What is William Blair's Forecast for Portillo's Q3 Earnings?

Key Points

• William Blair has reduced its Q3 2025 earnings estimates for Portillo's to $0.03 per share, down from a previous estimate of $0.07 per share, while maintaining an "Outperform" rating.
• The consensus estimate for Portillo's full-year earnings currently stands at $0.35 per share, and the company has set its FY 2025 guidance at $0.25 EPS.
• Insiders have recently purchased a total of 210,570 shares of Portillo's stock, reflecting increased confidence in the company's performance, particularly after the CFO acquired 40,000 shares at about $7.67 each.

Portillo's Inc. (NASDAQ:PTLO - Free Report) - Investment analysts at William Blair dropped their Q3 2025 earnings estimates for Portillo's in a research note issued to investors on Wednesday, September 10th. William Blair analyst S. Zackfia now expects that the company will post earnings of $0.03 per share for the quarter, down from their prior forecast of $0.07. William Blair has a "Outperform" rating on the stock. The consensus estimate for Portillo's' current full-year earnings is $0.35 per share. William Blair also issued estimates for Portillo's' Q4 2025 earnings at $0.05 EPS, FY2025 earnings at $0.25 EPS and FY2026 earnings at $0.27 EPS.

Portillo's (NASDAQ:PTLO - Get Free Report) last released its quarterly earnings data on Tuesday, August 5th. The company reported $0.12 EPS for the quarter, hitting analysts' consensus estimates of $0.12. Portillo's had a net margin of 4.19% and a return on equity of 6.25%. The firm had revenue of $188.46 million during the quarter, compared to analysts' expectations of $197.04 million. During the same period in the previous year, the business posted $0.10 earnings per share. The company's revenue for the quarter was up 3.6% compared to the same quarter last year. Portillo's has set its FY 2025 guidance at EPS.

A number of other equities research analysts also recently weighed in on the company. Guggenheim dropped their target price on Portillo's from $18.00 to $17.00 and set a "buy" rating for the company in a report on Tuesday, July 8th. Stephens set a $10.00 target price on Portillo's in a report on Wednesday. Robert W. Baird set a $8.00 target price on Portillo's in a report on Tuesday, August 5th. Bank of America dropped their target price on Portillo's from $19.00 to $16.00 and set a "buy" rating for the company in a report on Friday, July 18th. Finally, Wall Street Zen downgraded Portillo's from a "hold" rating to a "sell" rating in a research note on Saturday, August 9th. Five equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $12.50.

Portillo's Trading Down 5.7%

PTLO stock opened at $6.15 on Thursday. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.29 and a quick ratio of 0.23. The company has a fifty day moving average price of $8.94 and a two-hundred day moving average price of $10.93. Portillo's has a one year low of $6.00 and a one year high of $15.78. The stock has a market cap of $463.40 million, a price-to-earnings ratio of 13.67, a price-to-earnings-growth ratio of 4.50 and a beta of 1.78.

Institutional Trading of Portillo's

Several hedge funds and other institutional investors have recently made changes to their positions in the company. PNC Financial Services Group Inc. boosted its holdings in Portillo's by 135.8% in the second quarter. PNC Financial Services Group Inc. now owns 2,596 shares of the company's stock valued at $30,000 after acquiring an additional 1,495 shares during the last quarter. Allworth Financial LP bought a new position in shares of Portillo's during the 2nd quarter worth approximately $32,000. CWM LLC boosted its holdings in shares of Portillo's by 58.3% during the 1st quarter. CWM LLC now owns 3,194 shares of the company's stock worth $38,000 after buying an additional 1,176 shares in the last quarter. North Star Investment Management Corp. boosted its holdings in shares of Portillo's by 137.6% during the 1st quarter. North Star Investment Management Corp. now owns 3,517 shares of the company's stock worth $42,000 after buying an additional 2,037 shares in the last quarter. Finally, Comerica Bank boosted its holdings in shares of Portillo's by 172.6% during the 4th quarter. Comerica Bank now owns 5,395 shares of the company's stock worth $51,000 after buying an additional 3,416 shares in the last quarter. 98.34% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Portillo's news, Director Eugene I. Lee, Jr. bought 130,250 shares of the stock in a transaction on Thursday, August 7th. The stock was purchased at an average price of $7.68 per share, with a total value of $1,000,320.00. Following the completion of the purchase, the director owned 130,250 shares in the company, valued at $1,000,320. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Michelle Greig Hook bought 40,000 shares of the stock in a transaction on Thursday, August 7th. The shares were acquired at an average cost of $7.67 per share, with a total value of $306,800.00. Following the purchase, the chief financial officer owned 173,405 shares of the company's stock, valued at approximately $1,330,016.35. This represents a 29.98% increase in their position. The disclosure for this purchase can be found here. Insiders bought a total of 210,570 shares of company stock worth $1,614,474 in the last ninety days. Insiders own 6.14% of the company's stock.

About Portillo's

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 French fries, homemade chocolate cakes, and chocolate cake shake. It offers its products through its website, application, and certain third-party platforms.

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