National Vision Holdings, Inc. $EYE Stock Holdings Decreased by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. lowered its position in shares of National Vision Holdings, Inc. (NASDAQ:EYE) by 10.8% during the fourth quarter, Holdings Channel reports. The fund owned 1,386,492 shares of the company’s stock after selling 167,558 shares during the quarter. Charles Schwab Investment Management Inc.’s holdings in National Vision were worth $35,799,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in EYE. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in National Vision by 4.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,257 shares of the company’s stock worth $591,000 after purchasing an additional 1,948 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of National Vision by 6.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 235,125 shares of the company’s stock valued at $3,005,000 after purchasing an additional 13,384 shares in the last quarter. Creative Planning purchased a new stake in shares of National Vision in the second quarter valued at $395,000. Walleye Capital LLC boosted its position in shares of National Vision by 29.4% in the second quarter. Walleye Capital LLC now owns 27,127 shares of the company’s stock worth $624,000 after buying an additional 6,170 shares during the period. Finally, Cerity Partners LLC boosted its position in shares of National Vision by 13.8% in the second quarter. Cerity Partners LLC now owns 16,887 shares of the company’s stock worth $389,000 after buying an additional 2,049 shares during the period.

Insider Activity

In related news, Chairman L Reade Fahs sold 4,071 shares of National Vision stock in a transaction on Friday, March 6th. The shares were sold at an average price of $29.57, for a total value of $120,379.47. Following the completion of the sale, the chairman owned 359,359 shares of the company’s stock, valued at approximately $10,626,245.63. The trade was a 1.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 2.40% of the company’s stock.

National Vision News Roundup

Here are the key news stories impacting National Vision this week:

• Positive Sentiment: National Vision reported first-quarter earnings and revenue that beat estimates, with same-store sales up 4.5% and operating margin expanding by 320 basis points, reinforcing the view that its turnaround is gaining traction. Article Title
• Positive Sentiment: The company reiterated its 2026 guidance, suggesting management remains confident in its outlook despite a mixed revenue print and ongoing macro pressure. Article Title
• Neutral Sentiment: Citigroup lowered its price target to $39 from $40 while keeping a buy rating, and other firms also trimmed targets, including Wells Fargo to $20 and Bank of America to $30; the cuts were notable, but all implied meaningful upside from the current share price. Article Title
• Negative Sentiment: A securities-law investigation announced by Johnson Fistel could create some overhang on the stock if investor concerns or legal risk intensify. Article Title

Analyst Ratings Changes

Several research analysts recently weighed in on EYE shares. Wall Street Zen lowered National Vision from a “buy” rating to a “hold” rating in a research report on Saturday, March 28th. Jefferies Financial Group reaffirmed a “buy” rating and set a $40.00 target price on shares of National Vision in a research note on Thursday, March 5th. Wolfe Research set a $35.00 target price on National Vision in a report on Wednesday, March 4th. Wells Fargo & Company reduced their price target on shares of National Vision from $30.00 to $20.00 and set an “equal weight” rating for the company in a research report on Thursday. Finally, Bank of America decreased their price target on shares of National Vision from $35.00 to $30.00 and set a “buy” rating for the company in a report on Thursday. Seven analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $29.23.

National Vision Trading Down 1.5%

NASDAQ:EYE opened at $17.45 on Friday. The company has a market capitalization of $1.40 billion, a P/E ratio of 30.61, a P/E/G ratio of 1.34 and a beta of 1.18. The stock’s 50 day moving average price is $24.84 and its 200 day moving average price is $26.30. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.33 and a current ratio of 0.62. National Vision Holdings, Inc. has a 52 week low of $14.75 and a 52 week high of $30.02.

National Vision (NASDAQ:EYE) last posted its earnings results on Wednesday, May 13th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.43 by $0.02. The firm 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 company’s revenue was up 6.6% compared to the same quarter last year. During the same period in the previous year, the company earned $0.34 earnings per share. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. On average, research analysts forecast that National Vision Holdings, Inc. will post 0.66 EPS for the current fiscal 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.