Deluxe (NYSE:DLX) Updates FY 2026 Earnings Guidance

Deluxe (NYSE:DLX) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 3.900-4.300 for the period, compared to the consensus earnings per share 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.

Deluxe Trading Down 2.8%

NYSE DLX traded down $0.76 on Friday, hitting $26.36. The company’s stock had a trading volume of 169,452 shares, compared to its average volume of 474,959. The firm has a market cap of $1.19 billion, a P/E ratio of 14.02, a PEG ratio of 0.62 and a beta of 1.37. Deluxe has a 52-week low of $13.61 and a 52-week high of $27.26. The company’s 50-day simple moving average is $22.48 and its 200 day simple moving average is $20.00. The company has a current ratio of 0.99, a quick ratio of 0.91 and a debt-to-equity ratio of 2.13.

Deluxe (NYSE:DLX) last released its quarterly earnings results on Wednesday, November 5th. The business services provider reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.92 by $0.17. Deluxe had a net margin of 3.99% and a return on equity of 22.99%. The company had revenue of $540.20 million during the quarter, compared to the consensus estimate of $526.50 million. During the same period in the prior year, the firm earned $0.84 earnings per share. Deluxe’s revenue 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 predict that Deluxe will post 2.77 EPS for the current fiscal year.

Deluxe Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 23rd. Shareholders of record on Monday, February 9th will be given a $0.30 dividend. The ex-dividend date of this dividend is Monday, February 9th. This represents a $1.20 dividend on an annualized basis and a yield of 4.6%. Deluxe’s payout ratio is 63.83%.

Analysts Set New Price Targets

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

Key Deluxe News

Here are the key news stories impacting Deluxe this week:

• Positive Sentiment: Q4 results beat expectations — Deluxe reported $0.96 EPS vs. estimates near $0.82 and revenue of $535.3M vs. ~$517M, showing improving profitability and modest revenue growth year‑over‑year. Deluxe Q4 results and press materials
• Positive Sentiment: FY‑2026 guidance was raised well above consensus — management set EPS guidance of $3.90–$4.30 versus street ~3.49, and reiterated revenue targets that imply continued growth from payments and business-technology services; that guidance lift is a primary catalyst for the rally. Q4 highlights and guidance
• Positive Sentiment: Dividend confirmed — Deluxe declared a $0.30 quarterly dividend (record Feb 9; payable Feb 23), implying a roughly 4.4% yield which supports income-focused investors and signals confidence in cash flow (no article link available in the feed).
• Positive Sentiment: Positive analyst/media narrative — recent coverage frames Deluxe as an undervalued story as it accelerates its transformation into payments and data-driven services, reinforcing investor interest in a re-rating. Deluxe transformation and valuation piece
• Neutral Sentiment: Earnings call transcripts and detailed commentary are available for investors who want management’s color on margin drivers, capital allocation and growth initiatives; these deepen visibility but do not add new surprises. Earnings call transcript (Seeking Alpha)
• Neutral Sentiment: Some feed items in the news batch refer to Royal Deluxe Holdings (HK:3789) — those are unrelated to Deluxe Corporation (DLX) and should be ignored by DLX investors. Royal Deluxe board update (unrelated)

Hedge Funds Weigh In On Deluxe

Hedge funds and other institutional investors have recently modified their holdings of the stock. Royal Bank of Canada raised its holdings in shares of Deluxe by 25.6% in the first quarter. Royal Bank of Canada now owns 505,810 shares of the business services provider’s stock worth $7,996,000 after buying an additional 102,948 shares during the period. AQR Capital Management LLC increased its stake in Deluxe by 10.0% in the first quarter. AQR Capital Management LLC now owns 272,134 shares of the business services provider’s stock worth $4,302,000 after purchasing an additional 24,660 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Deluxe by 4.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,260 shares of the business services provider’s stock worth $415,000 after purchasing an additional 1,072 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Deluxe by 9.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 110,736 shares of the business services provider’s stock valued at $1,751,000 after purchasing an additional 10,017 shares during the period. Finally, Strs Ohio bought a new position in shares of Deluxe in the first quarter worth about $30,000. 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.