Deluxe (NYSE:DLX) Updates FY 2026 Earnings Guidance

Deluxe (NYSE:DLX) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 3.600-4.000 for the period, compared to the consensus EPS estimate of 3.680. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.0 billion.

Wall Street Analyst Weigh In

DLX has been the subject of a number of analyst reports. Wall Street Zen raised shares of Deluxe from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 6th. Weiss Ratings lowered Deluxe from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, June 4th. Finally, Zacks Research downgraded Deluxe from a “strong-buy” rating to a “hold” rating in a report on Friday, April 10th. Two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy”.

Deluxe Stock Up 3.6%

Shares of NYSE DLX opened at $23.47 on Thursday. The company has a debt-to-equity ratio of 1.98, a current ratio of 1.15 and a quick ratio of 1.05. The company has a 50-day moving average price of $25.55 and a 200-day moving average price of $25.50. The stock has a market capitalization of $1.07 billion, a P/E ratio of 10.03, a P/E/G ratio of 0.57 and a beta of 1.25. Deluxe has a 1 year low of $15.41 and a 1 year high of $32.07.

Deluxe (NYSE:DLX) last announced its quarterly earnings results on Wednesday, May 6th. The business services provider reported $1.05 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.14. The business had revenue of $538.10 million for the quarter, compared to analysts’ expectations of $534.97 million. Deluxe had a net margin of 5.01% and a return on equity of 24.11%. The firm’s revenue for the quarter was up .3% compared to the same quarter last year. During the same quarter last year, the firm earned $0.75 EPS. Deluxe has set its FY 2026 guidance at 3.600-4.000 EPS. On average, equities research analysts forecast that Deluxe will post 3.3 EPS for the current fiscal year.

Deluxe Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 2nd. Stockholders of record on Tuesday, May 19th were paid a $0.30 dividend. The ex-dividend date was Tuesday, May 19th. This represents a $1.20 annualized dividend and a dividend yield of 5.1%. Deluxe’s dividend payout ratio is presently 51.28%.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in DLX. AQR Capital Management LLC raised 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 worth $8,645,000 after buying an additional 271,225 shares in the last quarter. Invesco Ltd. boosted its position in shares of Deluxe by 56.8% during the 4th quarter. Invesco Ltd. now owns 681,181 shares of the business services provider’s stock valued at $15,211,000 after acquiring an additional 246,767 shares during the last quarter. Bridgeway Capital Management LLC increased its position in shares of Deluxe by 49.9% in the second quarter. Bridgeway Capital Management LLC now owns 634,447 shares of the business services provider’s stock worth $10,094,000 after purchasing an additional 211,109 shares during the last quarter. First Trust Advisors LP purchased a new stake in Deluxe in the third quarter valued at approximately $2,753,000. Finally, Charles Schwab Investment Management Inc. raised its stake in Deluxe by 14.0% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,109,656 shares of the business services provider’s stock valued at $24,779,000 after purchasing an additional 136,139 shares in the last quarter. Hedge funds and other institutional investors own 93.90% of the company’s stock.

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.