Deluxe (NYSE:DLX) Releases FY 2026 Earnings Guidance

Deluxe (NYSE:DLX) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 3.600-4.000 for the period, compared to the consensus EPS estimate of 3.960. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

Deluxe Price Performance

Deluxe stock traded up $0.35 on Thursday, reaching $26.57. The company’s stock had a trading volume of 387,121 shares, compared to its average volume of 451,253. The company has a debt-to-equity ratio of 2.08, a quick ratio of 0.98 and a current ratio of 1.04. The company has a market cap of $1.20 billion, a price-to-earnings ratio of 14.17, a PEG ratio of 0.73 and a beta of 1.33. The business’s fifty day moving average price is $28.22 and its 200 day moving average price is $24.46. Deluxe has a twelve month low of $13.61 and a twelve month high of $32.07.

Deluxe (NYSE:DLX) last posted its quarterly earnings data on Wednesday, May 6th. The business services provider reported $1.05 EPS for the quarter, topping analysts’ consensus estimates of $0.91 by $0.14. The company had revenue of $538.10 million for the quarter, compared to analyst estimates of $534.97 million. Deluxe had a return on equity of 22.65% and a net margin of 3.99%.The business’s revenue was up .3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.75 earnings per share. Deluxe has set its FY 2026 guidance at 3.600-4.000 EPS. Equities analysts expect that Deluxe will post 3.54 earnings per share for the current fiscal year.

Deluxe Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Tuesday, May 19th will be given a dividend of $0.30 per share. The ex-dividend date is Tuesday, May 19th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 4.5%. Deluxe’s payout ratio is presently 63.83%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Weiss Ratings upgraded Deluxe from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, February 10th. Zacks Research downgraded Deluxe from a “strong-buy” rating to a “hold” rating in a research report on Friday, April 10th. Two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy”.

Deluxe News Summary

Here are the key news stories impacting Deluxe this week:

• Positive Sentiment: Q1 results beat estimates — Deluxe reported $1.05 EPS vs. $0.91 expected and revenue of $538.1M vs. $534.97M, showing modest top‑line growth and improved profitability, which supports the current rally. DLX Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Dividend declared — Deluxe announced a $0.30 quarterly dividend (4.6% yield annualized), payable June 2 with an ex‑dividend/record date of May 19; a meaningful yield that can attract income investors.
• Positive Sentiment: Analyst refresh — Sidoti raised FY‑2027 EPS to $3.86 (from $3.67), signaling improved analyst confidence versus the consensus and supporting the stock’s upside.
• Neutral Sentiment: Earnings call materials available — The company posted its Q1 results presentation and call materials for investors to review detailed segment performance and outlook. Deluxe Corporation 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Third‑party commentary — Value‑oriented coverage pieces are discussing DLX as a potential value pick; these articles provide investor perspectives but don’t move fundamentals directly. Should Value Investors Buy Deluxe (DLX) Stock?
• Negative Sentiment: Guidance slightly conservative — Deluxe set FY‑2026 EPS of $3.60–$4.00 and revenue $2.0B–$2.1B; the EPS range and revenue band sit at or below consensus (consensus EPS ~3.96, revenue ~2.1B), which limits upside and explains some investor caution.

Institutional Investors Weigh In On Deluxe

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brooklyn Investment Group bought a new position in shares of Deluxe during the fourth quarter worth $270,000. State Board of Administration of Florida Retirement System boosted its position in shares of Deluxe by 22.0% during the fourth quarter. State Board of Administration of Florida Retirement System now owns 15,168 shares of the business services provider’s stock worth $339,000 after purchasing an additional 2,739 shares in the last quarter. Verition Fund Management LLC boosted its position in shares of Deluxe by 19.4% during the third quarter. Verition Fund Management LLC now owns 13,384 shares of the business services provider’s stock worth $259,000 after purchasing an additional 2,170 shares in the last quarter. Mercer Global Advisors Inc. ADV bought a new position in shares of Deluxe during the third quarter worth $247,000. Finally, Focus Partners Wealth bought a new stake in shares of Deluxe in the third quarter worth about $373,000. Institutional investors own 93.90% of the company’s stock.

About Deluxe

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.