Ollie’s Bargain Outlet Rises Ahead of Earnings as Investors Revisit Growth Outlook

Ollie’s Bargain Outlet Holdings (OLLI) is up 4.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a mix of pre-earnings positioning and confidence in Ollie’s growth story after the company’s last quarterly update showed strong earnings growth, expanding margins, and a higher full-year adjusted EPS outlook. With second-quarter fiscal 2026 results due on September 2, investors may also be betting that store expansion and the ramp of bankruptcy-acquired locations are supporting momentum.

Details:

In its first-quarter fiscal 2026 results, Ollie’s posted net sales growth of 14.2% to $658.9 million, while adjusted EPS rose to $0.91 from $0.75 a year earlier.

The company raised its full-year fiscal 2026 adjusted EPS outlook to $4.45 to $4.55, versus a prior range of $4.40 to $4.50.

Ollie’s opened 27 stores in the first quarter, ended the period with 672 stores, and grew loyalty membership by 12.6% to 17.5 million, reinforcing the expansion narrative.

Management has scheduled second-quarter fiscal 2026 results for the morning of September 2, and the stock may be seeing a pre-report bid as investors look for signs that recent openings and acquired leases are contributing to traffic and profit.

Sources:

Ollie’s Bargain Outlet Holdings, Kiplinger, Investing.com

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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 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 3 sales selling 12,459 shares for an estimated $1,149,217.

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 219 institutional investors add shares of $OLLI stock to their portfolio, and 309 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 2,313,460 shares (-70.4%) from their portfolio in Q2 2026, for an estimated $177,858,804
FMR LLC added 1,997,151 shares (+29.5%) to their portfolio in Q2 2026, for an estimated $153,540,968
GOLDMAN SACHS GROUP INC removed 1,626,581 shares (-67.0%) from their portfolio in Q2 2026, for an estimated $125,051,547
WASATCH ADVISORS LP added 1,371,744 shares (+45.9%) to their portfolio in Q2 2026, for an estimated $105,459,678
NEUBERGER BERMAN GROUP LLC added 1,306,674 shares (+15405.3%) to their portfolio in Q2 2026, for an estimated $100,457,097
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,136,739 shares (+3552309.4%) to their portfolio in Q2 2026, for an estimated $87,392,494
CAPITAL RESEARCH GLOBAL INVESTORS added 1,055,023 shares (+77.1%) to their portfolio in Q2 2026, for an estimated $81,110,168

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 Price Targets

Multiple analysts have issued price targets for $OLLI recently. We have seen 12 analysts offer price targets for $OLLI in the last 6 months, with a median target of $111.5.

Here are some recent targets:

Scot Ciccarelli from Truist Securities set a target price of $80.0 on 07/09/2026
Matthew Boss from JP Morgan set a target price of $70.0 on 07/08/2026
Kate McShane from Goldman Sachs set a target price of $112.0 on 06/29/2026
Eric Cohen from Gordon Haskett set a target price of $90.0 on 06/04/2026
Mark Carden from UBS set a target price of $87.0 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

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.