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 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.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. Morgan Stanley cut their price objective 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. Roth Mkm set a $25.00 price objective on shares of National Vision in a research note on Thursday, May 14th. Guggenheim increased their price objective on National Vision from $32.00 to $33.00 and gave the company a “buy” rating in a report on Thursday, March 5th. Barclays lowered their price objective on shares of National Vision from $38.00 to $27.00 and set an “overweight” rating on the stock in a research report on Thursday, May 14th. Finally, UBS Group cut their price objective on shares of National Vision from $42.00 to $36.00 and set a “buy” rating for the company in a research report on Thursday, May 14th. Seven equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $30.08.

National Vision Stock Performance

Shares of NASDAQ:EYE opened at $19.00 on Thursday. The business’s 50-day simple moving average is $18.91 and its 200 day simple moving average is $24.13. The company has a market cap of $1.52 billion, a P/E ratio of 33.33, a PEG ratio of 1.66 and a beta of 1.04. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.37 and a current ratio of 0.62. National Vision has a one year low of $14.75 and a one year high of $30.02.

National Vision (NASDAQ:EYE) last posted its quarterly earnings data on Wednesday, May 13th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.43 by $0.02. National Vision had a return on equity of 6.41% and a net margin of 2.31%.The company had revenue of $543.88 million for the quarter, compared to the consensus estimate of $545.09 million. During the same period in the previous year, the business earned $0.34 EPS. National Vision’s revenue for the quarter was up 6.6% compared to the same quarter last year. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. On average, sell-side analysts forecast that National Vision will post 0.58 earnings per share for the current fiscal year.

Institutional Investors Weigh In On National Vision

Several large investors have recently made changes to their positions in the stock. Kestra Advisory Services LLC acquired a new position in shares of National Vision during the 4th quarter worth about $28,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of National Vision during the 4th quarter worth approximately $47,000. Quarry LP raised its stake in National Vision by 317.4% in the 3rd quarter. Quarry LP now owns 1,653 shares of the company’s stock valued at $48,000 after acquiring an additional 1,257 shares during the period. Canada Pension Plan Investment Board increased its holdings in shares of National Vision by 333.3% in the second quarter. Canada Pension Plan Investment Board now owns 3,900 shares of the company’s stock valued at $90,000 after purchasing an additional 3,000 shares during the last quarter. Finally, Mercer Global Advisors Inc. ADV acquired a new position in shares of National Vision in the third quarter valued at $208,000.

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.