Research Analysts Set Expectations for Tilly’s Q2 Earnings

Tilly’s, Inc. (NYSE:TLYS) – Stock analysts at B. Riley cut their Q2 2026 earnings per share estimates for Tilly’s in a research report issued to clients and investors on Wednesday, June 4th. B. Riley analyst J. Van. Sinderen now anticipates that the specialty retailer will post earnings per share of ($0.01) for the quarter, down from their previous estimate of $0.03. B. Riley currently has a “Neutral” rating and a $2.00 price target on the stock. The consensus estimate for Tilly’s’ current full-year earnings is ($1.08) per share.

Separately, Roth Mkm dropped their price target on Tilly’s from $5.00 to $2.50 and set a “neutral” rating for the company in a research note on Friday, March 14th.

Tilly’s Trading Down 0.4%

NYSE:TLYS opened at $1.28 on Monday. Tilly’s has a 12-month low of $0.57 and a 12-month high of $6.28. The stock has a 50-day moving average price of $1.39 and a 200 day moving average price of $2.90. The stock has a market capitalization of $38.44 million, a P/E ratio of -0.72 and a beta of 1.41.

Tilly’s (NYSE:TLYS) last released its earnings results on Wednesday, June 4th. The specialty retailer reported ($0.74) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.66) by ($0.08). Tilly’s had a negative return on equity of 25.44% and a negative net margin of 8.92%. The business had revenue of $107.61 million for the quarter, compared to analysts’ expectations of $108.20 million.

Institutional Investors Weigh In On Tilly’s

Several institutional investors have recently modified their holdings of TLYS. JPMorgan Chase & Co. lifted its stake in shares of Tilly’s by 276.1% in the 4th quarter. JPMorgan Chase & Co. now owns 41,237 shares of the specialty retailer’s stock valued at $175,000 after purchasing an additional 30,273 shares during the last quarter. Barclays PLC lifted its stake in shares of Tilly’s by 19.5% in the 4th quarter. Barclays PLC now owns 23,850 shares of the specialty retailer’s stock valued at $101,000 after purchasing an additional 3,895 shares during the last quarter. Long Focus Capital Management LLC lifted its stake in shares of Tilly’s by 1.4% in the 4th quarter. Long Focus Capital Management LLC now owns 2,181,931 shares of the specialty retailer’s stock valued at $9,273,000 after purchasing an additional 30,000 shares during the last quarter. Bank of America Corp DE lifted its stake in shares of Tilly’s by 31.4% in the 4th quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer’s stock valued at $75,000 after purchasing an additional 4,193 shares during the last quarter. Finally, Nuveen Asset Management LLC lifted its stake in shares of Tilly’s by 12.5% in the 4th quarter. Nuveen Asset Management LLC now owns 61,845 shares of the specialty retailer’s stock valued at $263,000 after purchasing an additional 6,895 shares during the last quarter. 76.38% of the stock is owned by institutional investors.

Insider Activity at Tilly’s

In related news, major shareholder Shay Capital Llc acquired 44,607 shares of the stock in a transaction dated Friday, May 23rd. The stock was acquired at an average cost of $0.85 per share, with a total value of $37,915.95. Following the purchase, the insider now directly owns 2,676,744 shares of the company’s stock, valued at approximately $2,275,232.40. This trade represents a 1.69% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Over the last three months, insiders bought 375,963 shares of company stock valued at $457,984. Insiders own 27.14% of the company’s stock.

Tilly’s Company Profile

Tilly’s, Inc engages in the retail of casual apparel, footwear, and accessories. Its stores are located in retail centers, including malls, lifestyle centers, power centers, community centers, outlet centers, and street-front locations. The company was founded by Hezy Shaked and Tilly Levine in 1982 and is headquartered in Irvine, CA.