Tilly's (NYSE:TLYS) Announces Earnings Results

Key Points

• Tilly's reported a quarterly earnings of **$0.10 EPS**, significantly exceeding analysts' expectations of **($0.04)**.
• The company updated its Q3 2025 guidance to a projected EPS between **-0.350 and -0.230**.
• Insider activity included major shareholder Shay Capital purchasing **100,000 shares** at an average cost of **$1.30** per share, increasing ownership by **3.37%**.

Tilly's (NYSE:TLYS - Get Free Report) announced its quarterly earnings results on Wednesday. The specialty retailer reported $0.10 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.04) by $0.14, Zacks reports. The business had revenue of $151.26 million during the quarter, compared to the consensus estimate of $153.22 million. Tilly's had a negative net margin of 8.28% and a negative return on equity of 48.33%. Tilly's updated its Q3 2025 guidance to -0.350--0.230 EPS.

Tilly's Stock Up 4.4%

TLYS stock traded up $0.08 during midday trading on Monday, hitting $1.98. The company's stock had a trading volume of 282,751 shares, compared to its average volume of 274,881. Tilly's has a 52-week low of $0.57 and a 52-week high of $5.35. The firm has a market capitalization of $59.79 million, a P/E ratio of -1.30 and a beta of 1.42. The firm has a 50-day simple moving average of $1.67 and a 200-day simple moving average of $1.79.

Insider Buying and Selling

In other Tilly's news, major shareholder Shay Capital Llc purchased 100,000 shares of the firm's stock in a transaction on Thursday, June 26th. The stock was bought at an average price of $1.30 per share, with a total value of $130,000.00. Following the transaction, the insider directly owned 3,067,422 shares of the company's stock, valued at approximately $3,987,648.60. This represents a 3.37% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Over the last three months, insiders have purchased 367,578 shares of company stock valued at $548,306. Company insiders own 2.83% of the company's stock.

Institutional Investors Weigh In On Tilly's

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. MUFG Securities EMEA plc acquired a new stake in Tilly's during the 2nd quarter worth $345,000. Corient Private Wealth LLC acquired a new stake in Tilly's during the 2nd quarter worth $48,000. Shay Capital LLC raised its stake in Tilly's by 40.4% during the 2nd quarter. Shay Capital LLC now owns 3,200,000 shares of the specialty retailer's stock worth $4,416,000 after acquiring an additional 921,000 shares in the last quarter. Jane Street Group LLC acquired a new stake in Tilly's during the 2nd quarter worth $286,000. Finally, Qube Research & Technologies Ltd acquired a new position in Tilly's in the second quarter valued at $27,000. 76.38% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have recently issued reports on TLYS. Roth Capital restated a "neutral" rating on shares of Tilly's in a report on Thursday. B. Riley cut their price target on shares of Tilly's from $2.50 to $2.00 and set a "neutral" rating for the company in a report on Thursday, June 5th. Finally, Zacks Research raised shares of Tilly's to a "hold" rating in a research report on Tuesday, August 12th. Four research analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $2.25.

About Tilly's

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.