Tilly’s, Inc. $TLYS Shares Bought by Pacific Ridge Capital Partners LLC

Pacific Ridge Capital Partners LLC lifted its position in Tilly’s, Inc. (NYSE:TLYS) by 42.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 692,623 shares of the specialty retailer’s stock after acquiring an additional 205,163 shares during the period. Pacific Ridge Capital Partners LLC owned 2.27% of Tilly’s worth $1,378,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of TLYS. Bank of America Corp DE boosted its holdings in shares of Tilly’s by 31.4% during the 4th quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer’s stock worth $75,000 after purchasing an additional 4,193 shares during the last quarter. Qube Research & Technologies Ltd acquired a new stake in shares of Tilly’s in the second quarter valued at approximately $27,000. Corient Private Wealth LLC purchased a new position in Tilly’s during the second quarter worth approximately $48,000. AFG Fiduciary Services Limited Partnership boosted its stake in Tilly’s by 100.0% during the fourth quarter. AFG Fiduciary Services Limited Partnership now owns 40,000 shares of the specialty retailer’s stock worth $81,000 after buying an additional 20,000 shares during the last quarter. Finally, CIBC Bancorp USA Inc. acquired a new position in Tilly’s during the third quarter worth $82,000. 76.38% of the stock is currently owned by institutional investors and hedge funds.

Tilly’s Price Performance

Tilly’s stock opened at $3.89 on Tuesday. The firm has a 50 day simple moving average of $3.71 and a 200-day simple moving average of $2.34. The stock has a market cap of $118.54 million, a price-to-earnings ratio of -6.59 and a beta of 0.10. Tilly’s, Inc. has a 1-year low of $0.57 and a 1-year high of $5.54.

Tilly’s (NYSE:TLYS) last released its quarterly earnings data on Wednesday, March 11th. The specialty retailer reported $0.10 EPS for the quarter, beating analysts’ consensus estimates of ($0.15) by $0.25. The firm had revenue of $155.13 million for the quarter, compared to analysts’ expectations of $148.70 million. Tilly’s had a negative return on equity of 21.26% and a negative net margin of 3.15%.Tilly’s has set its Q1 2026 guidance at -0.340–0.270 EPS. Equities analysts expect that Tilly’s, Inc. will post -0.17 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, major shareholder Shay Capital Llc sold 20,000 shares of the company’s stock in a transaction on Friday, March 20th. The stock was sold at an average price of $3.70, for a total value of $74,000.00. Following the transaction, the insider owned 2,315,000 shares of the company’s stock, valued at $8,565,500. This represents a 0.86% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 2.83% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Separately, Wall Street Zen raised Tilly’s to a “hold” rating in a research note on Saturday, April 25th. Three investment analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Reduce” and a consensus target price of $2.00.

Tilly’s Profile

Tilly’s, Inc is an American specialty retailer of casual apparel, footwear, accessories and hardgoods. Founded in 1982 by Hezy Shaked and Tilly Levine, the company has grown from a single denim and tops store in Garden Grove, California, to a nationwide retail chain. Headquartered in Irvine, California, Tilly’s serves a youth-oriented market with an emphasis on surf, skate and streetwear brands.

The company’s merchandise assortment includes products from leading lifestyle brands such as Vans, Nike, Billabong and Quiksilver, alongside its own private-label offerings.