National Vision

EYE

Market cap $1.97B

Overview Fund Activity

24.85 USD

+0.82

3.41%

At close Updated Sep 17, 3:30 PM EDT

1 day

3.41%

5 days

8.66%

1 month

4.11%

3 months

11.14%

6 months

106.05%

Year to date

130.73%

1 year

124.48%

5 years

-35.37%

10 years

-10.71%

About: National Vision Holdings Inc is an optical retailer in the U.S. Its product portfolio includes eyeglasses and sunglasses, contact lenses, accessories, and other products. The company has two operating segments; Owned and Host segment includes company-owned brands America's Best and Eyeglass World, In America's Best stores, vision care services are provided by optometrists or by independent professional corporations and Host operating consist of Military and Fred Meyer which provide eye exams by independent optometrists, and the Legacy segment manages the operations of, and supplies inventory and lab processing services to Legacy retail Vision Centers. It earns a majority of its revenue from the Owned and Host segment.

Employees: 13,411

Consumer Discretionary Specialty Retail

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 4 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

252% more call options, than puts

Call options by funds: $103M | Put options by funds: $29.3M

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

80% more capital invested

Capital invested by funds: $1.08B [Q1] → $1.95B (+$869M) [Q2]

15% more funds holding

Funds holding: 212 [Q1] → 244 (+32) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]

0.3% less ownership

Funds ownership: 107.58% [Q1] → 107.28% (-0.3%) [Q2]

23% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 88

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Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$22

11% downside

Avg. target

$26

4% upside

High target

$28

13% upside

4 analyst ratings

2 positive

50%

2 neutral

50%

0 negative

0%

Goldman Sachs Kate McShane	$22	Neutral Maintained	7 Aug 2025
Wells Fargo Zachary Fadem	$27	Equal-Weight Maintained	7 Aug 2025
Barclays Adrienne Yih	$28	Overweight Maintained	7 Aug 2025
B of A Securities Robert Ohmes	$26	Buy Maintained	18 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 5 articles about EYE published over the past 30 days

National Vision Holdings, Inc. (EYE) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript

National Vision Holdings, Inc. (NASDAQ:EYE ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 3, 2025 1:50 PM EDT Company Participants Alex Wilkes - CEO & Director Christopher Laden - Chief Financial Officer Conference Call Participants Katharine McShane - Goldman Sachs Group, Inc., Research Division Presentation Katharine McShane MD & Retail Analyst Okay. Good afternoon, everyone.

National Vision Holdings, Inc. (EYE) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript

Ride The Bulls: 5 Consumer Discretionary Stocks With Market-Crushing Momentum

U.S. GDP expanded by 3.3% in Q225 as consumer spending and business investment heated up. Meanwhile, odds are rising that the Fed will cut interest rates in September. Consumer Discretionary stocks have surged since early April amid rising hopes of a Fed rate cut, a resilient job market, and cooling trade tensions. SA Quant identified five consumer discretionary stocks crushing their sector and the broader market. Selections span cruise lines, resorts, coffee retail, and education.

Ride The Bulls: 5 Consumer Discretionary Stocks With Market-Crushing Momentum

It's Still Early For National Vision Holdings

National Vision Holdings' turnaround is gaining traction, with strong earnings beats and raised guidance driving a doubling of the share price in 2025. Despite recent gains, the stock trades at lower valuation multiples than peers, offering further upside if operational improvements continue. The company is moving upmarket, attracting higher-income customers, and selling AI glasses, which could be a significant future growth catalyst.

It's Still Early For National Vision Holdings

National Vision Announces Participation in Goldman Sachs Global Retailing Conference

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) (“National Vision” or the “Company”) today announced that the Company is scheduled to present at the 32nd Annual Goldman Sachs Global Retailing Conference on Wednesday, September 3, 2025, at 1:50 p.m. Eastern Time. A live webcast of the presentation can be accessed in the “Investors” section of the Company's website at www.ir.nationalvision.com. The webcast will be archived and available on the website shortly after the.

National Vision Announces Participation in Goldman Sachs Global Retailing Conference

America's Best Unveils Major Brand Transformation: VML Relaunches Eye Care Retailer's Identity with the Powerful Message "Every Eye Deserves Better"

Brand's fresh, joyful new look designed to appeal to all Americans, conveying affordable access to high-quality eye care DULUTH, Ga. , Aug. 19, 2025 /PRNewswire/ -- America's Best, a retail brand of National Vision Holdings, Inc. (NASDAQ: EYE), is excited to announce today a monumental visual brand transformation that promises to continue redefining accessible eye care across the nation.

National Vision Holdings: Rating Upgrade As Turnaround Strategy Worked

National Vision Holdingss turnaround is delivering faster-than-expected results, with strong sales acceleration, margin expansion, and raised FY25 guidance signaling a clear inflection point. Managed care strategy is proving highly effective, driving higher-value, recurring customers and structurally improving both revenue quality and margins. Pricing and product assortment initiatives are resonating, with premium frame sales rising among both insured and cash-pay customers, supporting higher average ticket growth.

National Vision Holdings: Rating Upgrade As Turnaround Strategy Worked

Zacks Investment Research

EYE Stock Gains on Q2 Earnings and Revenue Beat, '25 View Up

National Vision tops on Q2 earnings and revenues, boosts 2025 guidance after strong sales and margin expansion.

EYE Stock Gains on Q2 Earnings and Revenue Beat, '25 View Up

Zacks Investment Research

National Vision (EYE) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

The headline numbers for National Vision (EYE) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

National Vision (EYE) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

National Vision Holdings, Inc. (EYE) Q2 2025 Earnings Call Transcript

National Vision Holdings, Inc. (NASDAQ:EYE ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants c - Corporate Participant . - Corporate Participant h - Corporate Participant Alexander N.

National Vision Holdings, Inc. (EYE) Q2 2025 Earnings Call Transcript

The Motley Fool

National Vision (EYE) Sales Jump 8%

National Vision (EYE) Sales Jump 8%

National Vision (EYE) Sales Jump 8%

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