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

National Vision (NASDAQ:EYE) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.850-1.090 for the period, compared to the consensus earnings per share estimate of 0.810. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

Analyst Ratings Changes

Several brokerages have recently commented on EYE. Zacks Research raised National Vision from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 20th. Wall Street Zen cut shares of National Vision from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. 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. UBS Group reduced their price target on shares of National Vision from $41.00 to $39.00 and set a “buy” rating for the company in a report on Tuesday, November 18th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of National Vision in a report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, National Vision currently has a consensus rating of “Moderate Buy” and a consensus price target of $29.17.

National Vision Trading Down 1.4%

EYE opened at $26.27 on Wednesday. The stock’s 50 day moving average price is $27.19 and its 200-day moving average price is $26.52. National Vision has a one year low of $10.45 and a one year high of $30.02. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.32 and a current ratio of 0.53. The stock has a market cap of $2.08 billion, a price-to-earnings ratio of -875.37, a P/E/G ratio of 1.53 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, topping analysts’ consensus estimates of $0.05 by $0.10. The firm had revenue of $503.41 million for the quarter, compared to analyst estimates of $495.26 million. National Vision had a positive return on equity of 3.58% and a negative net margin of 0.12%.The business’s revenue was up 15.1% on a year-over-year basis. During the same period in the previous year, the company posted ($0.04) earnings per share. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. On average, equities analysts forecast that National Vision will post 0.31 EPS for the current year.

Hedge Funds Weigh In On National Vision

Institutional investors have recently made changes to their positions in the business. Wellington Management Group LLP raised its position in shares of National Vision by 1,242.5% in the third quarter. Wellington Management Group LLP now owns 4,532,200 shares of the company’s stock valued at $132,295,000 after buying an additional 4,194,614 shares in the last quarter. Bank of America Corp DE grew its holdings in National Vision by 127.9% in the second quarter. Bank of America Corp DE now owns 1,965,856 shares of the company’s stock worth $45,234,000 after purchasing an additional 1,103,213 shares during the period. Alliancebernstein L.P. increased its stake in National Vision by 1,252.0% during the 3rd quarter. Alliancebernstein L.P. now owns 1,149,680 shares of the company’s stock valued at $33,559,000 after purchasing an additional 1,064,645 shares in the last quarter. Glenview Capital Management LLC purchased a new position in National Vision during the 2nd quarter worth $18,696,000. Finally, Millennium Management LLC purchased a new stake in shares of National Vision during the 4th quarter valued at $16,109,000.

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.