WINTON GROUP Ltd Invests $936,000 in Ollie’s Bargain Outlet Holdings, Inc. $OLLI

WINTON GROUP Ltd purchased a new position in Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 7,293 shares of the company’s stock, valued at approximately $936,000.

Several other institutional investors also recently added to or reduced their stakes in OLLI. Private Trust Co. NA increased its holdings in Ollie’s Bargain Outlet by 71.3% during the third quarter. Private Trust Co. NA now owns 245 shares of the company’s stock worth $31,000 after buying an additional 102 shares during the last quarter. Shell Asset Management Co. purchased a new position in Ollie’s Bargain Outlet in the third quarter valued at about $37,000. Smartleaf Asset Management LLC boosted its stake in Ollie’s Bargain Outlet by 125.0% in the third quarter. Smartleaf Asset Management LLC now owns 342 shares of the company’s stock valued at $45,000 after acquiring an additional 190 shares during the last quarter. MAI Capital Management grew its position in shares of Ollie’s Bargain Outlet by 28.5% during the 2nd quarter. MAI Capital Management now owns 397 shares of the company’s stock valued at $52,000 after acquiring an additional 88 shares during the period. Finally, Bessemer Group Inc. grew its position in shares of Ollie’s Bargain Outlet by 25.0% during the 3rd 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.

Ollie’s Bargain Outlet News Roundup

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

• Positive Sentiment: Management issued FY2026 guidance above Street models (EPS $4.40–4.50 vs. consensus nearer ~$4.14 and revenue guidance around $3.0B), giving investors clearer upside to earnings and sales assumptions. Ollie’s Bargain Outlet Holdings, Inc. Q4 2025 Earnings Call Summary
• Positive Sentiment: Q4 results showed healthy underlying growth: EPS ~$1.39 (essentially inline/edged a penny above some estimates) and revenue up ~16.8% year-over-year, with positive comps and stronger per-transaction spending supporting margins. That validates the growth story. Ollie’s Bargain Outlet Posts Higher 4Q Profit, Sales
• Positive Sentiment: Ongoing store expansion and opportunistic conversions of vacated Big Lots locations are fueling unit growth and market share gains — a near-term driver of revenue and long-term comp upside. Ollie’s Bargain Outlet Opening New Stores Across 5 States
• Neutral Sentiment: Analyst and commentary pieces are mixed — many highlight durable fundamentals and upside from expansion, but some warn that the stock already reflects significant optimism (valuation concerns). Expect divergent analyst notes in the near term. Ollie’s Bargain Outlet Holdings: A Great Business At A Lofty Price
• Neutral Sentiment: Transcripts and summaries from the Q4 call provide management color on loyalty growth, store cadence and margin dynamics — useful for modeling but not delivering an immediate surprise. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue slightly missed some consensus estimates (~$779.3M vs. est. ~$783.7M) and the EPS beat was minimal, while near-term margin pressure from elevated store opening costs could temper near-term profit expansion. These factors leave room for selling on any guidance slippage. Here’s What Key Metrics Tell Us About Ollie’s Bargain Outlet (OLLI) Q4 Earnings

Analyst Upgrades and Downgrades

OLLI has been the topic of a number of research reports. KeyCorp reaffirmed an “overweight” rating on shares of Ollie’s Bargain Outlet in a report on Wednesday, December 10th. Morgan Stanley reduced their price objective on Ollie’s Bargain Outlet from $145.00 to $130.00 and set an “equal weight” rating for the company in a report on Wednesday, December 10th. Craig Hallum reissued a “buy” rating and issued a $157.00 target price on shares of Ollie’s Bargain Outlet in a research report on Wednesday, December 10th. Royal Bank Of Canada boosted their target price on Ollie’s Bargain Outlet from $147.00 to $155.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Wells Fargo & Company raised Ollie’s Bargain Outlet from an “equal weight” rating to an “overweight” rating and upped their price target for the company from $120.00 to $130.00 in a research report on Friday. Thirteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $143.93.

Ollie’s Bargain Outlet Trading Up 3.3%

Shares of NASDAQ OLLI traded up $3.47 during midday trading on Friday, hitting $108.34. The company’s stock had a trading volume of 496,247 shares, compared to its average volume of 1,100,901. The firm has a market capitalization of $6.64 billion, a price-to-earnings ratio of 30.09, a P/E/G ratio of 1.58 and a beta of 0.53. The stock has a fifty day moving average price of $111.10 and a 200 day moving average price of $119.30. Ollie’s Bargain Outlet Holdings, Inc. has a one year low of $98.19 and a one year high of $141.74.

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, topping 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 company had revenue of $779.26 million during the quarter, compared to the consensus estimate of $783.72 million. During the same period last year, the firm earned $1.19 EPS. Ollie’s Bargain Outlet’s revenue for the quarter 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. On average, equities research analysts predict that Ollie’s Bargain Outlet Holdings, Inc. will post 3.29 earnings per share for the current fiscal year.

Insider Activity

In other news, Chairman John W. Swygert sold 1,126 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $112.06, for a total value of $126,179.56. Following the completion of the transaction, the chairman directly owned 48,200 shares of the company’s stock, valued at $5,401,292. This trade represents a 2.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.75% of the stock is currently owned by corporate insiders.

Ollie’s Bargain Outlet 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.