casual concept built around a highly differentiated “Chicago-style” menu, strong regional identity, and a multi-year runway for unit expansion. For French-speaking investors, Portillo’s represents a niche consumer brand that has evolved from a local Chicago institution into a broader national growth story, while still retaining a distinct Midwestern heritage and a loyal customer base. ([investors.portillos.com](https://investors.portillos.com/news-releases/news-release-details/portillos-inc-announces-fourth-quarter-and-fiscal-year-2025?utm_source=openai))
The company was founded in 1963 by Dick Portillo in Villa Park, Illinois, originally under the name “The Dog House.” Over time, the concept expanded from a single trailer-based operation into a recognizable restaurant chain. Portillo’s is headquartered in Oak Brook, Illinois, reinforcing its deep roots in the Chicago area, even as the company now operates across multiple U.S. states. This origin story matters strategically: the brand’s authenticity is a core competitive asset, and management has worked to translate that local equity into a platform that can scale nationally. ([portillos.com](https://www.portillos.com/our-history/?utm_source=openai))
Read moreShow less
Operationally, Portillo’s generates revenue primarily through company-operated restaurants and offers a menu anchored in signature Chicago favorites. Its key products include Chicago-style hot dogs, Italian beef sandwiches, char-broiled burgers, crinkle-cut fries, salads, desserts, and milkshakes, with the cake shake among the best-known items. The company also continues to refresh its offer with limited-time items and new sauces, while exploring alternate formats and store designs to improve throughput and site economics. ([investors.portillos.com](https://investors.portillos.com/news-releases/news-release-details/portillos-appoints-brett-patterson-president-chief-executive?utm_source=openai))
From a competitive standpoint, Portillo’s sits in a crowded quick-service and fast-casual market, but its menu differentiation and brand recall give it a defensible niche. Its value proposition is less about generic burger-and-fries competition and more about owning a specific culinary identity that resonates with both Chicago natives and consumers seeking “destination” dining. Management has also framed the business as a long-term unit growth story, with expansion focused on the Sunbelt, especially Texas, and additional growth opportunities in other high-population markets. This makes PTLO a consumer growth name with meaningful white space, but also with exposure to labor, commodity, and pre-opening cost pressure. ([investors.portillos.com](https://investors.portillos.com/news-releases/news-release-details/portillos-inc-announces-first-quarter-financial-results/?utm_source=openai))
Recent news highlights both the opportunity and the execution challenge. In February 2026, Portillo’s reported full-year 2025 results showing only modest revenue growth and some pressure on profitability. Earlier, first-quarter 2025 results showed revenue growth and an ongoing restaurant opening program. The company also announced national sauce launches and, in February 2026, appointed Brett Patterson as President and CEO, signaling a renewed leadership phase. Overall, Portillo’s on NASDAQ in the United States remains a brand-driven growth story, but one where investors should closely monitor traffic trends, margin discipline, and the pace of new-unit expansion. ([investors.portillos.com](https://investors.portillos.com/news-releases/news-release-details/portillos-inc-announces-fourth-quarter-and-fiscal-year-2025?utm_source=openai))
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