National Vision (NASDAQ:EYE) Releases FY 2026 Earnings Guidance

National Vision (NASDAQ:EYE) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.950-1.030 for the period, compared to the consensus earnings per share estimate of 0.940. The company issued revenue guidance of $2.0 billion, compared to the consensus revenue estimate of $2.1 billion.

National Vision Stock Performance

EYE opened at $18.57 on Friday. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.27 and a current ratio of 0.59. The stock has a market capitalization of $1.47 billion, a price-to-earnings ratio of 25.12, a PEG ratio of 1.43 and a beta of 0.96. The company has a fifty day moving average of $17.10 and a 200 day moving average of $20.97. National Vision has a fifty-two week low of $14.75 and a fifty-two week high of $30.02.

National Vision (NASDAQ:EYE) last released its quarterly earnings data on Thursday, November 12th. The company reported $0.30 EPS for the quarter, beating the consensus estimate of $0.17 by $0.13. The business had revenue of $510.53 million during the quarter, compared to the consensus estimate of $512.53 million. National Vision had a net margin of 2.47% and a return on equity of 6.78%. The business’s revenue was up 4.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.13 EPS. National Vision has set its FY 2026 guidance at 0.950-1.030 EPS. As a group, sell-side analysts forecast that National Vision will post 0.65 earnings per share for the current fiscal year.

National Vision announced that its board has approved a share repurchase program on Thursday, November 12th that permits the company to buy back $100 million in shares. This repurchase authorization permits the company to purchase up to 7% of its shares through open market purchases. Stock repurchase programs are often a sign that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

A number of research firms have issued reports on EYE. Weiss Ratings raised National Vision from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday. Guggenheim set a $27.00 target price on National Vision in a research report on Friday, September 11th. Citigroup lowered their target price on National Vision from $39.00 to $35.00 and set a “buy” rating for the company in a research report on Thursday, August 13th. UBS Group reduced their price target on shares of National Vision from $36.00 to $34.00 and set a “buy” rating on the stock in a research report on Thursday, August 13th. Finally, Morgan Stanley reduced their price target on shares of National Vision from $22.00 to $21.00 and set an “equal weight” rating on the stock in a research report on Thursday, August 13th. Seven investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $29.82.

Key National Vision News

Here’s some of the latest news about EYE:

• Positive Sentiment: Third-quarter adjusted earnings were $0.30 per share, above the roughly $0.17 analyst consensus and up from $0.13 a year earlier. Profit growth and margin expansion helped offset revenue of $510.5 million, which narrowly missed estimates. Article: National Vision Holdings reports third-quarter 2026 results
• Positive Sentiment: National Vision plans to expand its store base, including approximately 30 new stores over the 52 weeks ending January 2, 2027, and 50–55 openings in 2027. Article: National Vision plans store openings and forecasts revenue
• Negative Sentiment: The company’s 2026 revenue outlook of $2.02 billion–$2.04 billion is below the roughly $2.1 billion analyst expectation, and it lowered its comparable-sales growth outlook. That softer outlook could temper optimism from the earnings beat. Article: National Vision reports higher earnings but lowers comparable-sales outlook

National Vision Company Profile

National Vision Holdings, Inc. is a U.S. optical retailer that provides eye care services and sells eyewear. Its offerings include eye exams, prescription eyeglasses, contact lenses, sunglasses and related accessories. The company operates stores under brands including America’s Best Contacts & Eyeglasses and Eyeglass World. It also operates Vista Optical locations, including stores in select host locations. Founded in 1990, National Vision serves customers across the United States through its retail locations and online channels.