Tilly’s (NYSE:TLYS) Stock Rating Upgraded by Zacks Research

Tilly’s (NYSE:TLYS) was upgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued on Monday, Zacks reports.

TLYS has been the topic of a number of other research reports. Weiss Ratings restated a “sell (d-)” rating on shares of Tilly’s in a research note on Monday, June 15th. Wall Street Zen upgraded Tilly’s from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, Roth Capital reiterated a “neutral” rating and set a $5.50 target price on shares of Tilly’s in a report on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $5.50.

Tilly’s Trading Down 5.5%

Shares of TLYS stock opened at $4.16 on Monday. The company has a market cap of $126.74 million, a PE ratio of 69.30 and a beta of 0.13. The company’s fifty day simple moving average is $4.00 and its 200-day simple moving average is $3.92. Tilly’s has a 52 week low of $1.14 and a 52 week high of $6.25.

Tilly’s (NYSE:TLYS) last announced its quarterly earnings results on Wednesday, September 2nd. The specialty retailer reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.17 by $0.10. Tilly’s had a net margin of 0.34% and a return on equity of 2.37%. The firm had revenue of $163.51 million during the quarter, compared to analysts’ expectations of $157.00 million. Tilly’s has set its Q3 2026 guidance at 0.070-0.120 EPS. Equities research analysts expect that Tilly’s will post 0.08 EPS for the current fiscal year.

Insider Buying and Selling at Tilly’s

In related news, major shareholder Fund 1 Investments, Llc sold 1,644,255 shares of the firm’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $4.49, for a total transaction of $7,382,704.95. Following the completion of the sale, the insider directly owned 6,414,013 shares of the company’s stock, valued at approximately $28,798,918.37. This trade represents a 20.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders have sold 2,256,335 shares of company stock valued at $10,073,354 in the last ninety days. 26.43% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Tilly’s

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TLYS. BML Capital Management LLC purchased a new position in Tilly’s in the 1st quarter valued at about $8,708,000. Hillsdale Investment Management Inc. acquired a new stake in shares of Tilly’s during the first quarter valued at about $94,000. Kathmere Capital Management LLC increased its position in shares of Tilly’s by 100.0% during the first quarter. Kathmere Capital Management LLC now owns 50,000 shares of the specialty retailer’s stock worth $202,000 after acquiring an additional 25,000 shares during the last quarter. Aristides Capital LLC increased its position in shares of Tilly’s by 166.4% during the fourth quarter. Aristides Capital LLC now owns 160,373 shares of the specialty retailer’s stock worth $319,000 after acquiring an additional 100,170 shares during the last quarter. Finally, Squarepoint Ops LLC lifted its stake in shares of Tilly’s by 155.5% in the second quarter. Squarepoint Ops LLC now owns 134,956 shares of the specialty retailer’s stock worth $567,000 after acquiring an additional 82,143 shares in the last quarter. Hedge funds and other institutional investors own 76.38% of the company’s stock.

Tilly’s News Summary

Here are the key news stories impacting Tilly’s this week:

• Positive Sentiment: Fiscal second-quarter sales increased 8.1% year over year to approximately $163.5 million, while comparable sales rose 12.1%. This marked Tilly’s third consecutive quarter of double-digit comparable-sales growth and its fourth straight quarter of positive comparable sales, indicating improving retail momentum. Tilly’s comparable-sales article
• Positive Sentiment: Tilly’s reported quarterly earnings of $0.27 per share, beating the $0.17 analyst consensus, while revenue exceeded expectations of $157 million. Management expects third-quarter EPS of $0.07 to $0.12, suggesting continued profitability, although at a more modest level.
• Neutral Sentiment: Analyst sentiment remains divided. Wall Street Zen upgraded TLYS to “buy,” while other firms maintain hold, neutral, or sell views. The overall consensus is “Reduce,” with a $5.50 average price target, implying potential upside but limited confidence in the turnaround.
• Negative Sentiment: Major shareholder Fund 1 Investments, LLC sold approximately 2.26 million Tilly’s shares in transactions on September 3, 4, and 8, generating about $10.1 million. The sales included 1.64 million shares at $4.49, 432,110 shares at $4.49, and 179,970 shares at $4.17. The transactions reduced Fund 1’s ownership by roughly 28%, creating meaningful selling pressure and potentially signaling reduced conviction, even though the sales do not directly reflect Tilly’s operating performance. Tilly’s insider trades

Tilly’s Company 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.