Ollie’s Bargain Outlet (NASDAQ:OLLI) Raised to “Overweight” at Wells Fargo & Company

Ollie’s Bargain Outlet (NASDAQ:OLLI) was upgraded by equities researchers at Wells Fargo & Company from an “equal weight” rating to an “overweight” rating in a research report issued to clients and investors on Friday, MarketBeat Ratings reports. The brokerage currently has a $130.00 price objective on the stock, up from their previous price objective of $120.00. Wells Fargo & Company‘s price objective would indicate a potential upside of 19.99% from the company’s previous close.

Several other equities research analysts have also recently commented on OLLI. Morgan Stanley dropped their target price on Ollie’s Bargain Outlet from $145.00 to $130.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 10th. Truist Financial set a $142.00 price target on Ollie’s Bargain Outlet in a research note on Friday, January 16th. UBS Group lowered their price target 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. KeyCorp restated an “overweight” rating on shares of Ollie’s Bargain Outlet in a report on Wednesday, December 10th. Finally, Craig Hallum reaffirmed a “buy” rating and set a $157.00 target price on shares of Ollie’s Bargain Outlet in a research note on Wednesday, December 10th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Ollie’s Bargain Outlet presently has a consensus rating of “Moderate Buy” and a consensus price target of $143.93.

Ollie’s Bargain Outlet Trading Up 3.3%

OLLI traded up $3.47 on Friday, reaching $108.34. The company had a trading volume of 496,247 shares, compared to its average volume of 1,100,901. The company has a market capitalization of $6.64 billion, a P/E ratio of 30.09, a PEG ratio of 1.58 and a beta of 0.53. The company has a fifty day moving average of $111.10 and a 200-day moving average of $119.30. Ollie’s Bargain Outlet 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 results on Thursday, March 12th. The company reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.38 by $0.01. The company had revenue of $779.26 million for 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%. Ollie’s Bargain Outlet’s revenue was up 16.8% on a year-over-year basis. During the same period in the previous year, the firm earned $1.19 EPS. Ollie’s Bargain Outlet has set its FY 2026 guidance at 4.400-4.500 EPS. Research analysts predict that Ollie’s Bargain Outlet will post 3.29 EPS for the current year.

Insiders Place Their Bets

In other Ollie’s Bargain Outlet news, Chairman John W. Swygert sold 1,126 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $112.06, for a total transaction of $126,179.56. Following the sale, the chairman directly owned 48,200 shares of the company’s stock, valued at $5,401,292. The trade was a 2.28% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.75% of the company’s stock.

Institutional Trading of Ollie’s Bargain Outlet

Several hedge funds and other institutional investors have recently modified their holdings of OLLI. Allworth Financial LP grew its holdings in shares of Ollie’s Bargain Outlet by 301.8% during the third quarter. Allworth Financial LP now owns 221 shares of the company’s stock valued at $28,000 after buying an additional 166 shares in the last quarter. Private Trust Co. NA raised its position 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 valued at $31,000 after buying an additional 102 shares during the period. Cornerstone Planning Group LLC lifted its stake in Ollie’s Bargain Outlet by 218.8% in the 4th quarter. Cornerstone Planning Group LLC now owns 255 shares of the company’s stock worth $27,000 after acquiring an additional 175 shares in the last quarter. Maseco LLP purchased a new stake in Ollie’s Bargain Outlet in the 4th quarter worth about $30,000. Finally, Northwestern Mutual Wealth Management Co. boosted its position 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 worth $31,000 after acquiring an additional 92 shares during the period.

Key Headlines Impacting Ollie’s Bargain Outlet

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

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.