Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 13.93 | +12.3 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 11.58 | +35.1 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 14.38 | EMA50: 13.84 | |
| MACD-Histogramm | Bullisch | 10 % | 0.155 | Bullisch | |
| RSI(14) | Bärisch | 10 % | 70.1 | Überkauft | |
| Stoch %K(14) | Bärisch | 5 % | 89.3 | Überkauft | |
| ADX(14)+DI | Bullisch | 10 % | 33.6 | +DI: 40.5 / −DI: 12.6 | |
| Z-Score(60) | Bärisch | 5 % | 3.40 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 98.8 % | Hoch 15.72 / Tief 9.06 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 106.1 % | Upper 15.49 / Mid 14.27 / Lower 13.05 | |
| LinReg-Slope(60) | Neutral | 10 % | +0.0068 | R²=0.06 / annualisiert +12.2 % |
Insider-Transaktionen (12 Monate) ⓘ
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BIGLARI CAPITAL CORP. | 4.000.000 | 4.000.000 | 0 | 55.440.000 | Unverändert | 0,0% | |
| BlackRock, Inc. | 2.284.225 | 2.200.016 | 84.209 | 31.659.359 | Aufgestockt | +3,8% | |
| DIMENSIONAL FUND ADVISORS LP | 2.013.373 | 2.001.301 | 12.072 | 27.905.375 | Aufgestockt | +0,6% | |
| VANGUARD GROUP INC | 1.455.344 | 0 | 1.455.344 | 15.222.899 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 1.091.119 | 1.037.293 | 53.826 | 15.122.910 | Aufgestockt | +5,2% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.090.194 | 0 | 1.090.194 | 15.110.089 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 667.716 | 653.977 | 13.739 | 9.256.625 | Aufgestockt | +2,1% | |
| TWO SIGMA INVESTMENTS, LP | 642.108 | 204.537 | 437.571 | 8.899.617 | Aufgestockt | +213,9% | |
| SEI INVESTMENTS CO | 635.468 | 209.148 | 426.320 | 8.807.582 | Aufgestockt | +203,8% | |
| STATE STREET CORP | 606.308 | 574.406 | 31.902 | 8.403.429 | Aufgestockt | +5,6% | |
| Hillsdale Investment Management Inc. | 583.796 | 571.296 | 12.500 | 8.091.413 | Aufgestockt | +2,2% | |
| First Eagle Investment Management, LLC | 575.293 | 547.793 | 27.500 | 7.973.561 | Aufgestockt | +5,0% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 555.084 | 596.444 | -41.360 | 7.693.464 | Reduziert | -6,9% | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 525.463 | 652.433 | -126.970 | 7.282.917 | Reduziert | -19,5% | |
| MARSHALL WACE, LLP | 525.188 | 0 | 525.188 | 7.279.107 | Neu | +100,0% | |
| PRUDENTIAL FINANCIAL INC | 518.896 | 432.054 | 86.842 | 7.191.899 | Aufgestockt | +20,1% | |
| BIGLARI, SARDAR | 489.247 | 489.247 | 0 | 6.780.963 | Unverändert | 0,0% | |
| MONIMUS CAPITAL MANAGEMENT, LP | 438.269 | 202.081 | 236.188 | 6.074.408 | Aufgestockt | +116,9% | |
| Divisadero Street Capital Management, LP | 432.295 | 692.665 | -260.370 | 5.991.609 | Reduziert | -37,6% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 424.245 | 372.203 | 52.042 | 5.880.036 | Aufgestockt | +14,0% | |
| Fund 1 Investments, LLC | 407.341 | 745.140 | -337.799 | 5.645.746 | Reduziert | -45,3% | |
| Rodgers Brothers Inc. | 361.550 | 357.075 | 4.475 | 5.011.083 | Aufgestockt | +1,3% | |
| RENAISSANCE TECHNOLOGIES LLC | 306.200 | 314.600 | -8.400 | 4.243.932 | Reduziert | -2,7% | |
| JANE STREET GROUP, LLC | 285.948 | 158.908 | 127.040 | 3.963.239 | Aufgestockt | +79,9% | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 329.208 | 0 | 329.208 | 3.443.516 | Neu | +100,0% | |
| Empowered Funds, LLC | 247.098 | 0 | 247.098 | 3.424.779 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 217.011 | 217.571 | -560 | 3.007.772 | Reduziert | -0,3% | |
| D. E. Shaw & Co., Inc. | 206.841 | 151.079 | 55.762 | 2.866.816 | Aufgestockt | +36,9% | |
| NORTHERN TRUST CORP | 203.659 | 192.960 | 10.699 | 2.822.714 | Aufgestockt | +5,5% | |
| BANK OF AMERICA CORP /DE/ | 189.123 | 231.018 | -41.895 | 2.621.245 | Reduziert | -18,1% | |
| MORGAN STANLEY | 182.705 | 204.177 | -21.472 | 2.532.296 | Reduziert | -10,5% | |
| AQR CAPITAL MANAGEMENT LLC | 166.300 | 154.589 | 11.711 | 2.304.918 | Aufgestockt | +7,6% | |
| Assenagon Asset Management S.A. | 152.767 | 20.416 | 132.351 | 2.117.351 | Aufgestockt | +648,3% | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 120.100 | 99.300 | 20.800 | 1.664.586 | Aufgestockt | +20,9% | |
| Creative Planning | 114.509 | 73.321 | 41.188 | 1.587.095 | Aufgestockt | +56,2% | |
| Archon Capital Management LLC | 114.502 | 179.502 | -65.000 | 1.586.998 | Reduziert | -36,2% | |
| LAZARD ASSET MANAGEMENT LLC | 110.667 | 109.772 | 895 | 1.533.845 | Aufgestockt | +0,8% | |
| BALYASNY ASSET MANAGEMENT L.P. | 85.841 | 0 | 85.841 | 1.189.756 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 85.734 | 0 | 85.734 | 1.188.273 | Neu | +100,0% | |
| Informed Momentum Co LLC | 83.469 | 0 | 83.469 | 1.156.880 | Neu | +100,0% | |
| BNP Paribas Asset Management Holding S.A. | 74.179 | 74.179 | 0 | 1.028.121 | Unverändert | 0,0% | |
| Point72 Asset Management, L.P. | 73.591 | 0 | 73.591 | 1.019.971 | Neu | +100,0% | |
| SummerHaven Investment Management, LLC | 69.741 | 76.365 | -6.624 | 966.610 | Reduziert | -8,7% | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 69.400 | 91.000 | -21.600 | 962.000 | Reduziert | -23,7% | |
| Corient Private Wealth LLC | 90.318 | 0 | 90.318 | 944.727 | Neu | +100,0% | |
| TWO SIGMA ADVISERS, LP | 86.200 | 0 | 86.200 | 901.652 | Neu | +100,0% | |
| Campbell & CO Investment Adviser LLC | 64.600 | 96.258 | -31.658 | 895.356 | Reduziert | -32,9% | |
| Boston Partners | 58.691 | 56.226 | 2.465 | 813.460 | Aufgestockt | +4,4% | |
| Quantinno Capital Management LP | 58.509 | 33.586 | 24.923 | 810.935 | Aufgestockt | +74,2% | |
| Sanctuary Advisors, LLC | 56.924 | 0 | 56.924 | 788.967 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BIGLARI CAPITAL CORP. | 4.000.000 | 4.000.000 | 0,0% | 55.440.000 | 17,10 |
| BlackRock, Inc. | 2.284.225 | 2.200.016 | +3,8% | 31.659.359 | 9,76 |
| DIMENSIONAL FUND ADVISORS LP | 2.013.373 | 2.001.301 | +0,6% | 27.905.375 | 8,61 |
| GOLDMAN SACHS GROUP INC | 1.091.119 | 1.037.293 | +5,2% | 15.122.910 | 4,66 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.090.194 | 0 | +100,0% | 15.110.089 | 4,66 |
| GEODE CAPITAL MANAGEMENT, LLC | 667.716 | 653.977 | +2,1% | 9.256.625 | 2,85 |
| TWO SIGMA INVESTMENTS, LP | 642.108 | 204.537 | +213,9% | 8.899.617 | 2,74 |
| SEI INVESTMENTS CO | 635.468 | 209.148 | +203,8% | 8.807.582 | 2,72 |
| STATE STREET CORP | 606.308 | 574.406 | +5,6% | 8.403.429 | 2,59 |
| Hillsdale Investment Management Inc. | 583.796 | 571.296 | +2,2% | 8.091.413 | 2,50 |
| First Eagle Investment Management, LLC | 575.293 | 547.793 | +5,0% | 7.973.561 | 2,46 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 555.084 | 596.444 | -6,9% | 7.693.464 | 2,37 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 525.463 | 652.433 | -19,5% | 7.282.917 | 2,25 |
| MARSHALL WACE, LLP | 525.188 | 0 | +100,0% | 7.279.107 | 2,24 |
| PRUDENTIAL FINANCIAL INC | 518.896 | 432.054 | +20,1% | 7.191.899 | 2,22 |
| BIGLARI, SARDAR | 489.247 | 489.247 | 0,0% | 6.780.963 | 2,09 |
| MONIMUS CAPITAL MANAGEMENT, LP | 438.269 | 202.081 | +116,9% | 6.074.408 | 1,87 |
| Divisadero Street Capital Management, LP | 432.295 | 692.665 | -37,6% | 5.991.609 | 1,85 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 424.245 | 372.203 | +14,0% | 5.880.036 | 1,81 |
| Fund 1 Investments, LLC | 407.341 | 745.140 | -45,3% | 5.645.746 | 1,74 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 140 | 28,1 | 353 |
| 31.12.2025 | ✓ | 142 | 27,2 | 261 |
| 30.09.2025 | ✓ | 128 | 26,1 | 229 |
| 30.06.2025 | ✓ | 133 | 25,9 | 257 |
| 31.03.2025 | ✓ | 133 | 27,0 | 251 |
| 31.12.2024 | ✓ | 132 | 26,3 | 283 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 91.000 | 952.000 |
| Corient Private Wealth LLC | 90.318 | 944.727 |
| Prosperity Wealth Management, Inc. | 62.700 | 655.842 |
| ExodusPoint Capital Management, LP | 55.775 | 583.406 |
| Squarepoint Ops LLC | 34.431 | 360.148 |
| Assenagon Asset Management S.A. | 20.416 | 213.551 |
| DEUTSCHE BANK AG\ | 18.813 | 196.784 |
| FRANKLIN RESOURCES INC | 17.171 | 179.609 |
| CANADA PENSION PLAN INVESTMENT BOARD | 16.600 | 173.636 |
| ZACKS INVESTMENT MANAGEMENT | 14.200 | 148.537 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 1.037.293 | 502.378 | +93.9 % | 10.850.084 |
| Fund 1 Investments, LLC | 745.140 | 491.184 | +193.4 % | 7.794.164 |
| Hillsdale Investment Management Inc. | 571.296 | 211.900 | +59.0 % | 5.975.757 |
| SEI INVESTMENTS CO | 209.148 | 188.735 | +924.6 % | 2.187.682 |
| JANE STREET GROUP, LLC | 158.908 | 92.269 | +138.5 % | 1.662.179 |
| PRUDENTIAL FINANCIAL INC | 432.054 | 59.014 | +15.8 % | 4.519.285 |
| VANGUARD GROUP INC | 1.455.344 | 55.312 | +4.0 % | 15.222.899 |
| Creative Planning | 73.321 | 45.595 | +164.4 % | 766.938 |
| Trexquant Investment LP | 118.436 | 41.771 | +54.5 % | 1.238.841 |
| Archon Capital Management LLC | 179.502 | 39.012 | +27.8 % | 1.877.591 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 329.208 | -842.027 | -71.9 % | 3.443.516 |
| First Eagle Investment Management, LLC | 547.793 | -194.000 | -26.2 % | 5.729.915 |
| MORGAN STANLEY | 204.177 | -175.891 | -46.3 % | 2.135.700 |
| Divisadero Street Capital Management, LP | 692.665 | -144.985 | -17.3 % | 7.245.276 |
| BlackRock, Inc. | 2.200.016 | -131.721 | -5.6 % | 23.012.166 |
| AMERIPRISE FINANCIAL INC | 102.124 | -64.547 | -38.7 % | 1.068.217 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.700 | -62.922 | -82.1 % | 143.302 |
| Carlson Capital, L.P. | 40.000 | -52.000 | -56.5 % | 418.400 |
| Nuveen, LLC | 417.949 | -42.982 | -9.3 % | 4.371.747 |
| RENAISSANCE TECHNOLOGIES LLC | 314.600 | -40.400 | -11.4 % | 3.290.716 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 11.04.2026 | CapitalSpring Finance Company, LLC | Aktivist (13D/A) | 3,80 % | 1.134.063 | -1,40 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: The informati… |
| 11.04.2026 | Richard Fitzgerald | Aktivist (13D/A) | 3,80 % | 1.134.063 | -1,40 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: The informati… |
| 11.04.2026 | CSFC Management Company, LLC | Aktivist (13D/A) | 3,80 % | 1.134.063 | -1,40 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: The informati… |
| 11.04.2026 | CSIP VI Corporate Acquisitions, LP | Aktivist (13D/A) | 3,70 % | 1.111.381 | -1,40 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: The informati… |
| 11.04.2026 | CSFC Financing I, LLC | Aktivist (13D/A) | 0,10 % | 22.682 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: The informati… |
| 07.11.2025 | LSV ASSET MANAGEMENT | Passiv (13G/A) | 4,90 % | 1.489.052 | -0,40 pp | |
| 10.06.2025 | Roland Spongberg | Aktivist (13D/A) | 0,30 % | 89.191 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: As previously… |
| 10.06.2025 | W.K.S. Restaurant Corporation | Aktivist (13D/A) | Ausstieg | 0 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: As previously… |
| 10.06.2025 | Richard Fitzgerald | Aktivist (13D/A) | 5,20 % | 1.573.329 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: As previously… |
| 10.06.2025 | CSIP VI Corporate Acquisitions, LP | Aktivist (13D/A) | 5,10 % | 1.541.862 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: As previously… |
| 10.06.2025 | CapitalSpring Finance Company, LLC | Aktivist (13D/A) | 5,20 % | 1.573.329 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: As previously… |
| 10.06.2025 | CSFC Financing I, LLC | Aktivist (13D/A) | 0,10 % | 31.467 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: As previously… |
| 10.06.2025 | CSFC Management Company, LLC | Aktivist (13D/A) | 5,20 % | 1.573.329 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: As previously… |
| 29.05.2025 | CSFC Financing I, LLC | Aktivist (13D) | 0,10 % | 31.467 | Neu | Representatives of the Reporting Persons intend to discuss with the Issuer's management,… |
| 29.05.2025 | Richard Fitzgerald | Aktivist (13D) | 5,20 % | 1.573.329 | Neu | Representatives of the Reporting Persons intend to discuss with the Issuer's management,… |
| 29.05.2025 | CSFC Management Company, LLC | Aktivist (13D) | 5,20 % | 1.573.329 | Neu | Representatives of the Reporting Persons intend to discuss with the Issuer's management,… |
| 29.05.2025 | CSIP VI Corporate Acquisitions, LP | Aktivist (13D) | 5,10 % | 1.541.862 | Neu | Representatives of the Reporting Persons intend to discuss with the Issuer's management,… |
| 29.05.2025 | CapitalSpring Finance Company, LLC | Aktivist (13D) | 5,20 % | 1.573.329 | Neu | Representatives of the Reporting Persons intend to discuss with the Issuer's management,… |
| 09.05.2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Passiv (13G/A) | 4,80 % | 1.436.784 | -0,20 pp | |
| 17.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 6,40 % | 1.911.181 | Neu | |
| 07.04.2025 | Biglari Insurance Group Inc. | Aktivist (13D/A) | 1,60 % | 489.247 | 0,00 pp | Item 4 is hereby amended to add the following: On April 6, 2025, Biglari Holdings and B… |
| 07.04.2025 | BIGLARI CAPITAL CORP. | Aktivist (13D/A) | 13,40 % | 4.000.000 | 0,00 pp | Item 4 is hereby amended to add the following: On April 6, 2025, Biglari Holdings and B… |
| 07.04.2025 | First Guard Insurance Company | Aktivist (13D/A) | 0,00 % | 120.000 | 0,00 pp | Item 4 is hereby amended to add the following: On April 6, 2025, Biglari Holdings and B… |
| 07.04.2025 | Biglari Holdings Inc. | Aktivist (13D/A) | 1,60 % | 489.247 | 0,00 pp | Item 4 is hereby amended to add the following: On April 6, 2025, Biglari Holdings and B… |
| 07.04.2025 | BIGLARI, SARDAR | Aktivist (13D/A) | 15,10 % | 4.489.247 | +0,11 pp | Item 4 is hereby amended to add the following: On April 6, 2025, Biglari Holdings and B… |
| 07.04.2025 | LION FUND II, L.P. | Aktivist (13D/A) | 13,40 % | 4.000.000 | 0,00 pp | Item 4 is hereby amended to add the following: On April 6, 2025, Biglari Holdings and B… |
| 07.04.2025 | Biglari Reinsurance Ltd. | Aktivist (13D/A) | 1,60 % | 489.247 | 0,00 pp | Item 4 is hereby amended to add the following: On April 6, 2025, Biglari Holdings and B… |
| 14.02.2025 | Fund 1 Investments, LLC | Passiv (13G/A) | 4,86 % | 1.455.102 | -2,09 pp | |
| 12.02.2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Passiv (13G) | 5,00 % | 1.498.887 | Neu | |
| 06.02.2025 | LSV ASSET MANAGEMENT | Passiv (13G) | 5,30 % | 1.599.200 | Neu | |
| 27.01.2025 | Biglari Reinsurance Ltd. | Aktivist (13D) | 1,60 % | 489.247 | 0,00 pp | The Reporting Person will seek to engage in a dialogue with the Issuer's Board of Direct… |
| 27.01.2025 | First Guard Insurance Company | Aktivist (13D) | 0,00 % | 120.000 | Neu | The Reporting Person will seek to engage in a dialogue with the Issuer's Board of Direct… |
| 27.01.2025 | Biglari Insurance Group Inc. | Aktivist (13D) | 1,60 % | 489.247 | 0,00 pp | The Reporting Person will seek to engage in a dialogue with the Issuer's Board of Direct… |
| 27.01.2025 | BIGLARI CAPITAL CORP. | Aktivist (13D) | 13,40 % | 4.000.000 | Neu | The Reporting Person will seek to engage in a dialogue with the Issuer's Board of Direct… |
| 27.01.2025 | LION FUND II, L.P. | Aktivist (13D) | 13,40 % | 4.000.000 | Neu | The Reporting Person will seek to engage in a dialogue with the Issuer's Board of Direct… |
| 27.01.2025 | Biglari Holdings Inc. | Aktivist (13D) | 1,60 % | 489.247 | 0,00 pp | The Reporting Person will seek to engage in a dialogue with the Issuer's Board of Direct… |
| 27.01.2025 | BIGLARI, SARDAR | Aktivist (13D) | 14,99 % | 4.489.247 | Neu | The Reporting Person will seek to engage in a dialogue with the Issuer's Board of Direct… |
| 14.11.2024 | Fund 1 Investments, LLC | Passiv (13G) | 6,95 % | 2.079.980 | Neu | |
| 27.08.2024 | Biglari Reinsurance Ltd. | Passiv (13G/A) | 1,60 % | 489.247 | Neu | |
| 27.08.2024 | Biglari Insurance Group Inc. | Passiv (13G/A) | 1,60 % | 489.247 | Neu |
Stammdaten
El Pollo Loco Holdings, Inc. entwickelt, franchist, lizenziert und betreibt Quick-Service-Restaurants unter dem Namen El Pollo Loco durch seine Tochtergesellschaft El Pollo Loco, Inc. Zum 4. Mai 2022 betrieb das Unternehmen 480 Restaurants, bestehend aus 189 unternehmenseigenen und 291 franchisierten Restaurants in Kalifornien, Nevada, Arizona, Texas, Utah und Louisiana. Es lizenziert auch ein Restaurant auf den Philippinen. Das Unternehmen war ehemals als Chicken Acquisition Corp. bekannt und änderte seinen Namen im April 2014 zu El Pollo Loco Holdings, Inc. El Pollo Loco Holdings, Inc. wurde 1975 gegründet und hat seinen Hauptsitz in Costa Mesa, Kalifornien.
Unternehmen & Branche
| Name | El Pollo Loco Holdings, Inc. |
|---|---|
| Ticker | LOCO |
| CIK | 0001606366 |
| Boerse | Nasdaq |
| Sektor | Consumer Cyclical |
| Industrie | Restaurants |
| SIC | 5812 · Retail-Eating Places |
Wertpapier & Kennzahlen
| CUSIP | 268603107 |
|---|---|
| ISIN | US2686031079 |
| Typ | Common Stock |
| Marktkapitalisierung | 470,9 Mio. USD |
| KGV (P/E) | 17,47 |
| Beta | 0,80 |
| Dividendenrendite | 0,10 % |
Bewertung
| KBV (P/B) | 1,62 vs. 1,65 (2021) ▼ |
|---|---|
| EV/EBITDA | 12,2 vs. 12,7 (2021) ▼ |
| FCF-Rendite | 5,4 % vs. 6,8 % (2021) ▼ |
| Buyback-Rendite | 0,4 % vs. 0,0 % (2021) ▲ |
Qualität & Bilanz
| ROIC | 5,0 % vs. 5,4 % (2021) ▼ |
|---|---|
| Nettoverschuldung/EBITDA | 4,0 vs. 3,6 (2021) ▲ |
| Zinsdeckungsgrad | 9,4 vs. 22,7 (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 1,65 | 1,31 | 1,13 | 1,35 | 1,08 | |
| EV/EBITDA | 12,7 | 13,5 | 10,0 | 10,8 | 9,4 | |
| FCF-Rendite | 6,8 % | 5,1 % | 6,8 % | 7,9 % | 8,1 % | |
| Buyback-Rendite | 0,0 % | – | 20,9 % | 5,8 % | 0,6 % | |
| Qualität & Bilanz | ||||||
| ROIC | 5,4 % | 3,9 % | 4,9 % | 4,9 % | 5,0 % | |
| Nettoverschuldung/EBITDA | 3,6 | 5,2 | 4,8 | 4,6 | 4,0 | |
| Zinsdeckungsgrad | 22,7 | 18,0 | 8,3 | 7,0 | 9,4 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-04-01 | 10-Q | 8.157.000 | 0,27 | 609.121.000 | 302.498.000 | |
| 2025-12-31 | 10-K | 26.486.000 | 0,90 | 606.648.000 | 291.077.000 | |
| 2025-09-30 | 10-Q | 7.358.000 | 0,25 | 602.748.000 | 282.932.000 | |
| 2025-09-24 | 10-Q | 7.358.000 | 0,25 | 602.748.000 | 282.932.000 | |
| 2025-06-30 | 10-Q | 7.107.000 | 0,24 | 596.777.000 | 274.178.000 | |
| 2025-06-25 | 10-Q | 7.107.000 | 0,24 | 596.777.000 | 274.178.000 | |
| 2025-03-31 | 10-Q | 5.481.000 | 0,19 | 590.452.000 | 265.701.000 | |
| 2025-03-26 | 10-Q | 5.481.000 | 0,19 | 590.452.000 | 265.701.000 | |
| 2024-12-31 | 10-K | 25.684.000 | 0,86 | 592.014.000 | 260.669.000 | |
| 2024-12-25 | 10-K | 25.684.000 | 0,86 | 592.014.000 | 260.669.000 | |
| 2024-09-30 | 10-Q | 6.186.000 | 0,21 | 589.974.000 | 255.210.000 | |
| 2024-09-25 | 10-Q | 6.186.000 | 0,21 | 589.974.000 | 255.210.000 | |
| 2024-06-30 | 10-Q | 7.633.000 | 0,25 | 593.846.000 | 248.578.000 | |
| 2024-06-26 | 10-Q | 7.633.000 | 0,25 | 593.846.000 | 248.578.000 | |
| 2024-03-31 | 10-Q | 5.912.000 | 0,19 | 598.023.000 | 256.289.000 | |
| 2024-03-27 | 10-Q | 5.912.000 | 0,19 | 598.023.000 | 256.289.000 | |
| 2023-12-31 | 10-K | 25.554.000 | 0,74 | 592.301.000 | 250.696.000 | |
| 2023-12-27 | 10-K | 25.554.000 | 0,74 | 592.301.000 | 250.696.000 | |
| 2023-09-30 | 10-Q | 9.229.000 | 0,28 | 593.028.000 | 258.672.000 | |
| 2023-09-27 | 10-Q | 9.229.000 | 0,28 | 593.028.000 | 258.672.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Service | 405,8 Mio. | 396,3 Mio. | 398,4 Mio. | 403,2 Mio. | 394,7 Mio. | 82,8 % | +2,4% | |
| Franchise | 52,4 Mio. | 45,6 Mio. | 41,0 Mio. | 38,2 Mio. | 33,7 Mio. | 10,7 % | +15,0% | |
| Franchise Advertising Fee | 31,8 Mio. | 31,2 Mio. | 29,2 Mio. | 28,5 Mio. | 25,9 Mio. | 6,5 % | +2,1% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| 2026 | 01.04.2026 | 08.05.2026 | – | 0,27 |
| Q3 2025 | 24.09.2025 | 31.10.2025 | – | 0,25 |
| Q2 2025 | 25.06.2025 | 01.08.2025 | – | 0,24 |
| Q1 2025 | 26.03.2025 | 08.05.2026 | – | 0,19 |
| Q3 2024 | 25.09.2024 | 31.10.2025 | – | 0,21 |
| Q2 2024 | 26.06.2024 | 01.08.2025 | – | 0,25 |
| Q1 2024 | 27.03.2024 | 02.05.2025 | – | 0,19 |
| Q3 2023 | 27.09.2023 | 01.11.2024 | – | 0,28 |
| Q2 2023 | 28.06.2023 | 02.08.2024 | – | 0,20 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 08.05.2026 | 10-Q | – | – | SEC » |
| 13.03.2026 | 10-K | 31.12.2025 | 72 Tage | SEC » |
| 31.10.2025 | 10-Q | 24.09.2025 | 37 Tage | SEC » |
| 01.08.2025 | 10-Q | 25.06.2025 | 37 Tage | SEC » |
| 02.05.2025 | 10-Q | 26.03.2025 | 37 Tage | SEC » |
| 07.03.2025 | 10-K | 25.12.2024 | 72 Tage | SEC » |
| 01.11.2024 | 10-Q | 25.09.2024 | 37 Tage | SEC » |
| 02.08.2024 | 10-Q | 26.06.2024 | 37 Tage | SEC » |
| 03.05.2024 | 10-Q | 27.03.2024 | 37 Tage | SEC » |
| 08.03.2024 | 10-K | 27.12.2023 | 72 Tage | SEC » |
| 03.11.2023 | 10-Q | 27.09.2023 | 37 Tage | SEC » |
| 04.08.2023 | 10-Q | 28.06.2023 | 37 Tage | SEC » |
| 05.05.2023 | 10-Q | 29.03.2023 | 37 Tage | SEC » |
| 10.03.2023 | 10-K | 28.12.2022 | 72 Tage | SEC » |
| 04.11.2022 | 10-Q | 28.09.2022 | 37 Tage | SEC » |
| 05.08.2022 | 10-Q | 29.06.2022 | 37 Tage | SEC » |
| 06.05.2022 | 10-Q | 30.03.2022 | 37 Tage | SEC » |
| 11.03.2022 | 10-K | 29.12.2021 | 72 Tage | SEC » |
| 05.11.2021 | 10-Q | 29.09.2021 | 37 Tage | SEC » |
| 06.08.2021 | 10-Q | 30.06.2021 | 37 Tage | SEC » |
| 07.05.2021 | 10-Q | 31.03.2021 | 37 Tage | SEC » |
| 15.03.2021 | 10-K | 30.12.2020 | 75 Tage | SEC » |
| 30.10.2020 | 10-Q | 23.09.2020 | 37 Tage | SEC » |
| 31.07.2020 | 10-Q | 24.06.2020 | 37 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
HOCH Abgang Schlüsselpersonen (29.05.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 29.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 28.01.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.12.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 20.11.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | n 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 13.01.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Election of Director On January 9, 2025, the Board of Directors of El Pollo Loco Holdings, Inc… |
| 03.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 21.08.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | (a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 28.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 17.10.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.07.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 21.06.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 02.06.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 07.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.10.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 14.06.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.03.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-07 | 122 | 13,38 | 1.632 |
| 2026-04-29 | 1.700 | 13,59 | 23.103 |
| 2026-04-24 | 24 | 13,88 | 333 |
| 2026-04-09 | 31 | 14,01 | 434 |
| 2026-04-07 | 1.200 | 14,30 | 17.160 |
| 2026-03-31 | 2.094 | 13,80 | 28.897 |
| 2026-03-23 | 199 | 14,15 | 2.816 |
| 2026-03-17 | 46.892 | 13,32 | 624.601 |
| 2026-03-05 | 11 | 11,18 | 123 |
| 2026-02-26 | 278 | 10,88 | 3.025 |
| 2026-02-20 | 250 | 10,82 | 2.705 |
| 2026-02-04 | 14 | 10,26 | 144 |
| 2026-01-27 | 1.614 | 10,73 | 17.318 |
| 2026-01-22 | 68 | 11,04 | 751 |
| 2025-12-29 | 24 | 10,87 | 261 |
Hinweis
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