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

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

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

Tilly’s Trading Down 5.5%

NYSE:TLYS opened at $4.16 on Monday. The company has a 50-day moving average of $4.00 and a 200-day moving average of $3.92. The firm has a market cap of $126.74 million, a price-to-earnings ratio of 69.30 and a beta of 0.13. Tilly’s has a twelve month low of $1.14 and a twelve month high of $6.25.

Tilly’s (NYSE:TLYS) last released its earnings results on Wednesday, September 2nd. The specialty retailer reported $0.27 EPS 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 business had revenue of $163.51 million for the quarter, compared to the consensus estimate of $157.00 million. Tilly’s has set its Q3 2026 guidance at 0.070-0.120 EPS. On average, research analysts forecast that Tilly’s will post 0.08 earnings per share for the current year.

Insider Activity

In other news, major shareholder Fund 1 Investments, Llc sold 179,970 shares of the business’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $4.17, for a total transaction of $750,474.90. Following the sale, the insider owned 5,801,933 shares in the company, valued at $24,194,060.61. The trade was a 3.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders have sold a total of 2,256,335 shares of company stock worth $10,073,354 in the last quarter. 26.43% of the stock is owned by insiders.

Hedge Funds Weigh In On Tilly’s

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its stake in Tilly’s by 128.3% in the 1st quarter. Bank of America Corp DE now owns 11,732 shares of the specialty retailer’s stock worth $48,000 after acquiring an additional 6,593 shares in the last quarter. Qube Research & Technologies Ltd purchased a new stake in Tilly’s in the 2nd quarter worth approximately $27,000. Hillsdale Investment Management Inc. acquired a new stake in shares of Tilly’s during the 1st quarter valued at $94,000. NewEdge Advisors LLC acquired a new stake in shares of Tilly’s during the 2nd quarter valued at $114,000. Finally, Engineers Gate Manager LP purchased a new position in shares of Tilly’s during the 2nd quarter valued at $123,000. 76.38% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Tilly’s

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.