Ollie's Bargain Outlet (NASDAQ:OLLI) Releases FY 2026 Earnings Guidance

Key Points

• FY2026 guidance: Ollie's issued EPS guidance of $4.40–$4.50 (vs. consensus $4.14) and revenue guidance of $3.0 billion (vs. consensus $2.8 billion), signaling upside to Street estimates.
• Stock and valuation: Shares were down about 3.1% and opened at $103.37; the company has a market cap of $6.34 billion, a P/E of 28.56 and a 52‑week range of $98.19–$141.74.
• Analyst and insider activity: The consensus rating is a "Moderate Buy" with a $142.14 price target (12 Buys, 4 Holds), while Chairman John Swygert recently sold 1,126 shares, trimming his stake by ~2.28%.

Ollie's Bargain Outlet (NASDAQ:OLLI - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.400-4.500 for the period, compared to the consensus earnings per share estimate of 4.140. The company issued revenue guidance of $3.0 billion-$3.0 billion, compared to the consensus revenue estimate of $2.8 billion.

Ollie's Bargain Outlet Stock Down 3.1%

Ollie's Bargain Outlet stock opened at $103.37 on Thursday. The company's 50 day moving average is $111.20 and its two-hundred day moving average is $119.40. Ollie's Bargain Outlet has a 52-week low of $98.19 and a 52-week high of $141.74. The firm has a market cap of $6.34 billion, a PE ratio of 28.56, a price-to-earnings-growth ratio of 1.63 and a beta of 0.53.

Ollie's Bargain Outlet (NASDAQ:OLLI - Get Free Report) last released its quarterly earnings data on Tuesday, December 9th. The company reported $0.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.71 by $0.04. The business had revenue of $613.62 million during the quarter, compared to analysts' expectations of $613.63 million. Ollie's Bargain Outlet had a return on equity of 12.86% and a net margin of 8.81%.The business's quarterly revenue was up 18.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.58 EPS. On average, equities research analysts anticipate that Ollie's Bargain Outlet will post 3.29 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on OLLI. Royal Bank Of Canada set a $140.00 price objective on Ollie's Bargain Outlet in a report on Wednesday, December 10th. Morgan Stanley dropped their price target on shares of Ollie's Bargain Outlet from $145.00 to $130.00 and set an "equal weight" rating on the stock in a research note on Wednesday, December 10th. Citigroup cut their price target on shares of Ollie's Bargain Outlet from $150.00 to $141.00 and set a "buy" rating for the company in a report on Thursday, December 11th. Loop Capital upgraded Ollie's Bargain Outlet from a "hold" rating to a "buy" rating and lifted their price target for the company from $130.00 to $135.00 in a report on Monday, December 22nd. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of Ollie's Bargain Outlet in a research note on Wednesday, December 10th. Twelve investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $142.14.

Insiders Place Their Bets

In other news, Chairman John W. Swygert sold 1,126 shares of Ollie's Bargain Outlet stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $112.06, for a total value of $126,179.56. Following the completion of the transaction, the chairman owned 48,200 shares of the company's stock, valued at $5,401,292. This trade represents a 2.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 0.75% of the company's stock.

Institutional Investors Weigh In On Ollie's Bargain Outlet

Institutional investors and hedge funds have recently made changes to their positions in the business. Empowered Funds LLC bought a new position in Ollie's Bargain Outlet during the first quarter valued at about $359,000. Twinbeech Capital LP bought a new position in shares of Ollie's Bargain Outlet in the 4th quarter worth $345,000. Benjamin Edwards Inc. lifted its stake in Ollie's Bargain Outlet by 13.7% during the second quarter. Benjamin Edwards Inc. now owns 2,600 shares of the company's stock worth $343,000 after purchasing an additional 313 shares during the last quarter. Elevation Point Wealth Partners LLC raised its stake in shares of Ollie's Bargain Outlet by 73.3% during the fourth quarter. Elevation Point Wealth Partners LLC now owns 3,094 shares of the company's stock worth $339,000 after acquiring an additional 1,309 shares in the last quarter. Finally, Integrated Wealth Concepts LLC increased its holdings in shares of Ollie's Bargain Outlet by 28.0% in the first quarter. Integrated Wealth Concepts LLC now owns 2,815 shares of the company's stock worth $328,000 after buying an additional 615 shares during the period.

Ollie's Bargain Outlet Company Profile

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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