UBS Group AG Trims Stock Position in Ollie's Bargain Outlet Holdings, Inc. $OLLI

Key Points

• UBS Group AG trimmed its stake in Ollie's by 2.3% in Q4, selling 16,561 shares and now owns 715,679 shares (about 1.17% of the company) valued at roughly $78.45 million.
• Sell‑side sentiment is broadly positive — 13 analysts rate OLLI a Buy vs. 3 Hold, giving a consensus "Moderate Buy" and a target price of $140.50, while the stock trades around $85.61 (1‑year range $84.29–$141.74).
• Insiders have been selling: Chairman John W. Swygert sold 5,231 shares at $92.09 (a 9.79% reduction) and insiders sold 13,585 shares worth $1.275M in the last quarter, leaving insiders with 0.87% ownership.

UBS Group AG trimmed its stake in shares of Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI - Free Report) by 2.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 715,679 shares of the company's stock after selling 16,561 shares during the quarter. UBS Group AG owned about 1.17% of Ollie's Bargain Outlet worth $78,446,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Allworth Financial LP increased its holdings in shares of Ollie's Bargain Outlet by 301.8% in the third quarter. Allworth Financial LP now owns 221 shares of the company's stock valued at $28,000 after purchasing an additional 166 shares during the period. Maseco LLP acquired a new stake in shares of Ollie's Bargain Outlet during the fourth quarter worth $30,000. Shell Asset Management Co. acquired a new stake in shares of Ollie's Bargain Outlet during the third quarter worth $37,000. Smartleaf Asset Management LLC grew its position in Ollie's Bargain Outlet by 125.0% in the 3rd quarter. Smartleaf Asset Management LLC now owns 342 shares of the company's stock valued at $45,000 after buying an additional 190 shares during the last quarter. Finally, Quarry LP purchased a new position in Ollie's Bargain Outlet in the 3rd quarter valued at $55,000.

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Analyst Upgrades and Downgrades

OLLI has been the subject of a number of analyst reports. Jefferies Financial Group upgraded shares of Ollie's Bargain Outlet from a "hold" rating to a "buy" rating and upped their price objective for the stock from $120.00 to $130.00 in a research report on Thursday, April 2nd. Truist Financial set a $135.00 target price on shares of Ollie's Bargain Outlet in a report on Friday, March 13th. Weiss Ratings lowered shares of Ollie's Bargain Outlet from a "hold (c+)" rating to a "hold (c)" rating in a research note on Wednesday, April 22nd. Wells Fargo & Company raised shares of Ollie's Bargain Outlet from an "equal weight" rating to an "overweight" rating and increased their price target for the stock from $120.00 to $130.00 in a report on Friday, March 13th. Finally, Piper Sandler restated an "overweight" rating and issued a $128.00 price objective (down from $140.00) on shares of Ollie's Bargain Outlet in a research report on Friday, March 13th. Thirteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Ollie's Bargain Outlet has a consensus rating of "Moderate Buy" and a consensus target price of $140.50.

Insiders Place Their Bets

In other news, Chairman John W. Swygert sold 5,231 shares of the business's stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $92.09, for a total transaction of $481,722.79. Following the sale, the chairman owned 48,200 shares of the company's stock, valued at $4,438,738. The trade was a 9.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,585 shares of company stock worth $1,275,398 in the last quarter. Corporate insiders own 0.87% of the company's stock.

Ollie's Bargain Outlet Stock Performance

Ollie's Bargain Outlet stock opened at $85.61 on Monday. Ollie's Bargain Outlet Holdings, Inc. has a one year low of $84.29 and a one year high of $141.74. The business has a fifty day moving average of $97.74 and a two-hundred day moving average of $110.05. The company has a market cap of $5.22 billion, a P/E ratio of 21.95, a price-to-earnings-growth ratio of 1.50 and a beta of 0.48.

Ollie's Bargain Outlet (NASDAQ:OLLI - Get Free Report) last posted its quarterly earnings results on Thursday, March 12th. The company reported $1.39 earnings per share for the quarter, topping analysts' consensus estimates of $1.38 by $0.01. The business had revenue of $779.26 million for the quarter, compared to analysts' expectations of $783.72 million. Ollie's Bargain Outlet had a net margin of 9.08% and a return on equity of 13.18%. The business's revenue for the quarter was up 16.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.19 EPS. Ollie's Bargain Outlet has set its FY 2026 guidance at 4.400-4.500 EPS. Sell-side analysts predict that Ollie's Bargain Outlet Holdings, Inc. will post 4.48 EPS for the current year.

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.

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