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

National Vision (NASDAQ:EYE) had its price target boosted by research analysts at Citigroup from $35.00 to $40.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Citigroup’s price objective would indicate a potential upside of 44.30% from the stock’s current price.

A number of other research firms have also recently commented on EYE. Weiss Ratings reissued a “sell (d-)” rating on shares of National Vision in a report on Thursday, January 22nd. Barclays increased their price objective on shares of National Vision from $30.00 to $32.00 and gave the company an “overweight” rating in a research note on Monday. Wells Fargo & Company boosted their target price on shares of National Vision from $27.00 to $30.00 and gave the stock an “equal weight” rating in a research note on Thursday. Guggenheim upped their price target on shares of National Vision from $32.00 to $33.00 and gave the stock a “buy” rating in a report on Thursday. Finally, UBS Group raised their price objective on National Vision from $39.00 to $42.00 and gave the company a “buy” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $30.54.

National Vision Price Performance

EYE traded down $1.32 during trading on Thursday, hitting $27.72. 1,402,151 shares of the stock traded hands, compared to its average volume of 1,200,823. The business has a 50 day moving average price of $27.20 and a 200 day moving average price of $26.54. The company has a debt-to-equity ratio of 0.28, a current ratio of 0.53 and a quick ratio of 0.32. National Vision has a twelve month low of $10.45 and a twelve month high of $30.02. The company has a market cap of $2.20 billion, a price-to-earnings ratio of -923.69, a PEG ratio of 1.52 and a beta of 1.38.

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

Institutional Investors Weigh In On National Vision

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Wellington Management Group LLP boosted its stake in National Vision by 27.6% during the 4th quarter. Wellington Management Group LLP now owns 5,783,699 shares of the company’s stock valued at $149,335,000 after purchasing an additional 1,251,499 shares during the last quarter. William Blair Investment Management LLC boosted its position in shares of National Vision by 36.0% during the third quarter. William Blair Investment Management LLC now owns 4,840,473 shares of the company’s stock valued at $141,293,000 after buying an additional 1,280,783 shares during the last quarter. American Century Companies Inc. grew its holdings in National Vision by 25.6% during the third quarter. American Century Companies Inc. now owns 4,391,844 shares of the company’s stock worth $128,198,000 after buying an additional 896,093 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in National Vision by 15.3% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 3,295,290 shares of the company’s stock valued at $96,190,000 after buying an additional 437,655 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in National Vision by 5.5% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,029,596 shares of the company’s stock valued at $78,224,000 after acquiring an additional 156,859 shares in the last quarter.

Key Headlines Impacting National Vision

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.