Tudor Investment Corp ET AL Invests $518,000 in Tilray Brands, Inc. $TLRY

Tudor Investment Corp ET AL purchased a new stake in Tilray Brands, Inc. (NASDAQ:TLRY) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 299,398 shares of the company’s stock, valued at approximately $518,000.

A number of other hedge funds have also modified their holdings of TLRY. Oppenheimer & Co. Inc. bought a new position in Tilray Brands during the 3rd quarter valued at about $25,000. Silverlake Wealth Management LLC acquired a new position in Tilray Brands during the 3rd quarter worth $25,000. Unified Investment Management acquired a new position in shares of Tilray Brands during the third quarter valued at $26,000. Y Intercept Hong Kong Ltd acquired a new position in Tilray Brands during the 3rd quarter valued at about $30,000. Finally, HighPoint Advisor Group LLC acquired a new position in Tilray Brands in the third quarter valued at approximately $33,000. 9.35% of the stock is owned by institutional investors and hedge funds.

Tilray Brands News Roundup

Here are the key news stories impacting Tilray Brands this week:

• Positive Sentiment: Record revenue and top-line beat — Tilray reported roughly $206.7–$207M in Q3 revenue (about +11% organic) and beat consensus, with gross profit rising to ~$55M, showing improvement in core sales. Tilray Brands Delivers Record Q3 Fiscal 2026 Results
• Positive Sentiment: Strong international cannabis growth — management highlighted a 73% increase in international cannabis revenue and a 100% rise in flower volume year-over-year, supporting the company’s global cannabis thesis. Tilray Brands Delivers Record Q3 Fiscal 2026 Results (Yahoo)
• Positive Sentiment: Strategic beverage and brand moves — Tilray closed the BrewDog acquisition (~£40M) and is expanding branded RTD offerings (Popsicle partnership, new Shock Top SKU), which could boost longer-term beverage scale if margins improve. Is Tilray Among the 11 Best Marijuana Stocks? (InsiderMonkey)
• Neutral Sentiment: Company reaffirmed FY26 outlook — management kept guidance intact, which removes some downside but didn’t materially exceed street expectations. Tilray Brands reaffirms outlook after record quarter
• Neutral Sentiment: Earnings call highlighted strategy and execution challenges — management discussed growth initiatives and margin work in beverages and international markets; these are strategic positives but will take time to convert to improved margins. Tilray Brands Inc Q3 2026 Earnings Call Highlights
• Negative Sentiment: Analyst downgrade and tempered expectations — TD Cowen and other firms reduced targets/expectations, weighing on sentiment and amplifying the sell-off. TD Cowen Has Lowered Expectations for Tilray Brands
• Negative Sentiment: Mixed profitability and margin pressure — despite narrower losses, some outlets flagged a Q3 EPS miss or continued GAAP losses and a deeply negative net margin, keeping investor concerns about near-term profitability elevated. Tilray Reports Q3 Loss, Beats Revenue Estimates (Zacks)
• Negative Sentiment: Immediate market reaction was negative — several market pieces explain the sell-off (profitability skepticism, beverage margin concerns, and analyst actions) despite the revenue beat. Tilray Sinks 4%: 3 Reasons the Market Isn’t Impressed (Yahoo)

Tilray Brands Trading Down 5.1%

NASDAQ TLRY opened at $6.14 on Thursday. The business’s fifty day moving average is $7.37 and its 200 day moving average is $10.25. Tilray Brands, Inc. has a twelve month low of $3.51 and a twelve month high of $23.20. The company has a quick ratio of 1.72, a current ratio of 2.81 and a debt-to-equity ratio of 0.19. The company has a market cap of $715.35 million, a price-to-earnings ratio of -0.28 and a beta of 1.96.

Tilray Brands (NASDAQ:TLRY) last issued its quarterly earnings results on Thursday, January 8th. The company reported ($0.02) EPS for the quarter, topping analysts’ consensus estimates of ($0.14) by $0.12. Tilray Brands had a negative net margin of 251.69% and a negative return on equity of 6.35%. The company had revenue of $217.51 million for the quarter, compared to analyst estimates of $211.15 million. During the same quarter in the previous year, the business earned ($0.03) earnings per share. As a group, sell-side analysts expect that Tilray Brands, Inc. will post -0.2 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on TLRY. TD Cowen reduced their target price on Tilray Brands from $10.00 to $7.00 and set a “buy” rating on the stock in a report on Monday. Canaccord Genuity Group assumed coverage on shares of Tilray Brands in a research note on Tuesday, January 27th. They issued a “hold” rating for the company. Wall Street Zen upgraded shares of Tilray Brands from a “sell” rating to a “hold” rating in a report on Saturday, March 21st. ATB Cormark Capital Markets raised Tilray Brands from a “strong sell” rating to a “hold” rating in a research report on Wednesday, December 10th. Finally, Roth Mkm lowered their price objective on shares of Tilray Brands from $20.00 to $10.00 and set a “neutral” rating on the stock in a research note on Tuesday, January 20th. Two analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $11.75.

Tilray Brands Profile

Tilray Brands, Inc is a global cannabis-lifestyle and consumer packaged goods company engaged in the cultivation, production, distribution and sale of cannabis and cannabinoid-based products. The company develops and markets a diverse portfolio of branded products spanning medical cannabis, adult-use recreational products and wellness offerings. Through state-of-the-art cultivation facilities, research and development efforts, and quality control systems, Tilray Brands aims to deliver consistent, scalable products for a range of patient and consumer needs.

Tilray’s product lineup includes cannabis flower, pre-rolls, oils and tinctures, vapes, edibles and topicals, as well as hemp-derived cannabidiol (CBD) products.