Geneva Capital Dumps 95,000 OLLI Shares Worth $11.5 Million

Sold 95,151 shares of OLLI; estimated transaction value $11.47 million (based on average price in Q4 2025). Quarter-end position value changed by $31.64 million, reflecting both trading and price movement effects.

The Motley Fool • Feb 13, 2026

Ollie's Bargain Outlet Is A Way To Invest In Retail Sector Weakness

Ollie's Bargain Outlet (OLLI) is a countercyclical discount retailer poised to benefit from retail bankruptcies and economic headwinds. OLLI's growth is driven by aggressive store openings, opportunistic real estate acquisitions, and low-cost inventory from distressed retailers. Despite a forward P/E of 29, OLLI's valuation is justified by robust store expansion, improving margins, and a debt-free balance sheet.

Seeking Alpha • Jan 29, 2026

This Fund Sold $81 Million of Ollie's Stock, but Kept a Nearly $100 Million Bet After a 13% Year

Boston-based Congress Asset Management cut its Ollie's Bargain Outlet stake by 670,615 shares worth an estimated $80.86 million, based on quarterly average pricing. Meanwhile, the quarter-end value of the position declined by $102.63 million, a figure reflecting both trading activity and share price movement over the period.

The Motley Fool • Jan 10, 2026

Ollie's Bargain Outlet Holdings: Visible Low-Teens Earnings Growth

Ollie's Bargain Outlet Holdings remains a buy as fundamentals are solid and recent share price weakness is driven by short-term factors. OLLI's unit growth is accelerating, with 86 new stores YTD, demonstrating supply chain scalability and supporting low-teens revenue growth. The loyalty program's 30% y/y new member sign-ups confirm successful engagement with younger, more affluent shoppers, fueling the flywheel effect.

Seeking Alpha • Jan 7, 2026

Loop Capital's Chukumba on Ollie's rating upgrade: Will keep benefitting from Big Lots bankruptcy

Anthony Chukumba, Loop Capital, joins 'The Exchange' to discuss the firm's view on Ollie's Bargain Outlet.

CNBC Television • Dec 22, 2025

Analyst: Ollie's Bargain Outlet is a "Buy"

Shares of Ollie's Bargain Outlet Holdings Inc (NASDAQ:OLLI) were last seen up 2% at $110.11, after an upgrade from Loop Capital to "buy" from "hold," with a price-target hike to $135 from $130.

Schaeffers Research • Dec 22, 2025

Overlooked Stock: OLLI Upgrade & Comparisons to DG

Loop Capital turns bullish on Ollie's Bargain Outlet (OLLI). George Tsilis explains why the firm is moving off the sidelines and into the buy camp for the wholesale retailer.

These Analysts Cut Their Forecasts On Ollie's Bargain Outlet After Q3 Earnings

Ollie's Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) reported mixed third-quarter results on Tuesday.

Benzinga • Dec 10, 2025

Ollie's Bargain Outlet Hits Rock-Bottom in Q4: Buy the Dip?

Ollie's Bargain Outlet NASDAQ: OLLI stock had been under pressure since late summer but found support and flashed a solid buy signal following its fiscal year 2026 (FY 2026) Q3 earnings report in December. Concerns of valuation caused the sell-off amid a rapidly improving growth outlook.

MarketBeat • Dec 10, 2025

Ollie's Bargain Beats on Q3 Earnings, Raises FY25 Outlook

OLLI tops Q3 earnings estimates and raises its FY25 outlook as new stores, consumables and loyalty gains drive growth.

Zacks Investment Research • Dec 10, 2025