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. KI
Unternehmen & Branche
| Name | El Pollo Loco Holdings, Inc. |
|---|---|
| Ticker | LOCO |
| CIK | 0001606366 |
| Börse | Nasdaq |
| Sektor | Zyklischer Konsum |
| Industrie | Restaurants & Gastronomie |
| SIC | 5812 · Retail-Eating Places |
Wertpapier & Kennzahlen
| CUSIP | 268603107 |
|---|---|
| ISIN | US2686031079 |
| Typ | Common Stock |
| Marktkapitalisierung | 488,6 Mio. USD |
| KGV (P/E) | 18,12 |
| Beta | 0,79 |
| Dividendenrendite | 0,09 % |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 575 ANTON BLVD STE 1100, 92626 COSTA MESA, CA |
| Telefon | 7145995000 |
| EIN (IRS) | 20-3563182 |
Listing & Historie
| Listing-Börsen | Nasdaq |
|---|---|
| Fiskaljahr-Ende | 30.12. |
| SEC-Filer-Status | Accelerated filer |
Bewertung
| KBV (P/B) | 1,68 vs. 1,65 (2021) ▲ |
|---|---|
| EV/EBITDA | 12,5 vs. 12,7 (2021) ▼ |
| FCF-Rendite | 5,2 % 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 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 1,65 | 1,31 | 1,13 | 1,35 | 1,08 | 1,62 | |
| EV/EBITDA | 12,7 | 13,5 | 10,0 | 10,8 | 9,4 | 11,6 | |
| FCF-Rendite | 6,8 % | 5,1 % | 6,8 % | 7,9 % | 8,1 % | 5,5 % | |
| Buyback-Rendite | 0,0 % | – | 20,9 % | 5,8 % | 0,6 % | – | |
| Qualität & Bilanz | |||||||
| ROIC | 5,4 % | 3,9 % | 4,9 % | 4,9 % | 5,0 % | 5,4 % | |
| Nettoverschuldung/EBITDA | 3,6 | 5,2 | 4,8 | 4,6 | 4,0 | 3,7 | |
| Zinsdeckungsgrad | 22,7 | 18,0 | 8,3 | 7,0 | 9,4 | 11,3 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
LOCO
El Pollo Loco Holdings, Inc.
🟢
Günstiges Einstiegsfenster — fundamental starke Aktie, deren Timing gerade positiv dreht. Laut Modell aktuell der attraktivste Einstiegszeitpunkt.
Effektiv
Stark
Handelsvolumen
Niedrig
Insider
0,0
Keine Insider-Käufe
Institutionell
73,4
30 neu, 44 erhöht, 93,9M $ netto
Aktivist
0,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
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 % | 15.63 | +5.3 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 12.62 | +30.4 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 16.23 | EMA50: 15.64 | |
| MACD-Histogramm | Bärisch | 10 % | -0.039 | Bearisch | |
| RSI(14) | Neutral | 10 % | 55.7 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 71.8 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 24.9 | +DI: 28.7 / −DI: 21.0 | |
| Z-Score(60) | Neutral | 5 % | 0.96 | In Range | |
| 52W-Position | Bullisch | 5 % | 90.9 % | Hoch 17.20 / Tief 9.06 | |
| Bollinger(20,2σ) | Neutral | 5 % | 61.3 % | Upper 16.93 / Mid 16.32 / Lower 15.72 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0616 | R²=0.77 / annualisiert +101.5 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-07-30 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -273 | 16,70 | -4.559,10 | -0,8% | |
| 2026-07-29 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -3.306 | 16,71 | -55.243,26 | -9,1% | |
| 2026-07-29 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -3.305 | 16,71 | -55.226,55 | -9,1% | |
| 2026-07-17 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -11.000 | 16,71 | -183.810,00 | -30,3% | |
| 2026-07-16 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -2.749 | 16,70 | -45.908,30 | -7,6% | |
| 2026-07-15 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -6.533 | 16,71 | -109.166,43 | -18,0% | |
| 2026-07-14 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -1.211 | 16,73 | -20.260,03 | -3,3% | |
| 2026-07-13 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -75.000 | 16,74 | -1.255.500,00 | -206,8% | |
| 2026-07-02 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -9.525 | 16,92 | -161.163,00 | -26,5% | |
| 2026-07-01 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -132.421 | 17,27 | -2.286.910,67 | -376,7% | |
| 2026-06-30 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -22.600 | 16,91 | -382.166,00 | -62,9% | |
| 2026-06-29 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -100.000 | 16,58 | -1.658.000,00 | -273,1% | |
| 2026-06-26 | BIGLARI, SARDAR | 10% Owner | Open Market Sale | -100.000 | 16,75 | -1.675.000,00 | -275,9% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BIGLARI CAPITAL CORP. | 4.000.000 | 0 | 4.000.000 | 55.440.000 | Neu | +100,0% | |
| BlackRock, Inc. | 2.284.225 | 0 | 2.284.225 | 31.659.359 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 2.013.373 | 0 | 2.013.373 | 27.905.375 | Neu | +100,0% | |
| LSV ASSET MANAGEMENT | 1.456.852 | 0 | 1.456.852 | 20.192.000 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 1.091.119 | 0 | 1.091.119 | 15.122.910 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.090.194 | 0 | 1.090.194 | 15.110.089 | Neu | +100,0% | |
| Tieton Capital Management, LLC | 1.057.482 | 0 | 1.057.482 | 14.657.000 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 667.716 | 0 | 667.716 | 9.256.625 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 642.108 | 0 | 642.108 | 8.899.617 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 635.468 | 0 | 635.468 | 8.807.582 | Neu | +100,0% | |
| STATE STREET CORP | 606.308 | 0 | 606.308 | 8.403.429 | Neu | +100,0% | |
| Hillsdale Investment Management Inc. | 583.796 | 0 | 583.796 | 8.091.413 | Neu | +100,0% | |
| First Eagle Investment Management, LLC | 575.293 | 0 | 575.293 | 7.973.561 | Neu | +100,0% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 555.084 | 0 | 555.084 | 7.693.464 | Neu | +100,0% | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 525.463 | 0 | 525.463 | 7.282.917 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 525.188 | 0 | 525.188 | 7.279.107 | Neu | +100,0% | |
| PRUDENTIAL FINANCIAL INC | 518.896 | 0 | 518.896 | 7.191.899 | Neu | +100,0% | |
| BIGLARI, SARDAR | 489.247 | 0 | 489.247 | 6.780.963 | Neu | +100,0% | |
| MONIMUS CAPITAL MANAGEMENT, LP | 438.269 | 0 | 438.269 | 6.074.408 | Neu | +100,0% | |
| Divisadero Street Capital Management, LP | 432.295 | 0 | 432.295 | 5.991.609 | Neu | +100,0% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 424.245 | 0 | 424.245 | 5.880.036 | Neu | +100,0% | |
| Fund 1 Investments, LLC | 407.341 | 0 | 407.341 | 5.645.746 | Neu | +100,0% | |
| Assenagon Asset Management S.A. | 301.505 | 152.767 | 148.738 | 5.113.525 | Aufgestockt | +97,4% | |
| Rodgers Brothers Inc. | 361.550 | 0 | 361.550 | 5.011.083 | Neu | +100,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 306.200 | 0 | 306.200 | 4.243.932 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 285.948 | 0 | 285.948 | 3.963.239 | Neu | +100,0% | |
| Empowered Funds, LLC | 247.098 | 0 | 247.098 | 3.424.779 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 217.011 | 0 | 217.011 | 3.007.772 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 206.841 | 0 | 206.841 | 2.866.816 | Neu | +100,0% | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 205.463 | 0 | 205.463 | 2.847.717 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 203.659 | 0 | 203.659 | 2.822.714 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 189.123 | 0 | 189.123 | 2.621.245 | Neu | +100,0% | |
| MORGAN STANLEY | 182.705 | 0 | 182.705 | 2.532.296 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 166.300 | 0 | 166.300 | 2.304.918 | Neu | +100,0% | |
| VANGUARD FIDUCIARY TRUST CO | 165.534 | 0 | 165.534 | 2.294.301 | Neu | +100,0% | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 120.100 | 0 | 120.100 | 1.664.586 | Neu | +100,0% | |
| Creative Planning | 114.509 | 0 | 114.509 | 1.587.095 | Neu | +100,0% | |
| Archon Capital Management LLC | 114.502 | 0 | 114.502 | 1.586.998 | Neu | +100,0% | |
| LAZARD ASSET MANAGEMENT LLC | 110.667 | 0 | 110.667 | 1.533.845 | Neu | +100,0% | |
| 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% | |
| SummerHaven Investment Management, LLC | 69.741 | 69.741 | 0 | 1.182.807 | Unverändert | 0,0% | |
| Informed Momentum Co LLC | 83.469 | 0 | 83.469 | 1.156.880 | Neu | +100,0% | |
| BNP Paribas Asset Management Holding S.A. | 74.179 | 0 | 74.179 | 1.028.121 | Neu | +100,0% | |
| Point72 Asset Management, L.P. | 73.591 | 0 | 73.591 | 1.019.971 | Neu | +100,0% | |
| Janney Montgomery Scott LLC | 70.059 | 0 | 70.059 | 971.000 | Neu | +100,0% | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 69.400 | 0 | 69.400 | 962.000 | Neu | +100,0% | |
| Campbell & CO Investment Adviser LLC | 64.600 | 0 | 64.600 | 895.356 | Neu | +100,0% | |
| Boston Partners | 58.691 | 0 | 58.691 | 813.460 | Neu | +100,0% | |
| Quantinno Capital Management LP | 58.509 | 0 | 58.509 | 810.935 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 301.505 | 152.767 | +97,4% | 5.113.525 | 69,57 | 100 % | 15 Q |
| SummerHaven Investment Management, LLC | 69.741 | 69.741 | 0,0% | 1.182.807 | 16,09 | 0 % | 4 Q |
| BAILARD, INC. | 20.500 | 16.000 | +28,1% | 347.680 | 4,73 | 100 % | 7 Q |
| EVERGREEN CAPITAL MANAGEMENT LLC | 11.011 | 11.011 | 0,0% | 186.747 | 2,54 | 89 % | 3 Q |
| NEW YORK STATE COMMON RETIREMENT FUND | 9.635 | 6.535 | +47,4% | 163.410 | 2,22 | 100 % | 17 Q |
| Police & Firemen's Retirement System of New Jersey | 8.998 | 6.237 | +44,3% | 152.606 | 2,08 | 100 % | 7 Q |
| Blue Trust, Inc. | 6.298 | 6.565 | -4,1% | 106.819 | 1,45 | 100 % | 17 Q |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2.551 | 0 | +100,0% | 43.000 | 0,59 | 100 % | 11 Q |
| Versant Capital Management, Inc | 784 | 731 | +7,3% | 13.297 | 0,18 | 100 % | 11 Q |
| Sterling Capital Management LLC | 581 | 927 | -37,3% | 9.854 | 0,13 | 0 % | 8 Q |
| SIGNATUREFD, LLC | 493 | 0 | +100,0% | 8.361 | 0,11 | 0 % | 10 Q |
| EverSource Wealth Advisors, LLC | 428 | 1.640 | -73,9% | 7.259 | 0,10 | 100 % | 7 Q |
| Farther Finance Advisors, LLC | 331 | 209 | +58,4% | 5.613 | 0,08 | 0 % | 6 Q |
| IFP Advisors, Inc | 236 | 786 | -70,0% | 4.003 | 0,05 | 100 % | 5 Q |
| GAMMA Investing LLC | 131 | 85 | +54,1% | 2.222 | 0,03 | 100 % | 10 Q |
| SBI Securities Co., Ltd. | 60 | 60 | 0,0% | 1.018 | 0,01 | 100 % | 7 Q |
| Bare Financial Services, Inc | 53 | 53 | 0,0% | 899 | 0,01 | 100 % | 3 Q |
| MassMutual Private Wealth & Trust, FSB | 38 | 38 | 0,0% | 644 | 0,01 | 100 % | 3 Q |
| True Wealth Design, LLC | 11 | 55 | -80,0% | 187 | 0,00 | 0 % | 5 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 19 | 0,4 | 7 |
| 31.03.2026 | ✓ | 140 | 26,4 | 366 |
| 31.12.2025 | ✓ | 139 | 25,6 | 268 |
| 30.09.2025 | ✓ | 128 | 25,3 | 245 |
| 30.06.2025 | ✓ | 130 | 25,5 | 281 |
| 31.03.2025 | ✓ | 133 | 26,0 | 265 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1.090.194 | 15.110.089 |
| MARSHALL WACE, LLP | 525.188 | 7.279.107 |
| Empowered Funds, LLC | 247.098 | 3.424.779 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 205.463 | 2.847.717 |
| VANGUARD FIDUCIARY TRUST CO | 165.534 | 2.294.301 |
| BALYASNY ASSET MANAGEMENT L.P. | 85.841 | 1.189.756 |
| CITADEL ADVISORS LLC | 85.734 | 1.188.273 |
| Informed Momentum Co LLC | 83.469 | 1.156.880 |
| Point72 Asset Management, L.P. | 73.591 | 1.019.971 |
| Sanctuary Advisors, LLC | 56.924 | 788.967 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 642.108 | 437.571 | +213.9 % | 8.899.617 |
| SEI INVESTMENTS CO | 635.468 | 426.320 | +203.8 % | 8.807.582 |
| MONIMUS CAPITAL MANAGEMENT, LP | 438.269 | 236.188 | +116.9 % | 6.074.408 |
| Tieton Capital Management, LLC | 1.057.482 | 204.898 | +24.0 % | 14.657.000 |
| Assenagon Asset Management S.A. | 152.767 | 132.351 | +648.3 % | 2.117.351 |
| JANE STREET GROUP, LLC | 285.948 | 127.040 | +79.9 % | 3.963.239 |
| PRUDENTIAL FINANCIAL INC | 518.896 | 86.842 | +20.1 % | 7.191.899 |
| BlackRock, Inc. | 2.284.225 | 84.209 | +3.8 % | 31.659.359 |
| D. E. Shaw & Co., Inc. | 206.841 | 55.762 | +36.9 % | 2.866.816 |
| GOLDMAN SACHS GROUP INC | 1.091.119 | 53.826 | +5.2 % | 15.122.910 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Nuveen, LLC | 46.375 | -371.574 | -88.9 % | 642.757 |
| Fund 1 Investments, LLC | 407.341 | -337.799 | -45.3 % | 5.645.746 |
| Divisadero Street Capital Management, LP | 432.295 | -260.370 | -37.6 % | 5.991.609 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 525.463 | -126.970 | -19.5 % | 7.282.917 |
| Trexquant Investment LP | 34.653 | -83.783 | -70.7 % | 480.291 |
| Archon Capital Management LLC | 114.502 | -65.000 | -36.2 % | 1.586.998 |
| AMERIPRISE FINANCIAL INC | 46.115 | -56.009 | -54.8 % | 639.154 |
| BANK OF AMERICA CORP /DE/ | 189.123 | -41.895 | -18.1 % | 2.621.245 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 555.084 | -41.360 | -6.9 % | 7.693.464 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 38.894 | -38.694 | -49.9 % | 539.071 |
Zusätzlich aktuell von 90 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck | Δ-Balken |
|---|---|---|---|---|---|---|---|
| 03.07.2026 | Biglari Insurance Group Inc. (+2) | Aktivist (13D/A) | 1,60 % | 489.247 | 0,00 pp | – | |
| 03.07.2026 | BIGLARI, SARDAR | Aktivist (13D/A) | 13,50 % | 4.124.701 | -1,60 pp | – | |
| 03.07.2026 | First Guard Insurance Company | Aktivist (13D/A) | 0,40 % | 120.000 | +0,40 pp | – | |
| 03.07.2026 | BIGLARI CAPITAL CORP. (+1) | Aktivist (13D/A) | 11,90 % | 3.635.454 | -1,50 pp | – | |
| 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… | |
| 11.04.2026 | CapitalSpring Finance Company, LLC (+2) | 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… | |
| 07.11.2025 | LSV ASSET MANAGEMENT | Passiv (13G/A) | 4,90 % | 1.489.052 | -0,40 pp | – | |
| 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 | 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 | 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 | 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 | CapitalSpring Finance Company, LLC (+2) | 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 | 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 (+2) | 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 CAPITAL CORP. (+1) | 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 Insurance Group Inc. (+2) | 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… | |
| 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 | 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 CAPITAL CORP. (+1) | 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, 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… | |
| 27.01.2025 | Biglari Insurance Group Inc. (+2) | 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… | |
| 14.11.2024 | Fund 1 Investments, LLC | Passiv (13G) | 6,95 % | 2.079.980 | Neu | – | |
| 27.08.2024 | Sardar Biglari | Passiv (13G/A) | 14,99 % | 4.489.247 | Neu | – | |
| 27.08.2024 | Biglari Insurance Group Inc. (+2) | Passiv (13G/A) | 1,60 % | 489.247 | Neu | – | |
| 27.08.2024 | The Lion Fund II, L.P. (+1) | Passiv (13G/A) | 13,40 % | 4.000.000 | +2,10 pp | – | |
| 14.02.2024 | Sardar Biglari | Passiv (13G/A) | 12,50 % | 4.120.000 | Neu | – | |
| 14.02.2024 | Biglari Holdings Inc. | Passiv (13G/A) | 0,40 % | 120.000 | Neu | – | |
| 14.02.2024 | The Lion Fund II, L.P. (+1) | Passiv (13G/A) | 12,10 % | 4.000.000 | Neu | – | |
| 09.02.2024 | CSIP VI Corporate Acquisitions, LP | Passiv (13G) | 4,90 % | 1.541.862 | Neu | – | |
| 09.02.2024 | CapitalSpring Finance Company, LLC (+2) | Passiv (13G) | 5,00 % | 1.573.329 | Neu | – | |
| 09.02.2024 | CSFC Financing I, LLC | Passiv (13G) | 0,10 % | 31.467 | Neu | – | |
| 09.02.2024 | Dimensional Fund Advisors LP | Passiv (13G/A) | 7,50 % | 2.360.543 | +2,00 pp | – |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| 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% |
Quartalsverlauf
| Segment | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q3 FY2024 | Q2 FY2024 | Q1 FY2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|
| Service | 100,7 Mio. | 104,3 Mio. | 98,4 Mio. | 101,2 Mio. | 102,3 Mio. | 97,2 Mio. | 82,9 % | -0,5% | |
| Franchise | 12,9 Mio. | 13,4 Mio. | 13,2 Mio. | 11,3 Mio. | 11,7 Mio. | 11,3 Mio. | 10,6 % | +13,5% | |
| Franchise Advertising Fee | 7,9 Mio. | 8,1 Mio. | 7,6 Mio. | 7,9 Mio. | 8,2 Mio. | 7,7 Mio. | 6,5 % | +0,6% |
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 | 02.05.2025 | – | 0,19 |
| Q3 2024 | 25.09.2024 | 01.11.2024 | – | 0,21 |
| Q2 2024 | 26.06.2024 | 02.08.2024 | – | 0,25 |
| Q1 2024 | 27.03.2024 | 03.05.2024 | – | 0,19 |
| Q3 2023 | 27.09.2023 | 03.11.2023 | – | 0,28 |
| Q2 2023 | 28.06.2023 | 04.08.2023 | – | 0,20 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 08.05.2026 | 10-Q | 01.04.2026 | 37 Tage | 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 » |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 30.04.2026 | HV-Einladung | 26.05.2026 Jahres-HV | 02.04.2026 | DEF 14A | SEC » |
| 17.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 17.04.2025 | HV-Einladung | 29.05.2025 Jahres-HV | 02.04.2025 | DEF 14A | SEC » |
| 07.04.2025 | Vorläufig | — | — | PRE 14A | SEC » |
| 16.04.2024 | HV-Einladung | 28.05.2024 Jahres-HV | 01.04.2024 | DEF 14A | SEC » |
| 03.04.2024 | Vorläufig | — | — | PRE 14A | SEC » |
| 27.04.2023 | HV-Einladung | 06.06.2023 Jahres-HV | 10.04.2023 | DEF 14A | SEC » |
| 27.04.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 28.04.2022 | HV-Einladung | 07.06.2022 Jahres-HV | 08.04.2022 | DEF 14A | SEC » |
| 28.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 29.04.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 29.04.2021 | HV-Einladung | 08.06.2021 Jahres-HV | 09.04.2021 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (29.05.2026)
HOCH Abgang Schlüsselpersonen (29.05.2026)
| Datum | Meldung | Tags | 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… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 28.01.2026 | Personalwechsel | -0,25 | 35 | Boardmitglied Mark Buller tritt mit Wirkung zum 28. Februar 2026 aus dem Board of Directors aus. Der Rücktritt war nicht auf Meinungsverschi… 🔒 | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-07-02 | 283 | 17,20 | 4.868 |
| 2026-07-01 | 499 | 16,96 | 8.463 |
| 2026-06-05 | 1.300 | 13,84 | 17.992 |
| 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 |