National Vision Holdings, Inc.
In the published model solve dated 2026-Q2, anchored at $16.50, National Vision Holdings, Inc. (EYE) is priced for today's economics sustained for ~5.4 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• National Vision runs the value end of American optical retail, with 1,057 America's Best stores at the close of fiscal 2025, and the eye exam is the traffic engine that sells the eyewear. • The existing base is performing: ⟦"Comparable store sales growth and Adjusted Comparable Store Sales Growth from continuing operations for fiscal year 2025 were 5.9% and 6.0%, respectively"⟧, and the first quarter of fiscal 2026 carried that forward. • The fragile piece is the store plan, which the company
Is EYE overvalued? See what's priced in →
248 institutional managers reported holding EYE in 13F filings for the quarter ended 2026-03-31. 28 opened new positions that quarter. Held by BlackRock, Vanguard Group, Wellington Management, among others. On the short side, 13.4M shares were sold short as of the 2026-06-15 count, about 16% of shares outstanding (5.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EYE has cut its share count 2.4% over the past five years, spending $201.48M on repurchases. It pays no dividend. Cash returned over the past three years: $17.65M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at EYE over the trailing three years: 2024: 4 buys totaling $1.07M; 2026: 1 buy totaling $776k. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EYE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-12 | +5.8% | -1.9% |
| 2023-08-11 | -5.9% | -29.5% |
| 2023-11-10 | +9.4% | +12.4% |
| 2024-05-09 | -15.2% | -14.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EYE's latest 8-K filings: 2026-08-12 (items 2.02, 9.01); 2026-06-22 (items 5.07, 9.01); 2026-06-03 (items 7.01, 9.01); 2026-05-13 (items 2.02, 9.01); 2026-03-04 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.