National Vision (NASDAQ:EYE) Price Target Raised to $40.00 at Citigroup

National Vision (NASDAQ:EYE) had its price target hoisted by equities researchers at Citigroup from $35.00 to $40.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Citigroup’s target price would suggest a potential upside of 44.30% from the stock’s current price.

Several other equities analysts have also weighed in on the stock. Barclays increased their price target on shares of National Vision from $30.00 to $32.00 and gave the company an “overweight” rating in a research report on Monday. Weiss Ratings reissued a “sell (d-)” rating on shares of National Vision in a research report on Thursday, January 22nd. Wolfe Research set a $35.00 price target on shares of National Vision in a report on Wednesday. Wall Street Zen downgraded National Vision from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Finally, Zacks Research raised National Vision from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $30.54.

National Vision Stock Performance

Shares of EYE stock traded down $1.32 during trading on Thursday, hitting $27.72. The company’s stock had a trading volume of 1,402,151 shares, compared to its average volume of 1,200,823. The company has a current ratio of 0.53, a quick ratio of 0.32 and a debt-to-equity ratio of 0.28. The company has a market cap of $2.20 billion, a PE ratio of -923.69, a P/E/G ratio of 1.52 and a beta of 1.38. The business has a fifty day moving average of $27.20 and a 200-day moving average of $26.54. National Vision has a 52 week low of $10.45 and a 52 week high of $30.02.

National Vision (NASDAQ:EYE) last issued its quarterly earnings results on Wednesday, March 4th. The company reported $0.15 EPS for the quarter, topping analysts’ consensus estimates of $0.05 by $0.10. The business had revenue of $503.41 million for the quarter, compared to analyst estimates of $495.26 million. National Vision had a positive return on equity of 3.58% and a negative net margin of 0.12%.National Vision’s quarterly revenue was up 15.1% compared to the same quarter last year. During the same period last year, the company posted ($0.04) earnings per share. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. As a group, research analysts anticipate that National Vision will post 0.31 earnings per share for the current year.

Institutional Investors Weigh In On National Vision

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Wellington Management Group LLP boosted its holdings in shares of National Vision by 1,242.5% in the third quarter. Wellington Management Group LLP now owns 4,532,200 shares of the company’s stock worth $132,295,000 after acquiring an additional 4,194,614 shares during the period. American Century Companies Inc. lifted its holdings in National Vision by 2,030.3% during the 2nd quarter. American Century Companies Inc. now owns 3,495,751 shares of the company’s stock worth $80,437,000 after purchasing an additional 3,331,657 shares in the last quarter. William Blair Investment Management LLC boosted its stake in 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 purchasing 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 2nd quarter. Bank of America Corp DE now owns 1,965,856 shares of the company’s stock worth $45,234,000 after purchasing an additional 1,103,213 shares during the period. Finally, Fiera Capital Corp purchased a new position in National Vision during the 2nd quarter valued at about $25,070,000.

Key National Vision News

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

• Positive Sentiment: Q4 results beat consensus: National Vision reported $0.15 EPS vs. Street estimates ~ $0.05 and revenue of $503.4M, with year-over-year revenue growth and expanding margins — a fundamental beat that supports earnings momentum. Q4 Results
• Positive Sentiment: UBS raised its price target to $42 and reiterated a Buy — a notable analyst endorsement that implies significant upside from current levels and can support buying interest. UBS PT Raise
• Positive Sentiment: Guggenheim also lifted its target (to $33) and kept a buy stance — additional analyst support that reinforces upside narratives tied to execution and margin improvement. Guggenheim PT Raise
• Positive Sentiment: Company raised FY2026 EPS guidance to $0.85–$1.09, which is above consensus EPS estimates — this upward EPS guide is a constructive signal for forward earnings power. FY2026 Guidance
• Neutral Sentiment: Wells Fargo raised its target to $30 but left an “equal weight” rating — a modestly constructive move but not a full-throated buy endorsement. Wells Fargo Note
• Neutral Sentiment: Sector/peer commentary and earnings transcripts are running across sites (Zacks, Seeking Alpha, InsiderMonkey) — useful for context on comps and traffic/ticket trends but not immediate catalysts by themselves. Sector Comparison
• Negative Sentiment: Revenue guidance range ($2.0B–$2.1B) was viewed as cautious vs. some Street revenue expectations, and media noted a pullback in shares on that guidance — revenue conservatism is the primary near-term downside risk. Guidance/Market Reaction
• Negative Sentiment: Despite the beat, reported net margin was slightly negative on a reported basis (-0.12%); structural margin improvement is still underway, and investors focused on margin normalization may be cautious. Earnings Snapshot

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.