National Vision (NASDAQ:EYE) Stock Price Up 6.2% Following Earnings Beat

Key Points

• National Vision shares rose 6.2% after quarterly EPS of $0.30 beat the $0.17 analyst consensus; EPS was up from $0.13 a year earlier.
• Quarterly revenue increased 4.8% year over year to $510.53 million, but came in slightly below analysts’ $512.53 million estimate.
• Fiscal 2026 EPS guidance of $0.95–$1.03 is slightly above the $0.94 consensus, while a lowered comparable-sales outlook and projected revenue of about $2.0 billion—below the roughly $2.1 billion consensus—signal near-term growth concerns.

National Vision Holdings, Inc. (NASDAQ:EYE - Get Free Report) traded up 6.2% on Thursday following a stronger than expected earnings report. The company traded as high as $19.26 and last traded at $19.2060. 1,895,268 shares traded hands during trading, an increase of 0% from the average session volume of 1,892,122 shares. The stock had previously closed at $18.09.

The company reported $0.30 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.17 by $0.13. The firm had revenue of $510.53 million during the quarter, compared to analysts' expectations of $512.53 million. National Vision had a return on equity of 6.78% and a net margin of 2.47%. The company's revenue was up 4.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.13 EPS. National Vision has set its FY 2026 guidance at 0.950-1.030 EPS.

More National Vision News

Investors following EYE have been watching these news items:

• Positive Sentiment: Third-quarter adjusted earnings were $0.30 per share, above analyst estimates of $0.15–$0.17 and up from $0.13 a year earlier. National Vision beats Q3 earnings estimates
• Positive Sentiment: Full-year 2026 EPS guidance of $0.95–$1.03 is slightly above the $0.94 consensus estimate, offering some support despite the mixed sales outlook.
• Negative Sentiment: The company lowered its comparable-sales growth outlook and projected full-year revenue of about $2.0 billion, below the roughly $2.1 billion analyst consensus. These signals could temper confidence in near-term growth. National Vision reports higher Q3 earnings but lowers comparable sales growth outlook

Analyst Ratings Changes

A number of equities analysts recently commented on EYE shares. Morgan Stanley reduced their price target on National Vision from $22.00 to $21.00 and set an "equal weight" rating for the company in a report on Thursday, August 13th. Weiss Ratings lowered National Vision from a "hold (c)" rating to a "hold (c-)" rating in a research note on Tuesday, August 25th. Citigroup cut their price objective on National Vision from $39.00 to $35.00 and set a "buy" rating for the company in a research report on Thursday, August 13th. Guggenheim set a $27.00 target price on National Vision in a research note on Friday, September 11th. Finally, Roth Capital reissued a "buy" rating and set a $27.00 target price on shares of National Vision in a report on Thursday, August 13th. Seven investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $29.82.

Hedge Funds Weigh In On National Vision

Several institutional investors and hedge funds have recently added to or reduced their stakes in EYE. Boston Partners raised its position in National Vision by 3.9% during the 3rd quarter. Boston Partners now owns 2,335,789 shares of the company's stock worth $38,263,000 after purchasing an additional 87,895 shares during the last quarter. Landscape Capital Management L.L.C. bought a new position in shares of National Vision during the third quarter worth about $6,853,000. Public Sector Pension Investment Board raised its position in shares of National Vision by 88.5% during the third quarter. Public Sector Pension Investment Board now owns 518,887 shares of the company's stock worth $8,873,000 after acquiring an additional 243,605 shares during the last quarter. Global Retirement Partners LLC lifted its stake in shares of National Vision by 16,361.1% in the third quarter. Global Retirement Partners LLC now owns 2,963 shares of the company's stock worth $49,000 after acquiring an additional 2,945 shares during the period. Finally, HighTower Advisors LLC lifted its stake in shares of National Vision by 23.8% in the third quarter. HighTower Advisors LLC now owns 101,221 shares of the company's stock worth $1,658,000 after acquiring an additional 19,473 shares during the period.

National Vision Stock Performance

The stock has a 50 day moving average of $17.07 and a 200 day moving average of $21.01. The company has a market capitalization of $1.52 billion, a price-to-earnings ratio of 31.43, a price-to-earnings-growth ratio of 1.50 and a beta of 0.96. The company has a quick ratio of 0.27, a current ratio of 0.59 and a debt-to-equity ratio of 0.25.

National Vision Company Profile

National Vision Holdings, Inc. is a U.S. optical retailer that provides eye care services and sells eyewear. Its offerings include eye exams, prescription eyeglasses, contact lenses, sunglasses and related accessories. The company operates stores under brands including America's Best Contacts & Eyeglasses and Eyeglass World. It also operates Vista Optical locations, including stores in select host locations. Founded in 1990, National Vision serves customers across the United States through its retail locations and online channels.

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