EYE

National Vision Holdings, Inc.

Nasdaq · Ophthalmic Goods · Inc. DE · CIK 0001710155
$18.61 +1.97% $1.5B
Insider Selling Cluster (2 insiders)14 New Institutional Positions5 Institutional Exits
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$1.8B
Inst. Activity14 buys / 5 sells
Insider Activity1B / 2S
Insider Net $-$377.7K
SEC Reports1
Exchange Nasdaq·Sector Ophthalmic Goods·Inc. DE·CIK 0001710155·Prev Close $18.25

Recent Activity

Jun 12, 2026 short_volume
Short Volume: EYE — 66.5% short (0.4M / 0.6M)
Short: 403,165 | Exempt: 0 | TRF Vol: 605,840 | Short Ratio: 66.5% | Off-exchange volume (dark pool
Jun 9, 2026 SEC
Director Michael J. Nicholson purchased $776K of EYE shares on the open market at $15.52, a single-insider conviction bu
INSIDER-BUY — Impact 3/10
Jun 5, 2026 Insider
Nicholson Michael J bought 50,000 shares
Director @ $15.52 ($776.0K)
Apr 29, 2026 Insider
Brandman Jared surrendered for taxes 842 shares
Chief Legal & Strategy Officer @ $22.39 ($18.9K)
Apr 29, 2026 Insider
Brandman Jared acquired via exercise 1,890 shares
Chief Legal & Strategy Officer
Inst.
VICTORY CAPITAL MANAGEMENT INC — DOUBLED
1,804,579 shares ($46.7M)
Inst.
Invesco Ltd. — ADD
1,204,832 shares ($31.2M)

Price Targets

$29.27 +57.3% upside Strong Buy
Current $18.61 Low $20.00 Median $30.00 High $39.00 11 analysts
$20.00 $39.00

Analyst Ratings

Buy75% buy · 16 analysts
6Strong Buy
6Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Citigroup MAINTAIN Buy → Buy
May 14, 2026 UBS MAINTAIN Buy → Buy
May 14, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 14, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 14, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.18 ▼ -11.5% $0.14 — $0.21 3% YoY 12
Next Q $0.20 ▼ -6.0% $0.16 — $0.27 57% YoY 12
Current FY $0.97 ▼ -2.2% $0.84 — $1.09 21% YoY 12
Next FY $1.18 ▼ -5.6% $0.95 — $1.38 22% YoY 12

Top Institutional Holders

FundValueMove
BlackRock, Inc.$298.8M
VANGUARD PORTFOLIO MANAGEMENT LLC$148.8M
WELLINGTON MANAGEMENT GROUP LLP$142.3MADD
WILLIAM BLAIR INVESTMENT MANAGEMENT,$109.4MADD
DRIEHAUS CAPITAL MANAGEMENT LLC$89.9MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Nicholson MichaelBUY$776.0K
Apr 29, 2026Brandman JaredF$18.9K
Apr 29, 2026Brandman JaredM$0.00
Mar 31, 2026Laden ChristopherF$251.3K
Mar 31, 2026Laden ChristopherM$0.00
50 institutional holders with $1.8B total value (69,061,857 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, WELLINGTON. Net buying activity: 14 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.11,535,638$298.8M16.7%
2VANGUARD PORTFOLIO MANAGEMENT LLC5,746,983$148.8M8.3%
3WELLINGTON MANAGEMENT GROUP LLP5,495,966$142.3M8.0%ADD +27.6%
4WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4,225,766$109.4M6.1%ADD +36.0%
5DRIEHAUS CAPITAL MANAGEMENT LLC3,471,774$89.9M5.0%ADD +59.9%
6VANGUARD CAPITAL MANAGEMENT LLC3,437,867$89.0M5.0%
7STATE STREET CORP3,178,076$82.3M4.6%
8DIMENSIONAL FUND ADVISORS LP3,062,191$79.3M4.4%
9ALLIANCEBERNSTEIN L.P.2,497,080$64.5M3.6%NEW
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,407,047$62.3M3.5%TRIM -27.0%
11VICTORY CAPITAL MANAGEMENT INC1,804,579$46.7M2.6%DOUBLED +995.8%
12JUPITER ASSET MANAGEMENT LTD1,443,056$37.4M2.1%
13AMERIPRISE FINANCIAL INC1,299,080$33.6M1.9%ADD +44.3%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,296,120$33.6M1.9%
15MORGAN STANLEY1,213,235$31.4M1.8%
16Invesco Ltd.1,204,832$31.2M1.7%ADD +25.7%
17BANK OF AMERICA CORP /DE/1,175,370$30.4M1.7%
18FEDERATED HERMES, INC.1,172,245$30.4M1.7%ADD +41.5%
19FULLER & THALER ASSET MANAGEMENT, INC.1,099,678$28.5M1.6%NEW
20FMR LLC1,090,444$28.2M1.6%DOUBLED +13957.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VICTORY CAPITAL MANAGEMENT INCDOUBLED164,6811,804,579+995.8%$46.7M2026-Q1
Invesco Ltd.ADD958,7181,204,832+25.7%$31.2M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.NEW1,099,678$28.5M2026-Q1
Allianz Asset Management GmbHADD619,291943,848+52.4%$24.4M2026-Q1
LOOMIS SAYLES & CO L PDOUBLED281,467584,038+107.5%$15.1M2026-Q1
Nuveen, LLCADD246,123457,278+85.8%$11.8M2026-Q1
Woodline Partners LPTRIM728,783426,085-41.5%$11.0M2026-Q1
Trexquant Investment LPDOUBLED117,680282,612+140.2%$7.3M2026-Q1
First Eagle Investment Management, LLCTRIM451,552221,552-50.9%$5.7M2026-Q1
SEI INVESTMENTS CODOUBLED97,489213,722+119.2%$5.5M2026-Q1
PRUDENTIAL FINANCIAL INCADD74,19394,523+27.4%$2.4M2026-Q1
FIFTH THIRD BANCORPDOUBLED12,81180,791+530.6%$2.1M2026-Q1
Gotham Asset Management, LLCDOUBLED13,72345,702+233.0%$1.2M2026-Q1
AmundiADD18,61023,935+28.6%$619.9K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD1,3661,869+36.8%$48.4K2026-Q1
GROUP ONE TRADING LLCTRIM4,5161,402-69.0%$36.3K2026-Q1
NOMURA ASSET MANAGEMENT CO LTDTRIM1,8001,200-33.3%$31.1K2026-Q1
Rockefeller Capital Management L.P.NEAR_EXIT2,047306-85.1%$7.9K2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLCDOUBLED2175+257.1%$1.9K2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD4,532,2005,783,699+27.6%$149.3M2025-Q4
DRIEHAUS CAPITAL MANAGEMENT LLCADD2,256,0003,606,811+59.9%$93.1M2025-Q4
ALLIANCEBERNSTEIN L.P.NEW2,731,776$70.5M2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM3,295,2902,404,873-27.0%$62.1M2025-Q4
FEDERATED HERMES, INC.ADD865,0991,224,241+41.5%$31.6M2025-Q4
Woodline Partners LPDOUBLED346,241728,783+110.5%$18.8M2025-Q4
11 unique insiders with 41 transactions. Net insider value: -$377.7K ($776.0K bought, $1.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Nicholson Michael JDirectorBUY50,000$15.52$776.0K
Apr 29, 2026Brandman JaredChief Legal & Strategy OfficerTAX W/H842$22.39$18.9K
Apr 29, 2026Brandman JaredChief Legal & Strategy OfficerEXERCISE1,890
Mar 31, 2026Laden ChristopherChief Financial OfficerTAX W/H9,702$25.90$251.3K
Mar 31, 2026Laden ChristopherChief Financial OfficerEXERCISE26,082
Mar 11, 2026Wilkes AlexanderChief Executive OfficerSELL35,000$26.54$928.9K
Mar 6, 2026FAHS L READEExecutive ChairmanSELL7,601$29.58$224.8K
Mar 6, 2026FAHS L READEExecutive ChairmanAWARD71,685
Mar 6, 2026FAHS L READEExecutive ChairmanEXERCISE54,824
Mar 6, 2026FAHS L READEExecutive ChairmanTAX W/H24,419$27.90$681.3K
Mar 6, 2026Brandman JaredChief Legal & Strategy OfficerTAX W/H3,494$27.90$97.5K
Mar 6, 2026Wilkes AlexanderChief Executive OfficerAWARD62,725
Mar 6, 2026Laden ChristopherChief Financial OfficerAWARD17,922
Mar 6, 2026Brandman JaredChief Legal & Strategy OfficerEXERCISE10,279
Mar 6, 2026Brandman JaredChief Legal & Strategy OfficerAWARD10,753
Mar 6, 2026Wilkes AlexanderChief Executive OfficerEXERCISE27,412
Mar 6, 2026Clark BillChief People OfficerEXERCISE8,224
Mar 6, 2026Banner MarkPresident, America's BestTAX W/H4,133$27.90$115.3K
Mar 6, 2026VanDette JosephChief Brand & Mktg OfficerTAX W/H2,430$27.90$67.8K
Mar 6, 2026VanDette JosephChief Brand & Mktg OfficerAWARD10,753
Mar 6, 2026VanDette JosephChief Brand & Mktg OfficerEXERCISE8,224
Mar 6, 2026Patel Priti VHead of Emerging BrandsAWARD10,753
Mar 6, 2026Cutler David GChief Technology OfficerAWARD10,753
Mar 6, 2026Moeddel AnaSVP, CHIEF MERCH. & MC OFFICERAWARD10,753
Mar 6, 2026Patel Priti VHead of Emerging BrandsTAX W/H2,738$27.90$76.4K
Mar 6, 2026Patel Priti VHead of Emerging BrandsEXERCISE8,224
Mar 6, 2026Wilkes AlexanderChief Executive OfficerTAX W/H13,994$27.90$390.4K
Mar 6, 2026Banner MarkPresident, America's BestEXERCISE13,706
Mar 6, 2026Banner MarkPresident, America's BestAWARD10,753
Mar 6, 2026Clark BillChief People OfficerTAX W/H2,430$27.90$67.8K
Mar 6, 2026Clark BillChief People OfficerAWARD10,753
Mar 3, 2026Clark BillSVP, Chief People OfficerEXERCISE6,350
Mar 3, 2026FAHS L READEExecutive ChairmanEXERCISE44,823
Mar 3, 2026Patel Priti VHead of Emerging BrandsEXERCISE2,989
Mar 3, 2026VanDette JosephChief Brand & Mktg OfficerEXERCISE6,350
Mar 3, 2026Brandman JaredChief Legal & Strategy OfficerEXERCISE6,350
Feb 27, 2026Clark BillSVP, Chief People OfficerEXERCISE3,363
Feb 27, 2026Brandman JaredChief Legal & Strategy OfficerEXERCISE3,540
Feb 27, 2026FAHS L READEExecutive ChairmanEXERCISE28,321
Feb 27, 2026Patel Priti VGeneral ManagerEXERCISE3,363
Feb 27, 2026VanDette JosephChief Brand & Mktg OfficerEXERCISE3,363
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (75% buy). Based on 16 analysts: 6 strong buy, 6 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$29.27 mean target +57.3% upside Strong Buy (1.58)
$20.00 Low $39.00 High
MetricValue
Current Price$18.61
Target Low$20.00
Target Mean$29.27
Target Median$30.00
Target High$39.00
# Analysts11
RecommendationStrong Buy (1.58)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.18 $0.14 $0.21 2.7% -11.5% 1↑ 9↓ $0.5B 2.8% 12
Next Q
2026-09-30
$0.20 $0.16 $0.27 57.5% -6.0% 2↑ 9↓ $0.5B 5.8% 12
Current FY
2026-12-31
$0.97 $0.84 $1.09 20.9% -2.2% 4↑ 8↓ $2.1B 3.8% 12
Next FY
2027-12-31
$1.18 $0.95 $1.38 22.3% -5.6% 0↑ 10↓ $2.2B 5.8% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.185
7d ago$0.185
30d ago$0.209-0.024
60d ago$0.209-0.024
90d ago$0.208-0.023
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Citigroup MAINTAIN Buy Buy
May 14, 2026 UBS MAINTAIN Buy Buy
May 14, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 14, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 14, 2026 Barclays MAINTAIN Overweight Overweight
May 14, 2026 B of A Securities MAINTAIN Buy Buy
Mar 5, 2026 Citigroup MAINTAIN Buy Buy
Mar 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 5, 2026 Barclays MAINTAIN Overweight Overweight
Mar 5, 2026 UBS MAINTAIN Buy Buy
Mar 5, 2026 Guggenheim MAINTAIN Buy Buy
Mar 2, 2026 Barclays MAINTAIN Overweight Overweight
Jan 15, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266640075%
May 1, 20266640075%
Apr 1, 20266640075%
Mar 1, 20265640073%
Feb 1, 20265640073%
Jan 1, 20265640073%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
short_volume
Short Volume: EYE — 66.5% short (0.4M / 0.6M)
Short: 403,165 | Exempt: 0 | TRF Vol: 605,840 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: EYE — 70.7% short (0.6M / 0.9M)
Short: 638,866 | Exempt: 0 | TRF Vol: 903,907 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: EYE — 70.2% short (0.7M / 1.0M)
Short: 693,358 | Exempt: 1,046 | TRF Vol: 987,790 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: EYE — 61.9% short (0.4M / 0.7M)
Short: 440,897 | Exempt: 5 | TRF Vol: 712,059 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: EYE — 66.5% short (0.8M / 1.1M)
Short: 752,664 | Exempt: 0 | TRF Vol: 1,132,089 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: EYE — 72.2% short (0.4M / 0.6M)
Short: 436,971 | Exempt: 0 | TRF Vol: 605,571 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: EYE — 68.7% short (0.6M / 0.8M)
Short: 553,628 | Exempt: 0 | TRF Vol: 805,675 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: EYE — 68.4% short (0.4M / 0.6M)
Short: 405,174 | Exempt: 9 | TRF Vol: 591,999 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: EYE — 57.1% short (0.4M / 0.8M)
Short: 443,542 | Exempt: 60 | TRF Vol: 776,438 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: EYE — 56.1% short (0.5M / 0.8M)
Short: 457,230 | Exempt: 0 | TRF Vol: 815,090 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: EYE — 68.3% short (0.4M / 0.6M)
Short: 412,817 | Exempt: 0 | TRF Vol: 604,690 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: EYE — 67.2% short (0.6M / 0.8M)
Short: 567,487 | Exempt: 0 | TRF Vol: 843,961 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: EYE — 58.1% short (0.9M / 1.5M)
Short: 874,004 | Exempt: 6 | TRF Vol: 1,505,388 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: EYE — 55.5% short (0.5M / 0.8M)
Short: 466,944 | Exempt: 0 | TRF Vol: 841,460 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: EYE — 76.7% short (0.9M / 1.2M)
Short: 902,398 | Exempt: 0 | TRF Vol: 1,176,460 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)