Ollie’s Bargain Outlet (NASDAQ:OLLI) Stock Price Up 4.6% on Better-Than-Expected Earnings

Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI)’s stock price rose 4.6% during mid-day trading on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $112.00 and last traded at $108.11. Approximately 724,300 shares changed hands during trading, a decline of 32% from the average daily volume of 1,062,294 shares. The stock had previously closed at $103.37.

The company reported $1.39 EPS for the quarter, beating the consensus estimate of $1.38 by $0.01. Ollie’s Bargain Outlet had a net margin of 8.81% and a return on equity of 12.86%. The business had revenue of $779.26 million during the quarter, compared to analyst estimates of $783.72 million. During the same period in the previous year, the business posted $1.19 EPS. The company’s quarterly revenue was up 16.8% on a year-over-year basis. Ollie’s Bargain Outlet has set its FY 2026 guidance at 4.400-4.500 EPS.

Key Stories Impacting Ollie’s Bargain Outlet

Here are the key news stories impacting Ollie’s Bargain Outlet this week:

• Positive Sentiment: Company raised FY2026 guidance (EPS $4.40–$4.50; revenue ~ $2.985–3.015B), above prior consensus, giving investors clearer upside to earnings power. Press Release
• Positive Sentiment: Q4 results showed solid operating momentum: EPS beat consensus by $0.01, revenue +16.8% YoY and positive comps (+3.6%), reflecting stronger customer spend and loyalty program growth. Zacks Q4 Coverage
• Positive Sentiment: Store expansion and conversions (new openings across multiple states, taking former Big Lots locations) continue to drive unit growth and market share gains — a multi-year tailwind for sales and footprint leverage. MSN store openings
• Neutral Sentiment: Analyst views diverge: some say the post-pullback levels are attractive and argue for buy-the-dip entry points; others warn the stock is expensive relative to fundamentals despite strong execution. Seeking Alpha valuation piece
• Negative Sentiment: Mixed signals: revenue missed some consensus estimates and the EPS beat was marginal; store-opening costs could pressure near-term margins even as longer-term leverage looks attractive. These factors are likely why some investors remain cautious. Yahoo Finance Q4 summary

Analyst Ratings Changes

OLLI has been the subject of several recent research reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $162.00 target price on shares of Ollie’s Bargain Outlet in a report on Wednesday, December 10th. KeyCorp restated an “overweight” rating on shares of Ollie’s Bargain Outlet in a research report on Wednesday, December 10th. Truist Financial set a $142.00 price objective on Ollie’s Bargain Outlet in a research note on Friday, January 16th. UBS Group dropped their target price on Ollie’s Bargain Outlet from $141.00 to $130.00 and set a “neutral” rating on the stock in a research report on Wednesday, December 10th. Finally, Wells Fargo & Company cut their target price on Ollie’s Bargain Outlet from $125.00 to $120.00 and set an “equal weight” rating on the stock in a research note on Friday, December 19th. Twelve research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $142.14.

Insider Buying and Selling at Ollie’s Bargain Outlet

In other news, Chairman John W. Swygert sold 1,126 shares of Ollie’s Bargain Outlet stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $112.06, for a total transaction of $126,179.56. Following the sale, the chairman owned 48,200 shares of the company’s stock, valued at approximately $5,401,292. The trade was a 2.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.75% of the company’s stock.

Institutional Trading of Ollie’s Bargain Outlet

Several large investors have recently added to or reduced their stakes in OLLI. Bessemer Group Inc. boosted its holdings in Ollie’s Bargain Outlet by 25.0% during the third quarter. Bessemer Group Inc. now owns 430 shares of the company’s stock valued at $55,000 after acquiring an additional 86 shares during the period. MAI Capital Management increased its stake in shares of Ollie’s Bargain Outlet by 28.5% in the second quarter. MAI Capital Management now owns 397 shares of the company’s stock worth $52,000 after purchasing an additional 88 shares during the period. Campbell Newman Asset Management Inc. lifted its position in shares of Ollie’s Bargain Outlet by 0.4% during the 3rd quarter. Campbell Newman Asset Management Inc. now owns 20,850 shares of the company’s stock worth $2,677,000 after purchasing an additional 90 shares during the last quarter. Thrivent Financial for Lutherans lifted its position in shares of Ollie’s Bargain Outlet by 0.6% during the 2nd quarter. Thrivent Financial for Lutherans now owns 14,458 shares of the company’s stock worth $1,905,000 after purchasing an additional 91 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in Ollie’s Bargain Outlet by 49.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 279 shares of the company’s stock valued at $31,000 after purchasing an additional 92 shares during the period.

Ollie’s Bargain Outlet Stock Performance

The stock has a market cap of $6.43 billion, a P/E ratio of 28.97, a P/E/G ratio of 1.58 and a beta of 0.53. The firm has a 50 day moving average of $111.10 and a two-hundred day moving average of $119.30.

About Ollie’s Bargain Outlet

Ollie’s Bargain Outlet is an American discount retailer specializing in closeout merchandise and surplus inventory across a broad range of categories. The company operates a no-frills retail format that offers branded and private-label products at significant markdowns. Its merchandise mix typically includes housewares, electronics, health and beauty items, food products, beauty supplies, books, toys, and seasonal goods.

Founded in 1982 by Oliver E. “Ollie” Rosenberg, the company is headquartered in Harrisburg, Pennsylvania.