NATL

NCR Atleos Corp

NYSE · Calculating & Accounting Machines (No Electronic Computers) · Inc. MD · CIK 0001974138
$44.27 +0.23% $3.3B
25 New Institutional Positions13 Institutional Exits
Vol
Market Cap$3.3B
Cap SizeMid Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$1.9B
Inst. Activity25 buys / 13 sells
SEC Reports6
Exchange NYSE·Sector Calculating & Accounting Machines (No Electronic Computers)·Inc. MD·CIK 0001974138·Prev Close $44.17

Recent Activity

Jun 9, 2026 short_volume
Short Volume: NATL — 58.7% short (0.4M / 0.7M)
Short: 384,696 | Exempt: 0 | TRF Vol: 655,569 | Short Ratio: 58.7% | Off-exchange volume (dark pool
May 27, 2026 SEC
NCR Atleos filed a definitive merger proxy (DEFM14A) recommending stockholders approve the acquisition by Brinks Company
DEFM14A — Impact 5/10
May 21, 2026 Insider
Almeida Odilon was granted 4,351 shares
Director @ $44.82 ($195.0K)
May 21, 2026 Insider
Baker Mary Ellen was granted 4,351 shares
Director @ $44.82 ($195.0K)
May 21, 2026 Insider
Natoli Frank A was granted 4,351 shares
Director @ $44.82 ($195.0K)
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
Inst.
BANK OF AMERICA CORP — DOUBLED
1,861,433 shares ($81.1M)

Price Targets

$50.27 +13.5% upside Buy
Current $44.27 Low $50.00 Median $50.40 High $50.40 3 analysts
$50.00 $50.40

Analyst Ratings

Strong Sell0% buy · 9 analysts
0Strong Buy
0Buy
6Hold
1Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
BlackRock, Inc.$461.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$184.2M
VANGUARD CAPITAL MANAGEMENT LLC$144.5M
STATE STREET CORP$123.2M
FULLER & THALER ASSET$92.1M

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026Almeida OdilonA$195.0K
May 21, 2026Baker MaryA$195.0K
May 21, 2026Natoli FrankA$195.0K
May 21, 2026Niederauer DuncanA$195.0K
May 21, 2026Reece JosephA$195.0K
50 institutional holders with $1.9B total value (43,738,309 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 25 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.10,580,974$461.1M24.3%
2VANGUARD PORTFOLIO MANAGEMENT LLC4,227,222$184.2M9.7%
3VANGUARD CAPITAL MANAGEMENT LLC3,315,121$144.5M7.6%
4STATE STREET CORP2,826,262$123.2M6.5%
5FULLER & THALER ASSET MANAGEMENT, INC.2,114,418$92.1M4.8%
6BANK OF AMERICA CORP /DE/1,861,433$81.1M4.3%DOUBLED +198.2%
7DIMENSIONAL FUND ADVISORS LP1,636,083$71.3M3.8%
8VICTORY CAPITAL MANAGEMENT INC1,615,758$70.4M3.7%TRIM -34.8%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,234,097$53.8M2.8%
10GOLDMAN SACHS GROUP INC1,224,642$53.4M2.8%
11ALLIANCEBERNSTEIN L.P.1,118,522$42.6M2.2%NEW
12Capital International Investors978,077$42.6M2.2%ADD +43.3%
13CITIGROUP INC887,763$38.7M2.0%
14MORGAN STANLEY878,667$38.3M2.0%
15BNP Paribas Asset Management Holding S.A.737,780$32.2M1.7%DOUBLED +75569.7%
16SOROS FUND MANAGEMENT LLC730,349$31.8M1.7%NEW
17BALYASNY ASSET MANAGEMENT L.P.623,371$27.2M1.4%NEW
18Grantham, Mayo, Van Otterloo & Co. LLC558,192$24.3M1.3%NEW
19Woodline Partners LP539,786$23.5M1.2%ADD +99.5%
20VANGUARD FIDUCIARY TRUST CO512,710$22.3M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/DOUBLED624,2061,861,433+198.2%$81.1M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM2,476,4481,615,758-34.8%$70.4M2026-Q1
Capital International InvestorsADD682,561978,077+43.3%$42.6M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED975737,780+75569.7%$32.2M2026-Q1
SOROS FUND MANAGEMENT LLCNEW730,349$31.8M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW623,371$27.2M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCNEW558,192$24.3M2026-Q1
Woodline Partners LPADD270,515539,786+99.5%$23.5M2026-Q1
FRANKLIN RESOURCES INCADD308,041445,139+44.5%$19.4M2026-Q1
Nuveen, LLCTRIM803,954422,525-47.4%$18.4M2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORPADD245,989326,540+32.7%$14.2M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM384,593219,441-42.9%$9.6M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED70,157211,815+201.9%$9.2M2026-Q1
FIRST TRUST ADVISORS LPADD106,295202,442+90.5%$8.8M2026-Q1
FMR LLCNEAR_EXIT2,416,145165,283-93.2%$7.2M2026-Q1
SEI INVESTMENTS COADD87,301109,928+25.9%$4.8M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD80,083104,218+30.1%$4.5M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM203,04594,877-53.3%$4.1M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED32,28581,485+152.4%$3.6M2026-Q1
DEUTSCHE BANK AG\ADD61,13680,501+31.7%$3.5M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM108,03276,042-29.6%$3.3M2026-Q1
Verition Fund Management LLCDOUBLED10,32650,000+384.2%$2.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED48839,442+7982.4%$1.7M2026-Q1
MARSHALL WACE, LLPDOUBLED6,94837,200+435.4%$1.6M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED13,37129,794+122.8%$1.3M2026-Q1
12 unique insiders with 19 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026Almeida OdilonDirectorAWARD4,351$44.82$195.0K
May 21, 2026Baker Mary EllenDirectorAWARD4,351$44.82$195.0K
May 21, 2026Natoli Frank ADirectorAWARD4,351$44.82$195.0K
May 21, 2026Niederauer Duncan LDirectorAWARD4,351$44.82$195.0K
May 21, 2026Reece Joseph EDirectorAWARD4,351$44.82$195.0K
May 21, 2026von Gillern Jeffry H.DirectorAWARD4,351$44.82$195.0K
Mar 31, 2026Reece Joseph EDirectorAWARD1,205$43.58$52.5K
Mar 10, 2026Hornfeck TraciChief Accounting OfficerAWARD8,977$44.56$400.0K
Mar 10, 2026NUNEZ RICARDO JEVP, General Counsel & SectryAWARD34,928$44.56$1.6M
Mar 10, 2026Mackinnon StuartEVP & Chief Operating OfficerAWARD58,213$44.56$2.6M
Mar 10, 2026Wamser R Andrew JrEVP & Chief Financial OfficerAWARD45,277$44.56$2.0M
Mar 10, 2026OLIVER TIMOTHY CHARLESPresident & CEOAWARD219,915$44.56$9.8M
Mar 10, 2026Burson Andrea RichardsChief Human Resources OfficerAWARD19,404$44.56$864.6K
Jan 30, 2026OLIVER TIMOTHY CHARLESPresident & CEOD25,026$38.11$953.7K
Jan 30, 2026OLIVER TIMOTHY CHARLESPresident & CEOTAX W/H12,997$38.11$495.3K
Jan 30, 2026OLIVER TIMOTHY CHARLESPresident & CEOEXERCISE28,817$38.11$1.1M
Jan 30, 2026Mackinnon StuartEVP & Chief Operating OfficerEXERCISE17,183$38.11$654.8K
Jan 30, 2026Mackinnon StuartEVP & Chief Operating OfficerD14,923$38.11$568.7K
Jan 30, 2026Mackinnon StuartEVP & Chief Operating OfficerTAX W/H6,762$38.11$257.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (0% buy). Based on 9 analysts: 0 strong buy, 0 buy, 6 hold, 1 sell, 2 strong sell.

Analyst Price Targets

$50.27 mean target +13.5% upside Buy (3.00)
$50.00 Low $50.40 High
MetricValue
Current Price$44.27
Target Low$50.00
Target Mean$50.27
Target Median$50.40
Target High$50.40
# Analysts3
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026006120%
May 1, 20262450055%
Apr 1, 20262450055%
Mar 1, 20263450058%
Feb 1, 20265530077%
Jan 1, 20265530077%
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.

Jun 9, 2026
short_volume
Short Volume: NATL — 58.7% short (0.4M / 0.7M)
Short: 384,696 | Exempt: 0 | TRF Vol: 655,569 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: NATL — 22,749 shares ($1.0M) failed to deliver
Settlement: 20260513, Price: $44.94, FTD Value: $1,022,340.06, NCR ATMCO LLC COM
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