JPMorgan Chase & Co. Has $4.60 Million Stake in National Vision Holdings, Inc. $EYE

Key Points

• JPMorgan Chase & Co. reduced its stake in National Vision by 41.3% in the third quarter, selling 110,759 shares and holding 157,738 shares worth about $4.60 million (≈0.20% ownership).
• Several analysts have raised price targets recently (Morgan Stanley to $30, Guggenheim to $33, Wells Fargo to $30), and the stock carries a consensus rating of “Moderate Buy” with a mean target of $31.21.
• National Vision beat quarterly estimates with $0.15 EPS vs. $0.06 expected and $503.4M in revenue, provided FY2026 guidance of 0.85–1.09 EPS, and has a market cap near $1.88 billion.

JPMorgan Chase & Co. lowered its stake in National Vision Holdings, Inc. (NASDAQ:EYE - Free Report) by 41.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 157,738 shares of the company's stock after selling 110,759 shares during the quarter. JPMorgan Chase & Co. owned approximately 0.20% of National Vision worth $4,604,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Geneos Wealth Management Inc. acquired a new position in National Vision during the 3rd quarter worth approximately $29,000. Elevation Point Wealth Partners LLC acquired a new stake in National Vision in the second quarter valued at approximately $35,000. Quarry LP grew its stake in shares of National Vision by 317.4% during the third quarter. Quarry LP now owns 1,653 shares of the company's stock worth $48,000 after buying an additional 1,257 shares during the last quarter. Canada Pension Plan Investment Board increased its holdings in shares of National Vision by 333.3% during the second quarter. Canada Pension Plan Investment Board now owns 3,900 shares of the company's stock worth $90,000 after buying an additional 3,000 shares in the last quarter. Finally, LSV Asset Management acquired a new position in shares of National Vision during the third quarter worth $93,000.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Morgan Stanley raised their price objective on National Vision from $26.00 to $30.00 and gave the company an "equal weight" rating in a report on Thursday, January 15th. Guggenheim upped their target price on National Vision from $32.00 to $33.00 and gave the stock a "buy" rating in a report on Thursday, March 5th. Weiss Ratings raised National Vision from a "sell (d-)" rating to a "hold (c-)" rating in a research note on Thursday, March 5th. Wells Fargo & Company boosted their price target on National Vision from $27.00 to $30.00 and gave the stock an "equal weight" rating in a report on Thursday, March 5th. Finally, Wall Street Zen downgraded National Vision from a "buy" rating to a "hold" rating in a research note on Saturday, March 28th. Eight equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat.com, National Vision has a consensus rating of "Moderate Buy" and a consensus target price of $31.21.

National Vision Price Performance

Shares of NASDAQ:EYE opened at $23.69 on Friday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.33 and a current ratio of 0.55. National Vision Holdings, Inc. has a 52 week low of $10.45 and a 52 week high of $30.02. The firm has a market cap of $1.88 billion, a PE ratio of 64.03, a price-to-earnings-growth ratio of 1.84 and a beta of 1.40. The firm's fifty day moving average is $27.03 and its 200-day moving average is $27.00.

National Vision (NASDAQ:EYE - Get Free Report) last posted its quarterly earnings data on Wednesday, March 4th. The company reported $0.15 earnings per share for the quarter, beating analysts' consensus estimates of $0.06 by $0.09. The business had revenue of $503.41 million during the quarter, compared to the consensus estimate of $495.26 million. National Vision had a return on equity of 5.15% and a net margin of 1.49%.National Vision's quarterly revenue was up 15.1% on a year-over-year basis. During the same period in the prior year, the business posted ($0.04) earnings per share. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. Sell-side analysts predict that National Vision Holdings, Inc. will post 0.31 earnings per share for the current year.

Insider Buying and Selling at National Vision

In other news, Chairman L Reade Fahs sold 4,071 shares of the firm's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $29.57, for a total transaction of $120,379.47. Following the completion of the transaction, the chairman directly owned 359,359 shares in the company, valued at $10,626,245.63. This trade represents a 1.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 2.70% of the company's stock.

National Vision Profile

National Vision Holdings, Inc is an American optical retailer specializing in accessible vision care and eyewear. The company operates under multiple retail banners, offering comprehensive eye health services and a wide range of optical products. Since its founding in the early 1990s, National Vision has focused on providing value-driven solutions, targeting underserved and price‐conscious consumer segments.

Through its primary retail brands—including America's Best Contacts & Eyeglasses, Eyeglass World, Optical America and Vista Optical—National Vision delivers services such as comprehensive eye examinations, prescription eyewear, contact lenses, sunglasses and lens accessories.

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