National Vision (NASDAQ:EYE) Price Target Raised to $40.00

National Vision (NASDAQ:EYE) had its price objective increased by Citigroup from $35.00 to $40.00 in a report published on Thursday morning,Benzinga reports. Citigroup currently has a buy rating on the stock.

EYE has been the topic of several other research reports. Wall Street Zen downgraded National Vision from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. National Bank Financial set a $32.00 price objective on National Vision in a research note on Tuesday, December 9th. Wolfe Research set a $35.00 target price on shares of National Vision in a report on Wednesday. Guggenheim raised their target price on shares of National Vision from $32.00 to $33.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of National Vision in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, National Vision has an average rating of “Moderate Buy” and a consensus target price of $31.21.

National Vision Trading Down 4.0%

Shares of EYE stock opened at $27.90 on Thursday. The company has a debt-to-equity ratio of 0.26, a current ratio of 0.55 and a quick ratio of 0.32. The company has a market cap of $2.22 billion, a price-to-earnings ratio of 75.41, a PEG ratio of 1.59 and a beta of 1.38. National Vision has a 1 year low of $10.45 and a 1 year high of $30.02. The firm has a fifty day moving average price of $27.22 and a 200-day moving average price of $26.61.

National Vision (NASDAQ:EYE) last announced its earnings results on Wednesday, March 4th. The company reported $0.15 EPS for the quarter, topping analysts’ consensus estimates of $0.05 by $0.10. The company had revenue of $503.41 million for the quarter, compared to analysts’ expectations of $495.26 million. National Vision had a return on equity of 5.15% and a net margin of 1.49%.National Vision’s revenue for the quarter was up 15.1% compared to the same quarter last year. During the same period last year, the firm earned ($0.04) EPS. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. As a group, equities analysts predict that National Vision will post 0.31 earnings per share for the current year.

Institutional Trading of National Vision

A number of large investors have recently added to or reduced their stakes in EYE. Geneos Wealth Management Inc. purchased a new stake in shares of National Vision during the 3rd quarter worth approximately $29,000. Kestra Advisory Services LLC purchased a new position in shares of National Vision in the fourth quarter valued at $28,000. Elevation Point Wealth Partners LLC purchased a new position in shares of National Vision in the second quarter valued at $35,000. EverSource Wealth Advisors LLC increased its position in National Vision by 176.8% in the fourth quarter. EverSource Wealth Advisors LLC now owns 1,614 shares of the company’s stock worth $42,000 after purchasing an additional 1,031 shares during the last quarter. Finally, Quarry LP raised its stake in National Vision by 317.4% during the third quarter. Quarry LP now owns 1,653 shares of the company’s stock valued at $48,000 after purchasing an additional 1,257 shares in the last quarter.

Key Headlines Impacting National Vision

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.