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

Key Points

• Analyst consensus is “Moderate Buy”: Seven of 11 analysts rate National Vision a buy, while four recommend holding the stock. The average 12-month price target is $30.36, well above its $19.05 opening price.
• Quarterly results exceeded expectations: National Vision reported earnings of $0.25 per share versus the $0.18 consensus estimate, with revenue of $498.81 million, up 2.6% year over year.
• Profitability improvements face challenges: Management projected 2026 adjusted operating income of $119 million to $139 million, but concerns about losing higher-paying self-pay customers, gross-margin pressure and a narrowed comparable-sales outlook of 3% to 5% remain.

Shares of National Vision Holdings, Inc. (NASDAQ:EYE - Get Free Report) have received a consensus rating of "Moderate Buy" from the eleven research firms that are currently covering the firm, Marketbeat.com reports. Four analysts have rated the stock with a hold rating and seven have given a buy rating to the company. The average 12 month price target among brokers that have covered the stock in the last year is $30.3636.

A number of analysts have weighed in on the stock. Morgan Stanley reduced their price target on shares of National Vision from $22.00 to $21.00 and set an "equal weight" rating for the company in a report on Thursday. Wells Fargo & Company cut their price objective on shares of National Vision from $30.00 to $20.00 and set an "equal weight" rating for the company in a research report on Thursday, May 14th. Bank of America reduced their target price on shares of National Vision from $35.00 to $30.00 and set a "buy" rating for the company in a research note on Thursday, May 14th. Roth Capital reissued a "buy" rating and set a $27.00 target price on shares of National Vision in a research report on Thursday. Finally, Citigroup lowered their price target on National Vision from $39.00 to $35.00 and set a "buy" rating on the stock in a research note on Thursday.

National Vision Stock Performance

Shares of NASDAQ EYE opened at $19.05 on Friday. The company has a quick ratio of 0.37, a current ratio of 0.62 and a debt-to-equity ratio of 0.25. The business's 50 day moving average is $19.55 and its two-hundred day moving average is $22.65. The company has a market cap of $1.53 billion, a P/E ratio of 31.23, a P/E/G ratio of 1.70 and a beta of 1.02. National Vision has a 12 month low of $14.75 and a 12 month high of $30.02.

National Vision (NASDAQ:EYE - Get Free Report) last posted its quarterly earnings data on Wednesday, August 12th. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.18 by $0.07. National Vision had a return on equity of 6.82% and a net margin of 2.47%.The company had revenue of $498.81 million during the quarter. During the same period in the prior year, the company posted $0.18 earnings per share. The firm's revenue was up 2.6% compared to the same quarter last year. On average, equities analysts expect that National Vision will post 0.58 EPS for the current year.

Institutional Trading of National Vision

Institutional investors have recently modified their holdings of the company. BlackRock Inc. acquired a new position in shares of National Vision in the second quarter valued at $230,295,000. William Blair Investment Management LLC acquired a new stake in National Vision during the second quarter worth $90,248,000. Wellington Management Group LLP boosted its stake 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 worth $132,295,000 after buying an additional 4,194,614 shares in the last quarter. Bank of America Corp DE increased its holdings in National Vision by 127.9% in the 2nd quarter. Bank of America Corp DE now owns 1,965,856 shares of the company's stock valued at $45,234,000 after buying an additional 1,103,213 shares during the period. Finally, Alliancebernstein L.P. increased its holdings in National Vision by 1,252.0% in the 3rd quarter. Alliancebernstein L.P. now owns 1,149,680 shares of the company's stock valued at $33,559,000 after buying an additional 1,064,645 shares during the period.

Key National Vision News

Here are the key news stories impacting National Vision this week:

• Positive Sentiment: National Vision reported second-quarter adjusted earnings of $0.25 per share, ahead of estimates ranging from $0.17 to $0.18, while revenue reached $498.81 million, up 2.6% year over year. The company also expanded its operating margin and raised its 2026 profit outlook. National Vision surpasses second-quarter earnings and revenue estimates
• Positive Sentiment: Management projected 2026 adjusted operating income of $119 million to $139 million, offering investors evidence of improving profitability despite ongoing cost and margin pressures. National Vision 2026 operating income outlook
• Positive Sentiment: Citigroup lowered its price target from $39 to $35 but maintained a Buy rating. The revised target still indicates substantial potential upside based on the cited current share price. Citigroup price target update
• Neutral Sentiment: The earnings release showed year-over-year EPS growth from $0.18 to $0.25 and modest revenue growth, but the company’s low net margin of 2.31% and 6.41% return on equity highlight limited profitability. National Vision second-quarter financial results
• Negative Sentiment: Investors remain concerned that National Vision is losing higher-paying self-pay customers. Gross-margin pressure and a narrowed comparable-sales outlook of 3% to 5% temper the positive earnings and guidance news. National Vision customer mix concerns

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.

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.

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