EYE at a glance
National Vision Holdings, Inc. (EYE, SEC CIK 1710155) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as September 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 3, 2026 (FY2025), National Vision Holdings, Inc. (EYE) reported revenue of $2.0 billion (up 9.0% from FY2024) and net income of $29.6 million. Diluted EPS was $0.37.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding National Vision Holdings, Inc. (EYE) shares worth $877.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.0B
- +9.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $877.2M · +0 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 3, 2026
Business Overview
- Core business model: retail and managed vision care services, including eyeglasses and contact lenses sold through stores and online
- New emphasis on remote medicine solution deployment challenged by inconsistent telehealth regulations across states
- Strategic focus on navigating regulatory risks in telehealth, managed care compliance, and privacy/security laws to sustain growth
- Employee and regulatory compliance costs may rise due to complex federal and state healthcare, privacy, and safety regulations
- Notable risk disclosure around potential suspension or revocation of FirstSight’s California managed care license affecting store openings
Risk Factors
- Managed care revenue concentration risk: 42% of total revenue in 2025 from few major vision care payors
- Macroeconomic impact: reduced customer demand in 2025 due to inflation and geopolitical uncertainty affecting consumer behaviors
- Optometrist availability: recruiting difficulties and wage increases raising costs, pressuring profitability and exam capacity in 2026
- Competition risk: industry consolidation enabling competitors’ purchasing advantages and management leverage
- New store opening dependency: 33 opened in 2025, 30-35 planned in 2026, with profitability increasing as stores mature
Management Discussion & Analysis
- Revenue not explicitly stated; net income from continuing ops $29.6M (1.5% margin) FY2025 vs loss $(27.2M) (–1.5%) FY2024
- Adjusted Operating Income $102.5M (5.2% margin) FY2025 vs $65.5M (3.6%) FY2024; Adjusted EBITDA $192.9M (9.7% margin) FY2025 vs $155.5M (8.5%) FY2024
- Best performing measure: Adjusted EBITDA $192.9M (9.7% margin) FY2025; Worst income measure: Net loss $(27.2M) FY2024 continuing ops
- Operating cash flow $146.3M FY2025, up $12.6M YoY; Capital expenditures $72.8M FY2025 (down from $95.5M FY2024); Repurchased no shares in FY2024 or FY2025, share repurchase authorization $50M expired Jan 2026
- Management outlook: FY2026 capex $73-78M primarily for new/existing stores and IT; liquidity sufficient from cash, operations, credit; noted risks: working capital needs rise with store growth, partial termination of Walmart partnership in 2024 reduced prior cash outflows
AI summary of the EYE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Management Discussion & Analysis
- Q2 revenue $498.8M, up $12.4M YoY from $486.4M
- Net income $12.4M, 2.5% margin vs 1.8% YoY
- America’s Best revenue $424.3M, up from $416.8M; comparable sales 2.5% vs 6.3%
- Fred Meyer weakest comparable sales, down 7.4% vs up 6.9% YoY
- Adjusted EBITDA $54.6M, 11.0% margin vs 9.5% YoY
Risk Factors
- No Risk Factors section provided; submitted text covers share repurchases only
- Share repurchases: 1,163 shares at $17.21 average price
- Remaining authorization: $29,977 thousand under announced repurchase plans
AI summary of the EYE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended July 4, 2026
- Earnings details contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 revenue $498.8M, up 2.5%, with adjusted comparable-store sales growth of 2.2% despite lower self-pay traffic
- Profitability accelerated: adjusted operating income up 32.7% to $31.6M and margin expanded 140 basis points to 6.3%
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected for terms expiring at the 2027 annual meeting
- Director support ranged from 70,773,915 to 72,017,052 votes, indicating broad shareholder approval
Item 7.01: Regulation FD Disclosure
- Fiscal 2026 outlook contains forward-looking statements, making guidance (not historical results) the disclosure’s investor focus
- Actual performance may differ materially because of identified business and execution risks
AI summaries of EYE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EYE
Don't miss the next EYE filing
- Alerts as it files. A push when EYE files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EYE, by share count.
- Ask anything. An AI agent that reads every EYE filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cutler David G | M | Sep 8, 2026 | 12,998 | - |
| Cutler David G | M | Sep 8, 2026 | 12,998 | - |
| Cutler David G | F | Sep 8, 2026 | 5,110 | $17.00 |
| Moeddel Ana | M | Sep 2, 2026 | 11,395 | - |
| Moeddel Ana | M | Sep 2, 2026 | 11,395 | - |
| Moeddel Ana | F | Sep 2, 2026 | 3,114 | $16.82 |
| Wilkes Alexander | F | Aug 19, 2026 | 29,884 | $18.92 |
| Wilkes Alexander | M | Aug 19, 2026 | 61,786 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.8B | $2.0B |
| Operating Income | - | -$10.4M | $58.8M |
| Net Income | -$65.9M | -$28.5M | $29.6M |
| Op. Margin | - | -0.6% | 3.0% |
| Net Margin | - | -1.6% | 1.5% |
| Balance Sheet | |||
| Total Assets | $2.2B | $2.0B | $2.0B |
| Equity | - | $816.3M | $869.5M |
| ROE | - | -3.5% | 3.4% |
| Per Share | |||
| EPS | $-0.84 | $-0.36 | $0.37 |
| Cash Flow | |||
| Operating CF | - | $133.6M | $146.3M |
| CapEx | $114.8M | $95.5M | $72.8M |
Source: XBRL data in National Vision Holdings, Inc. (EYE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EYE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $877.2M |
| Q1 2026 | 32 | $1.02B |
| Q4 2025 | 29 | $1.05B |
| Q3 2025 | 28 | $1.17B |
| Q2 2025 | 29 | $971.8M |
| Q1 2025 | 24 | $394.5M |
| Q4 2024 | 20 | $269.7M |
| Q3 2024 | 18 | $167.6M |
- FMR LLC (Fidelity)+2.98M (+273%)
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- BlackRock+578.8K (+5%)
- Goldman Sachs Group+517.0K (+60%)
- Morgan Stanley+480.1K (+40%)
- Bank of America Corp−324.6K (-28%)
- Vanguard Portfolio Management LLC−314.4K (-5%)
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- Renaissance Technologies LLC−122.6K (-20%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 212 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EYE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 10-Q | Aug 13, 2026 | Jul 4, 2026 | Analysis | |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| SC 13G | Aug 6, 2026 | - | - | |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 10-Q | May 14, 2026 | Apr 4, 2026 | Analysis | |
| 8-K | May 13, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Apr 30, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 1, 2026 | - | - | - |
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EYE SEC filings: frequently asked questions
Which institutions hold EYE stock?
As of June 30, 2026, the largest National Vision Holdings, Inc. (EYE) holders among the 13F filers tracked by SignalX were BlackRock ($230.3 million), Vanguard Portfolio Management LLC ($103.3 million), FMR LLC (Fidelity) ($77.4 million), State Street Corp ($65.9 million), Vanguard Capital Management LLC ($64.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EYE's revenue in fiscal year 2025?
For the fiscal year ended January 3, 2026 (FY2025), National Vision Holdings, Inc. (EYE) reported revenue of $2.0 billion (up 9.0% from FY2024) and net income of $29.6 million. Diluted EPS was $0.37. The figures come from the XBRL data in the 10-K.
What are the main risks in EYE's latest 10-K?
In the 10-K filed March 4, 2026, National Vision Holdings, Inc. (EYE) flagged: Managed care revenue concentration risk: 42% of total revenue in 2025 from few major vision care payors. Macroeconomic impact: reduced customer demand in 2025 due to inflation and geopolitical uncertainty affecting consumer behaviors. (AI summary of the Risk Factors section.)
What did EYE report in its latest 8-K?
National Vision Holdings, Inc. (EYE) filed an 8-K on August 12, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results for quarter ended July 4, 2026.
What are the latest EYE SEC filings?
National Vision Holdings, Inc. (EYE) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on September 9, 2026.
What is EYE's SEC CIK number?
National Vision Holdings, Inc. (EYE)'s SEC Central Index Key (CIK) is 1710155. EDGAR lists every EYE filing under that number.
Ask anything about EYE
The research agent reads EYE's filings, financials, insider trades and 13F holders, then answers with sources.