National Vision Holdings, Inc.

NasdaqGS:EYE Stok Raporu

Piyasa değeri: US$1.4b

National Vision Holdings Yönetim

Yönetim kriter kontrolleri 4/4

National Vision Holdings CEO'su Alex Wilkes, Aug2025 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 5.20M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.1% maaş ve 85.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.021% ine doğrudan sahiptir ve bu hisseler $ 288.71K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.2 yıl ve 5.3 yıldır.

Anahtar bilgiler

Alex Wilkes

İcra Kurulu Başkanı

US$5.2m

Toplam tazminat

CEO maaş yüzdesi14.13%
CEO görev süresiless than a year
CEO sahipliği0.02%
Yönetim ortalama görev süresi4.2yrs
Yönetim Kurulu ortalama görev süresi5.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jun 03

EYE: Store Openings And Margin Improvement Will Support Long Term Upside

Analysts are keeping their $39.00 price target for National Vision Holdings unchanged, citing only modest shifts in discount rate, revenue growth, profit margin assumptions and a slightly lower future P/E as reasons for maintaining their view. What's in the News National Vision Holdings reiterated earnings guidance for the 52 weeks ending January 2, 2027, with expected net revenue in a range of US$2.033b to US$2.091b.
Anlatı Güncellemesi May 20

EYE: Store Expansion And Buybacks Will Support Long Term Margin Outlook

Analysts have maintained their $39.00 price target for National Vision Holdings. The updated view reflects slightly different assumptions on discount rate, revenue growth, profit margin, and future P/E that offset each other overall.
Anlatı Güncellemesi Apr 29

EYE: Long Dated Buyback Authorization Will Support Future Upside Potential

Analysts have updated their price target for National Vision Holdings to $35.27. This reflects small adjustments to assumptions around the discount rate and future P/E used in their valuation work.
Anlatı Güncellemesi Apr 15

EYE: Share Repurchases And Store Openings Will Support A Fairly Balanced Outlook

Analysts now see slightly less upside for National Vision Holdings, trimming their fair value estimate from $27.00 to $26.00 as they factor in a modestly higher discount rate, slightly lower revenue growth assumptions, a small improvement in profit margin, and a lower future P/E multiple. What's in the News The Board of Directors authorized a share repurchase plan on March 2, 2026, allowing the company to buy back its common stock (Key Developments).
Anlatı Güncellemesi Mar 31

EYE: New Buyback Authorization Will Support Future Upside Potential

Analysts now maintain their fair value estimate for National Vision Holdings at $35.27 per share, making only minor refinements to assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect updated modeling inputs rather than a change in overall view. What's in the News The Board of Directors authorized a new share repurchase plan on March 2, 2026, setting the framework for future buybacks (company announcement).
Seeking Alpha Mar 31

National Vision Holdings: Growth Outlook Got Better

Summary National Vision Holdings is no longer a turnaround story—FY2025 results show robust growth, margin expansion, and improved customer mix. Managed care now drives 42% of revenue, with higher-value cohorts and premiumization strategies fueling sustainable, higher-margin growth. Premiumization extends beyond frames to lenses, targeting higher ticket sizes and margins through new products and increased premium lens penetration. EYE’s remote hybrid exam model addresses exam capacity constraints, unlocking further growth potential; shares trade at the low end of their historical valuation range. Read the full article on Seeking Alpha
Anlatı Güncellemesi Mar 17

EYE: Share Repurchases And New Store Openings Will Support Future Upside

Analysts have lifted their price target on National Vision Holdings to about $35.27 from roughly $32.82, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News The Board of Directors authorized a share repurchase plan, with approval granted on March 2, 2026 (Key Developments).
Anlatı Güncellemesi Mar 03

EYE: Reaffirmed Guidance And Margin Assumptions Will Support Fairly Balanced Outlook

Analysts have maintained their $27.00 price target for National Vision Holdings, citing only modest changes to their underlying assumptions around discount rate, revenue growth, profit margin and future P/E that balance each other out in the updated model. What's in the News National Vision Holdings reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, indicating that management is maintaining its outlook.
Anlatı Güncellemesi Feb 17

EYE: Guidance Reaffirmation And Margin Outlook Will Shape Fairly Balanced Prospects

Analysts maintained their average price target for National Vision Holdings at $27.00, citing updated assumptions that include a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E multiple, which together still support the prior valuation level. What's in the News National Vision Holdings reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, keeping its outlook unchanged for the period.
Anlatı Güncellemesi Feb 03

EYE: Long Term Margin Expansion Plans Will Support Bullish Outlook

Analysts now see fair value for National Vision Holdings at $39, up from $36. They cite revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers of the updated price target.
Anlatı Güncellemesi Jan 20

EYE: Long-Term Store Expansion And Margins Will Face Execution Risks

Analysts have raised their fair value estimate for National Vision Holdings from US$26.00 to US$27.00, reflecting updated assumptions for revenue growth, profit margins, a slightly adjusted discount rate, and the future P/E outlook. What's in the News Reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, with expected net revenue of US$1.970b to US$1.988b (company guidance).
Anlatı Güncellemesi Jan 06

EYE: Long Term Store Expansion Plans Will Support Future Upside

Analysts have trimmed their price target for National Vision Holdings to about $32.82 per share from roughly $32.90, reflecting updated assumptions around the discount rate, projected revenue growth, profit margin, and future P/E multiples. What's in the News Company issued earnings guidance for fiscal 2025 through fiscal 2030 and for fiscal 2026, with expectations for annual net revenue growth in the high single digits from the 2025 base period (Corporate guidance).
Analiz Makalesi Jan 04

National Vision Holdings (NASDAQ:EYE) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Anlatı Güncellemesi Dec 23

EYE: Margin Expansion Outlook Will Eventually Prove Unsustainable

Analysts have raised their price target on National Vision Holdings from approximately 22 dollars to 26 dollars. This reflects increased confidence in the company’s ability to expand profit margins despite slightly lower projected revenue growth and a more modest future price to earnings multiple.
Anlatı Güncellemesi Dec 09

EYE: Expansion Plan And Raised Revenue Outlook Will Drive Future Upside

Analysts have modestly raised their price target on National Vision Holdings to 32.90 dollars from 32.90 dollars, reflecting slightly higher assumptions for discount rate, long term revenue growth, profit margin, and future earnings multiples. What's in the News Reaffirmed long term outlook for fiscal 2025 through 2030, targeting high single digit annual net revenue growth, including a planning scenario for fiscal 2026 with similar growth expectations (Corporate Guidance).
Anlatı Güncellemesi Nov 25

EYE: Accelerated Store Expansion Will Drive Outperformance Through 2030

Analysts have raised their price target for National Vision Holdings from $29.80 to $32.90. They cite improved revenue growth forecasts and higher expected profit margins.
Anlatı Güncellemesi Nov 05

EYE: Shares Likely To Outperform As Discount Rate Edges Lower

Narrative Update on National Vision Holdings: Analyst Price Target Revision Analysts have maintained their fair value estimate for National Vision Holdings at $29.80. They cited minor adjustments in growth and profitability outlooks, which only modestly affected underlying financial assumptions.
Anlatı Güncellemesi Oct 22

Analysts Lift Price Target for National Vision Holdings Following Guidance and Brand Updates

Narrative Update on National Vision Holdings Analysts have slightly raised their price target for National Vision Holdings to $29.80, up from $29.15. This change reflects small adjustments to growth assumptions and discount rates.
Anlatı Güncellemesi Oct 08

Managed Care Expansion And Digital Trends Will Unlock Value

Analysts have raised their price target for National Vision Holdings from $28.85 to $29.15. This change reflects improved outlooks around revenue growth and profit margins.
Analiz Makalesi Jul 29

Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?

National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it received a lot of attention...
Analiz Makalesi Jul 02

National Vision Holdings (NASDAQ:EYE) Could Be Struggling To Allocate Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Analiz Makalesi Jun 17

Is National Vision Holdings (NASDAQ:EYE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi May 30

Is National Vision Holdings, Inc. (NASDAQ:EYE) Worth US$20.0 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, National Vision Holdings fair value estimate is US$15.45...
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Yeni Anlatı May 27

Digital Segmentation And Premium Offerings Will Drive Future Growth

Targeting higher-value segments and investing in digital experiences drives customer growth, retention, and margin improvement as vision needs increase across demographics.
Analiz Makalesi May 08

Revenues Tell The Story For National Vision Holdings, Inc. (NASDAQ:EYE) As Its Stock Soars 38%

National Vision Holdings, Inc. ( NASDAQ:EYE ) shareholders have had their patience rewarded with a 38% share price jump...
Analiz Makalesi Apr 22

Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?

National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it received a lot of attention...
Analiz Makalesi Mar 20

National Vision Holdings (NASDAQ:EYE) Will Be Looking To Turn Around Its Returns

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Analiz Makalesi Feb 15

Here's Why National Vision Holdings (NASDAQ:EYE) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Dec 18

National Vision Holdings (NASDAQ:EYE) Is Finding It Tricky To Allocate Its Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Analiz Makalesi Nov 26

Pinning Down National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S Is Difficult Right Now

It's not a stretch to say that National Vision Holdings, Inc.'s ( NASDAQ:EYE ) price-to-sales (or "P/S") ratio of 0.4x...
Analiz Makalesi Nov 02

Why National Vision Holdings, Inc. (NASDAQ:EYE) Could Be Worth Watching

National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it saw a decent share price...
Analiz Makalesi Aug 09

Some Confidence Is Lacking In National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S

It's not a stretch to say that National Vision Holdings, Inc.'s ( NASDAQ:EYE ) price-to-sales (or "P/S") ratio of 0.4x...
Analiz Makalesi Jul 18

Is National Vision Holdings (NASDAQ:EYE) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha May 31

National Vision Holdings: Strong Catalyst To Help Business Achieve High End Of Guidance

Summary My recommendation is a buy due to the rollout of remote exam capabilities, which is expected to drive same-store sales and improve valuation. EYE is a leading optical retailer in the US, focusing on value products for lower-end customers. The introduction of remote exam technology in Texas could significantly improve operations and contribute to high single-digit same-store sales growth. Read the full article on Seeking Alpha
Analiz Makalesi May 24

Is It Time To Consider Buying National Vision Holdings, Inc. (NASDAQ:EYE)?

While National Vision Holdings, Inc. ( NASDAQ:EYE ) might not have the largest market cap around , it saw significant...

CEO Tazminat Analizi

Alex Wilkes'un ücretlendirmesi National Vision Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Apr 04 2026n/an/a

US$47m

Jan 03 2026US$5mUS$735k

US$30m

Sep 27 2025n/an/a

-US$3m

Jun 28 2025n/an/a

-US$15m

Mar 29 2025n/an/a

-US$25m

Dec 28 2024US$2mUS$196k

-US$27m

Tazminat ve Piyasa: Alex 'ın toplam tazminatı ($USD 5.20M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.30M ).

Tazminat ve Kazançlar: Alex 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Alex Wilkes (47 yo)

less than a year
Görev süresi
US$5,198,862
Tazminat

Mr. Alexander N. Wilkes, also known as Alex, has been Chief Executive Officer and Director of National Vision Holdings, Inc. since August 1, 2025 and was its President since August 19, 2024 until August 1,...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
L. Fahs
Executive Chairman of the Board12.3yrsUS$7.29m1.32%
$ 18.5m
Alexander Wilkes
CEO & Directorless than a yearUS$5.20m0.021%
$ 288.7k
Christopher Laden
Chief Financial Officer1.3yrsUS$2.31m0.020%
$ 287.9k
Jared Brandman
Senior VP7.3yrsUS$2.06m0.096%
$ 1.4m
Bill Clark
Senior VP & Chief People Officer7yrsUS$1.64m0.13%
$ 1.8m
Mark Banner
Senior VP & President of America’s Best1.9yrsUS$2.28m0.022%
$ 313.5k
David Cutler
Chief Technology Officerless than a yearVeri yokVeri yok
Tamara Gonzalez
Vice President of Investor Relationsno dataVeri yokVeri yok
Joe VanDette
Senior VP and Chief Brand & Marketing Officer4.2yrsUS$1.02m0.058%
$ 809.5k
Jacqueline Grove
Senior VP of Talent8.9yrsVeri yokVeri yok
Paul Myrick
Senior Vice President of Real Estate8.8yrsVeri yokVeri yok
Bob McKinzie
Senior Vice President of Manufacturing & Distribution8yrsVeri yokVeri yok
4.2yrs
Ortalama Görev Süresi
51yo
Ortalama Yaş

Deneyimli Yönetim: EYE 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.2 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
L. Fahs
Executive Chairman of the Board12.3yrsUS$7.29m1.32%
$ 18.5m
Alexander Wilkes
CEO & Directorless than a yearUS$5.20m0.021%
$ 288.7k
David Peeler
Lead Independent Director12.3yrsUS$101.25k0.31%
$ 4.4m
Jose Armario
Independent Director5.3yrsUS$250.02k0.062%
$ 876.8k
Virginia Hepner
Independent Director8.4yrsUS$265.02k0.055%
$ 773.5k
Caitlin Zulla
Independent Director1.8yrsUS$250.02k0.027%
$ 384.4k
Michael Nicholson
Independent Director1.3yrsUS$285.00k0.067%
$ 936.9k
James McGrann
Independent Director1.3yrsUS$285.00k0.013%
$ 188.3k
Naomi Kelman
Independent Director5.8yrsUS$250.02k0.051%
$ 721.1k
Susan Johnson
Independent Director5.7yrsUS$269.57k0.045%
$ 637.9k
Susan O'Farrell
Independent Director2.3yrsUS$275.02k0.028%
$ 392.5k
5.3yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: EYE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/17 20:42
Gün Sonu Hisse Fiyatı2026/06/17 00:00
Kazançlar2026/04/04
Yıllık Kazançlar2026/01/03

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

National Vision Holdings, Inc. 13 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Adrienne Yih-TennantBarclays
Alexander MarocciaBerenberg
Robert OhmesBofA Global Research