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.
This page provides access to U.S. Securities and Exchange Commission filings for National Vision Holdings, Inc. (NASDAQ: EYE), a Delaware-incorporated optical retail company. As a Nasdaq-listed issuer, National Vision files annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with other required documents. These filings offer detailed information on the company’s financial condition, risk factors, governance, and material events.
National Vision’s Form 8-K filings have covered topics such as quarterly financial results, amendments to material agreements, annual meeting voting outcomes, and changes in directors and executive officers. For example, recent 8-Ks have reported results of operations and financial condition, board and leadership changes, and an amendment to a letter agreement with a key business partner. These documents help investors track developments that the company deems material.
In its SEC reports, National Vision discusses its optical retail operations, including its store footprint, brand portfolio, and operating segments, as well as non-GAAP financial measures like Adjusted Operating Income, Adjusted Operating Margin, Adjusted Diluted EPS, and Adjusted Comparable Store Sales Growth. The filings describe how these measures are defined and reconciled to GAAP, and outline the risks and uncertainties that could affect future performance, such as competition, macroeconomic conditions, technology investments, regulatory compliance, and vendor relationships.
On Stock Titan, National Vision’s filings are updated as they are released on EDGAR, and AI-powered summaries can help explain the key points in lengthy documents such as 10-K and 10-Q reports or detailed 8-K disclosures. Users can also review information related to governance matters, executive and director changes, and other regulatory disclosures associated with the EYE ticker.
National Vision Holdings reported strong improvement for the fourth quarter and fiscal 2025. Fourth-quarter net revenue from continuing operations rose 15.1% to $503.4 million, with comparable store sales up 6.6% and Adjusted Comparable Store Sales Growth at 4.8%, marking 12 straight quarters of positive comps. Net income from continuing operations was $3.3 million, or diluted EPS of $0.04, and Adjusted Diluted EPS reached $0.15. Adjusted Operating Income increased to $17.6 million, lifting the Adjusted Operating Margin to 3.5% from 0.7%.
For fiscal 2025, net revenue from continuing operations grew 9.0% to $1,987.5 million. Net income from continuing operations was $29.6 million with diluted EPS of $0.37, and the margin improved to 1.5% from a loss margin of 1.5% in 2024. Adjusted Operating Income rose to $102.5 million from $65.5 million, with the Adjusted Operating Margin moving to 5.2% from 3.6%, while Adjusted Diluted EPS increased to $0.80 from $0.52. Adjusted EBITDA from continuing operations reached $192.9 million, and the company is guiding 2026 total comparable store sales growth of 2.8%–5.8% and Adjusted Comparable Store Sales Growth of 3.0%–6.0%.
National Vision Holdings General Manager Priti V. Patel reported routine equity compensation activity. On February 27, 2026, Patel exercised 3,363 restricted stock units, which converted into 3,363 shares of common stock on a one-for-one basis.
On the same date, 1,382 common shares at $26.97 per share were withheld to cover tax liabilities related to the vesting, a non–open-market disposition. After these transactions, Patel directly held 15,850 shares of common stock and 31,025 restricted stock units. A prior grant of 10,090 RSUs from March 1, 2024 vests in three equal annual installments.
National Vision Holdings executive Joseph VanDette reported equity transactions tied to vesting of prior awards. On February 27, 2026, he exercised 3,363 restricted stock units, which converted into 3,363 shares of common stock at no cost. On the same date, 1,172 shares of common stock were withheld at $26.97 per share to cover tax liabilities associated with the RSU vesting, leaving him with 18,131 common shares held directly.
National Vision Holdings senior vice president and chief people officer Bill Clark reported equity award activity. On restricted stock units, he exercised or converted 3,363 units into an equal number of common shares on a one-for-one basis.
He then disposed of 1,172 common shares at
National Vision Holdings, Inc. Chief Legal & Strategy Officer Jared Brandman reported equity award activity involving restricted stock units and common stock of EYE. On February 27, 2026, 3,540 restricted stock units were exercised and converted into the same number of shares of common stock at a price of $0.00 per share.
A separate transaction on the same date shows a disposition of 1,205 shares of common stock at $26.97 per share to cover tax liabilities associated with the vesting of restricted stock units, as described in the footnotes. After these transactions, Brandman directly held 47,040 shares of common stock and 44,510 restricted stock units.
The footnotes also state that on March 1, 2024, Brandman was granted 10,621 restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date, with each unit converting into one share of common stock upon vesting.
National Vision Holdings Executive Chairman Fahs L. Reade reported equity award activity. On February 27, 2026, 28,321 restricted stock units converted into the same number of common shares at $0.00 per share. To cover taxes on this vesting, 12,708 common shares were withheld at $26.97 per share, classified as a tax-liability disposition rather than an open-market sale. Following these transactions, Reade directly held 547,808 common shares and indirectly held 363,430 shares through a trust. Footnotes note these RSUs come from an 84,962-unit grant made on March 1, 2024, vesting in three equal annual installments.
National Vision Holdings, Inc.3,580,367 shares4.5%
The filers report sole voting power over 2,523,641 shares and sole dispositive power over all 3,580,367 shares as of the event date. They certify the shares were acquired and are held in the ordinary course of business, not to change or influence control of National Vision.
National Vision Holdings, Inc. (EYE) received an updated large‑holder disclosure from Wellington-affiliated entities. Wellington Management Group LLP and related entities report beneficial ownership of 5,783,699 shares of National Vision common stock, representing about 7.29% of the outstanding class as of the event date.
The filing shows no sole voting or dispositive power; voting power over 2,760,987 shares and dispositive power over 5,783,699 shares are held on a shared basis among Wellington entities. The securities are held of record by clients of Wellington investment advisers, whose clients receive dividends and sale proceeds.
Wellington certifies the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of National Vision, other than activities solely in connection with certain nomination rules.
National Vision Holdings, Inc. reported that its subsidiary, National Vision, Inc., and Essilor of America, Inc. signed a Third Amendment to their Direct Lens Letter Agreement. The amendment extends the agreement’s initial term by two years, moving the end date from May 31, 2026 to May 31, 2028.
The amendment also updates the pricing terms between the parties, though specific pricing details are not described here. This keeps a key lens supply relationship in place for a longer period, providing more contractual visibility for both companies.
National Vision Holdings (EYE) reported Q3 results. Total net revenue was $487.3 million versus $451.5 million a year ago, driven by higher product sales and services. Income from operations was $9.6 million, compared to a loss last year, and net income was $3.4 million, or $0.04 per diluted share, versus a loss of $0.11. For the first nine months, revenue reached $1.48 billion with net income of $26.3 million, or $0.33 per diluted share.
Operating cash flow was $133.1 million for the nine months, supporting capital expenditures and debt reduction. The company fully repaid its 2.50% convertible senior notes due May 2025 and ended the quarter with Term Loan A of $244.3 million and no revolver borrowings. Cash and cash equivalents were $56.0 million. The company operated 1,242 stores as of September 27, 2025. Subsequent to quarter‑end, an investee agreed to be acquired, and EYE expects repayment in cash of its preferred equity and note balances with no gain or loss.