National Vision Holdings Director Sells 1.37M Shares Amid Earnings Beat.

National Vision Holdings, Inc. (EYE) has announced that Director and Executive Chairman FAHS L. READE has disposed of 64,670 shares at a price of $23.85 per share on August 28, 2025. Additionally, the same individual has sold 72,730 shares at a price of $24.76 per share on the same date.

National Vision Holdings, Inc. (EYE), a prominent optical retailer, has seen significant changes in its executive leadership's shareholding. On August 28, 2025, Director and Executive Chairman FAHS L. READE disposed of a substantial number of shares. According to the company's filings, READE sold 64,670 shares at a price of $23.85 per share, and an additional 72,730 shares at $24.76 per share on the same date [1].

This move comes amidst a period of strong performance for National Vision. The company has experienced a remarkable turnaround in 2025, with shares doubling from $12 to $25, driven by accelerating sales and improved product mix [1]. The company's revenue growth and earnings momentum have been particularly notable, with a 7.7% year-over-year increase in revenue and a 69.1% jump in adjusted EBIT [1].

The shift toward managed care customers has been a key driver of this growth, with these customers now representing 42.5% of revenue compared to 35% in 2023. This structural shift has boosted revenue stability and margin expansion, reducing the company's reliance on deep discounting [1]. The company's brand refresh at America’s Best, along with the introduction of premium frames and AI-powered eyewear, has also contributed to this turnaround [1].

Despite the positive performance, the executive's share disposal could be seen as a signal of potential market sentiment. However, it is important to note that the company's strong fundamentals and positive outlook for 2026 and beyond suggest that the stock remains undervalued. Analysts have set targets as high as $40 per share, with consensus estimates pointing to $0.83 EPS for 2026 [1].

The technical indicators for NASDAQ:EYE also support a bullish outlook. The stock has surged more than 100% in 2025, with a strong bullish crossover in the moving averages and an RSI reading around 64, indicating bullish momentum without being overbought [1]. The accumulation/distribution line has climbed steadily, showing institutional buying interest.

In conclusion, while the share disposal by Executive Chairman FAHS L. READE is a notable event, it does not appear to signal a significant change in the company's fundamentals or outlook. National Vision Holdings, Inc. continues to position itself for sustainable growth, supported by strong operational shifts, brand modernization, and a pivot toward managed care customers.

References:
[1] https://www.tradingnews.com/news/nasdaq-eye-stock-price-forecast-turn-around-gains-push-towrd-40-usd-target
[2] https://www.marketbeat.com/stocks/NASDAQ/EYE/