First Eagle Investment Management LLC Reduces Stock Holdings in National Vision Holdings, Inc. $EYE

Posted by Geri Gentry on May 13th, 2026

First Eagle Investment Management LLC reduced its stake in National Vision Holdings, Inc. (NASDAQ:EYE – Free Report) by 23.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 451,552 shares of the company’s stock after selling 135,000 shares during the period. First Eagle Investment Management LLC’s holdings in National Vision were worth $11,659,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in EYE. Smartleaf Asset Management LLC lifted its holdings in shares of National Vision by 14.7% during the third quarter. Smartleaf Asset Management LLC now owns 3,431 shares of the company’s stock worth $100,000 after purchasing an additional 440 shares during the period. CWM LLC lifted its holdings in shares of National Vision by 3.4% during the fourth quarter. CWM LLC now owns 15,565 shares of the company’s stock worth $402,000 after purchasing an additional 507 shares during the period. Lazard Asset Management LLC lifted its holdings in shares of National Vision by 0.9% during the second quarter. Lazard Asset Management LLC now owns 68,819 shares of the company’s stock worth $1,583,000 after purchasing an additional 637 shares during the period. Amalgamated Bank lifted its holdings in shares of National Vision by 2.9% during the third quarter. Amalgamated Bank now owns 23,112 shares of the company’s stock worth $675,000 after purchasing an additional 650 shares during the period. Finally, State of Alaska Department of Revenue lifted its holdings in shares of National Vision by 1.5% during the fourth quarter. State of Alaska Department of Revenue now owns 43,944 shares of the company’s stock worth $1,133,000 after purchasing an additional 667 shares during the period.

Insider Buying and Selling at National Vision

In other news, Chairman L Reade Fahs sold 7,601 shares of the firm’s stock in a transaction 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 completion of the transaction, the chairman owned 694,880 shares in the company, valued at $20,554,550.40. This trade represents a 1.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 2.40% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages recently weighed in on EYE. Wall Street Zen downgraded National Vision from a “buy” rating to a “hold” rating in a report on Saturday, March 28th. Citigroup raised their target price on National Vision from $35.00 to $40.00 and gave the company a “buy” rating in a report on Thursday, March 5th. Zacks Research downgraded National Vision from a “strong-buy” rating to a “hold” rating in a report on Thursday, March 12th. Weiss Ratings raised National Vision from a “sell (d-)” rating to a “hold (c-)” rating in a report on Thursday, March 5th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $40.00 target price on shares of National Vision in a report on Thursday, March 5th. Seven research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $32.08.

View Our Latest Research Report on National Vision

National Vision Price Performance

National Vision stock opened at $20.94 on Wednesday. National Vision Holdings, Inc. has a one year low of $18.10 and a one year 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 business has a fifty day moving average of $25.45 and a two-hundred day moving average of $26.48. The company has a market cap of $1.68 billion, a P/E ratio of 56.59, a price-to-earnings-growth ratio of 1.65 and a beta of 1.18.

National Vision (NASDAQ:EYE – Get Free Report) last announced its quarterly earnings results on Wednesday, March 4th. The company reported $0.15 earnings per share for the quarter, beating analysts’ consensus estimates of $0.06 by $0.09. National Vision had a return on equity of 5.15% and a net margin of 1.49%.The business had revenue of $503.41 million during the quarter, compared to analysts’ expectations of $495.26 million. During the same quarter last year, the business posted ($0.04) earnings per share. The business’s revenue for the quarter was up 15.1% on a year-over-year basis. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. As a group, analysts predict that National Vision Holdings, Inc. will post 0.66 earnings per share for the current fiscal year.

National Vision Profile

(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.