Ollie’s Bargain Outlet jumps as investors position ahead of Q4 results

Ollie’s Bargain Outlet Holdings, Inc. (OLLI) is up 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to investors positioning ahead of Ollie’s scheduled fourth-quarter and full-year fiscal 2025 earnings release on March 12, 2026. Ahead of the report, expectations for continued store expansion and market-share gains in closeout retail may be driving incremental buying.

Details:

Ollie’s scheduled its fourth-quarter and full-year fiscal 2025 results for before the market opens on March 12, 2026, followed by a management conference call that morning.

Street expectations highlighted in recent pre-earnings commentary pointed to roughly mid-to-high teens year-over-year growth, with consensus calling for about $1.41 in adjusted EPS on about $783.7 million of revenue for the quarter.

Recent analyst work has emphasized a potentially favorable closeout supply and real-estate backdrop, including additional opportunities to add stores and attract “trade-down” traffic seeking value.

This could also be a momentum reaction to prior-quarter performance trends (store growth and loyalty/member growth) that have kept forward estimates moving higher into the print.

Sources:

StockTitan, MarketScreener, Seeking Alpha, StreetInsider

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 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 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 2 sales selling 108,184 shares for an estimated $14,350,976.
LARRY KRAUS (SVP, CIO) has made 0 purchases and 6 sales selling 12,080 shares for an estimated $1,577,789.
DER VALK ERIC VAN (President and CEO) sold 4,000 shares for an estimated $529,080
ROBERT F HELM (EVP/CFO) has made 0 purchases and 2 sales selling 1,860 shares for an estimated $227,588.
JAMES J COMITALE (SVP, General Counsel) sold 1,775 shares for an estimated $223,206
ALISSA M AHLMAN sold 29 shares for an estimated $3,197

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$OLLI Hedge Fund Activity

We have seen 202 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:

GOLDMAN SACHS GROUP INC added 1,296,672 shares (+315.9%) to their portfolio in Q4 2025, for an estimated $142,128,217
ALLIANCEBERNSTEIN L.P. removed 1,027,491 shares (-92.8%) from their portfolio in Q4 2025, for an estimated $112,623,288
CITADEL ADVISORS LLC added 1,006,079 shares (+199.5%) to their portfolio in Q4 2025, for an estimated $110,276,319
BALYASNY ASSET MANAGEMENT L.P. removed 759,287 shares (-71.6%) from their portfolio in Q4 2025, for an estimated $83,225,448
CONGRESS ASSET MANAGEMENT CO removed 670,615 shares (-43.3%) from their portfolio in Q4 2025, for an estimated $73,506,110
DRIEHAUS CAPITAL MANAGEMENT LLC removed 597,777 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $65,522,336
INVESCO LTD. removed 579,183 shares (-19.4%) from their portfolio in Q4 2025, for an estimated $63,484,248

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$OLLI Analyst Ratings

Wall Street analysts have issued reports on $OLLI in the last several months. We have seen 4 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
Citigroup issued a "Buy" rating on 11/24/2025
RBC Capital issued a "Outperform" rating on 10/24/2025

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 8 analysts offer price targets for $OLLI in the last 6 months, with a median target of $137.5.

Here are some recent targets:

Anthony Chukumba from Loop Capital set a target price of $135.0 on 12/22/2025
Edward Kelly from Wells Fargo set a target price of $120.0 on 12/19/2025
Steven Zaccone from Citigroup set a target price of $141.0 on 12/11/2025
Simeon Gutman from Morgan Stanley set a target price of $130.0 on 12/10/2025
Peter Keith from Piper Sandler set a target price of $140.0 on 12/10/2025
Mark Carden from UBS set a target price of $130.0 on 12/10/2025
Steven Shemesh from RBC Capital set a target price of $147.0 on 10/24/2025

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.