NA
NATL
NCR Atleos Corp
$44.69
-0.29%
$3.3B
No data for this timeframe.
Vol
Market Cap$3.3B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders7 funds
Inst. Value$528.0M
Inst. Activity2 buys / 1 sells
SEC Reports5
Exchange NYSE·Sector Calculating & Accounting Machines (No Electronic Computers)·Inc. MD·CIK 0001974138·Prev Close $44.82
Recent Activity
May 12, 2026
SEC
Brinks communicated to analysts that it has received HSR clearance for its acquisition of NCR Atleos, but money transmit
425 — Impact 4/10
May 6, 2026
SEC
Brinks provided an update on its acquisition of NCR Atleos during its Q1 2026 earnings call, highlighting $200 million i
425 — Impact 4/10
May 6, 2026
SEC
NCR Atleos reported Q1 2026 revenue of $1.04B (+7% YoY) and GAAP EPS of $0.29 (+53% YoY), but adjusted EPS of $0.65 miss
8-K — Impact 4/10
Mar 31, 2026
Insider
Reece Joseph E sold 1,205 shares
Director @ $43.58 ($52.5K)
Mar 10, 2026
Insider
Hornfeck Traci sold 8,977 shares
Chief Accounting Officer @ $44.56 ($400.0K)
Mar 10, 2026
Insider
NUNEZ RICARDO J sold 34,928 shares
EVP, General Counsel & Sectry @ $44.56 ($1.6M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
113,333 shares ($4.3M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
86,661 shares ($3.3M)
Price Targets
$50.27
+12.5% upside
Buy
Current $44.69
Low $50.00
Median $50.40
High $50.40
3 analysts
$50.00
$50.40
Analyst Ratings
2Strong Buy
4Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| Feb 27, 2026 | Wedbush | DOWNGRADE | Outperform → Neutral |
| Feb 27, 2026 | DA Davidson | DOWNGRADE | Buy → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.97 ▼ -15.0% | $0.91 — $1.04 | 5% YoY | 2 |
| Next Q | $1.17 ▼ -10.0% | $1.11 — $1.23 | 7% YoY | 2 |
| Current FY | $4.20 ▼ -14.0% | $4.09 — $4.30 | 2% YoY | 2 |
| Next FY | $5.32 ▼ -6.1% | $4.90 — $5.72 | 27% YoY | 4 |
Latest Reports
NEUTRAL
425
4/10
Brinks communicated to analysts that it has received HSR clearance for its acquisition of NCR Atleos, but money transmit
May 12, 2026
NEUTRAL
425
4/10
Brinks provided an update on its acquisition of NCR Atleos during its Q1 2026 earnings call, highlighting $200 million i
May 6, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $306.7M | — |
| FMR LLC | $92.1M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $53.3M | ADD |
| MORGAN STANLEY | $44.5M | — |
| BANK OF AMERICA CORP | $23.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 31, 2026 | Reece Joseph | A | $52.5K |
| Mar 10, 2026 | Hornfeck Traci | A | $400.0K |
| Mar 10, 2026 | NUNEZ RICARDO | A | $1.6M |
| Mar 10, 2026 | Mackinnon Stuart | A | $2.6M |
| Mar 10, 2026 | Wamser R | A | $2.0M |
7 institutional holders with $528.0M total value (13,854,003 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 8,046,635 | $306.7M | 58.1% | — |
| 2 | FMR LLC | 2,416,145 | $92.1M | 17.4% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,398,747 | $53.3M | 10.1% | ADD +26.0% |
| 4 | MORGAN STANLEY | 1,168,276 | $44.5M | 8.4% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 624,206 | $23.8M | 4.5% | — |
| 6 | TWO SIGMA INVESTMENTS, LP | 113,333 | $4.3M | 0.8% | DOUBLED +515.9% |
| 7 | WELLS FARGO & COMPANY/MN | 86,661 | $3.3M | 0.6% | ADD +67.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 18,400 | 113,333 | +515.9% | $4.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 51,724 | 86,661 | +67.5% | $3.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 50,000 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | TRIM | 504,583 | 208,677 | -58.6% | $8.2M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 98,800 | 50,000 | -49.4% | $2.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 18,400 | — | $723.3K | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 859,208 | 1,082,728 | +26.0% | $30.9M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 32,100 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 657,942 | 859,208 | +30.6% | $22.7M | 2025-Q1 |
| UBS Group AG | ADD | 310,982 | 412,975 | +32.8% | $10.9M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 187,349 | 116,450 | -37.8% | $3.1M | 2025-Q1 |
| UBS Group AG | DOUBLED | 67,527 | 310,982 | +360.5% | $10.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 251,400 | 187,349 | -25.5% | $6.4M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 184,400 | 97,700 | -47.0% | $3.3M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 29,608 | 40,718 | +37.5% | $1.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 639,660 | — | $18.2M | 2024-Q3 |
7 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | Reece Joseph E | Director | A | 1,205 | $43.58 | $52.5K |
| Mar 10, 2026 | Hornfeck Traci | Chief Accounting Officer | A | 8,977 | $44.56 | $400.0K |
| Mar 10, 2026 | NUNEZ RICARDO J | EVP, General Counsel & Sectry | A | 34,928 | $44.56 | $1.6M |
| Mar 10, 2026 | Mackinnon Stuart | EVP & Chief Operating Officer | A | 58,213 | $44.56 | $2.6M |
| Mar 10, 2026 | Wamser R Andrew Jr | EVP & Chief Financial Officer | A | 45,277 | $44.56 | $2.0M |
| Mar 10, 2026 | OLIVER TIMOTHY CHARLES | President & CEO | A | 219,915 | $44.56 | $9.8M |
| Mar 10, 2026 | Burson Andrea Richards | Chief Human Resources Officer | A | 19,404 | $44.56 | $864.6K |
| Jan 30, 2026 | OLIVER TIMOTHY CHARLES | President & CEO | M | 28,817 | $38.11 | $1.1M |
| Jan 30, 2026 | OLIVER TIMOTHY CHARLES | President & CEO | D | 25,026 | $38.11 | $953.7K |
| Jan 30, 2026 | OLIVER TIMOTHY CHARLES | President & CEO | F | 12,997 | $38.11 | $495.3K |
| Jan 30, 2026 | OLIVER TIMOTHY CHARLES | President & CEO | M | 28,817 | $38.11 | $1.1M |
| Jan 30, 2026 | Mackinnon Stuart | EVP & Chief Operating Officer | M | 17,183 | $38.11 | $654.8K |
| Jan 30, 2026 | Mackinnon Stuart | EVP & Chief Operating Officer | M | 17,183 | $38.11 | $654.8K |
| Jan 30, 2026 | Mackinnon Stuart | EVP & Chief Operating Officer | D | 14,923 | $38.11 | $568.7K |
| Jan 30, 2026 | Mackinnon Stuart | EVP & Chief Operating Officer | F | 6,762 | $38.11 | $257.7K |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 4.0/10.
NEUTRAL
425
4/10
Brinks communicated to analysts that it has received HSR clearance for its acquisition of NCR Atleos
May 12, 2026
NEUTRAL
425
4/10
Brinks provided an update on its acquisition of NCR Atleos during its Q1 2026 earnings call, highlig
May 6, 2026
MIXED
8-K
4/10
NCR Atleos reported Q1 2026 revenue of $1.04B (+7% YoY) and GAAP EPS of $0.29 (+53% YoY), but adjust
May 6, 2026
NEUTRAL
DEFA14A
3/10
NCR Atleos Corp filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Stockhol
Apr 3, 2026
NEUTRAL
8-K
5/10
NCR Atleos Corp (NATL) announced a consent solicitation from holders of its 9.500% Senior Secured No
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (55% buy). Based on 11 analysts: 2 strong buy, 4 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$50.27 mean target
+12.5% upside
Buy (3.00)
$50.00 Low
$50.40 High
| Metric | Value |
|---|---|
| Current Price | $44.69 |
| Target Low | $50.00 |
| Target Mean | $50.27 |
| Target Median | $50.40 |
| Target High | $50.40 |
| # Analysts | 3 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.97 | $0.91 | $1.04 | 4.8% | -15.0% | 0↑ 1↓ | $1.1B | 2.8% | 2 |
| Next Q 2026-09-30 |
$1.17 | $1.11 | $1.23 | 7.3% | -10.0% | 0↑ 1↓ | $1.2B | 2.8% | 2 |
| Current FY 2026-12-31 |
$4.20 | $4.09 | $4.30 | 1.6% | -14.0% | 0↑ 2↓ | $4.5B | 4.0% | 2 |
| Next FY 2027-12-31 |
$5.32 | $4.90 | $5.72 | 26.7% | -6.1% | 0↑ 1↓ | $4.7B | 3.6% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.975 | |
| 7d ago | $1.147 | -0.172 |
| 30d ago | $1.147 | -0.172 |
| 60d ago | $1.147 | -0.172 |
| 90d ago | $1.120 | -0.145 |
2 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Feb 27, 2026 | Wedbush | DOWNGRADE | Outperform | Neutral |
| Feb 27, 2026 | DA Davidson | DOWNGRADE | Buy | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Apr 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Mar 1, 2026 | 3 | 4 | 5 | 0 | 0 | 58% | |
| Feb 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% | |
| Jan 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 6, 2026
earnings_calendar
NATL Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
earnings_calendar
NATL Q1 2026 Earnings Scheduled — 2026-05-05
Apr 28, 2026
short_interest
FTD: NATL — 55,921 shares ($2.5M) failed to deliver
Settlement: 20260428, Price: $43.84, FTD Value: $2,451,576.64, NCR ATMCO LLC COM
Feb 26, 2026
earnings_calendar
NATL Q4 2025 Earnings After Market Close — 2026-02-26