NCR Voyix Corporation

Informe acción NYSE:VYX

Capitalización de mercado: US$1.1b

NCR Voyix Dirección

Dirección controles de criterios 2/4

El CEO de NCR Voyix es Jim Kelly , nombrado en Feb 2025, tiene una permanencia de 1.42 años. compensación anual total es $6.42M, compuesta por 10.6% salario y 89.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.18% de las acciones de la empresa, por valor de $2.05M. La antigüedad media del equipo directivo y de la junta directiva es de 2.2 años y 2.8 años, respectivamente.

Información clave

Jim Kelly

Chief Executive Officer (CEO)

US$6.4m

Compensación total

Porcentaje del salario del CEO10.61%
Permanencia del CEO1.4yrs
Participación del CEO0.2%
Permanencia media de la dirección2.2yrs
Promedio de permanencia en la Junta Directiva2.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jul 07

VYX: Softer Margins And Higher Discount Rate Will Shape Outlook

Analysts have adjusted their view on NCR Voyix, trimming the fair value estimate from $11.75 to about $9.00 as they factor in softer profit margins and a higher discount rate, even while acknowledging updated revenue and earnings expectations in recent research. What’s in the News for NCR Voyix NCR Voyix announced a collaboration with U.S. Bank Voyager to enable Voyager fleet card acceptance for commercial fuel transactions on its cloud-native POS systems in the United States, using the Voyix Connect payments platform, with rollout expected to begin in 2026.
Actualización de narrativa Jun 23

VYX: Recurring Revenue And Buybacks Will Support Future Multiple Upside

Analysts have raised their price target on NCR Voyix by $1, citing updated assumptions around fair value, discount rate, revenue trends, profit margin expectations, and a very large forward P/E multiple reflected in recent research. What's in the News for NCR Voyix NCR Voyix announced a collaboration with U.S. Bank Voyager to enable Voyager fleet card acceptance for commercial fuel transactions on its cloud-native POS systems in the United States, with rollout expected to begin in 2026 as part of deployments across more than 18,000 fuel stations.
Actualización de narrativa Jun 06

VYX: Recurring Revenue And Buybacks Will Support Future Upside Potential

Analysts have nudged their price target for NCR Voyix up by $0.13 to $12.88, reflecting updated views on revenue trends, profit margins, and a revised outlook for the future P/E ratio. What's in the News NCR Voyix announced a collaboration with U.S. Bank Voyager to enable Voyager fleet card acceptance for commercial fuel transactions on its cloud-native POS systems in the United States, using the Voyix Connect payments platform as the integration hub.
Actualización de narrativa Apr 26

VYX: Recurring Revenue Base And Buybacks Will Support Future Upside

Analysts have trimmed the NCR Voyix fair value estimate from $13.25 to $12.75. This reflects lower Street price targets around $9 to $14 and a focus on execution, recurring revenue trends, and updated P/E assumptions.
Seeking Alpha Apr 25

NCR Voyix: More Than Promises Needed

Summary NCR Voyix remains a strong sell due to a persistent lack of tangible turnaround progress. VYX's prolonged stock price decline signals major caution and substantial risk of principal loss. Management's repeated promises have not materialized into improved performance, stock price appreciation, or software growth. I require clear, sustained evidence of a turnaround before considering VYX as an investment opportunity. Read the full article on Seeking Alpha
Actualización de narrativa Apr 11

VYX: Recurring Revenue And Buybacks Will Support Future Execution Upside

Narrative Update Overview The analyst price target range for NCR Voyix has shifted lower to approximately $9 to $14, down from about $11.50 to $17, as analysts weigh recent Q4 results, steady customer retention, modest 2% annual recurring revenue growth, and expectations for more consistent execution. Analyst Commentary Recent research updates on NCR Voyix point to a mixed but focused view, with price targets reset in a tighter band and attention centered on execution quality, recurring revenue trends, and how the current valuation reflects these factors.
Actualización de narrativa Mar 28

VYX: Recurring Revenue And Buybacks Will Reward Improved Execution

Narrative update on analyst targets for NCR Voyix Analysts have reset expectations for NCR Voyix with price targets now ranging from about $9 to $14. This reflects a lower overall target while still highlighting solid customer retention, modest 2% annual recurring revenue growth in Q4, and the view that execution and an undemanding valuation are key watchpoints for investors.
Actualización de narrativa Mar 14

VYX: Recurring Revenue And Buyback Authorization Will Support Future Upside

The analyst price target for NCR Voyix is lowered by about $0.94 to $13.25, as analysts factor in reduced fair value and profit margin assumptions. They continue to highlight solid customer retention, recurring revenue trends, and an undemanding valuation, with investors waiting for more consistent execution.
Actualización de narrativa Feb 27

VYX: Higher Profit Assumptions And Buyback Plan Will Support Upside

The analyst price target for NCR Voyix in our model has been revised from $16.13 to $14.19, in line with recent Street research, including a reduction in a major firm's target from $15 to $12, as analysts factor in updated assumptions for the discount rate, revenue trends, profit margins, and future P/E. Analyst Commentary Recent research includes a cut in one firm’s target for NCR Voyix from US$15 to US$12, even while maintaining a positive rating on the shares.
Nueva narrativa Jan 28

Hardware Drag And Payments Delays Will Eventually Give Way To Healthier Software Margins

Catalysts About NCR Voyix NCR Voyix provides commerce software, payments and services for large retail, restaurant and fuel customers across multiple countries. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Oct 03

Cloud Payment Trends Will Ignite Enterprise Digital Transformation

Analysts have slightly raised their price target for NCR Voyix from $15.88 to $16.13, citing updated profit margin projections and a modest adjustment to discount rates. This comes despite continued cautious revenue growth expectations.
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Nueva narrativa May 27

Cloud Transition Will Modernize Retail Commerce Amid Legacy Risks

Acceleration toward cloud-native and SaaS platforms boosts recurring revenue, margin expansion, and creates a more resilient, predictable business model as legacy hardware fades.
Seeking Alpha Dec 01

NCR Voyix: Impact Of Digital Banking Sale

Summary NCR Voyix sold its Digital Banking business for $2.45 billion effective September 30, 2024. The company is also undertaking restructuring of its other two segments, Restaurants and Retail, as well as transferring customers onto a cloud platform for greater efficiency. The sale of the banking business appears likely to result in a reduction in GAAP net income, even after taking into account lower interest expense due to debt reduction. A continuing Hold for the stock is suggested, while the restructuring continues into 2025. Read the full article on Seeking Alpha
Seeking Alpha Aug 06

NCR Voyix's Best-Performing Segment Is Being Sold (Rating Downgrade)

Summary NCR Voyix reported its Q2 results, again showing weak hardware sales in the currently poorly performing Retail & Restaurants segments. The divestiture of the Digital Banking segment was announced as NCR Voyix needs to pay down high debt. The sale pushes away VYX's best-growing segment, leaving behind incredibly slow growth. The valuation seems excessive considering the weak future growth outlook after the divestiture, even with VYX's organizational restructuring that should reduce costs. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jim Kelly en comparación con los beneficios de NCR Voyix?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$42m

Dec 31 2025US$6mUS$682k

US$22m

Sep 30 2025n/an/a

-US$62m

Jun 30 2025n/an/a

-US$75m

Mar 31 2025n/an/a

-US$166m

Dec 31 2024US$4mUS$345k

-US$216m

Sep 30 2024n/an/a

-US$478m

Jun 30 2024n/an/a

-US$715m

Mar 31 2024n/an/a

-US$744m

Dec 31 2023US$212kn/a

-US$749m

Compensación vs. Mercado: La compensación total de Jim($USD6.42M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD3.53M).

Compensación vs. Ingresos: La compensación de Jim ha sido consistente con los resultados de la empresa en el último año.


CEO

Jim Kelly (64 yo)

1.4yrs
Permanencia
US$6,421,112
Compensación

Mr. James G. Kelly, also known as Jim, is President, CEO of NCR Voyix Corporation from February 5, 2025. Mr. Kelly was an Executive Chairman of Board of NCR Voyix Corporation from May 9, 2024 until Februar...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
James Kelly
President1.4yrsUS$6.42m0.18%
$ 2.0m
Brian Webb-Walsh
Executive VP & CFO2.8yrsUS$2.79m0.043%
$ 486.8k
Kelli Sterrett
Executive VPno dataUS$1.67m0.030%
$ 341.0k
Beimnet Tadele
Executive VP & President of Restaurants2.5yrsUS$1.67m0.027%
$ 307.8k
Darren Wilson
Executive VP and President of Retail & Payments1.7yrsUS$2.07m0.017%
$ 188.5k
George Sloan
Executive VP of Operations & Chief Procurement Officer2.8yrssin datossin datos
James Wise
Senior VP & Chief Accounting Officerless than a yearsin datos0.0084%
$ 93.9k
Johnson Rajakumar
Executive VP & Chief Technology Officer2.2yrssin datossin datos
Jane Elliott
Executive VP & CHRO2.8yrssin datossin datos
Diego Navarrete
EVP of Global Sales-NCR Atleosno datasin datossin datos
Nick East
Executive VP & Chief Product Officer1.3yrssin datossin datos
Shama Lightwala
Investor Relations Managerno datasin datossin datos
2.2yrs
Permanencia media
50yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de VYX se considera experimentado (2.2 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
James Kelly
President2.8yrsUS$6.42m0.18%
$ 2.0m
Janet Haugen
Independent Director2.8yrsUS$294.99k0.0068%
$ 76.6k
Laura Sen
Independent Director4.2yrsUS$262.09k0.038%
$ 425.4k
Kevin Reddy
Independent Non-Executive Chair & Lead Independent Director2.8yrsUS$316.37k0.020%
$ 228.7k
Jeffrey Sloan
Independent Director1.3yrsUS$293.13k0.0028%
$ 31.6k
Kirk Larsen
Independent Director6.8yrsUS$274.99k0.038%
$ 427.1k
Irv Henderson
Independent Director2.3yrsUS$272.49k0.010%
$ 115.6k
Laura Miller
Independent Director2.8yrsUS$274.99k0.016%
$ 177.8k
2.8yrs
Permanencia media
62.5yo
Promedio de edad

Junta con experiencia: La junta directiva de VYX no se considera experimentada (2.8 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/14 04:49
Precio de las acciones al final del día2026/07/14 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

NCR Voyix Corporation está cubierta por 15 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Reik ReadBaird
Daniel KurnosBenchmark Company
Matt SummervilleD.A. Davidson & Co.