MUFG Securities EMEA plc Takes $345,000 Position in Tilly’s, Inc. $TLYS

MUFG Securities EMEA plc purchased a new position in Tilly’s, Inc. (NYSE:TLYS) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 250,000 shares of the specialty retailer’s stock, valued at approximately $345,000.

Several other institutional investors and hedge funds have also bought and sold shares of TLYS. Bank of America Corp DE boosted its position in Tilly’s by 31.4% during the 4th quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer’s stock valued at $75,000 after acquiring an additional 4,193 shares in the last quarter. Ground Swell Capital LLC bought a new position in shares of Tilly’s in the 2nd quarter worth approximately $56,000. Nuveen LLC purchased a new position in shares of Tilly’s in the 1st quarter valued at approximately $136,000. Finally, Nomura Holdings Inc. boosted its position in shares of Tilly’s by 264.2% during the first quarter. Nomura Holdings Inc. now owns 1,871,580 shares of the specialty retailer’s stock valued at $4,117,000 after purchasing an additional 1,357,692 shares in the last quarter. 76.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts recently weighed in on TLYS shares. Zacks Research raised Tilly’s from a “hold” rating to a “strong-buy” rating in a research note on Monday, October 20th. Roth Capital restated a “neutral” rating on shares of Tilly’s in a report on Thursday, September 4th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Tilly’s in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Tilly’s currently has an average rating of “Hold” and an average price target of $2.25.

Tilly’s Stock Up 1.1%

Tilly’s stock opened at $1.54 on Friday. Tilly’s, Inc. has a twelve month low of $0.57 and a twelve month high of $4.77. The company has a market capitalization of $46.83 million, a P/E ratio of -1.01 and a beta of 1.43. The stock’s 50 day moving average is $1.85 and its 200 day moving average is $1.56.

Tilly’s (NYSE:TLYS) last announced its quarterly earnings data on Wednesday, September 3rd. The specialty retailer reported $0.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.04) by $0.14. Tilly’s had a negative return on equity of 48.33% and a negative net margin of 8.28%.The business had revenue of $151.26 million during the quarter, compared to analysts’ expectations of $153.22 million. Tilly’s has set its Q3 2025 guidance at -0.350–0.230 EPS. As a group, equities analysts expect that Tilly’s, Inc. will post -1.08 EPS for the current year.

Insider Activity

In other news, major shareholder Shay Capital Llc purchased 35,000 shares of the company’s stock in a transaction that occurred on Friday, August 8th. The shares were bought at an average price of $1.42 per share, for a total transaction of $49,700.00. Following the purchase, the insider directly owned 3,335,000 shares in the company, valued at approximately $4,735,700. This trade represents a 1.06% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 2.83% of the stock is currently owned by corporate insiders.

Tilly’s Profile

Tilly’s, Inc engages in the retail of casual apparel, footwear, and accessories. Its stores are located in retail centers, including malls, lifestyle centers, power centers, community centers, outlet centers, and street-front locations. The company was founded by Hezy Shaked and Tilly Levine in 1982 and is headquartered in Irvine, CA.