2,150,000 Shares in Tilly’s, Inc. $TLYS Acquired by BML Capital Management LLC

BML Capital Management LLC purchased a new stake in Tilly’s, Inc. (NYSE:TLYS) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 2,150,000 shares of the specialty retailer’s stock, valued at approximately $8,708,000. Tilly’s makes up about 5.6% of BML Capital Management LLC’s holdings, making the stock its 4th biggest position. BML Capital Management LLC owned about 0.07% of Tilly’s at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in TLYS. Bank of America Corp DE increased its position in shares of Tilly’s by 31.4% during the fourth quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer’s stock worth $75,000 after acquiring an additional 4,193 shares in the last quarter. Qube Research & Technologies Ltd bought a new stake in Tilly’s in the 2nd quarter valued at $27,000. Hillsdale Investment Management Inc. acquired a new position in Tilly’s in the 1st quarter worth $94,000. Corient Private Wealth LLC bought a new position in Tilly’s during the 2nd quarter worth about $48,000. Finally, AFG Fiduciary Services Limited Partnership increased its holdings in Tilly’s by 100.0% during the 4th quarter. AFG Fiduciary Services Limited Partnership now owns 40,000 shares of the specialty retailer’s stock worth $81,000 after purchasing an additional 20,000 shares in the last quarter. Institutional investors and hedge funds own 76.38% of the company’s stock.

Analyst Ratings Changes

Several research firms have issued reports on TLYS. Roth Capital reissued a “neutral” rating and issued a $5.50 price target on shares of Tilly’s in a research note on Monday, June 8th. Zacks Research upgraded Tilly’s from a “hold” rating to a “strong-buy” rating in a report on Monday, June 29th. Weiss Ratings reissued a “sell (d-)” rating on shares of Tilly’s in a research report on Monday, June 15th. Finally, Wall Street Zen upgraded Tilly’s to a “hold” rating in a research note on Saturday, April 25th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $5.50.

Tilly’s Trading Down 3.3%

Shares of TLYS stock opened at $4.01 on Friday. The firm’s fifty day moving average price is $4.40 and its two-hundred day moving average price is $3.30. Tilly’s, Inc. has a 1 year low of $1.14 and a 1 year high of $5.90. The firm has a market capitalization of $122.38 million, a P/E ratio of -36.50 and a beta of 0.12.

Tilly’s (NYSE:TLYS) last posted its quarterly earnings data on Wednesday, June 3rd. The specialty retailer reported ($0.26) EPS for the quarter, topping analysts’ consensus estimates of ($0.33) by $0.07. The company had revenue of $124.72 million during the quarter, compared to the consensus estimate of $121.30 million. Tilly’s had a negative net margin of 0.57% and a negative return on equity of 3.98%. Tilly’s has set its Q2 2026 guidance at 0.130-0.200 EPS. As a group, equities research analysts forecast that Tilly’s, Inc. will post -0.05 EPS for the current fiscal year.

Tilly’s Company Profile

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.