National Vision (NASDAQ:EYE – Free Report) had its target price raised by Wells Fargo & Company from $27.00 to $30.00 in a report published on Thursday morning,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the stock.
Other analysts have also recently issued research reports about the company. Guggenheim raised their price target on National Vision from $32.00 to $33.00 and gave the company a “buy” rating in a report on Thursday. Weiss Ratings reissued a “sell (d-)” rating on shares of National Vision in a report on Thursday, January 22nd. Citigroup upped their price objective on shares of National Vision from $29.00 to $35.00 and gave the stock a “buy” rating in a research report on Tuesday, November 18th. Morgan Stanley raised their target price on shares of National Vision from $26.00 to $30.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. Finally, National Bank Financial set a $32.00 target price on shares of National Vision in a research report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $31.21.
Read Our Latest Stock Report on EYE
National Vision Trading Down 4.0%
National Vision (NASDAQ:EYE – Get Free Report) last posted its quarterly earnings data on Wednesday, March 4th. The company reported $0.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.05 by $0.10. National Vision had a return on equity of 5.15% and a net margin of 1.49%.The company had revenue of $503.41 million during the quarter, compared to analyst estimates of $495.26 million. During the same quarter last year, the company earned ($0.04) earnings per share. The firm’s quarterly revenue was up 15.1% on a year-over-year basis. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. Equities research analysts forecast that National Vision will post 0.31 earnings per share for the current fiscal year.
Institutional Investors Weigh In On National Vision
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Asset Management One Co. Ltd. purchased a new position in shares of National Vision in the third quarter valued at about $4,090,000. Allianz Asset Management GmbH bought a new position in shares of National Vision during the third quarter valued at about $8,390,000. Jupiter Asset Management Ltd. boosted its holdings in shares of National Vision by 4,726.8% during the third quarter. Jupiter Asset Management Ltd. now owns 977,525 shares of the company’s stock worth $28,534,000 after purchasing an additional 957,273 shares during the period. Public Sector Pension Investment Board grew its stake in shares of National Vision by 14.6% in the third quarter. Public Sector Pension Investment Board now owns 308,942 shares of the company’s stock worth $9,018,000 after purchasing an additional 39,394 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of National Vision in the third quarter worth about $747,000.
National Vision News Roundup
Here are the key news stories impacting National Vision this week:
- Positive Sentiment: Q4 results beat consensus — revenue, EPS and margins came in ahead of expectations, with comparable-store traffic and ticket growth cited as drivers; that beat helped spark an initial rally in the stock. EYE Stock Up Following Q4 Earnings & Revenue Beat, Margins Rise
- Positive Sentiment: Analysts are upgrading price targets after the print — Citi raised its target to $40 (buy), UBS to $42 (buy), and Guggenheim to $33 (buy), reflecting confidence that the turnaround plan and margin recovery have traction. Citigroup PT Raised UBS PT Raised Guggenheim PT Raised
- Positive Sentiment: Coverage pieces and commentary note that the company is making progress on its turnaround plan, which supports a constructive medium-term thesis for investors focused on margin recovery and same-store trends. National Vision Holdings Is Still Making Progress On Its Turnaround Plan
- Neutral Sentiment: Wells Fargo raised its target to $30 but kept an equal-weight rating, signaling cautious optimism — a modest positive but not a full endorsement. Wells Fargo PT/Rating Note
- Neutral Sentiment: Sector comparisons and the full earnings call transcript provide context but add little new directional information; useful for due diligence but unlikely to move the stock alone. Are Consumer Staples Stocks Lagging National Vision (EYE) This Year? Q4 2025 Earnings Call Transcript
- Negative Sentiment: Management set FY2026 EPS guidance that some outlets characterized as soft relative to investor expectations; that tempered gains after the initial rally and was cited as a reason for shares to pare some upside. National Vision beats estimates, but shares edge down on soft guidance
- Negative Sentiment: Brief market write-ups and snapshots flagged mixed signals from the release (beat vs. cautious outlook), contributing to intraday volatility. Q4 Earnings Snapshot
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.
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