Deluxe Corporation (DLX)

Deluxe Corp.'s stock experienced several notable events. In August 2025, the share price increased by 20% following Q2 earnings. In November 2025, strong Q3 earnings led to a 21.7% stock price increase. A quarterly dividend of $0.30 per share was announced in November 2025. S&P Global Ratings upgraded Deluxe Corporation to 'B+' in December 2025. The receivables financing agreement was amended in December 2025, increasing the facility limit to $100 million. In January 2026, Deluxe announced its implementation of Visa Direct. Overall, DLX stock has trended up by 43.95% in the past six months.

Deluxe Corp. experiences seasonal patterns. The Print segment sees peak revenue from holiday cards in the fourth quarter and higher sales of tax forms in the first and fourth quarters. The Data Solutions segment experiences revenue variations influenced by the timing of customer marketing campaigns, often resulting in lower activity levels in the fourth quarter.

Deluxe Corp. is a technology-enabled solutions provider offering payment management, payment acceptance, and growth solutions. It operates through Merchant Services, providing payment solutions; B2B Payments, offering treasury management; Data Solutions, delivering data, analytics, and marketing services; and Print, providing checks, business essentials, and promotional products. Payments and data services generate over 40% of the company's revenue, reflecting a shift from its legacy print business.

Deluxe Corp. primarily operates in the United States and Canada, with its headquarters in Minneapolis, Minnesota. It also has operations in India and maintains corporate offices, distribution, and fulfillment centers across the United States and Canada.

Deluxe Corp. has maintained a strong brand reputation. CEO Barry C. McCarthy received a Lifetime Achievement Award in November 2025. Deluxe Merchant Services received the National Call Center Award of Distinction for the 13th consecutive year in August 2025. DAX, an AI assistant, was recognized with a 2025 CIO 100 award in May 2025.

Deluxe Corp. has a mixed ownership structure. Institutional investors hold approximately 40.06% to 71.58% of the stock. Insiders own approximately 2.16% of the company's stock. The remaining shares are held by public companies and individual investors, with the general public holding around 12% to 26.26% of the stock.