Nomura Holdings Inc. Purchases 1,357,692 Shares of Tilly's, Inc. $TLYS

Key Points

• Nomura Holdings Inc. increased its stake in Tilly's, Inc. by 264.2%, owning approximately 1,871,580 shares worth $4.1 million after acquiring an additional 1,357,692 shares in the first quarter.
• Several other large investors, including Shay Capital LLC and JPMorgan Chase & Co., have also significantly increased their positions in Tilly's, indicating strong institutional interest.
• Tilly’s reported a quarterly loss of ($0.74) earnings per share, missing analyst estimates, and has set its Q2 2025 guidance at a loss range of -0.090 to -0.070 EPS.

Nomura Holdings Inc. boosted its stake in Tilly's, Inc. (NYSE:TLYS - Free Report) by 264.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,871,580 shares of the specialty retailer's stock after acquiring an additional 1,357,692 shares during the quarter. Nomura Holdings Inc. owned 6.21% of Tilly's worth $4,117,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. 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 valued at $75,000 after acquiring an additional 4,193 shares in the last quarter. Barclays PLC lifted its position in Tilly's by 19.5% in the 4th quarter. Barclays PLC now owns 23,850 shares of the specialty retailer's stock valued at $101,000 after acquiring an additional 3,895 shares in the last quarter. JPMorgan Chase & Co. lifted its position in Tilly's by 276.1% in the 4th quarter. JPMorgan Chase & Co. now owns 41,237 shares of the specialty retailer's stock valued at $175,000 after acquiring an additional 30,273 shares in the last quarter. Nuveen Asset Management LLC lifted its position in Tilly's by 12.5% in the 4th quarter. Nuveen Asset Management LLC now owns 61,845 shares of the specialty retailer's stock valued at $263,000 after acquiring an additional 6,895 shares in the last quarter. Finally, Nuveen LLC bought a new stake in Tilly's in the 1st quarter valued at $136,000. 76.38% of the stock is owned by institutional investors.

Tilly's Price Performance

NYSE:TLYS traded down $0.18 on Friday, hitting $1.92. 312,245 shares of the company's stock were exchanged, compared to its average volume of 269,349. The firm has a 50-day moving average price of $1.66 and a 200-day moving average price of $1.83. Tilly's, Inc. has a 52 week low of $0.57 and a 52 week high of $5.35. The company has a market cap of $57.89 million, a P/E ratio of -1.26 and a beta of 1.42.

Tilly's (NYSE:TLYS - Get Free Report) last issued its quarterly earnings results on Wednesday, September 3rd. The specialty retailer reported $0.10 EPS for the quarter, topping the consensus estimate of ($0.04) by $0.14. The firm had revenue of $151.26 million for the quarter, compared to analysts' expectations of $153.22 million. Tilly's had a negative net margin of 8.28% and a negative return on equity of 46.41%. Tilly's has set its Q3 2025 guidance at -0.350--0.230 EPS. On average, research analysts expect that Tilly's, Inc. will post -1.08 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently commented on TLYS. Zacks Research raised shares of Tilly's to a "hold" rating in a research report on Tuesday, August 12th. B. Riley cut their price target on shares of Tilly's from $2.50 to $2.00 and set a "neutral" rating on the stock in a research report on Thursday, June 5th. Three investment analysts have rated the stock with a Hold rating, According to data from MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $2.25.

Insider Activity

In other news, major shareholder Shay Capital Llc bought 25,000 shares of the company's stock in a transaction dated Monday, August 11th. The shares were bought at an average cost of $1.29 per share, with a total value of $32,250.00. Following the acquisition, the insider owned 3,360,000 shares in the company, valued at $4,334,400. This trade represents a 0.75% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last quarter, insiders have bought 367,578 shares of company stock valued at $548,306. 2.83% of the stock is currently owned by corporate insiders.

Tilly's Company Profile

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.