Deluxe (NYSE:DLX) Updates FY 2026 Earnings Guidance

Key Points

• FY2026 guidance updated: Deluxe issued EPS guidance of 3.60–4.00 (consensus 3.96) and revenue guidance of $2.0–$2.1 billion (consensus $2.1 billion), placing revenue at the lower end of expectations.
• Quarterly beat supports momentum: Deluxe reported Q1 EPS of $0.94 vs. consensus $0.91 and disclosed a net margin of 3.99% and ROE of 22.65%, reinforcing near-term earnings strength.
• Mixed analyst views but institutional buying: Analysts range from upgrades (Weiss) to downgrades (Zacks) with a consensus "Moderate Buy," while major investors like RBC and AQR increased positions and institutional ownership stands at 93.9%.

Deluxe (NYSE:DLX - Get Free Report) 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

Shares of NYSE DLX opened at $27.14 on Wednesday. The stock's 50-day moving average is $28.23 and its two-hundred day moving average is $24.40. The company has a debt-to-equity ratio of 2.08, a current ratio of 1.04 and a quick ratio of 0.98. Deluxe has a 1-year low of $13.61 and a 1-year high of $32.07. The company has a market cap of $1.22 billion, a price-to-earnings ratio of 14.59, a price-to-earnings-growth ratio of 0.73 and a beta of 1.33.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on DLX. Weiss Ratings raised Deluxe from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Tuesday, February 10th. Zacks Research downgraded shares of Deluxe from a "strong-buy" rating to a "hold" rating in a research note 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy".

Trending Headlines about Deluxe

Here are the key news stories impacting Deluxe this week:

• Positive Sentiment: Reported quarter beat — Deluxe posted Q1 EPS of $0.94 vs. consensus $0.91; management disclosed a net margin of 3.99% and a return on equity of 22.65%. This beat supports near-term earnings momentum. Earnings Press Release Slide Deck
• Positive Sentiment: Analyst upgrade — Sidoti raised its FY2027 EPS estimate to $3.86 from $3.67, above the current consensus of $3.54; upgraded forward estimates can support multiple expansion if the market trusts the raise.
• Positive Sentiment: Analyst commentary on beat history — Zacks highlighted Deluxe’s history of earnings surprises and argues the company has the profile to beat again, reinforcing expectations for continued upside to consensus. Will Deluxe (DLX) Beat Estimates Again?
• Neutral Sentiment: Sidoti quarterly detail — Sidoti published quarterly EPS previews (Q1 $0.69, Q2 $0.79, Q3 $1.03, Q4 $1.00) and Q4 2026 at $1.00. These granular forecasts help modelers but are distinct from company guidance.
• Neutral Sentiment: Other analyst estimates — Northcoast published a Q1 2026 estimate of $0.84 EPS (below the actual $0.94), showing some variability among sell-side views.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Royal Bank of Canada lifted its position in Deluxe by 25.6% in the first quarter. Royal Bank of Canada now owns 505,810 shares of the business services provider's stock valued at $7,996,000 after acquiring an additional 102,948 shares during the last quarter. AQR Capital Management LLC lifted its holdings in shares of Deluxe by 10.0% in the 1st quarter. AQR Capital Management LLC now owns 272,134 shares of the business services provider's stock valued at $4,302,000 after purchasing an additional 24,660 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Deluxe by 4.3% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,260 shares of the business services provider's stock valued at $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 position in shares of Deluxe by 9.9% in the 1st 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 acquired a new position in Deluxe during the first quarter worth approximately $30,000. Institutional investors and hedge funds 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.

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