National Vision Holdings, Inc. (NASDAQ:EYE) Receives Average Recommendation of "Moderate Buy" from Brokerages

Key Points

• MarketBeat reports a consensus "Moderate Buy" from 14 brokerages (8 buy, 6 hold) with an average 12‑month price target of about $31.21.
• National Vision beat quarterly estimates, reporting $0.15 EPS vs. $0.06 expected and $503.41M revenue vs. $495.26M, with revenue up 15.1% year‑over‑year and FY2026 guidance of 0.85–1.09 EPS.
• Chairman L. Reade Fahs sold 7,601 shares at roughly $29.58 (a ~1.08% reduction in his holding), even as major institutions like Wellington, William Blair, American Century, Arrowstreet and Dimensional Fund Advisors substantially increased their stakes.

National Vision Holdings, Inc. (NASDAQ:EYE - Get Free Report) has received a consensus recommendation of "Moderate Buy" from the fourteen brokerages that are presently covering the stock, MarketBeat.com reports. Six research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company. The average 12 month price target among brokers that have issued a report on the stock in the last year is $31.2143.

EYE has been the subject of several analyst reports. Wolfe Research set a $35.00 target price on National Vision in a research report on Wednesday, March 4th. Wells Fargo & Company raised their target price on National Vision from $27.00 to $30.00 and gave the stock an "equal weight" rating in a research report on Thursday, March 5th. Morgan Stanley raised their target price on National Vision from $26.00 to $30.00 and gave the stock an "equal weight" rating in a research report on Thursday, January 15th. Barclays raised their target price on National Vision from $30.00 to $32.00 and gave the stock an "overweight" rating in a research report on Monday, March 2nd. Finally, Jefferies Financial Group reaffirmed a "buy" rating and set a $40.00 target price on shares of National Vision in a research report on Thursday, March 5th.

Insider Transactions at National Vision

In related news, Chairman L Reade Fahs sold 7,601 shares of the firm's stock in a transaction on Friday, March 6th. The stock was sold at an average price of $29.58, for a total transaction of $224,837.58. Following the completion of the transaction, the chairman directly owned 694,880 shares of the company's stock, valued at $20,554,550.40. This trade represents a 1.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 2.70% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of EYE. Wellington Management Group LLP raised its position in shares of National Vision by 27.6% in the 4th quarter. Wellington Management Group LLP now owns 5,783,699 shares of the company's stock worth $149,335,000 after acquiring an additional 1,251,499 shares in the last quarter. William Blair Investment Management LLC raised its position in shares of National Vision by 36.0% in the 3rd quarter. William Blair Investment Management LLC now owns 4,840,473 shares of the company's stock worth $141,293,000 after acquiring an additional 1,280,783 shares in the last quarter. American Century Companies Inc. raised its position in shares of National Vision by 25.6% in the 3rd quarter. American Century Companies Inc. now owns 4,391,844 shares of the company's stock worth $128,198,000 after acquiring an additional 896,093 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of National Vision by 15.3% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 3,295,290 shares of the company's stock worth $96,190,000 after acquiring an additional 437,655 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its position in shares of National Vision by 5.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 3,029,596 shares of the company's stock worth $78,224,000 after acquiring an additional 156,859 shares in the last quarter.

National Vision Stock Down 2.5%

Shares of EYE opened at $25.67 on Friday. National Vision has a 52 week low of $10.75 and a 52 week high of $30.02. The stock has a market capitalization of $2.04 billion, a price-to-earnings ratio of 69.38, a PEG ratio of 2.03 and a beta of 1.40. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.33 and a current ratio of 0.55. The stock has a fifty day moving average of $26.88 and a 200-day moving average of $26.99.

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

About National Vision

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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