National Vision (NASDAQ:EYE) Updates FY 2026 Earnings Guidance

National Vision (NASDAQ:EYE) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.850-1.090 for the period, compared to the consensus earnings per share estimate of 0.900. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

National Vision Price Performance

NASDAQ:EYE opened at $19.76 on Friday. National Vision has a 1-year low of $14.75 and a 1-year high of $30.02. The company has a 50-day moving average of $18.70 and a 200 day moving average of $24.04. The firm has a market cap of $1.58 billion, a PE ratio of 34.67, a price-to-earnings-growth ratio of 1.72 and a beta of 1.04. The company has a debt-to-equity ratio of 0.25, a current ratio of 0.62 and a quick ratio of 0.37.

National Vision (NASDAQ:EYE) last posted its earnings results on Wednesday, May 13th. The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.43 by $0.02. The business had revenue of $543.88 million for the quarter, compared to the consensus estimate of $545.09 million. National Vision had a net margin of 2.31% and a return on equity of 6.41%. The company’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.34 EPS. 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 0.58 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. Wells Fargo & Company reduced their price objective on National Vision from $30.00 to $20.00 and set an “equal weight” rating for the company in a research note on Thursday, May 14th. Bank of America lowered their price target on shares of National Vision from $35.00 to $30.00 and set a “buy” rating on the stock in a report on Thursday, May 14th. Roth Mkm set a $25.00 price objective on National Vision in a research note on Thursday, May 14th. Citigroup lowered their price objective on National Vision from $40.00 to $39.00 and set a “buy” rating on the stock in a research report on Friday, May 15th. Finally, Zacks Research downgraded National Vision from a “strong-buy” rating to a “hold” rating in a research report on Thursday, March 12th. Seven analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $30.08.

Institutional Trading of National Vision

Several institutional investors and hedge funds have recently modified their holdings of the business. Mercer Global Advisors Inc. ADV grew its holdings in National Vision by 16.6% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 8,303 shares of the company’s stock valued at $214,000 after buying an additional 1,185 shares during the last quarter. Uniplan Investment Counsel Inc. increased its stake in National Vision by 274.6% during the fourth quarter. Uniplan Investment Counsel Inc. now owns 73,198 shares of the company’s stock worth $1,890,000 after acquiring an additional 53,660 shares during the last quarter. Wellington Management Group LLP raised its stake 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 valued at $149,335,000 after acquiring an additional 1,251,499 shares during the period. Millennium Management LLC purchased a new position in National Vision in the 4th quarter worth approximately $16,109,000. Finally, Inspire Investing LLC grew its position in National Vision by 308.2% in the fourth quarter. Inspire Investing LLC now owns 63,277 shares of the company’s stock valued at $1,634,000 after acquiring an additional 47,776 shares in the last quarter.

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.