National Vision
EYE

$9.68

1.86%

Market Cap: $761M

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: 13,998

Healthcare Ophthalmic Goods

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

4,872% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $365K

31% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 59

0.14% more ownership

Funds ownership: 111.97% [Q1] → 112.11% (+0.14%) [Q2]

6% less funds holding

Funds holding: 199 [Q1] → 188 (-11) [Q2]

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

41% less capital invested

Capital invested by funds: $1.94B [Q1] → $1.15B (-$789M) [Q2]

100% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 0 (-2) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$11

14%

upside

Avg. target

$14

45%

upside

High target

$18

86%

upside

3 analyst ratings

1 positive

33%

2 neutral

67%

0 negative

0%

Goldman Sachs Kate McShane 66% 1-year accuracy 31 / 47 met price target	34%upside $13	Neutral Maintained	9 Aug 2024
Barclays Adrienne Yih 45% 1-year accuracy 24 / 53 met price target	14%upside $11	Equal-Weight Maintained	8 Aug 2024
UBS Michael Lasser 58% 1-year accuracy 18 / 31 met price target	86%upside $18	Buy Maintained	8 Aug 2024

See Analyst Rankings

Financial journalist opinion

National Vision Holdings, Inc. Announces Participation in the Goldman Sachs 31st Annual Global Retailing Conference

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) today announced that the Company is scheduled to present at the Goldman Sachs 31st Annual Global Retailing Conference on Wednesday, September 4, 2024, at 1:10 p.m. Eastern Time. A live webcast of the presentation can be accessed in the “Investors” section of the Company's website at www.nationalvision.com/investors. The webcast will be archived and available on the website shortly after the event. About National Vision H.

National Vision Holdings, Inc. Announces Participation in the Goldman Sachs 31st Annual Global Retailing Conference

Florence by Mills Launches New Fashion-Forward Eyewear Collection Exclusively in America's Best Stores

Florence by Mills Founder Millie Bobby Brown Brings Personal Experience as an Eyeglasses Wearer to New Line with National Vision and Mondottica, Featuring Styles Designed to Curate Confidence DULUTH, Ga. , Aug. 20, 2024 /PRNewswire/ -- National Vision, Inc., one of the nation's largest optical retailers providing quality, affordable eye care and eyewear, has teamed up with florence by mills™ for the launch of the Gen-Z focused brand's eyewear collection in all 1,000+ America's Best stores.

Florence by Mills Launches New Fashion-Forward Eyewear Collection Exclusively in America's Best Stores

Zacks Investment Research

National Vision (EYE) Tops Q2 Earnings, Lowers '24 Outlook

National Vision (EYE) delivers an earnings beat in the second quarter of 2024 and announces new transformative actions for long-term growth.

National Vision (EYE) Tops Q2 Earnings, Lowers '24 Outlook

National Vision Holdings, Inc. Announces Repurchase of $218 Million of Convertible Notes and Borrowing of $115 Million in Incremental Term Loans

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) (“National Vision”) today announced that it has reached agreement to repurchase approximately $218 million aggregate principal amount of its 2.50% Convertible Senior Notes due 2025 (the “2025 Notes” and such repurchase, the “Repurchase Transactions”) for an aggregate cash repurchase price of approximately $215 million plus accrued and unpaid interest on such notes. National Vision also announced that it has secured commi.

National Vision Holdings, Inc. Announces Repurchase of $218 Million of Convertible Notes and Borrowing of $115 Million in Incremental Term Loans

National Vision Holdings Inc (EYE) Q2 2024 Earnings Call Transcript

National Vision Holdings Inc (NASDAQ:EYE ) Q2 2024 Results Conference Call August 6, 2024 4:30 PM ET Company Participants Tamara Gonzalez - IR Reade Fahs - CEO, President & Director Melissa Rasmussen - Senior VP & CFO Conference Call Participants Michael Lasser - UBS Simeon Siegel - BMO Capital Markets Anthony Chukumba - Loop Capital Markets Kate McShane - Goldman Sachs Zach Fadem - Wells Fargo Simeon Gutman - Morgan Stanley Brian Tanquilut - Jefferies Brandon Cheatham - Citigroup Adrienne Yih - Barclays Dylan Carden - William Blair Operator Good day, and thank you for standing by. Welcome to the Q2 2024 National Vision Holdings Earnings Conference Call.

National Vision Holdings Inc (EYE) Q2 2024 Earnings Call Transcript

Zacks Investment Research

National Vision (EYE) Q2 Earnings Beat Estimates

National Vision (EYE) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.17 per share a year ago.

National Vision (EYE) Q2 Earnings Beat Estimates

National Vision Holdings, Inc. Reports Second Quarter 2024 Financial Results

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) (“National Vision” or the “Company”) today reported its financial results for the second quarter ended June 29, 2024. “Comparable store sales growth in the second quarter improved sequentially from the first quarter largely due to increased traffic,” said Reade Fahs, National Vision's CEO. “We delivered an overall 2.4% increase in adjusted comparable store sales, and a 2.9% increase at America's Best, reflecting ongoing.

National Vision Holdings, Inc. Reports Second Quarter 2024 Financial Results

National Vision Announces the Appointment of Alex Wilkes as President

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE) today announced the appointment of Alex Wilkes as National Vision's President, reporting to Reade Fahs, Chief Executive Officer of National Vision, effective August 19, 2024. This follows the Company's announcement on July 1, 2024 of Mark Banner joining the Company as Chief Stores Officer. Wilkes joins National Vision from CooperVision, a global leader in contact lenses, where he served as President of the Americas. Prio.

National Vision Announces the Appointment of Alex Wilkes as President

National Vision Appoints Caitlin Zulla to Board of Directors

DULUTH, Ga.--(BUSINESS WIRE)--National Vision Holdings, Inc. (NASDAQ: EYE), one of the nation's largest optical retailers providing quality, affordable eye care and eyewear, announced today the appointment of Caitlin Zulla to its Board of Directors, effective immediately. Zulla will serve on the Board's Compensation Committee. Zulla brings an extensive healthcare background, with expertise in primary care and specialty care services. She currently serves as Chief Executive Officer of Optum Heal.

National Vision Appoints Caitlin Zulla to Board of Directors

Zacks Investment Research

Should Value Investors Buy National Vision (EYE) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Should Value Investors Buy National Vision (EYE) Stock?

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