National Vision Ownership

EYE -  USA Stock  

USD 27.63  1.94  7.55%

Some institutional investors establish a significant position in stocks such as National Vision in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of National Vision, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Continue to Investing Opportunities.
  
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As of May 17, 2022, Payment of Dividends and Other Cash Distributions is expected to decline to about (166 M). As of May 17, 2022, Weighted Average Shares is expected to decline to about 72.6 M. In addition to that, Weighted Average Shares Diluted is expected to decline to about 80.6 M.
National Vision Holdings maintains a total of eighty-two million seven hundred thousand outstanding shares. The majority of National Vision outstanding shares are owned by institutional investors. These third-party entities are usually referred to as non-private investors looking to shop for positions in National Vision Holdings to benefit from reduced commissions. Consequently, institutional holders are subject to a different set of regulations than regular investors in National Vision Holdings. Please pay attention to any change in the institutional holdings of National Vision as this could imply that something significant has changed or about to change at the company. Also note that almost fifteen million seven hundred thirteen thousand invesors are currently shorting National Vision expressing very little confidence in its future performance.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

National Stock Ownership Analysis

About 117.0% of the company shares are held by institutions such as insurance companies. The book value of National Vision was currently reported as 11.95. The company has Price/Earnings To Growth (PEG) ratio of 1.68. National Vision Holdings had not issued any dividends in recent years. National Vision Holdings, Inc., through its subsidiaries, operates as an optical retailer in the United States. National Vision Holdings, Inc. was founded in 1990 and is headquartered in Duluth, Georgia. National Vision operates under Specialty Retail classification in the United States and is traded on NASDAQ Exchange. It employs 12792 people. To learn more about National Vision Holdings call Leonard Fahs at 770 822 3600 or check out https://www.nationalvision.com.
Besides selling stocks to institutional investors, National Vision also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different National Vision's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align National Vision's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

National Vision Quarterly Share Based Compensation

3.73 Million

Share
Roughly 2.0% of National Vision Holdings are currently held by insiders. Unlike National Vision's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against National Vision's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%.

National Vision SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. National Vision prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that National Vision investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial National Vision Holdings specific information freely available to individual and institutional investors to make a timely investment decision.
10th of May 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
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9th of May 2022
Unclassified Corporate Event
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27th of September 2021
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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National Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as National Vision is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading National Vision Holdings backward and forwards among themselves. National Vision's institutional investor refers to the entity that pools money to purchase National Vision's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Jpmorgan Chase CoCommon SharesM346.7 M
Vanguard Group IncCommon Shares7.6 M333.3 M
Blackrock IncCommon SharesM262 M
William Blair Investment Management LlcCommon Shares5.4 M236.5 M
Alliancebernstein LpCommon Shares5.2 M226.8 M
Clearbridge Investments LlcCommon Shares4.2 M182.6 M
Durable Capital Partners LpCommon Shares3.4 M148.6 M
Lazard Asset Management LlcDebt55.5 M85.4 M
Note, although National Vision's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

National Vision Holdings Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific National Vision insiders, such as employees or executives, is commonly permitted as long as it does not rely on National Vision's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases National Vision insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jared Brandman a day ago via Macroaxis 
Purchase by Jared Brandman of 5000 shares of National Vision
Francis Roger F over a week ago via Macroaxis 
Exercise or conversion by Francis Roger F of 22 shares of National Vision subject to Rule 16b-3
Vandette Joseph over a month ago via Macroaxis 
Acquisition by Vandette Joseph of 2312 shares of National Vision subject to Rule 16b-3
Acharya Ravi over a month ago via Macroaxis 
Exercise or conversion by Acharya Ravi of 896 shares of National Vision subject to Rule 16b-3
Acharya Ravi over two months ago via Macroaxis 
Exercise or conversion by Acharya Ravi of 6 shares of National Vision subject to Rule 16b-3
Francis Roger F over two months ago via Macroaxis 
Acquisition by Francis Roger F of 9187 shares of National Vision subject to Rule 16b-3
Melissa Rasmussen over two months ago via Macroaxis 
Exercise or conversion by Melissa Rasmussen of 383 shares of National Vision subject to Rule 16b-3
Fahs L Reade over three months ago via Macroaxis 
Bona fide gift to Fahs L Reade of 20000 shares of National Vision subject to Section 16
Melissa Rasmussen over three months ago via Macroaxis 
Exercise or conversion by Melissa Rasmussen of 5488 shares of National Vision subject to Rule 16b-3
Fahs L Reade over six months ago via Macroaxis 
Bona fide gift to Fahs L Reade of 160000 shares of National Vision subject to Section 16
Jared Brandman over six months ago via Macroaxis 
Sale by Jared Brandman of 8824 shares of National Vision
Melissa Rasmussen over six months ago via Macroaxis 
Sale by Melissa Rasmussen of 974 shares of National Vision

National Vision Investors Sentiment

The influence of National Vision's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in National. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

National Vision Implied Volatility

    
  163.72  
National Vision's implied volatility exposes the market's sentiment of National Vision Holdings stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if National Vision's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that National Vision stock will not fluctuate a lot when National Vision's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards National Vision in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, National Vision's short interest history, or implied volatility extrapolated from National Vision options trading.

Current Sentiment - EYE

National Vision Holdings Investor Sentiment

Greater number of Macroaxis users are currently bullish on National Vision Holdings. What is your trading attitude regarding investing in National Vision Holdings? Are you bullish or bearish?
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Bearish
98% Bullish
2% Bearish
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Pair Trading with National Vision

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if National Vision position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in National Vision will appreciate offsetting losses from the drop in the long position's value.

National Vision Pair Correlation

Correlation Analysis For Direct Indexing and Tax-loss Harvesting

The ability to find closely correlated positions to National Vision could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace National Vision when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back National Vision - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling National Vision Holdings to buy it.
The correlation of National Vision is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as National Vision moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if National Vision Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for National Vision can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Investing Opportunities. Note that the National Vision Holdings information on this page should be used as a complementary analysis to other National Vision's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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When running National Vision Holdings price analysis, check to measure National Vision's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy National Vision is operating at the current time. Most of National Vision's value examination focuses on studying past and present price action to predict the probability of National Vision's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move National Vision's price. Additionally, you may evaluate how the addition of National Vision to your portfolios can decrease your overall portfolio volatility.
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Is National Vision's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of National Vision. If investors know National will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about National Vision listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of National Vision Holdings is measured differently than its book value, which is the value of National that is recorded on the company's balance sheet. Investors also form their own opinion of National Vision's value that differs from its market value or its book value, called intrinsic value, which is National Vision's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because National Vision's market value can be influenced by many factors that don't directly affect National Vision's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between National Vision's value and its price as these two are different measures arrived at by different means. Investors typically determine National Vision value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, National Vision's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.