Deluxe (NYSE:DLX) Releases FY 2026 Earnings Guidance

Deluxe (NYSE:DLX) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 3.900-4.300 for the period, compared to the consensus EPS estimate of 3.490. The company issued revenue guidance of $2.1 billion-$2.2 billion, compared to the consensus revenue estimate of $2.1 billion.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on DLX. Wall Street Zen raised shares of Deluxe from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 8th. Weiss Ratings reissued a “hold (c+)” rating on shares of Deluxe in a research report on Monday, December 29th. Finally, CJS Securities upgraded Deluxe to a “hold” rating in a research note on Thursday, December 11th. Two investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $23.00.

Deluxe Stock Up 7.8%

DLX opened at $25.77 on Thursday. The firm has a market cap of $1.16 billion, a P/E ratio of 14.08, a price-to-earnings-growth ratio of 0.63 and a beta of 1.37. The company has a debt-to-equity ratio of 2.13, a quick ratio of 0.91 and a current ratio of 0.99. The business has a 50 day moving average price of $22.32 and a 200 day moving average price of $19.96. Deluxe has a twelve month low of $13.61 and a twelve month high of $26.26.

Deluxe (NYSE:DLX) last issued its quarterly earnings data on Wednesday, November 5th. The business services provider reported $1.09 earnings per share for the quarter, topping analysts’ consensus estimates of $0.92 by $0.17. Deluxe had a net margin of 3.90% and a return on equity of 22.42%. The business had revenue of $540.20 million during the quarter, compared to analysts’ expectations of $526.50 million. During the same period in the previous year, the company earned $0.84 earnings per share. Deluxe’s revenue for the quarter was up 2.2% on a year-over-year basis. Deluxe has set its FY 2025 guidance at 3.450-3.60 EPS. Research analysts forecast that Deluxe will post 2.77 EPS for the current year.

Deluxe Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 23rd. Stockholders of record on Monday, February 9th will be issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 4.7%. The ex-dividend date of this dividend is Monday, February 9th. Deluxe’s dividend payout ratio (DPR) is presently 65.57%.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of DLX. Dimensional Fund Advisors LP grew its position in Deluxe by 0.8% in the third quarter. Dimensional Fund Advisors LP now owns 2,594,355 shares of the business services provider’s stock valued at $50,226,000 after purchasing an additional 20,323 shares in the last quarter. Bridgeway Capital Management LLC raised its stake in Deluxe by 0.7% in the third quarter. Bridgeway Capital Management LLC now owns 639,198 shares of the business services provider’s stock valued at $12,375,000 after buying an additional 4,751 shares during the period. Russell Investments Group Ltd. raised its stake in Deluxe by 9.7% in the third quarter. Russell Investments Group Ltd. now owns 603,169 shares of the business services provider’s stock valued at $11,677,000 after buying an additional 53,202 shares during the period. AQR Capital Management LLC lifted its position in shares of Deluxe by 99.7% in the second quarter. AQR Capital Management LLC now owns 543,359 shares of the business services provider’s stock valued at $8,645,000 after buying an additional 271,225 shares during the last quarter. Finally, Royal Bank of Canada boosted its stake in shares of Deluxe by 25.6% during the 1st quarter. Royal Bank of Canada now owns 505,810 shares of the business services provider’s stock worth $7,996,000 after acquiring an additional 102,948 shares during the period. 93.90% of the stock is currently owned by institutional investors and hedge funds.

Deluxe Company Profile

Deluxe Corporation, founded in 1915 and headquartered in Shoreview, Minnesota, is a provider of integrated business and financial technology solutions. Originally established as a check printing company, Deluxe has evolved its offerings to support small businesses, financial institutions and entrepreneurs with a comprehensive suite of services spanning print, digital and software platforms.

The company’s core business activities include printing checks, forms and promotional materials, as well as delivering digital marketing and customer engagement solutions.