National Vision (NASDAQ:EYE) Updates 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 guidance of 0.850-1.090 for the period, compared to the consensus earnings per share 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 19.2%

EYE opened at $16.92 on Thursday. The business’s 50-day simple moving average is $25.25 and its 200-day simple moving average is $26.42. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.33 and a current ratio of 0.55. National Vision has a one year low of $14.75 and a one year high of $30.02. The stock has a market capitalization of $1.36 billion, a P/E ratio of 45.73, a price-to-earnings-growth ratio of 1.58 and a beta of 1.18.

National Vision (NASDAQ:EYE) last posted its earnings results on Wednesday, May 13th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.43 by $0.02. National Vision had a return on equity of 5.15% and a net margin of 1.49%.The business had revenue of $543.88 million for the quarter, compared to analysts’ expectations of $545.09 million. During the same quarter in the previous year, the firm earned $0.34 earnings per share. The business’s revenue 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. Analysts anticipate that National Vision will post 0.66 EPS for the current year.

Analysts Set New Price Targets

A number of analysts have recently commented on EYE shares. Weiss Ratings upgraded National Vision from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Thursday, March 5th. Morgan Stanley lifted their target price on National Vision from $26.00 to $30.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. Guggenheim raised their price target on National Vision from $32.00 to $33.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. Bank of America lowered their price target on National Vision from $35.00 to $30.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Barclays set a $27.00 price target on National Vision in a report on Thursday. Seven equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $32.00.

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. 2.40% of the stock is currently owned by corporate insiders.

Key National Vision News

Here are the key news stories impacting National Vision this week:

• Positive Sentiment: National Vision reported Q1 EPS of $0.45, topping the $0.43 consensus estimate, and revenue rose 6.6% from a year ago, showing continued sales growth. National Vision Holdings, Inc. Reports First Quarter 2026 Financial Results
• Positive Sentiment: Investors reacted favorably to the profit beat, with multiple reports noting the shares climbed after National Vision delivered better-than-expected earnings despite only a slight revenue shortfall. National Vision shares climb after profit tops expectations despite slight revenue shortfall (EYE)
• Neutral Sentiment: Analysts and earnings-summary articles highlighted that Q1 revenue of $543.9 million came in just below estimates of $545.1 million, making the quarter mixed rather than a clean beat. National Vision (EYE) Q1 Earnings and Revenues Top Estimates
• Negative Sentiment: National Vision’s FY2026 EPS guidance of $0.85-$1.09 was below the $0.92 consensus, and revenue guidance of $2.0 billion-$2.1 billion also looked softer versus expectations, which may weigh on sentiment. National Vision Q1 2026 earnings call transcript
• Negative Sentiment: A law firm said it is investigating whether National Vision or certain executives violated federal securities laws, adding headline risk for shareholders. National Vision Holdings, Inc. Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information about Potentially Recovering Their Losses

Institutional Trading of National Vision

Several hedge funds have recently made changes to their positions in the company. Mercer Global Advisors Inc. ADV boosted its holdings in National Vision by 16.6% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 8,303 shares of the company’s stock valued at $214,000 after purchasing an additional 1,185 shares in the last quarter. Uniplan Investment Counsel Inc. boosted its holdings in National Vision by 274.6% in the 4th quarter. Uniplan Investment Counsel Inc. now owns 73,198 shares of the company’s stock valued at $1,890,000 after purchasing an additional 53,660 shares in the last quarter. Wellington Management Group LLP boosted its holdings in National Vision by 27.6% in 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 in the last quarter. Millennium Management LLC purchased a new stake in National Vision in the 4th quarter valued at approximately $16,109,000. Finally, Inspire Investing LLC boosted its holdings in National Vision by 308.2% in the 4th quarter. Inspire Investing LLC now owns 63,277 shares of the company’s stock valued at $1,634,000 after purchasing an additional 47,776 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.