Fund 1 Investments, Llc Sells 1,644,255 Shares of Tilly’s (NYSE:TLYS) Stock

Tilly’s, Inc. (NYSE:TLYS) major shareholder Fund 1 Investments, Llc sold 1,644,255 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $4.49, for a total transaction of $7,382,704.95. Following the completion of the sale, the insider directly owned 6,414,013 shares of the company’s stock, valued at approximately $28,798,918.37. This represents a 20.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Large shareholders that own more than 10% of a company’s shares are required to disclose their transactions with the SEC.

Fund 1 Investments, Llc also recently made the following trade(s):

• On Tuesday, September 8th, Fund 1 Investments, Llc sold 179,970 shares of Tilly’s stock. The shares were sold at an average price of $4.17, for a total transaction of $750,474.90.
• On Friday, September 4th, Fund 1 Investments, Llc sold 432,110 shares of Tilly’s stock. The shares were sold at an average price of $4.49, for a total transaction of $1,940,173.90.

Tilly’s Price Performance

Shares of NYSE:TLYS opened at $4.05 on Thursday. Tilly’s, Inc. has a 12 month low of $1.14 and a 12 month high of $6.25. The stock has a market cap of $123.52 million, a price-to-earnings ratio of 67.55 and a beta of 0.13. The stock’s 50 day moving average price is $3.99 and its 200 day moving average price is $3.94.

Tilly’s (NYSE:TLYS) last issued its quarterly earnings results on Wednesday, September 2nd. The specialty retailer reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.17 by $0.10. Tilly’s had a return on equity of 2.37% and a net margin of 0.34%.The firm had revenue of $163.51 million during the quarter, compared to analyst estimates of $157.00 million. Tilly’s has set its Q3 2026 guidance at 0.070-0.120 EPS. On average, sell-side analysts expect that Tilly’s, Inc. will post 0.08 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have commented on TLYS shares. Wall Street Zen upgraded shares of Tilly’s from a “hold” rating to a “buy” rating in a research report on Saturday, September 5th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Tilly’s in a research note on Monday, June 15th. Zacks Research raised shares of Tilly’s from a “hold” rating to a “strong-buy” rating in a research note on Monday. Finally, Roth Capital reiterated a “neutral” rating and issued a $5.50 target price on shares of Tilly’s in a report on Monday, June 8th. One analyst has rated the stock with a Strong Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Tilly’s currently has a consensus rating of “Hold” and a consensus price target of $5.50.

Hedge Funds Weigh In On Tilly’s

A number of hedge funds have recently modified their holdings of TLYS. Engineers Gate Manager LP acquired a new stake in shares of Tilly’s during the second quarter worth $123,000. NewEdge Advisors LLC purchased a new stake in shares of Tilly’s during the second quarter valued at $114,000. Squarepoint Ops LLC boosted its position in shares of Tilly’s by 155.5% in the 2nd quarter. Squarepoint Ops LLC now owns 134,956 shares of the specialty retailer’s stock valued at $567,000 after purchasing an additional 82,143 shares during the period. Bank of America Corp DE boosted its position in shares of Tilly’s by 128.3% in the 1st quarter. Bank of America Corp DE now owns 11,732 shares of the specialty retailer’s stock valued at $48,000 after purchasing an additional 6,593 shares during the period. Finally, Renaissance Technologies LLC increased its stake in Tilly’s by 12.6% in the 1st quarter. Renaissance Technologies LLC now owns 849,314 shares of the specialty retailer’s stock worth $3,440,000 after purchasing an additional 95,102 shares in the last quarter. 76.38% of the stock is currently owned by institutional investors and hedge funds.

Tilly’s News Roundup

Here are the key news stories impacting Tilly’s this week:

• Positive Sentiment: Tilly’s was upgraded by Zacks Research from “hold” to “strong-buy,” reflecting expectations that solid demand, digital expansion and product innovation could support growth through 2026. Zacks Research upgrade
• Positive Sentiment: The retailer’s fiscal second-quarter results showed continued turnaround momentum: revenue rose 8.1% year over year to approximately $163.5 million, while comparable sales increased 12.1%. This marked the third consecutive quarter of double-digit comparable-sales growth. Tilly’s comparable-sales growth
• Positive Sentiment: Quarterly earnings were $0.27 per share, ahead of the $0.17 analyst consensus, and revenue exceeded expectations of $157 million. Management’s third-quarter EPS outlook of $0.07 to $0.12 suggests the company expects to remain profitable, although at a modest level.
• Neutral Sentiment: Tilly’s was included among apparel and footwear stocks identified as having potential for steady returns through 2026. However, the company’s very thin net margin and low projected full-year earnings leave execution and profitability concerns unresolved. Zacks apparel and footwear stocks article
• Negative Sentiment: Fund 1 Investments, LLC sold approximately 2.26 million TLYS shares across September 3, 4 and 8 for about $10.1 million. The transactions reduced the major shareholder’s position by roughly 28%, creating significant supply and signaling caution despite the company’s improving sales trends. Fund 1 Investments share sales

About Tilly’s

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.