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

National Vision (NASDAQ:EYE) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.850-1.090 for the period, compared to the consensus estimate of 0.900. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

National Vision Trading Up 4.0%

EYE stock opened at $19.76 on Friday. The company’s 50-day simple moving average is $18.80 and its 200-day simple moving average is $24.07. The company has a quick ratio of 0.37, a current ratio of 0.62 and a debt-to-equity ratio of 0.25. National Vision has a 52-week low of $14.75 and a 52-week high of $30.02. The firm has a market cap of $1.58 billion, a P/E ratio of 34.67, a PEG ratio of 1.66 and a beta of 1.04.

National Vision (NASDAQ:EYE) last posted its earnings results on Wednesday, May 13th. The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.43 by $0.02. The firm had revenue of $543.88 million for the quarter, compared to analysts’ expectations of $545.09 million. National Vision had a return on equity of 6.41% and a net margin of 2.31%.The company’s quarterly revenue was up 6.6% on a year-over-year basis. During the same period last year, the firm earned $0.34 EPS. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. As a group, equities analysts forecast that National Vision will post 0.58 EPS for the current fiscal year.

Analyst Ratings Changes

EYE has been the subject of a number of recent analyst reports. Morgan Stanley cut their price objective on National Vision from $30.00 to $22.00 and set an “equal weight” rating for the company in a research report on Thursday, May 14th. Zacks Research cut shares of National Vision from a “strong-buy” rating to a “hold” rating in a research note on Thursday, March 12th. Guggenheim boosted their price target on shares of 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 reduced their price objective on shares of National Vision from $35.00 to $30.00 and set a “buy” rating for the company in a research report on Thursday, May 14th. Finally, Weiss Ratings raised shares of National Vision from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, May 14th. Seven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $30.08.

Institutional Investors Weigh In On National Vision

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Kestra Advisory Services LLC purchased a new position in shares of National Vision during the 4th quarter worth $28,000. Caitong International Asset Management Co. Ltd acquired a new position in National Vision in the fourth quarter valued at about $47,000. Quarry LP boosted its stake 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 during the period. Canada Pension Plan Investment Board boosted 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 worth $90,000 after buying an additional 3,000 shares during the period. Finally, Mercer Global Advisors Inc. ADV purchased a new position in National Vision during the third quarter worth about $208,000.

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.