National Vision Holdings, Inc. $EYE Shares Sold by Divisadero Street Capital Management LP

Divisadero Street Capital Management LP cut its stake in shares of National Vision Holdings, Inc. (NASDAQ:EYE) by 27.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 400,550 shares of the company’s stock after selling 153,407 shares during the quarter. Divisadero Street Capital Management LP owned 0.51% of National Vision worth $11,692,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Wellington Management Group LLP lifted its holdings in shares of National Vision by 1,242.5% during the third quarter. Wellington Management Group LLP now owns 4,532,200 shares of the company’s stock valued at $132,295,000 after purchasing an additional 4,194,614 shares during the last quarter. American Century Companies Inc. increased its stake in National Vision by 2,030.3% in the 2nd quarter. American Century Companies Inc. now owns 3,495,751 shares of the company’s stock worth $80,437,000 after purchasing an additional 3,331,657 shares in the last quarter. William Blair Investment Management LLC increased its stake in National Vision by 36.0% in the 3rd quarter. William Blair Investment Management LLC now owns 4,840,473 shares of the company’s stock worth $141,293,000 after purchasing an additional 1,280,783 shares in the last quarter. Bank of America Corp DE raised its holdings in National Vision by 127.9% during the 2nd quarter. Bank of America Corp DE now owns 1,965,856 shares of the company’s stock worth $45,234,000 after buying an additional 1,103,213 shares during the period. Finally, Alliancebernstein L.P. lifted its stake in National Vision by 1,252.0% during the third quarter. Alliancebernstein L.P. now owns 1,149,680 shares of the company’s stock valued at $33,559,000 after buying an additional 1,064,645 shares in the last quarter.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on EYE shares. Morgan Stanley lifted their target price on shares of National Vision from $26.00 to $30.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. National Bank Financial set a $32.00 price target on shares of National Vision in a research report on Tuesday, December 9th. 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. Wolfe Research set a $35.00 target price on shares of National Vision in a research note on Wednesday, March 4th. Finally, Zacks Research lowered National Vision from a “strong-buy” rating to a “hold” rating in a report on Thursday. Eight analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $31.21.

National Vision Price Performance

NASDAQ EYE opened at $26.28 on Monday. The company has a 50 day simple moving average of $27.28 and a 200-day simple moving average of $26.70. 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 firm has a market capitalization of $2.09 billion, a price-to-earnings ratio of 71.03, a price-to-earnings-growth ratio of 2.03 and a beta of 1.38. National Vision Holdings, Inc. has a 52-week low of $10.45 and a 52-week high of $30.02.

National Vision (NASDAQ:EYE) last announced its quarterly earnings data on Wednesday, March 4th. The company reported $0.15 EPS for the quarter, beating analysts’ consensus estimates of $0.06 by $0.09. National Vision had a net margin of 1.49% and a return on equity of 5.15%. The firm had revenue of $503.41 million for the quarter, compared to the consensus estimate of $495.26 million. During the same period in the previous year, the firm posted ($0.04) earnings per share. The firm’s revenue was up 15.1% on a year-over-year basis. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. Equities research analysts predict that National Vision Holdings, Inc. will post 0.31 earnings per share for the current fiscal year.

Insider Transactions at National Vision

In related news, Chairman L Reade Fahs sold 4,071 shares of National Vision stock in a transaction on Friday, March 6th. The stock was sold at an average price of $29.57, for a total transaction of $120,379.47. Following the completion of the sale, the chairman owned 359,359 shares of the company’s stock, valued at approximately $10,626,245.63. This trade represents a 1.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 2.70% of the company’s stock.

National Vision 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.