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

National Vision (NASDAQ:EYE) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.850-1.090 for the period, compared to the consensus EPS 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.

Analysts Set New Price Targets

Several research firms have weighed in on EYE. Zacks Research cut National Vision from a “strong-buy” rating to a “hold” rating in a report on Thursday, March 12th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $40.00 price target on shares of National Vision in a research note on Thursday, March 5th. Morgan Stanley cut their price target on shares of National Vision from $30.00 to $22.00 and set an “equal weight” rating on the stock in a report on Thursday, May 14th. Guggenheim boosted their price objective on shares of National Vision from $32.00 to $33.00 and gave the company a “buy” rating in a research report on Thursday, March 5th. Finally, Wall Street Zen lowered shares of National Vision from a “buy” rating to a “hold” rating in a report on Saturday, March 28th. Seven investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $30.08.

National Vision Stock Down 0.1%

National Vision stock opened at $19.00 on Thursday. National Vision has a 12 month low of $14.75 and a 12 month high of $30.02. The stock has a fifty day simple moving average of $18.91 and a two-hundred day simple moving average of $24.13. The company has a current ratio of 0.62, a quick ratio of 0.37 and a debt-to-equity ratio of 0.25. The firm has a market cap of $1.52 billion, a price-to-earnings ratio of 33.33, a PEG ratio of 1.66 and a beta of 1.04.

National Vision (NASDAQ:EYE) last issued its quarterly earnings data on Wednesday, May 13th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.43 by $0.02. National Vision had a net margin of 2.31% and a return on equity of 6.41%. The firm had revenue of $543.88 million for the quarter, compared to analysts’ expectations of $545.09 million. During the same quarter in the prior year, the business earned $0.34 EPS. The business’s quarterly revenue was up 6.6% on a year-over-year basis. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. Equities analysts predict that National Vision will post 0.58 EPS for the current fiscal 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 company. Mercer Global Advisors Inc. ADV raised its stake in National Vision by 16.6% in the fourth 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 holdings in National Vision by 274.6% in the fourth quarter. Uniplan Investment Counsel Inc. now owns 73,198 shares of the company’s stock valued at $1,890,000 after buying an additional 53,660 shares in the last quarter. Wellington Management Group LLP increased its position in shares of National Vision by 27.6% during the fourth quarter. Wellington Management Group LLP now owns 5,783,699 shares of the company’s stock worth $149,335,000 after purchasing an additional 1,251,499 shares in the last quarter. Millennium Management LLC acquired a new stake in National Vision in the 4th quarter valued at about $16,109,000. Finally, Inspire Investing LLC grew its holdings in shares of 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 purchasing an additional 47,776 shares during the period.

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.