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

Posted by Geri Gentry on May 15th, 2026

National Vision (NASDAQ:EYE – Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 0.850-1.090 for the period, compared to the consensus EPS 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.

Analyst Ratings Changes

EYE has been the topic of several research reports. Citigroup upped their target price on National Vision from $35.00 to $40.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Barclays reduced their price target on National Vision from $38.00 to $27.00 and set an “overweight” rating for the company in a report on Thursday. Weiss Ratings upgraded National Vision from a “sell (d-)” rating to a “hold (c-)” rating in a report on Thursday, March 5th. Jefferies Financial Group reaffirmed a “buy” rating and set a $40.00 price objective on shares of National Vision in a research report on Thursday, March 5th. Finally, Roth Mkm set a $25.00 target price on shares of National Vision in a research report on Thursday. Seven investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $29.31.

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National Vision Stock Performance

NASDAQ:EYE opened at $17.72 on Friday. The firm has a market capitalization of $1.42 billion, a PE ratio of 31.09, a PEG ratio of 1.28 and a beta of 1.18. National Vision has a 1 year low of $14.75 and a 1 year high of $30.02. The company has a current ratio of 0.62, a quick ratio of 0.33 and a debt-to-equity ratio of 0.25. The firm’s fifty day simple moving average is $25.07 and its 200 day simple moving average is $26.37.

National Vision (NASDAQ:EYE – Get Free Report) last released its earnings results on Wednesday, May 13th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.43 by $0.02. National Vision had a net margin of 2.31% and a return on equity of 6.41%. The firm had revenue of $543.88 million during the quarter, compared to analyst estimates of $545.09 million. During the same quarter in the previous year, the business earned $0.34 EPS. The business’s revenue was up 6.6% on a year-over-year basis. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. On average, sell-side analysts anticipate that National Vision will post 0.66 EPS for the current year.

Insider Buying and Selling at National Vision

In other National Vision news, Chairman L Reade Fahs sold 7,601 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $29.58, for a total value of $224,837.58. Following the sale, the chairman owned 694,880 shares of the company’s stock, valued at $20,554,550.40. This trade represents a 1.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 2.40% of the company’s stock.

Trending Headlines about National Vision

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

Positive Sentiment: National Vision beat Q1 EPS estimates, posting $0.45 per share versus $0.43 expected, with revenue up 6.6% from a year ago. National Vision Holdings Inc (EYE) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and …
Positive Sentiment: Bank of America cut its price target to $30 from $35 but kept a buy rating, signaling continued confidence despite the reset. National Vision price target lowered by Bank of America
Neutral Sentiment: Wells Fargo lowered its price target to $20 from $30 and maintained an equal weight rating, which is less bullish but still implies some upside from current levels. National Vision price target lowered by Wells Fargo
Negative Sentiment: Revenue slightly missed estimates, and the company’s updated FY 2026 guidance for EPS and revenue came in below the consensus view, which could temper enthusiasm. National Vision Holdings, Inc. Reports First Quarter 2026 Financial Results
Negative Sentiment: A law firm announced an investigation into potential securities law violations, adding a legal overhang for shareholders. National Vision Holdings, Inc. Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information about Potentially Recovering Their Losses

Hedge Funds Weigh In On National Vision

A number of institutional investors and hedge funds have recently bought and sold shares of EYE. Kestra Advisory Services LLC acquired a new position in shares of National Vision during the fourth quarter valued at about $28,000. Quarry LP grew its position in National Vision by 317.4% during the third quarter. Quarry LP now owns 1,653 shares of the company’s stock worth $48,000 after buying an additional 1,257 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new position in National Vision during the fourth quarter valued at about $47,000. Canada Pension Plan Investment Board increased its stake in National Vision by 333.3% during the second quarter. Canada Pension Plan Investment Board now owns 3,900 shares of the company’s stock valued at $90,000 after acquiring an additional 3,000 shares during the period. Finally, Mercer Global Advisors Inc. ADV acquired a new position in National Vision in the 3rd quarter valued at approximately $208,000.

National Vision Company Profile

(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.