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

National Vision (NASDAQ:EYE) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 0.850-1.090 for the period, compared to the consensus estimate of 0.920. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

National Vision Stock Down 3.9%

Shares of EYE opened at $20.94 on Wednesday. National Vision has a 1 year low of $18.10 and a 1 year high of $30.02. The company has a debt-to-equity ratio of 0.26, a current ratio of 0.55 and a quick ratio of 0.33. The business’s 50 day simple moving average is $25.45 and its 200-day simple moving average is $26.48. The stock has a market capitalization of $1.68 billion, a price-to-earnings ratio of 56.59, a price-to-earnings-growth ratio of 1.65 and a beta of 1.18.

National Vision (NASDAQ:EYE) last posted its quarterly earnings data on Wednesday, March 4th. The company reported $0.15 EPS for the quarter, topping the consensus estimate of $0.06 by $0.09. National Vision had a net margin of 1.49% and a return on equity of 5.15%. The company had revenue of $503.41 million during the quarter, compared to analyst estimates of $495.26 million. During the same period in the previous year, the firm earned ($0.04) earnings per share. National Vision’s quarterly revenue 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. As a group, equities analysts expect that National Vision will post 0.66 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

EYE has been the subject of a number of analyst reports. Wolfe Research set a $35.00 price objective on National Vision in a research note on Wednesday, March 4th. Morgan Stanley increased their price target on shares of National Vision from $26.00 to $30.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. Barclays lifted their price objective on shares of National Vision from $30.00 to $32.00 and gave the stock an “overweight” rating in a research report on Monday, March 2nd. UBS Group increased their target price on shares of National Vision from $39.00 to $42.00 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 six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, National Vision currently has an average rating of “Moderate Buy” and an average price target of $32.08.

Insider Activity

In other National Vision news, Chairman L Reade Fahs sold 7,601 shares of the company’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $29.58, for a total transaction of $224,837.58. Following the completion of the transaction, the chairman owned 694,880 shares in the company, valued at approximately $20,554,550.40. This represents a 1.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 2.40% of the company’s stock.

Institutional Trading of National Vision

Several large investors have recently added to or reduced their stakes in the stock. Lazard Asset Management LLC grew its position in shares of National Vision by 0.9% in the 2nd quarter. Lazard Asset Management LLC now owns 68,819 shares of the company’s stock valued at $1,583,000 after purchasing an additional 637 shares during the period. Amundi lifted its stake in National Vision by 7.3% in the third quarter. Amundi now owns 14,245 shares of the company’s stock valued at $401,000 after buying an additional 975 shares in the last quarter. Northwest & Ethical Investments L.P. boosted its holdings in shares of National Vision by 10.4% in the fourth quarter. Northwest & Ethical Investments L.P. now owns 10,377 shares of the company’s stock valued at $269,000 after buying an additional 977 shares during the period. Kestra Advisory Services LLC acquired a new position in shares of National Vision in the fourth quarter valued at approximately $28,000. Finally, Mercer Global Advisors Inc. ADV increased its position in shares of National Vision by 16.6% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 8,303 shares of the company’s stock worth $214,000 after acquiring an additional 1,185 shares in the last quarter.

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.