Universal Beteiligungs und Servicegesellschaft mbH Boosts Position in National Vision Holdings, Inc. $EYE

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH increased its stake in National Vision (NASDAQ:EYE) by 71% in Q4, owning 415,394 shares (about 0.52% of the company) valued at $10.725 million.
• Analysts are largely positive: the stock has a consensus rating of Moderate Buy with an average price target of $31.21, and several firms recently raised price targets and issued buy/overweight ratings.
• National Vision beat Q results with $0.15 EPS vs $0.06 est and $503.4M revenue (+15.1% YoY), and set FY2026 guidance of $0.85–$1.09 in EPS.

Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in National Vision Holdings, Inc. (NASDAQ:EYE - Free Report) by 71.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 415,394 shares of the company's stock after acquiring an additional 172,502 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.52% of National Vision worth $10,725,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in EYE. Geneos Wealth Management Inc. acquired a new position in National Vision during the third quarter valued at $29,000. Quarry LP grew its position in National Vision by 317.4% during the 3rd quarter. Quarry LP now owns 1,653 shares of the company's stock worth $48,000 after purchasing an additional 1,257 shares during the period. Canada Pension Plan Investment Board grew its position in National Vision by 333.3% during the 2nd quarter. Canada Pension Plan Investment Board now owns 3,900 shares of the company's stock worth $90,000 after purchasing an additional 3,000 shares during the period. LSV Asset Management purchased a new position in shares of National Vision during the 3rd quarter valued at about $93,000. Finally, Smartleaf Asset Management LLC raised its stake in shares of National Vision by 14.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 3,431 shares of the company's stock valued at $100,000 after buying an additional 440 shares during the last quarter.

Analyst Ratings Changes

EYE has been the topic of a number of recent research reports. Jefferies Financial Group restated a "buy" rating and issued a $40.00 target price on shares of National Vision in a research note on Thursday, March 5th. Barclays lifted their price target on National Vision from $30.00 to $32.00 and gave the company an "overweight" rating in a research report on Monday, March 2nd. Wolfe Research set a $35.00 price target on National Vision in a report on Wednesday, March 4th. UBS Group upped their price objective on National Vision from $39.00 to $42.00 and gave the stock a "buy" rating in a research report on Thursday, March 5th. Finally, Guggenheim raised their price objective on shares of National Vision from $32.00 to $33.00 and gave the stock a "buy" rating in a research note on Thursday, March 5th. Eight research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $31.21.

National Vision Stock Performance

EYE stock opened at $23.81 on Monday. National Vision Holdings, Inc. has a 52-week low of $11.90 and a 52-week high of $30.02. The company has a quick ratio of 0.33, a current ratio of 0.55 and a debt-to-equity ratio of 0.26. The firm has a market cap of $1.89 billion, a P/E ratio of 64.35, a PEG ratio of 1.80 and a beta of 1.40. The company's 50-day simple moving average is $26.29 and its 200-day simple moving average is $26.73.

National Vision (NASDAQ:EYE - Get Free Report) last announced its quarterly earnings results on Wednesday, March 4th. The company reported $0.15 earnings per share for the quarter, beating the consensus estimate of $0.06 by $0.09. The firm had revenue of $503.41 million during the quarter, compared to analyst estimates of $495.26 million. National Vision had a return on equity of 5.15% and a net margin of 1.49%.National Vision's revenue for the quarter was up 15.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.04) EPS. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. As a group, equities analysts forecast that National Vision Holdings, Inc. will post 0.66 EPS for the current fiscal year.

Insider Activity at National Vision

In other news, Chairman L Reade Fahs sold 4,071 shares of the business's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $29.57, for a total value of $120,379.47. Following the completion of the sale, the chairman directly owned 359,359 shares in the company, valued at $10,626,245.63. The trade was a 1.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 2.70% of the stock is owned by company insiders.

National Vision Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.