Insider Selling: Tilly’s (NYSE:TLYS) Major Shareholder Sells $750,474.90 in Stock

Tilly’s, Inc. (NYSE:TLYS) major shareholder Fund 1 Investments, Llc sold 179,970 shares of the business’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $4.17, for a total value of $750,474.90. Following the sale, the insider directly owned 5,801,933 shares of the company’s stock, valued at approximately $24,194,060.61. This trade represents a 3.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Large shareholders that own at least 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 Friday, September 4th, Fund 1 Investments, Llc sold 432,110 shares of Tilly’s stock. The stock was sold at an average price of $4.49, for a total value of $1,940,173.90.
• 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 value of $7,382,704.95.

Tilly’s Price Performance

NYSE TLYS opened at $4.28 on Friday. The firm has a market capitalization of $130.42 million, a P/E ratio of 71.32 and a beta of 0.13. Tilly’s, Inc. has a 1-year low of $1.14 and a 1-year high of $6.25. The business’s 50-day simple moving average is $4.00 and its 200-day simple moving average is $3.96.

Tilly’s (NYSE:TLYS) last issued its earnings results on Wednesday, September 2nd. The specialty retailer reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.17 by $0.10. The business had revenue of $163.51 million during 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. On average, equities research analysts expect that Tilly’s, Inc. will post 0.08 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. BML Capital Management LLC acquired a new stake in shares of Tilly’s in the 1st quarter valued at about $8,708,000. Pacific Ridge Capital Partners LLC grew its stake in Tilly’s by 42.1% in the fourth quarter. Pacific Ridge Capital Partners LLC now owns 692,623 shares of the specialty retailer’s stock worth $1,378,000 after purchasing an additional 205,163 shares in the last quarter. Hillsdale Investment Management Inc. acquired a new position in Tilly’s in the first quarter worth about $94,000. Kathmere Capital Management LLC increased its holdings in Tilly’s by 100.0% in the first quarter. Kathmere Capital Management LLC now owns 50,000 shares of the specialty retailer’s stock valued at $202,000 after buying an additional 25,000 shares during the last quarter. Finally, Aristides Capital LLC increased its holdings in Tilly’s by 166.4% in the fourth quarter. Aristides Capital LLC now owns 160,373 shares of the specialty retailer’s stock valued at $319,000 after buying an additional 100,170 shares during the last quarter. 76.38% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Zacks Research raised shares of Tilly’s from a “hold” rating to a “strong-buy” rating in a research note on Monday. Roth Capital reaffirmed a “neutral” rating and set a $5.50 price target on shares of Tilly’s in a research note on Monday, June 8th. Wall Street Zen upgraded shares of Tilly’s from a “hold” rating to a “buy” rating in a report on Saturday, September 5th. Finally, Weiss Ratings raised shares of Tilly’s from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $5.50.

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.