Shay Capital Llc Sells 1,025,000 Shares of Tilly’s (NYSE:TLYS) Stock

Tilly’s, Inc. (NYSE:TLYS) major shareholder Shay Capital Llc sold 1,025,000 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $2.55, for a total transaction of $2,613,750.00. Following the completion of the transaction, the insider directly owned 2,335,000 shares of the company’s stock, valued at approximately $5,954,250. This trade represents a 30.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Large shareholders that own more than 10% of a company’s shares are required to disclose their sales and purchases with the SEC.

Tilly’s Trading Up 6.3%

TLYS stock opened at $2.89 on Wednesday. The firm has a 50 day moving average of $1.62 and a 200-day moving average of $1.69. The company has a market cap of $88.09 million, a price-to-earnings ratio of -4.90 and a beta of 1.15. Tilly’s, Inc. has a 12-month low of $0.57 and a 12-month high of $2.93.

Tilly’s (NYSE:TLYS) last issued its quarterly earnings data on Wednesday, March 11th. The specialty retailer reported $0.10 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.15) by $0.25. The firm had revenue of $155.13 million during the quarter, compared to analysts’ expectations of $148.70 million. Tilly’s had a negative return on equity of 21.52% and a negative net margin of 3.15%.Tilly’s has set its Q1 2026 guidance at -0.340–0.270 EPS. Sell-side analysts forecast that Tilly’s, Inc. will post -1.08 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on TLYS shares. Zacks Research cut shares of Tilly’s from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Weiss Ratings restated a “sell (e+)” rating on shares of Tilly’s in a research report on Monday, December 22nd. Three investment analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Reduce” and a consensus price target of $2.00.

Institutional Trading of Tilly’s

Institutional investors have recently added to or reduced their stakes in the stock. Qube Research & Technologies Ltd acquired a new position in Tilly’s during the 2nd quarter worth $27,000. AFG Fiduciary Services Limited Partnership bought a new position in shares of Tilly’s during the third quarter worth about $41,000. Corient Private Wealth LLC bought a new position in shares of Tilly’s during the second quarter worth about $48,000. Kathmere Capital Management LLC acquired a new position in Tilly’s in the third quarter worth about $52,000. Finally, Marshall Wace LLP acquired a new position in Tilly’s in the second quarter worth about $70,000. 76.38% of the stock is owned by institutional investors and hedge funds.

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.