MUFG Securities EMEA plc Takes Position in Tilly’s, Inc. $TLYS

MUFG Securities EMEA plc bought a new stake in Tilly’s, Inc. (NYSE:TLYS) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 250,000 shares of the specialty retailer’s stock, valued at approximately $345,000. MUFG Securities EMEA plc owned about 0.83% of Tilly’s as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of TLYS. Bank of America Corp DE lifted its position in Tilly’s by 31.4% in the 4th quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer’s stock worth $75,000 after buying an additional 4,193 shares during the last quarter. Ground Swell Capital LLC purchased a new position in shares of Tilly’s during the second quarter worth approximately $56,000. Nuveen LLC bought a new stake in shares of Tilly’s in the 1st quarter worth approximately $136,000. Finally, Nomura Holdings Inc. boosted its stake in shares of Tilly’s by 264.2% in the 1st quarter. Nomura Holdings Inc. now owns 1,871,580 shares of the specialty retailer’s stock valued at $4,117,000 after purchasing an additional 1,357,692 shares in the last quarter. 76.38% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Tilly’s news, major shareholder Shay Capital Llc acquired 25,000 shares of the business’s stock in a transaction dated Monday, August 11th. The shares were purchased at an average cost of $1.29 per share, for a total transaction of $32,250.00. Following the transaction, the insider owned 3,360,000 shares in the company, valued at $4,334,400. This represents a 0.75% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 2.83% of the company’s stock.

Wall Street Analyst Weigh In

TLYS has been the subject of several recent research reports. Weiss Ratings reissued a “sell (d-)” rating on shares of Tilly’s in a research note on Thursday. Roth Capital reiterated a “neutral” rating on shares of Tilly’s in a report on Thursday, September 4th. Finally, Zacks Research raised Tilly’s from a “hold” rating to a “strong-buy” rating in a research note on Monday, October 20th. One analyst has rated the stock with a Strong Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $2.25.

Tilly’s Stock Up 1.1%

Shares of Tilly’s stock opened at $1.54 on Friday. The company’s fifty day simple moving average is $1.85 and its two-hundred day simple moving average is $1.56. Tilly’s, Inc. has a 12-month low of $0.57 and a 12-month high of $4.77. The firm has a market cap of $46.83 million, a PE ratio of -1.01 and a beta of 1.43.

Tilly’s (NYSE:TLYS) last posted its earnings results on Wednesday, September 3rd. The specialty retailer reported $0.10 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.04) by $0.14. The company had revenue of $151.26 million during the quarter, compared to analyst estimates of $153.22 million. Tilly’s had a negative net margin of 8.28% and a negative return on equity of 48.33%. Tilly’s has set its Q3 2025 guidance at -0.350–0.230 EPS. As a group, sell-side analysts expect that Tilly’s, Inc. will post -1.08 earnings per share for the current fiscal year.

About Tilly’s

Tilly’s, Inc engages in the retail of casual apparel, footwear, and accessories. Its stores are located in retail centers, including malls, lifestyle centers, power centers, community centers, outlet centers, and street-front locations. The company was founded by Hezy Shaked and Tilly Levine in 1982 and is headquartered in Irvine, CA.