Tilly’s (NYSE:TLYS) Major Shareholder Fund 1 Investments, Llc Sells 432,110 Shares

Tilly’s, Inc. (NYSE:TLYS) major shareholder Fund 1 Investments, Llc sold 432,110 shares of the business’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $4.49, for a total transaction of $1,940,173.90. Following the sale, the insider directly owned 5,981,903 shares of the company’s stock, valued at approximately $26,858,744.47. This represents a 6.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Large shareholders that own more than 10% of a company’s stock are required to disclose their sales and purchases with the SEC.

Fund 1 Investments, Llc also recently made the following trade(s):

• On Tuesday, September 8th, Fund 1 Investments, Llc sold 179,970 shares of Tilly’s stock. The stock was sold at an average price of $4.17, for a total transaction of $750,474.90.
• On Thursday, September 3rd, Fund 1 Investments, Llc sold 1,644,255 shares of Tilly’s stock. The stock was sold at an average price of $4.49, for a total transaction of $7,382,704.95.

Tilly’s Stock Down 5.5%

TLYS stock traded down $0.24 during midday trading on Tuesday, reaching $4.16. The company had a trading volume of 1,131,960 shares, compared to its average volume of 757,430. The stock has a 50 day moving average price of $4.00 and a 200 day moving average price of $3.90. Tilly’s, Inc. has a fifty-two week low of $1.14 and a fifty-two week high of $6.25. The firm has a market capitalization of $126.74 million, a PE ratio of 69.30 and a beta of 0.13.

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. The business had revenue of $163.51 million for the quarter, compared to analysts’ expectations of $157.00 million. Tilly’s had a return on equity of 2.37% and a net margin of 0.34%.Tilly’s has set its Q3 2026 guidance at 0.070-0.120 EPS. Research analysts predict that Tilly’s, Inc. will post 0.08 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. Zacks Research lowered Tilly’s from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. Weiss Ratings reissued a “sell (d-)” rating on shares of Tilly’s in a report on Monday, June 15th. Wall Street Zen upgraded shares of Tilly’s from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Roth Capital reaffirmed a “neutral” rating and issued a $5.50 price objective on shares of Tilly’s in a report on Monday, June 8th. Two research analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Tilly’s has a consensus rating of “Reduce” and a consensus price target of $5.50.

Institutional Investors Weigh In On Tilly’s

Hedge funds have recently made changes to their positions in the business. BML Capital Management LLC acquired a new position in shares of Tilly’s during the first quarter worth approximately $8,708,000. Shay Capital LLC increased its position in Tilly’s by 40.4% in the 2nd quarter. Shay Capital LLC now owns 3,200,000 shares of the specialty retailer’s stock valued at $4,416,000 after acquiring an additional 921,000 shares during the period. MUFG Securities EMEA plc bought a new stake in Tilly’s during the 2nd quarter valued at $345,000. Jane Street Group LLC bought a new position in shares of Tilly’s in the second quarter worth $286,000. Finally, Pacific Ridge Capital Partners LLC increased its stake in Tilly’s by 42.1% during the 4th quarter. Pacific Ridge Capital Partners LLC now owns 692,623 shares of the specialty retailer’s stock valued at $1,378,000 after buying an additional 205,163 shares during the period. Institutional investors own 76.38% of the company’s stock.

About Tilly’s

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.