BCO Earnings
Wednesday, May 06 2026
EPS Estimate
$1.59
$1.50 – $1.68
Revenue Estimate
$1.4B
Current Price
$113.91
Our Position
bullish · highBrinks locks $6.6B NCR deal, Truist targets 13% growth
structured data
est. revisions stable
This deal is the core growth engine for the decade. NCR's automation software and customer relationships unlock the 13% CAGR thesis that justified Truist's $163 target—achievable only if integration executes and software revenue scales. Button's NCR pedigree and operating history de-risk the cultural and operational challenges that typically derail big acquisitions in this sector.
Watch: Q1 2027 close and first post-deal earnings will reveal synergy ramp and revenue mix shift toward software. If integration stumbles or the company misses the 13% guidance, the entire bull thesis collapses.
Data Signal Summary
1 bullish
3 bearish
Estimates down -6%
Insider selling cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.4%
P/E Ratio
22.7
Est. Revisions (30d)
-6.1% 0up/3dn
Analyst Target (mean)
$154 $145–$163 +35%
Options P/C Ratio
0.19 1C/0P unusual
Est. Dispersion
11% 3 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Citadel, Bridgewater, D.E. Shaw, Two Sigma
Recent Activity
insider trades
64 transactions
Award
·
HERLING MICHAEL J (Director)
·156 shares
Award
·
CLOUGH IAN D (Director)
·153 shares
Award
·
BUTTON ADRIAN (Officer)
·4,943 shares
Award
·
GALLOWAY ELIZABETH A (Officer)
·1,816 shares
Award
·
PESCHARD MIJARES GUILLERMO EDUARDO (Officer)
·1,412 shares
59 more
Award
·
ANTAR NADER RIDA
·1,614 shr
Award
·
GABAY MICHAEL NISSIM
·1,008 shr
Award
·
COOK KRISTEN WILLIAMS
·1,715 shr
Award
·
MCMAKEN KURT B
·4,035 shr
Award
·
EUBANKS RICHARD MARK JR
·19,169 shr
Award
·
GALLOWAY ELIZABETH A
·16,712 shr
·$2,169,552
Award
·
GABAY MICHAEL NISSIM
·3,426 shr
·$444,763
Award
·
MCMAKEN KURT B
·30,308 shr
·$3,934,585
Award
·
EUBANKS RICHARD MARK JR
·111,910 shr
·$14,528,156
Award
·
HERLING MICHAEL J
·139 shr
Award
·
CLOUGH IAN D
·136 shr
Sell
·
SWEENEY MICHAEL E
·1,418 shr
·$169,447
Award
·
COOK KRISTEN WILLIAMS
·8,978 shr
Sell
·
CASTILLO DANIEL JOSE
·21,700 shr
·$2,380,558
Sell
·
PARKER ARTHELBERT LOUIS
·540 shr
·$62,100
Sell
·
SWEENEY MICHAEL E
·1,541 shr
·$173,240
Sell
·
WYCHE KEITH R
·475 shr
·$50,421
Sell
·
SWEENEY MICHAEL E
·2,802 shr
·$280,260
Award
·
HERLING MICHAEL J
·175 shr
Award
·
CLOUGH IAN D
·168 shr
Buy
·
HERLING MICHAEL J
·222 shr
·$19,183
Other
·
ANDRADE KATHIE J.
·1,705 shr
Other
·
PARKER ARTHELBERT LOUIS
·1,705 shr
Other
·
HERLING MICHAEL J
·1,705 shr
Other
·
WYCHE KEITH R
·1,705 shr
Other
·
DOCHERTY SUSAN E.
·1,705 shr
Other
·
CLOUGH IAN D
·1,705 shr
Award
·
ANTAR NADER RIDA
·502 shr
Award
·
GABAY MICHAEL NISSIM
·502 shr
Award
·
HERLING MICHAEL J
·181 shr
Award
·
CLOUGH IAN D
·130 shr
Award
·
GALLOWAY ELIZABETH A
·2,596 shr
Award
·
PARKS JAMES K
·2,596 shr
Award
·
BLACKWOOD LINDSAY K.
·2,452 shr
Award
·
MCMAKEN KURT B
·5,192 shr
Award
·
EUBANKS RICHARD MARK JR
·19,270 shr
Award
·
CASTILLO DANIEL JOSE
·4,327 shr
Award
·
SWEENEY MICHAEL E
·1,298 shr
Award
·
PARKS JAMES K
·11,185 shr
Award
·
BLACKWOOD LINDSAY K.
·9,320 shr
Award
·
MCMAKEN KURT B
·46,736 shr
Award
·
EUBANKS RICHARD MARK JR
·67,471 shr
Award
·
CASTILLO DANIEL JOSE
·40,011 shr
Award
·
SWEENEY MICHAEL E
·3,404 shr
·$321,984
Award
·
HERLING MICHAEL J
·168 shr
Award
·
CLOUGH IAN D
·157 shr
Award
·
PESCHARD MIJARES GUILLERMO EDUARDO
·3,999 shr
Sell
·
PARKS JAMES K
·4,000 shr
·$386,040
Award
·
HERLING MICHAEL J
·135 shr
Award
·
CLOUGH IAN D
·126 shr
Award
·
HERLING MICHAEL J
·152 shr
Award
·
CLOUGH IAN D
·142 shr
Sell
·
WYCHE KEITH R
·615 shr
·$59,723
Other
·
ANDRADE KATHIE J.
·2,402 shr
Other
·
PARKER ARTHELBERT LOUIS
·2,402 shr
Other
·
HERLING MICHAEL J
·2,402 shr
Other
·
WYCHE KEITH R
·2,402 shr
Other
·
DOCHERTY SUSAN E.
·2,402 shr
Other
·
CLOUGH IAN D
·2,402 shr
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