OP Asset Management Ltd Makes New Investment in National Vision Holdings, Inc. $EYE

OP Asset Management Ltd bought a new stake in shares of National Vision Holdings, Inc. (NASDAQ:EYE) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 75,452 shares of the company’s stock, valued at approximately $1,954,000.

Other hedge funds also recently modified their holdings of the company. Asset Management One Co. Ltd. lifted its holdings in National Vision by 80.4% in the fourth quarter. Asset Management One Co. Ltd. now owns 252,697 shares of the company’s stock valued at $6,699,000 after buying an additional 112,606 shares during the period. Hussman Strategic Advisors Inc. acquired a new stake in National Vision during the 4th quarter worth $2,711,000. William Blair Investment Management LLC raised its position in shares of National Vision by 36.0% during the 3rd quarter. William Blair Investment Management LLC now owns 4,840,473 shares of the company’s stock valued at $141,293,000 after acquiring an additional 1,280,783 shares during the last quarter. SG Americas Securities LLC raised its position in shares of National Vision by 197.8% during the 4th quarter. SG Americas Securities LLC now owns 339,653 shares of the company’s stock valued at $8,770,000 after acquiring an additional 225,584 shares during the last quarter. Finally, HighTower Advisors LLC acquired a new position in shares of National Vision in the 3rd quarter valued at $1,712,000.

Analysts Set New Price Targets

Several research analysts have recently issued reports on EYE shares. Morgan Stanley reduced their price target on National Vision from $30.00 to $22.00 and set an “equal weight” rating on the stock in a research report on Thursday, May 14th. Wolfe Research set a $35.00 price objective on National Vision in a report on Wednesday, March 4th. Zacks Research cut National Vision from a “strong-buy” rating to a “hold” rating in a report on Thursday, March 12th. UBS Group decreased their target price on National Vision from $42.00 to $36.00 and set a “buy” rating for the company in a research report on Thursday, May 14th. Finally, Guggenheim upped their price target on National Vision from $32.00 to $33.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Seven equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $30.08.

National Vision Stock Performance

Shares of NASDAQ EYE opened at $18.86 on Monday. The company’s fifty day moving average is $19.30 and its 200-day moving average is $24.35. The stock has a market cap of $1.51 billion, a price-to-earnings ratio of 33.09, a P/E/G ratio of 1.64 and a beta of 1.08. National Vision Holdings, Inc. has a twelve month low of $14.75 and a twelve month high of $30.02. 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 (NASDAQ:EYE) last released its quarterly earnings data on Wednesday, May 13th. The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.43 by $0.02. The business had revenue of $543.88 million during the quarter, compared to analysts’ expectations of $545.09 million. National Vision had a net margin of 2.31% and a return on equity of 6.41%. The firm’s quarterly revenue was up 6.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.34 EPS. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. Equities research analysts predict that National Vision Holdings, Inc. will post 0.58 EPS for the current year.

National Vision Company Profile

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.