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

Pacific Ridge Capital Partners LLC boosted its holdings in Tilly’s, Inc. (NYSE:TLYS) by 42.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 692,623 shares of the specialty retailer’s stock after buying an additional 205,163 shares during the quarter. Pacific Ridge Capital Partners LLC’s holdings in Tilly’s were worth $1,378,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. 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 acquired a new position in Tilly’s in the second quarter valued at $48,000. Marshall Wace LLP acquired a new position in Tilly’s in the second quarter valued at $70,000. Bank of America Corp DE raised its holdings in shares of Tilly’s by 31.4% in the fourth quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer’s stock valued at $75,000 after buying an additional 4,193 shares during the last quarter. Finally, AFG Fiduciary Services Limited Partnership boosted its stake in shares of 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 period. Institutional investors and hedge funds own 76.38% of the company’s stock.

Tilly’s Stock Down 7.8%

NYSE TLYS opened at $3.89 on Tuesday. The stock has a market capitalization of $118.54 million, a P/E ratio of -6.59 and a beta of 0.10. Tilly’s, Inc. has a 52-week low of $0.57 and a 52-week high of $5.54. The firm has a 50-day moving average price of $3.71 and a 200 day moving average price of $2.34.

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

Insider Buying and Selling at Tilly’s

In related news, major shareholder Shay Capital Llc sold 20,000 shares of Tilly’s stock in a transaction that occurred 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 sale, the insider directly owned 2,315,000 shares in the company, valued at $8,565,500. The trade was a 0.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 2.83% of the stock is currently owned by company insiders.

Analyst Ratings Changes

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