Deluxe (DLX) shares jumped 18.3% to $27.70 after the company beat quarterly earnings and revenue expectations and raised its full-year guidance. The stock is up 20.86% over seven days, 22.89% over 30 days, and 24.83% so far this year. Total shareholder return is 40.46% over 12 months and 86.8% over three years, though it is down 2.77% over five years. Payments and Data made up 52% of year-to-date 2026 revenue, and Deluxe targets nearly 60% by 2027. Adjusted EBITDA margin rose to 21.8% in the second quarter of 2026. A popular narrative puts fair value at $32.25, implying the stock is 14% undervalued. Risks include debt from the Celero deal and faster-than-planned declines in print and checks.

Deluxe (NYSE:DLX) releases earnings results, beats estimates by $0.11 EPS. Deluxe (NYSE:DLX - Get Free Report) issued its quarterly earnings data on Wednesday. The business services provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.95 by $0.11, FiscalAI reports. The firm had revenue of $553.90 million for the quarter, compared to the consensus estimate of $532.67 million. Deluxe had a net margin of 4.91% and a return on equity of 23.51%. The company's quarterly revenue was up 2.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.09 EPS. Here are the key takeaways from Deluxe's conference call: * Deluxe raised its 2026 revenue guidance to $2.13-$2.15 billion and adjusted EBITDA guidance to $470-$480 million, while narrowing adjusted EPS guidance upward to $3.80-$4.00. It affirmed its approximately $200 million free cash flow outlook. * Payments and Data Solutions reached 57% of revenue, supporting the company's mix shift toward growth businesses. Data Solutions revenue rose 15.4% to a record $102.9 million, its eighth consecutive quarter of growth above 15%. * Year-to-date free cash flow increased 40.7% to $134.9 million, and adjusted EBITDA margin expanded 90 basis points year over year. Management said Celero integration is progressing as expected or ahead of schedule, with a $15 million cost-synergy target over 24 months. * Celero financing lifted net debt to $1.93 billion, up $536.7 million from year-end 2025, with pro forma net leverage of about 3.8 times. The company reiterated its goal of reducing leverage to 3 times or lower by the end of 2028. * Print revenue declined 3.6% on a comparable adjusted basis, and management expects low- to mid-single-digit declines to continue. B2B Payments' unusually strong quarterly growth and margins are also expected to moderate toward the company's low-single-digit growth and mid-20s margin outlook. Deluxe stock performance. NYSE DLX traded up $1.51 on Wednesday, reaching $23.50. 614,532 shares of the company's stock traded hands, compared to its average volume of 454,225. The firm has a market cap of $1.08 billion, a price-to-earnings ratio of 6.26, a P/E/G ratio of 0.66 and a beta of 1.29. The stock has a 50 day moving average price of $23.32 and a 200-day moving average price of $25.31. Deluxe has a fifty-two week low of $18.15 and a fifty-two week high of $32.07. The company has a debt-to-equity ratio of 2.02, a quick ratio of 1.08 and a current ratio of 1.20. Analyst ratings changes. A number of research firms recently commented on DLX. Weiss Ratings raised shares of Deluxe from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Thursday, October 8th. Barrington Research started coverage on shares of Deluxe in a report on Tuesday, September 29th. They issued an "outperform" rating and a $31.00 price target on the stock. Finally, Wall Street Zen lowered Deluxe from a "buy" rating to a "hold" rating in a report on Saturday. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $31.00. About Deluxe. Deluxe Corporation is a provider of payments, marketing and business technology solutions serving small businesses, financial institutions and consumers. The company's offerings include checks and related forms, business supplies, promotional products, website and digital marketing services, customer relationship management tools, data-driven marketing solutions and payment processing services. Deluxe also provides receivables management, fraud prevention and other financial technology services designed to help businesses and financial institutions manage transactions and customer relationships. Receive News & Ratings for Deluxe Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Deluxe and related companies with MarketBeat.com's FREE daily email newsletter.