Ollie’s Bargain Outlet (OLLI) slides as investors weigh modest comp growth and slightly lower sales outlook despite higher EPS guidance

Ollie’s Bargain Outlet Holdings, Inc. (OLLI) is down 6.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a post-earnings reset: while the company delivered a Q1 earnings beat and raised full-year EPS guidance, it also modestly reduced (narrowed lower) its full-year net sales range and posted relatively muted comparable-store sales growth. This setup can drive profit-taking if the market was positioned for a stronger top-line or comp trajectory.

Details:

The company reported first-quarter fiscal 2026 results (quarter ended May 2, 2026) with net sales up 14.2% year over year and adjusted EPS up year over year.

Comparable-store sales rose 1.7% in the quarter, which may have disappointed investors looking for faster underlying demand growth.

Full-year adjusted EPS guidance was raised, but the full-year net sales range was trimmed to $2.980–$3.000 billion from $2.985–$3.013 billion.

The company continued to return cash to shareholders, including Q1 share repurchases and an increased full-year repurchase expectation, which can be overshadowed on a day when revenue expectations soften.

Sources:

U.S. SEC, Ollie’s Investor Relations, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$OLLI Insider Trading Activity

$OLLI insiders have traded $OLLI stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $OLLI stock by insiders over the last 6 months:

JOHN W SWYGERT (Executive Chairman) has made 0 purchases and 4 sales selling 13,585 shares for an estimated $1,275,397.
ALISSA M AHLMAN sold 29 shares for an estimated $3,197

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$OLLI Hedge Fund Activity

We have seen 252 institutional investors add shares of $OLLI stock to their portfolio, and 282 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

POINT72 ASSET MANAGEMENT, L.P. added 1,042,883 shares (+inf%) to their portfolio in Q1 2026, for an estimated $96,153,812
CITADEL ADVISORS LLC removed 1,013,536 shares (-67.1%) from their portfolio in Q1 2026, for an estimated $93,448,019
UBS GROUP AG added 947,316 shares (+132.4%) to their portfolio in Q1 2026, for an estimated $87,342,535
CAPITAL INTERNATIONAL INVESTORS added 762,850 shares (+inf%) to their portfolio in Q1 2026, for an estimated $70,334,770
GOLDMAN SACHS GROUP INC added 719,851 shares (+42.2%) to their portfolio in Q1 2026, for an estimated $66,370,262
AQR CAPITAL MANAGEMENT LLC added 718,458 shares (+225.5%) to their portfolio in Q1 2026, for an estimated $66,241,827
DRIEHAUS CAPITAL MANAGEMENT LLC removed 597,777 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $65,522,336

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$OLLI Analyst Ratings

Wall Street analysts have issued reports on $OLLI in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Loop Capital issued a "Buy" rating on 12/22/2025
Piper Sandler issued a "Overweight" rating on 12/10/2025

To track analyst ratings and price targets for $OLLI, check out Quiver Quantitative's $OLLI forecast page.

$OLLI Price Targets

Multiple analysts have issued price targets for $OLLI recently. We have seen 11 analysts offer price targets for $OLLI in the last 6 months, with a median target of $128.0.

Here are some recent targets:

Eric Cohen from Gordon Haskett set a target price of $90.0 on 06/04/2026
Simeon Gutman from Morgan Stanley set a target price of $108.0 on 06/04/2026
Anthony Chukumba from Loop Capital set a target price of $135.0 on 06/04/2026
Kate McShane from Goldman Sachs set a target price of $129.0 on 06/04/2026
Mark Carden from UBS set a target price of $87.0 on 06/04/2026
Steven Shemesh from RBC Capital set a target price of $152.0 on 05/27/2026
Edward Kelly from Wells Fargo set a target price of $115.0 on 05/13/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.