National Vision (EYE) reported second-quarter 2026 net revenue of $498.8 million, up 2.5% from the prior-year period. Net income rose to $12.4 million from $8.7 million, while diluted EPS increased to $0.15 from $0.11.
The company raised its full-year adjusted operating income outlook and tightened its adjusted comparable store sales growth range. National Vision ended the quarter with 1,281 stores after opening nine America’s Best stores and closing two.
- Second-quarter comparable store sales growth was 3.4%, while adjusted comparable store sales growth was 2.2%.
- SG&A decreased 1.5% to $243.4 million and represented 48.8% of net revenue.
- Adjusted operating income increased to $31.6 million from $23.8 million.
- Fiscal 2026 net revenue guidance was updated to $2.037 billion to $2.076 billion.
- The company repurchased about 1.2 million shares for $20.0 million during the quarter.
$EYE Insider Trading Activity
$EYE insiders have traded $EYE stock on the open market 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $EYE stock by insiders over the last 6 months:
- ALEXANDER WILKES (Chief Executive Officer) sold 35,000 shares for an estimated $928,900
- MICHAEL J NICHOLSON purchased 50,000 shares for an estimated $776,000
- L READE FAHS (Executive Chairman) has made 0 purchases and 2 sales selling 11,672 shares for an estimated $345,217.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$EYE Hedge Fund Activity
We have seen 118 institutional investors add shares of $EYE stock to their portfolio, and 128 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC added 1,895,268 shares (+1150.9%) to their portfolio in Q2 2026, for an estimated $36,029,044
- FULLER & THALER ASSET MANAGEMENT, INC. added 1,099,678 shares (+inf%) to their portfolio in Q1 2026, for an estimated $28,481,660
- BOSTON PARTNERS added 823,951 shares (+57.9%) to their portfolio in Q2 2026, for an estimated $15,663,308
- AVALON TRUST CO added 761,750 shares (+inf%) to their portfolio in Q2 2026, for an estimated $14,480,867
- FIERA CAPITAL CORP removed 621,867 shares (-43.0%) from their portfolio in Q2 2026, for an estimated $11,821,691
- UBS GROUP AG added 611,470 shares (+247.2%) to their portfolio in Q1 2026, for an estimated $15,837,073
- BLACKROCK, INC. added 578,754 shares (+5.0%) to their portfolio in Q2 2026, for an estimated $11,002,113
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
