TLYS
TILLY'S, INC.
$5.45
+2.64%
$166.2M
No data for this timeframe.
Vol
Market Cap$166.2M
Cap SizeMicro Cap
Inst. Holders31 funds
Inst. Value$55.7M
Inst. Activity3 buys / 3 sells
Insider Activity0B / 3S
Insider Net $-$2.7M
Reddit Sentiment67° Warm
SEC Reports2
Recent Activity
Jun 11, 2026
SEC
Tilly's, Inc. filed an 8-K reporting the results of its 2026 annual meeting of stockholders. Stockholders approved the F
8-K — Impact 2/10
Jun 11, 2026
Insider
Cingolani Michael Joseph sold 11,250 shares
Chief Merchandising Officer @ $5.27 ($59.3K)
Jun 10, 2026
Insider
KERR JANET was granted 15,444 shares
Director
Jun 10, 2026
Insider
JOHNSON SETH R was granted 15,444 shares
Director
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
Inst.
DIMENSIONAL FUND ADVISORS LP — TRIM
465,370 shares ($1.9M)
Inst.
CIBC WORLD MARKET INC. — DOUBLED
95,000 shares ($384.8K)
Jun 2, 2026
earnings_calendar
TLYS Q1 2027 Earnings Scheduled — 2026-06-02
Price Targets
Historical data — last covering-analyst action Jun 2025. No current recommendation available.
$5.50 (Jun 2025)
Current $5.45
Low $5.50
Median $5.50
High $5.50
1 analysts
$5.50
$5.50
Analyst Ratings
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Historical Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Fund 1 Investments, LLC | $32.6M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.0M | — |
| HEALTHCARE OF ONTARIO PENSION | $3.6M | — |
| RENAISSANCE TECHNOLOGIES LLC | $3.4M | — |
| TWO SIGMA INVESTMENTS, LP | $3.3M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | Cingolani Michael | SELL | $59.3K |
| Jun 10, 2026 | KERR JANET | A | $0.00 |
| Jun 10, 2026 | JOHNSON SETH | A | $0.00 |
| Jun 10, 2026 | Relich Michael | A | $0.00 |
| Jun 10, 2026 | Aragones Teresa | A | $0.00 |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
31 institutional holders with $55.7M total value (13,816,857 shares) as of 2026-Q1. Top holders: Fund, VANGUARD, HEALTHCARE.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Fund 1 Investments, LLC | 8,058,268 | $32.6M | 58.6% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 985,805 | $4.0M | 7.2% | — |
| 3 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 900,000 | $3.6M | 6.5% | — |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 849,314 | $3.4M | 6.2% | — |
| 5 | TWO SIGMA INVESTMENTS, LP | 810,509 | $3.3M | 5.9% | TRIM -41.0% |
| 6 | NOMURA HOLDINGS INC | 546,027 | $2.2M | 4.0% | TRIM -73.4% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 465,370 | $1.9M | 3.4% | TRIM -29.3% |
| 8 | BlackRock, Inc. | 397,100 | $1.6M | 2.9% | TRIM -28.1% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 147,373 | $596.9K | 1.1% | — |
| 10 | STATE STREET CORP | 107,108 | $433.8K | 0.8% | TRIM -74.1% |
| 11 | CIBC Bancorp USA Inc. | 95,000 | $384.8K | 0.7% | — |
| 12 | CIBC WORLD MARKET INC. | 95,000 | $384.8K | 0.7% | DOUBLED +150.0% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60,828 | $246.4K | 0.4% | — |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 51,045 | $206.7K | 0.4% | DOUBLED +133.1% |
| 15 | Cerity Partners LLC | 44,793 | $181.4K | 0.3% | — |
| 16 | Hudson Bay Capital Management LP | 25,774 | $104.4K | 0.2% | — |
| 17 | MORGAN STANLEY | 17,924 | $72.6K | 0.1% | ADD +36.4% |
| 18 | FMR LLC | 17,534 | $71.0K | 0.1% | ADD +71.2% |
| 19 | MARSHALL WACE, LLP | 14,900 | $60.3K | 0.1% | — |
| 20 | CITADEL ADVISORS LLC | 13,500 | $54.7K | 0.1% | TRIM -39.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | TRIM | 657,966 | 465,370 | -29.3% | $1.9M | 2026-Q1 |
| CIBC WORLD MARKET INC. | DOUBLED | 38,000 | 95,000 | +150.0% | $384.8K | 2026-Q1 |
| MORGAN STANLEY | ADD | 13,137 | 17,924 | +36.4% | $72.6K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 5,139 | 11,732 | +128.3% | $47.5K | 2026-Q1 |
| GROUP ONE TRADING LLC | TRIM | 10,287 | 5,518 | -46.4% | $22.3K | 2026-Q1 |
| CWM, LLC | TRIM | 114 | 80 | -29.8% | $324.00 | 2026-Q1 |
| CWM, LLC | TRIM | 154 | 114 | -26.0% | — | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 272,496 | 160,683 | -41.0% | $319.8K | 2025-Q4 |
| GROUP ONE TRADING LLC | TRIM | 14,387 | 10,287 | -28.5% | $20.5K | 2025-Q4 |
| CWM, LLC | TRIM | 410 | 154 | -62.4% | — | 2025-Q3 |
| NOMURA HOLDINGS INC | TRIM | 2,260,817 | 600,580 | -73.4% | $1.2M | 2025-Q3 |
| BlackRock, Inc. | TRIM | 557,063 | 400,600 | -28.1% | $825.2K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 130,331 | 272,496 | +109.1% | $561.3K | 2025-Q3 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 26,018 | 60,645 | +133.1% | $124.9K | 2025-Q3 |
| Invesco Ltd. | TRIM | 30,289 | 14,941 | -50.7% | $30.8K | 2025-Q3 |
| GROUP ONE TRADING LLC | ADD | 7,611 | 14,387 | +89.0% | $29.6K | 2025-Q3 |
| MORGAN STANLEY | TRIM | 30,412 | 13,482 | -55.7% | $27.8K | 2025-Q3 |
| NOMURA HOLDINGS INC | TRIM | 1,871,580 | 850,580 | -54.6% | $1.2M | 2025-Q2 |
| STATE STREET CORP | TRIM | 374,130 | 96,908 | -74.1% | $133.7K | 2025-Q2 |
| Invesco Ltd. | TRIM | 53,581 | 30,289 | -43.5% | $41.8K | 2025-Q2 |
| UBS Group AG | NEAR_EXIT | 16,977 | 2,866 | -83.1% | $4.0K | 2025-Q2 |
| ROYAL BANK OF CANADA | TRIM | 2,305 | 1,304 | -43.4% | $1.0K | 2025-Q2 |
| RHUMBLINE ADVISERS | NEAR_EXIT | 26,573 | 544 | -98.0% | $750.00 | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 8,893 | 381 | -95.7% | $526.00 | 2025-Q2 |
| BARCLAYS PLC | NEAR_EXIT | 16,407 | 1,772 | -89.2% | $2.00 | 2025-Q2 |
10 unique insiders with 13 transactions. Net insider value: -$2.7M ($0.00 bought, $2.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | Cingolani Michael Joseph | Chief Merchandising Officer | SELL | 11,250 | $5.27 | $59.3K |
| Jun 10, 2026 | KERR JANET | Director | AWARD | 15,444 | — | — |
| Jun 10, 2026 | JOHNSON SETH R | Director | AWARD | 15,444 | — | — |
| Jun 10, 2026 | Relich Michael | Director | AWARD | 15,444 | — | — |
| Jun 10, 2026 | Aragones Teresa Luna | Director | AWARD | 15,444 | — | — |
| Jun 10, 2026 | Collier Douglas P | Director | AWARD | 15,444 | — | — |
| Apr 1, 2026 | Henry Michael | CFO | AWARD | 40,000 | — | — |
| Apr 1, 2026 | Cingolani Michael Joseph | See Remarks | AWARD | 40,000 | — | — |
| Apr 1, 2026 | SHAKED HEZY | See Remarks | AWARD | 40,000 | — | — |
| Mar 20, 2026 | Shay Capital LLC | 10%+ Owner | SELL | 20,000 | $3.70 | $74.1K |
| Mar 12, 2026 | Shay Capital LLC | 10%+ Owner | SELL | 1,025,000 | $2.55 | $2.6M |
| Feb 26, 2026 | Smith Nathan Michael | See Remarks | D | 900,000 | — | — |
| Feb 26, 2026 | Smith Nathan Michael | See Remarks | AWARD | 900,000 | — | — |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.5/10.
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
| Metric | Value |
|---|---|
| Current Price | $5.45 |
| Target Low | $5.50 |
| Target Mean | $5.50 |
| Target Median | $5.50 |
| Target High | $5.50 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Jan 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% |
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
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
$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)