Tilly's (NYSE:TLYS) Issues Quarterly 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) issued its earnings results on Wednesday. The specialty retailer reported $0.10 EPS for the quarter, topping the consensus estimate of ($0.04) by $0.14, Zacks reports. Tilly's had a negative net margin of 8.28% and a negative return on equity of 48.33%. The company had revenue of $151.26 million for the quarter, compared to the consensus estimate of $153.22 million. Tilly's updated its Q3 2025 guidance to -0.350--0.230 EPS.

Tilly's Stock Performance

Shares of NYSE TLYS traded down $0.18 during mid-day trading on Friday, hitting $1.92. 312,245 shares of the stock traded hands, 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 company has a market cap of $57.89 million, a price-to-earnings ratio of -1.26 and a beta of 1.42. The stock has a fifty day moving average price of $1.66 and a 200-day moving average price of $1.80.

Insider Buying and Selling at Tilly's

In other news, major shareholder Shay Capital Llc purchased 25,000 shares of the company's stock in a transaction that occurred on Monday, August 11th. The shares were bought at an average cost of $1.29 per share, for a total transaction of $32,250.00. Following the completion of the transaction, the insider directly owned 3,360,000 shares of the company's stock, valued at $4,334,400. This trade represents a 0.75% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders purchased 367,578 shares of company stock worth $548,306 in the last 90 days. Insiders own 2.83% of the company's stock.

Institutional Investors Weigh In On Tilly's

Several hedge funds have recently made changes to their positions in the company. MUFG Securities EMEA plc bought a new stake in shares of Tilly's during the second quarter valued at approximately $345,000. Corient Private Wealth LLC bought a new stake in shares of Tilly's during the second quarter valued at approximately $48,000. Shay Capital LLC boosted its position 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 valued at $4,416,000 after purchasing an additional 921,000 shares in the last quarter. Jane Street Group LLC bought a new stake in shares of Tilly's during the second quarter valued at approximately $286,000. Finally, Qube Research & Technologies Ltd bought a new stake in shares of Tilly's during the second quarter valued at approximately $27,000. 76.38% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

TLYS has been the topic of several research analyst reports. Zacks Research raised Tilly's to a "hold" rating in a research note on Tuesday, August 12th. B. Riley reduced their target price on Tilly's from $2.50 to $2.00 and set a "neutral" rating on the stock in a research note on Thursday, June 5th. Three analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $2.25.

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.