Wells Fargo & Company Cuts National Vision (NASDAQ:EYE) Price Target to $20.00

Posted by Francis Steltz on May 14th, 2026

National Vision (NASDAQ:EYE – Get Free Report) had its price target dropped by Wells Fargo & Company from $30.00 to $20.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price objective would indicate a potential upside of 15.13% from the stock’s current price.

EYE has been the topic of several other reports. Zacks Research downgraded National Vision from a “strong-buy” rating to a “hold” rating in a research note on Thursday, March 12th. Guggenheim increased 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. Jefferies Financial Group reiterated a “buy” rating and issued a $40.00 price objective on shares of National Vision in a research report on Thursday, March 5th. Wall Street Zen downgraded shares of National Vision from a “buy” rating to a “hold” rating in a research report on Saturday, March 28th. Finally, Wolfe Research set a $35.00 target price on shares of National Vision in a research note on Wednesday, March 4th. Seven investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, National Vision presently has an average rating of “Moderate Buy” and a consensus target price of $31.23.

Get Our Latest Stock Analysis on National Vision

National Vision Stock Performance

NASDAQ EYE traded up $0.45 during trading on Thursday, reaching $17.37. The company’s stock had a trading volume of 506,165 shares, compared to its average volume of 1,476,952. The business’s fifty day moving average price is $25.25 and its 200-day moving average price is $26.42. National Vision has a twelve month low of $14.75 and a twelve month high of $30.02. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.33 and a current ratio of 0.55. The firm has a market cap of $1.39 billion, a price-to-earnings ratio of 46.53, a P/E/G ratio of 1.58 and a beta of 1.18.

National Vision (NASDAQ:EYE – Get Free Report) last released its quarterly earnings results on Wednesday, May 13th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.43 by $0.02. The firm had revenue of $543.88 million for the quarter, compared to analyst estimates of $545.09 million. National Vision had a return on equity of 5.15% and a net margin of 1.49%.The business’s revenue was up 6.6% on a year-over-year basis. During the same quarter last year, the company posted $0.34 earnings per share. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. As a group, analysts anticipate that National Vision will post 0.66 EPS for the current fiscal year.

Insider Activity

In other news, Chairman L Reade Fahs sold 4,071 shares of the business’s stock in a transaction that occurred 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 sale, the chairman owned 359,359 shares of the company’s stock, valued at $10,626,245.63. The trade was a 1.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 2.40% of the company’s stock.

Hedge Funds Weigh In On National Vision

Several hedge funds have recently bought and sold shares of the company. Wellington Management Group LLP raised its holdings in 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 worth $132,295,000 after purchasing an additional 4,194,614 shares during the last quarter. William Blair Investment Management LLC grew its holdings in National Vision by 36.0% in the third quarter. William Blair Investment Management LLC now owns 4,840,473 shares of the company’s stock valued at $141,293,000 after purchasing an additional 1,280,783 shares during the last quarter. Bank of America Corp DE increased its position in shares of 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 valued at $45,234,000 after buying an additional 1,103,213 shares in the last quarter. Alliancebernstein L.P. raised its stake in shares of National Vision by 1,252.0% during the 3rd quarter. Alliancebernstein L.P. now owns 1,149,680 shares of the company’s stock worth $33,559,000 after buying an additional 1,064,645 shares during the last quarter. Finally, Jupiter Asset Management Ltd. raised its stake in shares of National Vision by 4,726.8% during the 3rd quarter. Jupiter Asset Management Ltd. now owns 977,525 shares of the company’s stock worth $28,534,000 after buying an additional 957,273 shares during the last quarter.

National Vision News Roundup

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

Positive Sentiment: National Vision reported first-quarter EPS of $0.45, topping analyst estimates and improving from $0.34 a year ago, which supports the stock. National Vision Holdings, Inc. Reports First Quarter 2026 Financial Results
Positive Sentiment: The company’s revenue grew 6.6% year over year, showing continued demand and operational momentum despite a modest miss versus forecasts. MarketBeat earnings report
Positive Sentiment: Bank of America cut its price target to $30 from $35 but kept a buy rating, implying significant upside from the current share price and reinforcing a constructive long-term view. Benzinga report
Neutral Sentiment: National Vision’s FY2026 guidance calls for EPS of $0.85 to $1.09 and revenue of $2.0 billion to $2.1 billion, which appears close to expectations but not meaningfully above them. National Vision Holdings, Inc. Reports First Quarter 2026 Financial Results
Negative Sentiment: Revenue of $543.9 million missed analyst estimates slightly, and the stock still faces pressure from the earnings investigation announcement, which could weigh on sentiment. Johnson Fistel investigation announcement

About National Vision

(Get Free Report)

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.