Insider Selling: Tilly’s (NYSE:TLYS) Major Shareholder Sells 20,000 Shares of Stock

Tilly’s, Inc. (NYSE:TLYS) major shareholder Shay Capital Llc sold 20,000 shares of the firm’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $3.70, for a total transaction of $74,000.00. Following the sale, the insider owned 2,315,000 shares in the company, valued at approximately $8,565,500. This represents a 0.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Major shareholders that own at least 10% of a company’s stock are required to disclose their sales and purchases with the SEC.

Shay Capital Llc also recently made the following trade(s):

• On Thursday, March 12th, Shay Capital Llc sold 1,025,000 shares of Tilly’s stock. The shares were sold at an average price of $2.55, for a total transaction of $2,613,750.00.

Tilly’s Stock Performance

Shares of Tilly’s stock opened at $4.23 on Wednesday. The firm has a 50-day simple moving average of $1.82 and a two-hundred day simple moving average of $1.76. Tilly’s, Inc. has a fifty-two week low of $0.57 and a fifty-two week high of $4.48. The company has a market cap of $128.74 million, a P/E ratio of -7.16 and a beta of 1.15.

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

Institutional Trading of Tilly’s

Institutional investors have recently modified their holdings of the stock. Shay Capital LLC increased its stake in shares of Tilly’s by 40.4% during the second quarter. Shay Capital LLC now owns 3,200,000 shares of the specialty retailer’s stock worth $4,416,000 after purchasing an additional 921,000 shares in the last quarter. Pacific Ridge Capital Partners LLC lifted its stake in Tilly’s by 42.1% in the 4th quarter. Pacific Ridge Capital Partners LLC now owns 692,623 shares of the specialty retailer’s stock valued at $1,378,000 after buying an additional 205,163 shares in the last quarter. Two Sigma Investments LP boosted its holdings in Tilly’s by 109.1% in the 3rd quarter. Two Sigma Investments LP now owns 272,496 shares of the specialty retailer’s stock worth $561,000 after buying an additional 142,165 shares during the last quarter. MUFG Securities EMEA plc acquired a new stake in Tilly’s in the 2nd quarter worth about $345,000. Finally, SG Americas Securities LLC increased its stake in Tilly’s by 10.7% during the 2nd quarter. SG Americas Securities LLC now owns 231,845 shares of the specialty retailer’s stock worth $320,000 after buying an additional 22,415 shares in the last quarter. Institutional investors and hedge funds own 76.38% of the company’s stock.

Analysts Set New Price Targets

Separately, Weiss Ratings restated a “sell (e+)” rating on shares of Tilly’s in a research report on Monday, December 22nd. Three research analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Reduce” and a consensus target price of $2.00.

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.