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 earnings per share (EPS) guidance of 3.600-4.000 for the period, compared to the consensus 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.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on DLX. Weiss Ratings upgraded Deluxe from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, February 10th. Zacks Research cut Deluxe from a “strong-buy” rating to a “hold” rating in a report on Friday, April 10th. Two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Deluxe presently has an average rating of “Moderate Buy”.

Deluxe Stock Down 14.9%

DLX stock traded down $4.59 during mid-day trading on Wednesday, reaching $26.26. The company had a trading volume of 1,179,822 shares, compared to its average volume of 373,761. 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 capitalization of $1.18 billion, a price-to-earnings ratio of 13.97, a price-to-earnings-growth ratio of 0.73 and a beta of 1.33. The firm has a fifty day simple moving average of $28.22 and a 200 day simple moving average of $24.46. Deluxe has a fifty-two week low of $13.61 and a fifty-two week high of $32.07.

More Deluxe News

Here are the key news stories impacting Deluxe this week:

• Positive Sentiment: Quarterly results beat consensus on the bottom line and showed year?over?year margin improvement, supporting the company’s underlying profitability. (Q1 EPS reported ~ $0.94–$1.05 vs. consensus $0.91; revenue roughly flat / +0.3% YoY.) Q1 beat (Zacks) Press Release / Slide Deck
• Positive Sentiment: Analyst support: Sidoti raised FY2027 EPS expectations (now forecasting higher full?year earnings), which is constructive for forward estimates and investor sentiment.
• Neutral Sentiment: Company slide deck / earnings presentation published for Q1 results — useful for digging into segment performance and management commentary but not itself market-moving beyond the guidance. Earnings presentation (Seeking Alpha)
• Neutral Sentiment: Market commentary pieces on valuation and investor interest — e.g., Zacks piece evaluating whether value investors should buy DLX; useful for longer?term thesis but secondary to earnings/guidance for today’s move. Valuation commentary (Zacks)
• Negative Sentiment: Downbeat FY?2026 guidance: management gave EPS guidance of $3.60–$4.00 (street ~ $3.96) and revenue guidance of ~$2.0B–$2.1B (vs. consensus ~ $2.1B). The slightly lower/tepid outlook appears to be the primary catalyst for the share decline as investors reprice future growth and margin assumptions.

Institutional Investors Weigh In On Deluxe

Several hedge funds and other institutional investors have recently made changes to their positions in the business. State Street Corp raised its position in shares of Deluxe by 0.9% during the 4th quarter. State Street Corp now owns 2,915,349 shares of the business services provider’s stock worth $65,100,000 after acquiring an additional 25,202 shares in the last quarter. Dimensional Fund Advisors LP increased its position in Deluxe by 2.2% during the fourth quarter. Dimensional Fund Advisors LP now owns 2,652,098 shares of the business services provider’s stock worth $59,223,000 after buying an additional 57,743 shares during the period. Charles Schwab Investment Management Inc. increased its position in Deluxe by 14.0% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,109,656 shares of the business services provider’s stock worth $24,779,000 after buying an additional 136,139 shares during the period. Goldman Sachs Group Inc. increased its position in Deluxe by 9.2% during the fourth quarter. Goldman Sachs Group Inc. now owns 726,179 shares of the business services provider’s stock worth $16,216,000 after buying an additional 61,058 shares during the period. Finally, Invesco Ltd. increased its position in Deluxe by 56.8% during the fourth quarter. Invesco Ltd. now owns 681,181 shares of the business services provider’s stock worth $15,211,000 after buying an additional 246,767 shares during the period. Institutional investors and hedge funds 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.