OP Asset Management Ltd Makes New $1.95 Million Investment in National Vision Holdings, Inc. $EYE

OP Asset Management Ltd acquired a new stake in shares of National Vision Holdings, Inc. (NASDAQ:EYE) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 75,452 shares of the company’s stock, valued at approximately $1,954,000. OP Asset Management Ltd owned approximately 0.09% of National Vision at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Rockefeller Capital Management L.P. lifted its position in shares of National Vision by 416.9% during the 4th quarter. Rockefeller Capital Management L.P. now owns 2,047 shares of the company’s stock worth $53,000 after buying an additional 1,651 shares during the period. Mercer Global Advisors Inc. ADV raised its stake in National Vision by 16.6% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 8,303 shares of the company’s stock worth $214,000 after acquiring an additional 1,185 shares in the last quarter. Uniplan Investment Counsel Inc. lifted its holdings in shares of National Vision by 274.6% during the fourth quarter. Uniplan Investment Counsel Inc. now owns 73,198 shares of the company’s stock valued at $1,890,000 after acquiring an additional 53,660 shares during the period. Wellington Management Group LLP lifted its holdings in shares of National Vision by 27.6% during the fourth quarter. Wellington Management Group LLP now owns 5,783,699 shares of the company’s stock valued at $149,335,000 after acquiring an additional 1,251,499 shares during the period. Finally, Millennium Management LLC bought a new position in shares of National Vision during the fourth quarter valued at $16,109,000.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. UBS Group dropped their target price on shares of National Vision from $42.00 to $36.00 and set a “buy” rating for the company in a research report on Thursday, May 14th. Barclays decreased their price objective on shares of National Vision from $38.00 to $27.00 and set an “overweight” rating on the stock in a research note on Thursday, May 14th. Roth Mkm set a $25.00 target price on shares of National Vision in a research note on Thursday, May 14th. Morgan Stanley reduced their target price on National Vision from $30.00 to $22.00 and set an “equal weight” rating on the stock in a report on Thursday, May 14th. Finally, Weiss Ratings upgraded National Vision from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, May 14th. Seven investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $30.08.

National Vision Stock Performance

EYE opened at $18.86 on Monday. National Vision Holdings, Inc. has a 1-year low of $14.75 and a 1-year high of $30.02. The stock has a market capitalization of $1.51 billion, a PE ratio of 33.09, a PEG ratio of 1.64 and a beta of 1.08. The company has a current ratio of 0.62, a quick ratio of 0.37 and a debt-to-equity ratio of 0.25. The firm has a 50-day moving average price of $19.30 and a two-hundred day moving average price of $24.35.

National Vision (NASDAQ:EYE) last released its quarterly earnings results on Wednesday, May 13th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.43 by $0.02. The business had revenue of $543.88 million for 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%. National Vision’s revenue was up 6.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.34 earnings per share. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. As a group, equities analysts anticipate that National Vision Holdings, Inc. will post 0.58 earnings per share for the current fiscal year.

About National Vision

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.