NCR Voyix Corporation

NYSE:VYX 주식 리포트

시가총액: US$1.1b

NCR Voyix 경영진

경영진 기준 점검 2/4

NCR Voyix CEO는 Jim Kelly, Feb2025 에 임명되었습니다 의 임기는 1.5 년입니다. 총 연간 보상은 $6.42M, 10.6% 급여 및 89.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.07M 가치에 해당하는 회사 주식의 0.18% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 2.8 년입니다.

핵심 정보

Jim Kelly

최고경영자

US$6.4m

총 보수

CEO 급여 비율10.61%
CEO 재임 기간1.5yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간2.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Aug 04

VYX: Future Fleet And Restaurant Deals Will Support Multi Year Upside Potential

Analysts have trimmed their fair value estimate for NCR Voyix from $18.00 to $15.00, citing updated assumptions on discount rate, revenue trends, profit margins, and a much higher future P/E multiple. This comes even as some recent Street research, including a modest $1 price target increase, reflects more constructive views on specific aspects of the story.
내러티브 업데이트 Jul 21

VYX: Future Retail Platform Wins Will Offset Softer Margins

Analysts lifted their price target on NCR Voyix to $9.75 from $9.00, citing updated assumptions for fair value, discount rate, revenue trends, margins, and future P/E as reflected in recent Street research. What's in the News Pizza Ranch entered an exclusive agreement to use NCR Voyix as its sole point of sale provider, with systemwide deployment of the Aloha Next platform planned to begin in 2027, according to recent news coverage.
Seeking Alpha Jul 20

NCR Voyix: Keep Watching From The Sidelines (Rating Upgrade)

Summary NCR Voyix is upgraded from strong sell to hold, reflecting a stock price likely near its bottom. VYX's decade-long downtrend and slow strategic execution warrant caution despite recent earnings offering some hope. The company is now primarily a software provider. I recommend monitoring VYX for sustained turnaround evidence before considering any new investment, given its challenging history. The company's growth lags typical software peers, and past risks remain material. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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
새로운 내러티브 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

CEO 보수 분석

Jim Kelly의 보수는 NCR Voyix의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$42m

Mar 31 2026n/an/a

US$42m

Dec 31 2025US$6mUS$682k

US$22m

Sep 30 2025n/an/a

-US$63m

Jun 30 2025n/an/a

-US$76m

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

보상 대 시장: Jim의 총 보수(USD6.42M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.61M)보다 높습니다.

보상과 수익: Jim의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Jim Kelly (64 yo)

1.5yrs
재임 기간
US$6,421,112
보수

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...


리더십 팀

이름직위재임 기간보수지분
James Kelly
President1.5yrsUS$6.42m0.18%
$ 2.1m
Brian Webb-Walsh
Executive VP & CFO2.8yrsUS$2.79m0.098%
$ 1.1m
Kelli Sterrett
Executive VPno dataUS$1.67m0.030%
$ 345.3k
Beimnet Tadele
Executive VP & President of Restaurants2.6yrsUS$1.67m0.027%
$ 311.7k
Darren Wilson
Executive VP and President of Retail & Payments1.8yrsUS$2.07m0.017%
$ 190.7k
George Sloan
Executive VP of Operations & Chief Procurement Officer2.8yrs데이터 없음데이터 없음
James Wise
Senior VP & Chief Accounting Officerless than a year데이터 없음0.0083%
$ 95.0k
Johnson Rajakumar
Executive VP & Chief Technology Officer2.3yrs데이터 없음데이터 없음
Sarah Schneider
Vice President of Investor Relationsno data데이터 없음데이터 없음
Jane Elliott
Executive VP & CHRO2.8yrs데이터 없음데이터 없음
Diego Navarrete
EVP of Global Sales-NCR Atleosno data데이터 없음데이터 없음
Nick East
Executive VP & Chief Product Officer1.4yrs데이터 없음데이터 없음
2.3yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: VYX의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).


이사회 구성원

이름직위재임 기간보수지분
James Kelly
President2.8yrsUS$6.42m0.18%
$ 2.1m
Janet Haugen
Independent Director2.8yrsUS$294.99k0.0068%
$ 77.6k
Laura Sen
Independent Director4.3yrsUS$262.09k0.038%
$ 430.7k
Kevin Reddy
Independent Non-Executive Chair & Lead Independent Director2.8yrsUS$316.37k0.020%
$ 231.5k
Jeffrey Sloan
Independent Director1.4yrsUS$293.13k0.0028%
$ 31.9k
Kirk Larsen
Independent Director6.9yrsUS$274.99k0.038%
$ 432.4k
Irv Henderson
Independent Director2.4yrsUS$272.49k0.010%
$ 117.0k
Laura Miller
Independent Director2.8yrsUS$274.99k0.016%
$ 180.0k
2.8yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: VYX의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.8 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/09 02:19
종가2026/08/07 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

NCR Voyix Corporation는 15명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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