TLYS

TILLY'S, INC.

NYSE · Retail-Apparel & Accessory Stores · Inc. DE · CIK 0001524025
$5.13 -2.66% $156.4M
High Impact Filing (7/10)
Vol
Market Cap$156.4M
Cap SizeMicro Cap
Inst. Holders7 funds
Inst. Value$20.1M
Inst. Activity0 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$2.7M
Reddit Sentiment67° Warm
SEC Reports1
Exchange NYSE·Sector Retail-Apparel & Accessory Stores·Inc. DE·CIK 0001524025·Prev Close $5.27

Recent Activity

Jun 3, 2026 SEC
Tilly's reported Q1 FY2026 results significantly ahead of consensus, with net sales of $124.7M (+15.9% YoY) beating the
8-K — Impact 7/10
Jun 2, 2026 earnings_calendar
TLYS Q1 2027 Earnings Scheduled — 2026-06-02
Apr 1, 2026 Insider
Henry Michael sold 40,000 shares
CFO @ $0.00 ($0.00)
Apr 1, 2026 Insider
Cingolani Michael Joseph sold 40,000 shares
See Remarks @ $0.00 ($0.00)
Apr 1, 2026 Insider
SHAKED HEZY sold 40,000 shares
See Remarks @ $0.00 ($0.00)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
160,683 shares ($319.8K)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
272,496 shares ($561.3K)

Price Targets

Historical data — last covering-analyst action Jun 2025. No current recommendation available.
$5.50 (Jun 2025)
Current $5.13 Low $5.50 Median $5.50 High $5.50 1 analysts
$5.50 $5.50

Analyst Ratings

Historical distribution0% buy · 6 analysts · last covering-analyst action Jun 2025
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jun 5, 2025 B. Riley Securities MAINTAIN Neutral → Neutral
Mar 17, 2025 B. Riley Securities MAINTAIN Neutral → Neutral
Mar 14, 2025 Roth MKM MAINTAIN Neutral → Neutral
Dec 6, 2024 B. Riley Securities MAINTAIN Neutral → Neutral
Sep 6, 2024 B. Riley Securities MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.17 ▲ +21.4% $0.17 — $0.17 70% YoY 1
Next Q $-0.05 ▲ +16.7% $-0.05 — $-0.05 0% YoY 1
Current FY $-0.04 ▲ +76.5% $-0.04 — $-0.04 93% YoY 1
Next FY $0.02 ▲ +112.5% $0.02 — $0.02 150% YoY 1

Top Institutional Holders

FundValueMove
Fund 1 Investments, LLC$16.0M
VANGUARD GROUP INC$2.2M
RENAISSANCE TECHNOLOGIES LLC$1.5M
TWO SIGMA INVESTMENTS, LP$319.8KTRIM
FMR LLC$35.2KDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Apr 1, 2026Henry MichaelA$0.00
Apr 1, 2026Cingolani MichaelA$0.00
Apr 1, 2026SHAKED HEZYA$0.00
Mar 20, 2026Shay CapitalSELL$74.1K
Mar 12, 2026Shay CapitalSELL$2.6M

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
7 institutional holders with $20.1M total value (10,115,624 shares) as of 2025-Q4. Top holders: Fund, VANGUARD, RENAISSANCE. Net selling activity: 1 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1Fund 1 Investments, LLC8,058,268$16.0M79.7%
2VANGUARD GROUP INC1,106,483$2.2M10.9%
3RENAISSANCE TECHNOLOGIES LLC754,212$1.5M7.5%
4TWO SIGMA INVESTMENTS, LP160,683$319.8K1.6%TRIM -41.0%
5FMR LLC17,702$35.2K0.2%DOUBLED +826.1%
6MORGAN STANLEY13,137$26.1K0.1%TRIM -55.7%
7BANK OF AMERICA CORP /DE/5,139$10.2K0.1%TRIM -45.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPTRIM272,496160,683-41.0%$319.8K2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED130,331272,496+109.1%$561.3K2025-Q3
MORGAN STANLEYTRIM30,41213,482-55.7%$27.8K2025-Q3
TWO SIGMA INVESTMENTS, LPNEW130,331$179.9K2025-Q2
MORGAN STANLEYTRIM82,98330,412-63.4%$42.0K2025-Q2
FMR LLCDOUBLED2,01818,689+826.1%$25.8K2025-Q2
BANK OF AMERICA CORP /DE/TRIM10,8685,917-45.6%$8.2K2025-Q2
UBS Group AGNEAR_EXIT16,9772,866-83.1%$4.0K2025-Q2
WELLS FARGO & COMPANY/MNNEAR_EXIT8,893381-95.7%$526.002025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCEXIT33,9680-100.0%$0.002025-Q2
FMR LLCADD1,1792,018+71.2%$4.4K2025-Q1
CITADEL ADVISORS LLCEXIT13,6580-100.0%$0.002025-Q1
UBS Group AGDOUBLED7,44117,774+138.9%$75.5K2024-Q4
CITADEL ADVISORS LLCTRIM28,46913,658-52.0%$58.0K2024-Q4
WELLS FARGO & COMPANY/MNADD6,8028,696+27.8%$37.0K2024-Q4
MORGAN STANLEYTRIM120,92184,430-30.2%$430.6K2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW43,727$223.0K2024-Q3
5 unique insiders with 2 transactions. Net insider value: -$2.7M ($0.00 bought, $2.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 1, 2026Henry MichaelCFOA40,000$0.00$0.00
Apr 1, 2026Cingolani Michael JosephSee RemarksA40,000$0.00$0.00
Apr 1, 2026SHAKED HEZYSee RemarksA40,000$0.00$0.00
Mar 20, 2026Shay Capital LLC10%+ OwnerSELL20,000$3.70$74.1K
Mar 12, 2026Shay Capital LLC10%+ OwnerSELL1,025,000$2.55$2.6M
Feb 26, 2026Smith Nathan MichaelSee RemarksD900,000$0.00$0.00
Feb 26, 2026Smith Nathan MichaelSee RemarksA900,000$0.00$0.00
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Jun 2025): 0% buy across 6 analysts — 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jun 2025. No current recommendation available.
$5.50 mean target (Jun 2025)
$5.50 Low $5.50 High
MetricValue
Current Price$5.13
Target Low$5.50
Target Mean$5.50
Target Median$5.50
Target High$5.50
# Analysts1
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.17 $0.17 $0.17 70.0% +21.4% 1↑ 0↓ $0.2B 3.8% 1
Next Q
2026-10-31
$-0.05 $-0.05 $-0.05 0.0% +16.7% 1↑ 0↓ $0.1B 0.5% 1
Current FY
2027-01-31
$-0.04 $-0.04 $-0.04 93.1% +76.5% 1↑ 0↓ $0.6B 4.6% 1
Next FY
2028-01-31
$0.02 $0.02 $0.02 150.0% +112.5% 1↑ 0↓ $0.6B 1.2% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.170
7d ago$0.140+0.030
30d ago$0.140+0.030
60d ago$0.140+0.030
90d ago$0.110+0.060
12 analyst firms have rated this stock: 6 upgrades, 11 downgrades, 5 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2025 B. Riley Securities MAINTAIN Neutral Neutral
Mar 17, 2025 B. Riley Securities MAINTAIN Neutral Neutral
Mar 14, 2025 Roth MKM MAINTAIN Neutral Neutral
Dec 6, 2024 B. Riley Securities MAINTAIN Neutral Neutral
Sep 6, 2024 B. Riley Securities MAINTAIN Neutral Neutral
Jun 7, 2024 Roth MKM MAINTAIN Neutral Neutral
Jun 7, 2024 B. Riley Securities MAINTAIN Neutral Neutral
Mar 15, 2024 B. Riley Securities MAINTAIN Neutral Neutral
Mar 15, 2024 Roth MKM MAINTAIN Neutral Neutral
Jan 24, 2024 B. Riley Securities DOWNGRADE Buy Neutral
Sep 1, 2023 B. Riley Securities MAINTAIN Buy Buy
Sep 6, 2022 B. Riley Securities MAINTAIN Buy
Sep 2, 2022 Roth Capital MAINTAIN Buy
Sep 2, 2022 Seaport Global DOWNGRADE Buy Neutral
Mar 11, 2022 William Blair DOWNGRADE Outperform Market Perform
Jan 18, 2022 Seaport Global INITIATE Buy
Dec 3, 2021 B. Riley Securities MAINTAIN Buy
Jun 4, 2021 Roth Capital MAINTAIN Buy
Jun 4, 2020 B of A Securities MAINTAIN Buy
Apr 6, 2020 B. Riley Securities MAINTAIN Buy
Mar 13, 2020 B. Riley Securities MAINTAIN Buy
Jan 15, 2020 Pivotal Research DOWNGRADE Buy Hold
Aug 29, 2019 B. Riley Securities REITERATE Buy
Dec 6, 2018 B. Riley Securities MAINTAIN Buy Buy
Dec 6, 2018 Pivotal Research UPGRADE Hold Buy
Oct 24, 2018 B of A Securities INITIATE Buy
Sep 4, 2018 Pivotal Research DOWNGRADE Buy Hold
Aug 30, 2018 B. Riley Securities MAINTAIN Buy Buy
Aug 30, 2018 William Blair UPGRADE Market Perform Outperform
Aug 13, 2018 Pivotal Research INITIATE Buy
Apr 18, 2017 B. Riley Securities DOWNGRADE Buy Neutral
Dec 1, 2016 Stifel MAINTAIN Hold
Aug 25, 2016 B. Riley Securities UPGRADE Neutral Buy
Jan 5, 2016 Guggenheim INITIATE Neutral
Nov 5, 2015 B. Riley Securities DOWNGRADE Buy Neutral
Oct 8, 2015 B. Riley Securities UPGRADE Buy
Aug 27, 2015 B. Riley Securities MAINTAIN Neutral
Aug 27, 2015 SunTrust Robinson Humphrey MAINTAIN Neutral
Aug 27, 2015 Brean Capital MAINTAIN Buy
Aug 25, 2015 Mizuho MAINTAIN Neutral
Aug 25, 2015 B. Riley Securities MAINTAIN Neutral
Apr 10, 2015 B. Riley Securities DOWNGRADE Buy Neutral
Jan 15, 2015 Brean Capital UPGRADE Hold Buy
Jan 13, 2015 B. Riley Securities UPGRADE Neutral Buy
Nov 7, 2014 Brean Capital INITIATE Hold
Nov 3, 2014 Stifel DOWNGRADE Buy Hold
Jun 30, 2014 B. Riley Securities DOWNGRADE Buy Neutral
May 30, 2014 SunTrust Robinson Humphrey MAINTAIN Neutral
Nov 27, 2013 Stifel MAINTAIN Buy
Nov 27, 2013 SunTrust Robinson Humphrey DOWNGRADE Buy Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026003120%
May 1, 2026003120%
Apr 1, 2026003120%
Mar 1, 2026003120%
Feb 1, 2026003120%
Jan 1, 2026003120%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101

Recent Reddit Threads

r/pennystocks Bullish 3d 2h ago
$TLYS is a growth play disguised as a value play
▲ 1 💬 1 ⚡ 0.5
Jun 2, 2026
earnings_calendar
TLYS Q1 2027 Earnings Scheduled — 2026-06-02
Mar 24, 2026
short_volume
Short Volume: TLYS — 58.1% short (0.3M / 0.5M)
Short: 291,300 | Exempt: 0 | TRF Vol: 501,014 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)