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

Key Points

• Analyst consensus: Fourteen brokerages rate National Vision a "Moderate Buy" (8 buys, 6 holds) with an average 12‑month price target of about $31.21.
• Quarterly beat and guidance: National Vision reported Q results with $0.15 EPS vs $0.06 expected and revenue of $503.4M (up 15.1% YoY), and set FY2026 guidance of $0.85–$1.09 EPS versus sell‑side expectations of $0.66.
• Institutional buying: Several large investors materially increased stakes—most notably Wellington Management, which added ~4.19M shares to hold 4.53M shares (~$132M), signalling strong institutional accumulation.

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

A number of research analysts recently weighed in on EYE shares. Morgan Stanley raised their price target on shares of National Vision from $26.00 to $30.00 and gave the company an "equal weight" rating in a research report on Thursday, January 15th. Guggenheim upped their price objective on shares of National Vision from $32.00 to $33.00 and gave the stock a "buy" rating in a research report on Thursday, March 5th. Wolfe Research set a $35.00 target price on shares of National Vision in a research report on Wednesday, March 4th. Weiss Ratings upgraded National Vision from a "sell (d-)" rating to a "hold (c-)" rating in a research note on Thursday, March 5th. Finally, Wall Street Zen lowered National Vision from a "buy" rating to a "hold" rating in a report on Saturday, March 28th.

National Vision Stock Up 2.4%

EYE stock opened at $22.44 on Wednesday. The firm has a market capitalization of $1.78 billion, a PE ratio of 60.65, a P/E/G ratio of 1.65 and a beta of 1.18. The company has a quick ratio of 0.33, a current ratio of 0.55 and a debt-to-equity ratio of 0.26. National Vision has a twelve month low of $13.02 and a twelve month high of $30.02. The stock's 50 day moving average is $25.88 and its 200-day moving average is $26.61.

National Vision (NASDAQ:EYE - Get Free Report) last released 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. The business 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 quarterly revenue was up 15.1% compared to the same quarter last year. During the same period in the prior year, the firm posted ($0.04) EPS. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. Sell-side analysts expect that National Vision will post 0.66 EPS for the current fiscal year.

Insiders Place Their Bets

In other National Vision news, Chairman L Reade Fahs sold 7,601 shares of the company's stock in a transaction on Friday, March 6th. The stock was sold at an average price of $29.58, for a total value of $224,837.58. Following the completion of the transaction, the chairman owned 694,880 shares in the company, valued at $20,554,550.40. This represents a 1.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 2.70% of the company's stock.

Hedge Funds Weigh In On National Vision

A number of hedge funds and other institutional investors have recently made changes to their positions in EYE. Wellington Management Group LLP grew its position in National Vision by 1,242.5% during the third quarter. Wellington Management Group LLP now owns 4,532,200 shares of the company's stock valued at $132,295,000 after buying an additional 4,194,614 shares during the period. William Blair Investment Management LLC raised its position in National Vision by 36.0% in the third 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 during the period. Bank of America Corp DE boosted its stake in National Vision by 127.9% in the second quarter. Bank of America Corp DE now owns 1,965,856 shares of the company's stock valued at $45,234,000 after acquiring an additional 1,103,213 shares during the last quarter. Alliancebernstein L.P. grew its position in shares of National Vision by 1,252.0% during the 3rd quarter. Alliancebernstein L.P. now owns 1,149,680 shares of the company's stock valued at $33,559,000 after acquiring an additional 1,064,645 shares during the period. Finally, Jupiter Asset Management Ltd. grew its position in shares of National Vision by 4,726.8% during the 3rd quarter. Jupiter Asset Management Ltd. now owns 977,525 shares of the company's stock valued at $28,534,000 after acquiring an additional 957,273 shares during the period.

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.

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