Fund 1 Investments, Llc Sells 179,970 Shares of Tilly’s (NYSE:TLYS) Stock

Posted by Geri Gentry on Sep 10th, 2026

Tilly’s, Inc. (NYSE:TLYS – Get Free Report) major shareholder Fund 1 Investments, Llc sold 179,970 shares of Tilly’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $4.17, for a total value of $750,474.90. Following the completion of the transaction, the insider owned 5,801,933 shares of the company’s stock, valued at approximately $24,194,060.61. The trade was a 3.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Large shareholders that own 10% or more of a company’s stock are required to disclose their sales and purchases with the SEC.

Fund 1 Investments, Llc also recently made the following trade(s):

On Friday, September 4th, Fund 1 Investments, Llc sold 432,110 shares of Tilly’s stock. The shares were sold at an average price of $4.49, for a total value of $1,940,173.90.
On Thursday, September 3rd, Fund 1 Investments, Llc sold 1,644,255 shares of Tilly’s stock. The stock was sold at an average price of $4.49, for a total value of $7,382,704.95.

Tilly’s Trading Down 2.8%

Shares of NYSE TLYS opened at $4.05 on Thursday. The company has a market cap of $123.52 million, a price-to-earnings ratio of 67.55 and a beta of 0.13. Tilly’s, Inc. has a 12-month low of $1.14 and a 12-month high of $6.25. The stock’s 50 day simple moving average is $3.99 and its 200 day simple moving average is $3.94.

Tilly’s (NYSE:TLYS – Get Free Report) last released its quarterly earnings data 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. The business had revenue of $163.51 million during the quarter, compared to analyst estimates of $157.00 million. Tilly’s had a return on equity of 2.37% and a net margin of 0.34%.Tilly’s has set its Q3 2026 guidance at 0.070-0.120 EPS. As a group, equities analysts forecast that Tilly’s, Inc. will post 0.08 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on TLYS shares. Zacks Research upgraded shares of Tilly’s from a “hold” rating to a “strong-buy” rating in a research report on Monday. Wall Street Zen upgraded shares of Tilly’s from a “hold” rating to a “buy” rating in a research report on Saturday, September 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of Tilly’s in a research note on Monday, June 15th. Finally, Roth Capital restated a “neutral” rating and issued a $5.50 target price on shares of Tilly’s in a research report on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $5.50.

Read Our Latest Stock Analysis on Tilly’s

Tilly’s News Summary

Here are the key news stories impacting Tilly’s this week:

Positive Sentiment: Tilly’s was upgraded by Zacks Research from “hold” to “strong-buy,” reflecting expectations that solid demand, digital expansion and product innovation could support growth through 2026. Zacks Research upgrade
Positive Sentiment: The retailer’s fiscal second-quarter results showed continued turnaround momentum: revenue rose 8.1% year over year to approximately $163.5 million, while comparable sales increased 12.1%. This marked the third consecutive quarter of double-digit comparable-sales growth. Tilly’s comparable-sales growth
Positive Sentiment: Quarterly earnings were $0.27 per share, ahead of the $0.17 analyst consensus, and revenue exceeded expectations of $157 million. Management’s third-quarter EPS outlook of $0.07 to $0.12 suggests the company expects to remain profitable, although at a modest level.
Neutral Sentiment: Tilly’s was included among apparel and footwear stocks identified as having potential for steady returns through 2026. However, the company’s very thin net margin and low projected full-year earnings leave execution and profitability concerns unresolved. Zacks apparel and footwear stocks article
Negative Sentiment: Fund 1 Investments, LLC sold approximately 2.26 million TLYS shares across September 3, 4 and 8 for about $10.1 million. The transactions reduced the major shareholder’s position by roughly 28%, creating significant supply and signaling caution despite the company’s improving sales trends. Fund 1 Investments share sales

Institutional Trading of Tilly’s

Several hedge funds have recently added to or reduced their stakes in TLYS. BML Capital Management LLC bought a new position in shares of Tilly’s in the first quarter worth $8,708,000. Pacific Ridge Capital Partners LLC raised its stake in shares of Tilly’s by 42.1% during the fourth quarter. Pacific Ridge Capital Partners LLC now owns 692,623 shares of the specialty retailer’s stock valued at $1,378,000 after purchasing an additional 205,163 shares in the last quarter. Hillsdale Investment Management Inc. acquired a new stake in Tilly’s in the first quarter worth about $94,000. Kathmere Capital Management LLC grew its position in Tilly’s by 100.0% in the 1st quarter. Kathmere Capital Management LLC now owns 50,000 shares of the specialty retailer’s stock valued at $202,000 after buying an additional 25,000 shares in the last quarter. Finally, Aristides Capital LLC increased 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 buying an additional 100,170 shares during the period. Institutional investors own 76.38% of the company’s stock.

About Tilly’s

(Get Free Report)

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.