Tilly’s (NYSE:TLYS – Get Free Report) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 0.070-0.120 for the period, compared to the consensus earnings per share estimate of -0.070. The company issued revenue guidance of $150.0 million-$155.0 million, compared to the consensus revenue estimate of $140.8 million.
Analyst Ratings Changes
A number of brokerages have recently commented on TLYS. Zacks Research lowered shares of Tilly’s from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. Roth Capital reiterated a “neutral” rating and issued a $5.50 price target on shares of Tilly’s in a report on Monday, June 8th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Tilly’s in a report on Monday, June 15th. Two investment analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Reduce” and a consensus price target of $5.50.
Check Out Our Latest Research Report on TLYS
Tilly’s Stock Down 3.9%
Tilly’s (NYSE:TLYS – Get Free Report) 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 negative net margin of 0.57% and a negative return on equity of 3.98%. The business had revenue of $163.51 million for the quarter, compared to analyst estimates of $157.00 million. Tilly’s has set its Q3 2026 guidance at 0.070-0.120 EPS. As a group, analysts expect that Tilly’s will post -0.05 EPS for the current year.
Institutional Inflows and Outflows
Several institutional investors have recently modified their holdings of the company. Shay Capital LLC lifted its holdings 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 worth $4,416,000 after purchasing an additional 921,000 shares during the period. MUFG Securities EMEA plc purchased a new position in Tilly’s during the 2nd quarter worth approximately $345,000. Jane Street Group LLC purchased a new position in Tilly’s during the 2nd quarter worth approximately $286,000. Two Sigma Investments LP lifted its stake in Tilly’s by 109.1% during the 3rd quarter. Two Sigma Investments LP now owns 272,496 shares of the specialty retailer’s stock valued at $561,000 after acquiring an additional 142,165 shares during the period. Finally, Aristides Capital LLC lifted its stake in Tilly’s by 166.4% during the 4th quarter. Aristides Capital LLC now owns 160,373 shares of the specialty retailer’s stock valued at $319,000 after acquiring an additional 100,170 shares during the period. 76.38% of the stock is currently owned by hedge funds and other institutional investors.
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.
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