DELUXE CORP
boothcheck covers DELUXE CORP (DLX) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Print fell from 54.3% of revenue to 48.7% in a single year while Data Solutions went from 14.4% to 18.1%, so the mix is moving far faster than the flat headline suggests. • Borrowing is the binding constraint: net debt of about $1.4B is roughly 5.45 times operating profit, operating income covers the interest bill only about 2.1 times, and the company signed a 625 million dollar acquisition on June 17, 2026 that it plans to fund by borrowing more. • Checks are still 32.0% of revenue, and the a
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245 institutional managers reported holding DLX in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 55%. 41 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 3.6M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (9.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DLX's share count grew 7.4% over the past five years. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $1.20 a share annually. Cash returned over the past three years: $151.13M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DLX over the trailing three years: 2023: 1 buy totaling $0k; 2024: 2 buys totaling $19k; 2025: 1 buy totaling $3k. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DLX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +10.6% | -10.1% |
| 2023-11-04 | +14.6% | +10.6% |
| 2024-02-23 | +10.2% | +5.9% |
| 2024-05-04 | +9.3% | +0.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DLX's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-07-31 (items 1.01, 2.01, 2.03, 7.01, 9.01); 2026-06-18 (items 1.01, 2.03, 7.01, 9.01); 2026-05-06 (items 2.02, 9.01); 2026-04-24 (items 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.