National VisionEYE
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
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
300% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 4 (+3) [Q1 2025]
124% more call options, than puts
Call options by funds: $37.8M | Put options by funds: $16.9M
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
28% more capital invested
Capital invested by funds: $843M [Q4 2024] → $1.08B (+$239M) [Q1 2025]
9% more funds holding
Funds holding: 193 [Q4 2024] → 211 (+18) [Q1 2025]
4.76% more ownership
Funds ownership: 102.74% [Q4 2024] → 107.51% (+4.76%) [Q1 2025]
5% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 66
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
BMO Capital Simeon Siegel | 12%downside $19 | Market Perform Maintained | 19 May 2025 |
Barclays Adrienne Yih | 21%downside $17 | Equal-Weight Maintained | 12 May 2025 |
Goldman Sachs Kate McShane | 21%downside $17 | Neutral Maintained | 9 May 2025 |
Citigroup Paul Lejuez | 2%downside $21 | Buy Upgraded | 9 May 2025 |
UBS Michael Lasser | 7%downside $20 | Buy Maintained | 8 May 2025 |
Financial journalist opinion
Based on 5 articles about EYE published over the past 30 days









