NCR Voyix Corporation

NYSE:VYX 株式レポート

時価総額:US$974.0m

NCR Voyix マネジメント

マネジメント 基準チェック /24

NCR Voyixの CEO はJim Kellyで、 Feb2025年に任命され、 の在任期間は 1.25年です。 の年間総報酬は$ 6.42Mで、 10.6%給与と89.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.18%を直接所有しており、その価値は$ 1.77M 。経営陣と取締役会の平均在任期間はそれぞれ2年と2.6年です。

主要情報

Jim Kelly

最高経営責任者

US$6.4m

報酬総額

CEO給与比率10.61%
CEO在任期間1.3yrs
CEOの所有権0.2%
経営陣の平均在職期間2yrs
取締役会の平均在任期間2.6yrs

経営陣の近況

Recent updates

ナラティブ更新 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
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
新しいナラティブ 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?
ナラティブ更新 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.
User avatar
新しいナラティブ 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
分析記事 Sep 10

A Look At The Fair Value Of NCR Corporation (NYSE:NCR)

Key Insights NCR's estimated fair value is US$23.72 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Aug 20

We Think NCR (NYSE:NCR) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Aug 04

Structural Changes Could Make NCR Less Boring

Summary NCR Corporation offers banking and fund transaction services. The company has a very high level of debt, increasing the risk level for investors. A spinoff or other possible structural changes could create shareholder value, although investors currently have limited visibility of such moves. The company's stock is currently priced reasonably according to my DCF estimates, which is why I have a hold-rating for the stock. Read the full article on Seeking Alpha
分析記事 Jul 18

Is It Too Late To Consider Buying NCR Corporation (NYSE:NCR)?

NCR Corporation ( NYSE:NCR ), is not the largest company out there, but it saw a significant share price rise of over...
分析記事 May 10

Is NCR Corporation (NYSE:NCR) Trading At A 27% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, NCR fair value estimate is US$31.14 NCR's US$22.82 share price...

CEO報酬分析

NCR Voyix の収益と比較して、Jim Kelly の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Jimの 総報酬 ($USD 6.42M ) は、 US市場 ($USD 3.71M ) の同規模の企業の平均を上回っています。

報酬と収益: Jimの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jim Kelly (63 yo)

1.3yrs
在職期間
US$6,421,112
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
James Kelly
President1.3yrsUS$6.42m0.18%
$ 1.8m
Brian Webb-Walsh
Executive VP & CFO2.6yrsUS$2.79m0.043%
$ 419.9k
Kelli Sterrett
Executive VPno dataUS$1.67m0.030%
$ 294.1k
Beimnet Tadele
Executive VP & President of Restaurants2.3yrsUS$1.67m0.027%
$ 265.6k
Darren Wilson
Executive VP and President of Retail & Payments1.5yrsUS$2.07m0.017%
$ 162.6k
George Sloan
Executive VP of Operations & Chief Procurement Officer2.6yrsデータなしデータなし
James Wise
Senior VP & Chief Accounting Officerless than a yearデータなし0.0083%
$ 81.0k
Johnson Rajakumar
Executive VP & Chief Technology Officer2yrsデータなしデータなし
Jane Elliott
Executive VP & CHRO2.6yrsデータなしデータなし
Diego Navarrete
EVP of Global Sales-NCR Atleosno dataデータなしデータなし
Nick East
Executive VP & Chief Product Officer1.2yrsデータなしデータなし
Shama Lightwala
Investor Relations Managerno dataデータなしデータなし
2.0yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: VYXの経営陣は 経験豊富 であると考えられます ( 2年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
James Kelly
President2.6yrsUS$6.42m0.18%
$ 1.8m
Janet Haugen
Independent Director2.6yrsUS$294.99k0.0068%
$ 66.0k
Laura Sen
Independent Director4yrsUS$262.09k0.038%
$ 367.0k
Kevin Reddy
Independent Non-Executive Chair & Lead Independent Director2.6yrsUS$316.37k0.016%
$ 153.3k
Jeffrey Sloan
Independent Director1.2yrsUS$293.13k0.0028%
$ 27.2k
Kirk Larsen
Independent Director6.7yrsUS$274.99k0.038%
$ 368.4k
Irv Henderson
Independent Director2.2yrsUS$272.49k0.010%
$ 99.7k
Catherine Burke
Independent Director6.7yrsUS$273.18k0.038%
$ 368.4k
Laura Miller
Independent Director2.6yrsUS$274.99k0.0068%
$ 66.0k
2.6yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: VYXの 取締役会経験豊富 ではない ( 2.6年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 15:25
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

NCR Voyix Corporation 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

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