Market Cap
$3.3B
NATL
NCR Atleos Corp
$45.42 ▲ +0.87%
Prev close $45.03Market cap$3.3B
12-mo target$50.20 (+10.5%)
22 New Institutional Positions28 Institutional Exits Software & IT
Snapshot
The big-picture read on NATL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$2.5B
Inst. Activity
22 buys / 28 sells
SEC Reports
10
Price chart 30d -0.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Aug 5, 2026 SEC Reece Joseph E was granted 1,273 shares
Director @ $45.18 ($57.5K)
NCR Atleos reported Q2 2026 GAAP diluted EPS of $0.86, a 65% YoY increase, and Adjusted Diluted EPS of $1.49, a 67% YoY
8-K — Impact 6/10
Aug 5, 2026 earnings_calendar
Jul 3, 2026 SEC NATL Q2 2026 Earnings Scheduled — 2026-08-05
NCR Atleos stockholders overwhelmingly approved the merger with The Brinks Company at a special meeting on June 30, 2026
8-K — Impact 6/10
Jun 30, 2026 Insider
Reece Joseph E was granted 1,325 shares
Director @ $43.41 ($57.5K)
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — DOUBLED
3,967,979 shares ($172.2M)
Jun 30, 2026 Inst.
Jun 19, 2026 SEC ALLIANCEBERNSTEIN L.P. — DOUBLED
2,289,210 shares ($99.8M)
NCR Atleos filed an 8-K to voluntarily supplement the joint proxy statement/prospectus for its pending merger with Brink
8-K — Impact 4/10
Analyst ratings buy % -100.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 11, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 6 | 1 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 6 | 1 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 6 | 1 | 2 | 0% | |
| Jun 1, 2026 | 0 | 0 | 6 | 1 | 2 | 0% | |
| 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% |
Price targets
Where 2 covering analysts think NATL trades over the next 12 months.
$50.20 +10.5% upside Buy
Current$45.42 Low$50.00 Median$50.20 High$50.40 2 analysts
$50.00$50.40
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 2 bullish, 0 bearish, 1 mixed, 7 neutral · avg impact 4.5/10.
BULLISH8-K6/10
NCR Atleos reported Q2 2026 GAAP diluted EPS of $0.86, a 65% YoY increase, and Adjusted Diluted EPS
Aug 5, 2026
BULLISH8-K6/10
NCR Atleos stockholders overwhelmingly approved the merger with The Brinks Company at a special meet
Jul 3, 2026
NEUTRAL8-K4/10
NCR Atleos filed an 8-K to voluntarily supplement the joint proxy statement/prospectus for its pendi
Jun 19, 2026
NEUTRAL4254/10
Brinks and NCR Atleos filed supplemental disclosures to the joint proxy statement/prospectus in resp
Jun 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 5, 2026
earnings_calendar
NATL Q2 2026 Earnings Scheduled — 2026-08-05
Jun 30, 2026
short_interest_report
Short Interest: NATL up 24% to 3.2M shares
Settlement 2026-06-30 | Days to cover: 3.00 | ≈4.28% of shares outstanding (est.)
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
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.19 | $1.14–$1.23 | 8.7% | +1.3% | 1↑ 0↓ | $1.1B | 2 |
| Next Q | $1.38 | $1.37–$1.38 | -7.7% | -1.4% | 0↑ 1↓ | $1.2B | 2 |
| Current FY | $4.80 | $4.65–$4.98 | 16.1% | +14.3% | 2↑ 0↓ | $4.5B | 3 |
| Next FY | $5.36 | $4.94–$5.72 | 11.7% | +0.8% | 1↑ 1↓ | $4.7B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.185 | — |
| 7d ago | $1.185 | — |
| 30d ago | $1.170 | +0.015 |
| 60d ago | $1.170 | +0.015 |
| 90d ago | $1.170 | +0.015 |
Institutional ownership
Which big funds own NATL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (56,564,118 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, BANK. Net selling activity: 28 institutions trimmed/exited vs 22 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,823,638 | $469.9M | 19.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,284,704 | $186.0M | 7.6% | — |
| BANK OF AMERICA CORP /DE/ | 3,967,979 | $172.2M | 7.0% | DOUBLED +113.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,320,280 | $144.1M | 5.9% | — |
| STATE STREET CORP | 2,952,190 | $128.2M | 5.2% | — |
| ALLIANCEBERNSTEIN L.P. | 2,289,210 | $99.8M | 4.1% | DOUBLED +104.7% |
| GOLDMAN SACHS GROUP INC | 2,094,272 | $90.9M | 3.7% | ADD +71.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,082,141 | $90.4M | 3.7% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,011,636 | $87.3M | 3.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,735,877 | $75.3M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,861,433 | 3,967,979 | +113.2% | $172.2M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 1,118,522 | 2,289,210 | +104.7% | $99.8M |
| GOLDMAN SACHS GROUP INC | ADD | 1,224,642 | 2,094,272 | +71.0% | $90.9M |
| CITIGROUP INC | ADD | 887,763 | 1,340,611 | +51.0% | $58.2M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 494,689 | 1,143,132 | +131.1% | $49.6M |
| Man Group plc | DOUBLED | 410,000 | 1,138,646 | +177.7% | $49.4M |
| SOROS FUND MANAGEMENT LLC | ADD | 730,349 | 1,033,562 | +41.5% | $44.9M |
| Hudson Bay Capital Management LP | NEW | — | 992,914 | — | $43.1M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 1,615,758 | 905,527 | -44.0% | $39.3M |
| Qube Research & Technologies Ltd | ADD | 382,019 | 559,883 | +46.6% | $24.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 21 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Reece Joseph E | Director | AWARD | 1,273 | $45.18 | $57.5K |
| Jun 30, 2026 | Reece Joseph E | Director | AWARD | 1,325 | $43.41 | $57.5K |
| May 21, 2026 | Almeida Odilon | Director | AWARD | 4,351 | $44.82 | $195.0K |
| May 21, 2026 | Baker Mary Ellen | Director | AWARD | 4,351 | $44.82 | $195.0K |
| May 21, 2026 | Natoli Frank A | Director | AWARD | 4,351 | $44.82 | $195.0K |
| May 21, 2026 | Niederauer Duncan L | Director | AWARD | 4,351 | $44.82 | $195.0K |
| May 21, 2026 | Reece Joseph E | Director | AWARD | 4,351 | $44.82 | $195.0K |
| May 21, 2026 | von Gillern Jeffry H. | Director | AWARD | 4,351 | $44.82 | $195.0K |
| Mar 31, 2026 | Reece Joseph E | Director | AWARD | 1,205 | $43.58 | $52.5K |
| Mar 10, 2026 | Hornfeck Traci | Chief Accounting Officer | AWARD | 8,977 | $44.56 | $400.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NATL.
Shares short
4,413,466
Settlement Sep 15, 2026
Change vs prior
-1.4%
Semi-monthly cycle
Days to cover
6.5
At avg daily volume
Of shares outstanding
≈6.0%
Estimate — not % of float
All NATL filing & press-release reports (10)
- 8-K reportAug 5, 2026
- 8-K reportJul 3, 2026
- 8-K reportJun 19, 2026
- 425 reportJun 18, 2026
- DEFM14A reportMay 27, 2026
- 425 reportMay 12, 2026
- 425 reportMay 6, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportApr 3, 2026
- 8-K reportMar 5, 2026