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 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.

Analyst Ratings Changes

Several analysts recently commented on DLX shares. Weiss Ratings upgraded shares of 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 report on Friday, April 10th. Two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy”.

Deluxe Stock Down 12.0%

Deluxe stock opened at $27.14 on Wednesday. The stock has a 50 day moving average of $28.23 and a two-hundred day moving average of $24.40. Deluxe has a twelve month low of $13.61 and a twelve month high of $32.07. The stock has a market capitalization of $1.22 billion, a price-to-earnings ratio of 14.59, a PEG ratio of 0.73 and a beta of 1.33. The company has a current ratio of 1.04, a quick ratio of 0.98 and a debt-to-equity ratio of 2.08.

Key Stories Impacting 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.

Hedge Funds Weigh In On Deluxe

Several institutional investors have recently bought and sold shares of DLX. Royal Bank of Canada raised its position in Deluxe by 25.6% during the 1st 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 last quarter. AQR Capital Management LLC lifted its stake 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 worth $4,302,000 after acquiring an additional 24,660 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of 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 valued at $415,000 after acquiring an additional 1,072 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased 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 worth $1,751,000 after acquiring an additional 10,017 shares during the period. Finally, Strs Ohio acquired a new position in shares of Deluxe during the first quarter worth about $30,000. 93.90% of the stock is owned by institutional investors and hedge funds.

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.