Market Cap
$141.6M
TLYS
TILLY'S, INC.
$4.58 ▲ +1.33%
Prev close $4.52Market cap$141.6M
12-mo target$5.50 (+20.1%)
High Impact Filing (7/10)9 New Institutional Positions3 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on TLYS right now — valuation, ownership and activity at a glance.
Cap Size
Micro Cap
Inst. Holders
42 funds
Inst. Value
$64.3M
Inst. Activity
9 buys / 3 sells
Insider Activity
$20.1K buy / $12.8M sell
Insider Net $
-$12.8M
Social Sentiment
67° Warm
SEC Reports
3
Price chart 30d +4.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 Insider
Henry Michael bought 5,000 shares
CFO @ $4.02 ($20.1K)
Sep 8, 2026 Insider
Fund 1 Investments, LLC sold 174,870 shares
10%+ Owner @ $4.17 ($729.5K)
Sep 8, 2026 Insider
Fund 1 Investments, LLC sold 5,100 shares
10%+ Owner @ $4.24 ($21.6K)
Sep 4, 2026 ftd
Sep 2, 2026 SEC FTD: TLYS — 177,865 shares ($0.8M) failed to deliver
Settlement: 20260904, Price: $4.40, FTD Value: $782,606, TILLYS INC CL A
Tilly's reported Q2 FY2026 results that beat consensus estimates, with EPS of $0.27 (vs $0.17 consensus, a 58.8% beat) a
8-K — Impact 5/10
Jun 30, 2026 Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
1,312,712 shares ($5.5M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — DOUBLED
213,834 shares ($898.1K)
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
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 5, 2025 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| Mar 17, 2025 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| Mar 14, 2025 | Roth MKM | MAINTAIN | Neutral | 52% |
| Dec 6, 2024 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| Sep 6, 2024 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| Jun 7, 2024 | Roth MKM | MAINTAIN | Neutral | 52% |
| Jun 7, 2024 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| Mar 15, 2024 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| Mar 15, 2024 | Roth MKM | MAINTAIN | Neutral | 52% |
| Jan 24, 2024 | B. Riley Securities | DOWNGRADE | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| 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% |
Price targets
Where 1 covering analysts think TLYS trades over the next 12 months.
$5.50 +20.1% upside Strong Buy
Current$4.58 Low$5.50 Median$5.50 High$5.50 1 analysts
$5.50$5.50
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 4.7/10.
NEUTRAL8-K5/10
Tilly's reported Q2 FY2026 results that beat consensus estimates, with EPS of $0.27 (vs $0.17 consen
Sep 2, 2026
NEUTRAL8-K2/10
Tilly's, Inc. filed an 8-K reporting the results of its 2026 annual meeting of stockholders. Stockho
Jun 11, 2026
BULLISH8-K7/10
Tilly's reported Q1 FY2026 results significantly ahead of consensus, with net sales of $124.7M (+15.
Jun 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 4, 2026
ftd
FTD: TLYS — 177,865 shares ($0.8M) failed to deliver
Settlement: 20260904, Price: $4.40, FTD Value: $782,606, TILLYS INC CL A
Sep 3, 2026
trading_halt
Halt Resumed: TLYS — trading resumed after M (Volatility Trading Pause)
Halted 2026-09-03T13:33:40.000Z | Resumed 2026-09-03T13:38:48.000Z
Sep 3, 2026
trading_halt
Trading Halt: TLYS — M (Volatility Trading Pause)
Tilly's, Inc. Common Stock | Market: NYSE | Code: M — Volatility Trading Pause
Sep 3, 2026
short_volume
Short Volume: TLYS — 55.8% short (3.5M / 6.3M)
Short: 3,495,784 | Exempt: 46,122 | TRF Vol: 6,260,129 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Sep 2, 2026
earnings_calendar
TLYS Q2 2027 Earnings After Market Close — 2026-09-02
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.09 | $0.09–$0.09 | 280.0% | +280.0% | 1↑ 0↓ | $0.2B | 1 |
| Next Q | $0.12 | $0.12–$0.12 | 20.0% | +9.1% | 1↑ 0↓ | $0.2B | 1 |
| Current FY | $0.22 | $0.22–$0.22 | 137.9% | +650.0% | 1↑ 0↓ | $0.6B | 1 |
| Next FY | $0.14 | $0.14–$0.14 | -36.4% | +600.0% | 1↑ 0↓ | $0.6B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.090 | — |
| 7d ago | $-0.050 | +0.140 |
| 30d ago | $-0.050 | +0.140 |
| 60d ago | $-0.050 | +0.140 |
| 90d ago | $-0.060 | +0.150 |
Institutional ownership
Which big funds own TLYS (from quarterly 13F filings) and who is adding or trimming.
42 institutional holders with $64.3M total value (15,303,431 shares) as of 2026-Q2. Top holders: Fund, RENAISSANCE, HEALTHCARE. Net buying activity: 9 institutions added/increased vs 3 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Fund 1 Investments, LLC | 8,058,268 | $33.8M | 52.7% | — |
| RENAISSANCE TECHNOLOGIES LLC | 1,312,712 | $5.5M | 8.6% | ADD +54.6% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 900,000 | $3.8M | 5.9% | — |
| TWO SIGMA INVESTMENTS, LP | 877,537 | $3.7M | 5.7% | TRIM -41.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 782,082 | $3.3M | 5.1% | — |
| NOMURA HOLDINGS INC | 566,027 | $2.4M | 3.7% | TRIM -73.4% |
| BlackRock, Inc. | 409,747 | $1.7M | 2.7% | TRIM -28.1% |
| DIMENSIONAL FUND ADVISORS LP | 391,965 | $1.6M | 2.6% | TRIM -29.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 244,794 | $1.0M | 1.6% | TRIM -41.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 213,834 | $898.1K | 1.4% | DOUBLED +318.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | ADD | 849,314 | 1,312,712 | +54.6% | $5.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 51,045 | 213,834 | +318.9% | $898.1K |
| MARSHALL WACE, LLP | DOUBLED | 14,900 | 141,823 | +851.8% | $595.7K |
| Squarepoint Ops LLC | DOUBLED | 52,813 | 134,956 | +155.5% | $566.8K |
| CITADEL ADVISORS LLC | DOUBLED | 13,100 | 88,019 | +571.9% | $369.7K |
| UBS Group AG | DOUBLED | 10,237 | 31,113 | +203.9% | $130.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 60,828 | 15,524 | -74.5% | $65.2K |
| Optiver Holding B.V. | DOUBLED | 13 | 1,795 | +13707.7% | $7.5K |
| ROYAL BANK OF CANADA | DOUBLED | 145 | 1,092 | +653.1% | $5.0K |
| OSAIC HOLDINGS, INC. | DOUBLED | 131 | 811 | +519.1% | $3.4K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 24 transactions. Net -$12.8M — $20.1K bought, $12.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Henry Michael | CFO | BUY | 5,000 | $4.02 | $20.1K |
| Sep 8, 2026 | Fund 1 Investments, LLC | 10%+ Owner | SELL | 174,870 | $4.17 | $729.5K |
| Sep 8, 2026 | Fund 1 Investments, LLC | 10%+ Owner | SELL | 5,100 | $4.24 | $21.6K |
| Sep 4, 2026 | Fund 1 Investments, LLC | 10%+ Owner | SELL | 377,129 | $4.50 | $1.7M |
| Sep 4, 2026 | Fund 1 Investments, LLC | 10%+ Owner | SELL | 19,764 | $4.37 | $86.3K |
| Sep 4, 2026 | Fund 1 Investments, LLC | 10%+ Owner | SELL | 34,115 | $4.52 | $154.2K |
| Sep 4, 2026 | Fund 1 Investments, LLC | 10%+ Owner | SELL | 1,102 | $4.50 | $5.0K |
| Sep 3, 2026 | Fund 1 Investments, LLC | 10%+ Owner | SELL | 1,330 | $4.36 | $5.8K |
| Sep 3, 2026 | Fund 1 Investments, LLC | 10%+ Owner | SELL | 252,725 | $4.59 | $1.2M |
| Sep 3, 2026 | Fund 1 Investments, LLC | 10%+ Owner | SELL | 526,474 | $4.14 | $2.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TLYS.
Shares short
740,326
Settlement Sep 15, 2026
Change vs prior
+23.6%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
| Halted | Code | Reason | Status |
|---|---|---|---|
| Sep 3, 2026 | M | Volatility Pause | Resumed |
All TLYS filing & press-release reports (3)
- 8-K reportSep 2, 2026
- 8-K reportJun 11, 2026
- 8-K reportJun 3, 2026