Welcome to our dedicated page for National Vision SEC filings (Ticker: EYE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
National Vision Holdings, Inc. filings document the regulatory record for a Nasdaq-listed optical retailer with common stock registered under the Exchange Act. Its Form 8-K reports furnish quarterly and annual financial results, financial-condition updates and material events tied to the company’s retail eyewear and eye-care business.
Proxy and annual-meeting filings cover board elections, stockholder voting matters, executive-compensation governance and other corporate-governance disclosures. The filing record also includes material definitive agreements, such as amendments to the company’s letter agreement with Essilor of America, as well as board composition, succession-related disclosures and the company’s capital-stock registration details.
National Vision Holdings, Inc. is confirming its fiscal 2026 guidance ahead of investor meetings and a presentation at the William Blair 46th Annual Growth Stock Conference on June 3, 2026. The company has completed migrating its e-commerce platform across all brands and is seeing sequential improvement in traffic after temporary disruption from the re-platform.
For the second quarter to date, Adjusted Comparable Store Sales Growth is tracking in the low-single-digit range, and the company expects low-single-digit growth for the full second quarter. National Vision also updates its stock repurchase program: of the up to $50 million authorized for common share repurchases through December 28, 2030, it has repurchased approximately $20 million to date.
National Vision Holdings reported higher sales and sharply improved profitability for the quarter ended April 4, 2026. Net revenue rose to $543.9M, up 6.6% year over year, driven by 4.5% Adjusted Comparable Store Sales Growth and modest store expansion to 1,274 locations.
Net income more than doubled to $31.2M, with diluted EPS increasing to $0.38 from $0.18. Adjusted EBITDA grew to $78.7M and margin expanded to 14.5%, helped by operating leverage in SG&A and lower interest expense. Product margins were slightly pressured by mix, but exam revenue and cost control supported overall margin gains.
National Vision Holdings, Inc. reported strong first-quarter 2026 results, with net revenue of $543.9 million, up 6.6% from the prior-year quarter. Comparable store sales grew 4.4%, and Adjusted Comparable Store Sales Growth was 4.5%, reflecting higher average ticket and strength in managed care customers.
Net income more than doubled to $31.2 million, improving net income margin to 5.7% from 2.8%. Diluted EPS rose to $0.38, while Adjusted Diluted EPS increased to $0.45 from $0.34. Adjusted Operating Income climbed to $55.5 million and Adjusted Operating Margin expanded to 10.2% from 8.1%.
The company ended the quarter with 1,274 stores, overall store count up 3.0%, and cash of $67.9 million against total debt of $241.8 million. National Vision expanded its relationship with the Army and Air Force Exchange Service, adding 20 Military stores, and reiterated its fiscal 2026 outlook, including net revenue of $2.033 billion to $2.091 billion and Adjusted Diluted EPS of $0.85 to $1.09.
National Vision Holdings, Inc. is asking stockholders to vote at its 2026 annual meeting on June 17, 2026, on three items: electing eleven directors, approving executive pay on an advisory basis, and ratifying Deloitte & Touche LLP as auditor.
The proxy highlights 2025 as a transformational year, with comparable store sales growth of 5.9% (6.0% adjusted), net revenue rising 9.0% to $1,987.5 million, and net income from continuing operations of $29.6 million, or diluted EPS of $0.37. Adjusted operating income from continuing operations increased to $102.5 million from $65.5 million, and adjusted diluted EPS reached $0.80. The company ended 2025 with 1,250 stores, a cash balance of $38.7 million, total liquidity of $332 million, and net debt of $245.9 million after repaying $101.3 million of long-term debt and convertible notes.
Governance updates include completion of CEO succession, with Alex Wilkes becoming CEO and director and former CEO L. Reade Fahs serving as Executive Chairman, alongside a Lead Independent Director and a majority-independent, diverse board. The compensation program emphasizes pay-for-performance, using annual incentives tied mainly to adjusted operating income and long-term equity split between time-based RSUs and PSUs based on adjusted operating income, return on invested capital, and relative total shareholder return, with a special 2026 PSU design adding a stock-price-based modifier.
National Vision Holdings Chief Legal & Strategy Officer Jared Brandman reported routine equity compensation activity involving restricted stock units. On April 29, 2026, 1,890 restricted stock units vested and converted into common stock on a one-for-one basis. To cover associated tax liabilities, 842 common shares were withheld and disposed of at $22.39 per share, resulting in a net increase of 1,048 common shares. Following these transactions, Brandman directly holds 77,079 shares of common stock and 36,744 remaining restricted stock units, reflecting ongoing equity-based compensation rather than open-market trading.
Vanguard Capital Management reports beneficial ownership of 4,020,142 shares (5.06%) of National Vision Holdings Inc as of 03/31/2026. The filing shows sole voting power for 582,275 shares and sole dispositive power for 4,020,142 shares. The disclosure states these holdings include securities managed across Vanguard affiliates and funds.
The filing is signed by Ashley Grim, Head of Global Fund Administration, on 04/30/2026 and lists Vanguard's Malvern, PA business address.
National Vision Holdings Inc reports that Vanguard Portfolio Management beneficially owns 5,781,797 shares of common stock, representing 7.27% as of 03/31/2026. The filing shows sole voting power of 34,814 shares and sole dispositive power over 5,781,797 shares. The filing is signed on 04/29/2026.
National Vision Holdings, Inc. Chief Financial Officer Christopher Laden exercised restricted stock units that vested into common stock and used part of the shares to cover taxes. On March 31, 2026, 26,082 restricted stock units converted into 26,082 shares of common stock on a one-for-one basis.
To satisfy tax liabilities tied to this vesting, 9,702 shares were withheld at a price of $25.90 per share, leaving 16,380 shares of common stock directly held after the withholding. Following the conversion, Laden also held 70,088 restricted stock units, which continue to represent future potential shares as they vest.
The Vanguard Group filed an amendment to its Schedule 13G/A reporting for National Vision Holdings Inc. The amendment states Amount beneficially owned: 0 and Percent of class: 0%. It explains an internal realignment effective January 12, 2026 leading certain subsidiaries to report separately. The filing is signed by Ashley Grim on 03/27/2026.