Ollie’s Bargain Outlet (NASDAQ:OLLI) Updates FY 2026 Earnings Guidance

Ollie’s Bargain Outlet (NASDAQ:OLLI) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 4.400-4.500 for the period, compared to the consensus estimate of 4.140. The company issued revenue guidance of $3.0 billion-$3.0 billion, compared to the consensus revenue estimate of $2.8 billion.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on OLLI shares. Truist Financial set a $142.00 price objective on shares of Ollie’s Bargain Outlet in a research note on Friday, January 16th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Ollie’s Bargain Outlet in a report on Wednesday, December 10th. Royal Bank Of Canada set a $140.00 price target on Ollie’s Bargain Outlet in a research note on Wednesday, December 10th. Wells Fargo & Company decreased their price target on Ollie’s Bargain Outlet from $125.00 to $120.00 and set an “equal weight” rating for the company in a research note on Friday, December 19th. Finally, Craig Hallum reaffirmed a “buy” rating and issued a $157.00 price objective on shares of Ollie’s Bargain Outlet in a research report on Wednesday, December 10th. Twelve analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Ollie’s Bargain Outlet has a consensus rating of “Moderate Buy” and an average target price of $142.14.

Ollie’s Bargain Outlet Price Performance

Shares of Ollie’s Bargain Outlet stock opened at $104.87 on Friday. Ollie’s Bargain Outlet has a 1 year low of $98.19 and a 1 year high of $141.74. The business has a 50-day moving average of $111.10 and a two-hundred day moving average of $119.30. The company has a market capitalization of $6.43 billion, a P/E ratio of 28.97, a price-to-earnings-growth ratio of 1.58 and a beta of 0.53.

Ollie’s Bargain Outlet (NASDAQ:OLLI) last released its quarterly earnings data on Thursday, March 12th. The company reported $1.39 EPS for the quarter, beating the consensus estimate of $1.38 by $0.01. The business had revenue of $779.26 million during the quarter, compared to the consensus estimate of $783.72 million. Ollie’s Bargain Outlet had a net margin of 8.81% and a return on equity of 12.86%. The business’s revenue was up 16.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.19 EPS. Ollie’s Bargain Outlet has set its FY 2026 guidance at 4.400-4.500 EPS. On average, equities analysts anticipate that Ollie’s Bargain Outlet will post 3.29 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Chairman John W. Swygert sold 1,126 shares of Ollie’s Bargain Outlet stock in a transaction on Monday, February 9th. The shares were sold at an average price of $112.06, for a total value of $126,179.56. Following the transaction, the chairman owned 48,200 shares in the company, valued at $5,401,292. This trade represents a 2.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.75% of the stock is currently owned by insiders.

Ollie’s Bargain Outlet News Summary

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

• Positive Sentiment: Company issued FY2026 guidance above prior consensus (EPS $4.40–4.50; revenue roughly $2.985–$3.015B), signaling continued double‑digit growth and giving investors forward visibility. Ollie’s Stock Won’t Stay a Bargain Much Longer
• Positive Sentiment: Q4 performance: revenue +16.8% y/y, comps +3.6%, and EPS of $1.39 that narrowly beat estimates — evidence of resilient demand and margin discipline despite store investment. Ollie’s Bargain Outlet Posts Higher 4Q Profit, Sales
• Positive Sentiment: Aggressive store expansion and converting closed Big Lots locations are driving share gain opportunities — company plans ~75 new stores and continues to open locations in multiple states, supporting revenue cadence. Ollie’s Bargain Outlet Opening New Stores Across 5 States
• Positive Sentiment: Analyst and bullish commentary highlighted upside from store conversions, loyalty program growth and conservative guidance that could be revised higher — institutional ownership remains strong. Ollie’s Stock Won’t Stay a Bargain Much Longer
• Neutral Sentiment: Some outlets call the quarter “mixed”: revenue missed the Street by a small amount while EPS beat by a penny, reflecting both near‑term variability and underlying strength — investors will watch cadence of new‑store productivity and margin recovery. Ollie’s delivers mixed Q4 results, 2026 guide beats estimates
• Negative Sentiment: Valuation concerns: some analysts warn that shares are not cheap relative to growth (commentary frames OLLI as a “great business at a lofty price”), so upside may be limited unless execution materially outperforms conservative guidance. Ollie’s Bargain Outlet Holdings: A Great Business At A Lofty Price

Institutional Investors Weigh In On Ollie’s Bargain Outlet

A number of institutional investors have recently added to or reduced their stakes in OLLI. Wasatch Advisors LP raised its holdings in Ollie’s Bargain Outlet by 1.2% in the 2nd quarter. Wasatch Advisors LP now owns 4,062,147 shares of the company’s stock valued at $535,310,000 after acquiring an additional 49,603 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Ollie’s Bargain Outlet by 17.2% during the third quarter. Invesco Ltd. now owns 2,992,848 shares of the company’s stock worth $384,282,000 after buying an additional 440,243 shares in the last quarter. Dimensional Fund Advisors LP increased its position in Ollie’s Bargain Outlet by 3.0% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,199,525 shares of the company’s stock worth $131,478,000 after purchasing an additional 34,702 shares in the last quarter. Ameriprise Financial Inc. grew its position in Ollie’s Bargain Outlet by 15.2% in the third quarter. Ameriprise Financial Inc. now owns 1,095,419 shares of the company’s stock worth $140,654,000 after acquiring an additional 144,649 shares in the last quarter. Finally, Balyasny Asset Management L.P. bought a new stake in Ollie’s Bargain Outlet in the 3rd quarter valued at $136,152,000.

Ollie’s Bargain Outlet Company Profile

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.