Deluxe Corporation

NYSE:DLX Rapport sur les actions

Capitalisation boursière : US$1.1b

Deluxe Gestion

Gestion contrôle des critères 3/4

Le PDG Deluxe est Barry McCarthy, nommé en Nov2018, a un mandat de 7.5 ans. La rémunération annuelle totale est $ 7.54M, composée du salaire de 12.6% et des bonus 87.4%, y compris les actions et options de la société. détient directement 1% des actions de la société, d'une valeur de $ 10.82M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.8 ans et 5 ans.

Informations clés

Barry McCarthy

Directeur général

US$7.5m

Rémunération totale

Pourcentage du salaire du PDG12.60%
Durée du mandat du directeur général7.5yrs
Propriété du PDG1.0%
Durée moyenne d'occupation des postes de direction2.8yrs
Durée moyenne du mandat des membres du conseil d'administration5yrs

Mises à jour récentes de la gestion

Recent updates

Article d’analyse May 08

Deluxe Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a mediocre week for Deluxe Corporation ( NYSE:DLX ) shareholders, with the stock dropping 14% to US$26.83 in...
Mise à jour du récit May 03

DLX: Payments Partnerships And Buybacks Will Support Steady Future Returns

Analysts have kept Deluxe's fair value estimate steady at $32.67 per share while slightly adjusting inputs such as the discount rate and assumed future P/E. This suggests finer tuning of their models rather than a change in their overall view of the stock.
Mise à jour du récit Apr 18

DLX: Payments Partnerships And Buybacks Will Support Steady Future Returns

Analysts have kept their fair value estimate for Deluxe steady at about $32.67 per share. They explained that only minor adjustments to the discount rate and future P/E assumptions did not justify a change in the overall price target.
Mise à jour du récit Apr 04

DLX: Payments Partnerships Will Support Future Share Upside

Analysts kept Deluxe's fair value estimate steady at $32.67, with only very small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding the unchanged price target rationale. What's in the News Completed a long-running share repurchase program, with a total of 4,796,490 shares bought back for $212.55 million under the authorization announced on October 25, 2018.
Mise à jour du récit Mar 20

DLX: Payments Partnerships And Buybacks Will Support Future Share Upside

Analysts are maintaining Deluxe's fair value estimate at $32.67, with only minor adjustments to the discount rate and long term P/E assumptions. This reflects a largely unchanged view of the company's risk profile and earnings potential.
Mise à jour du récit Mar 05

DLX: Payments Partnerships Will Drive Future Cash Returns And Share Upside

Analysts have maintained their fair value estimate for Deluxe at $32.67, with only modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions informing this latest price target update. What's in the News Between October 1, 2025 and December 31, 2025, Deluxe reported no share repurchases under its existing program.
Mise à jour du récit Feb 19

DLX: Future Cash Returns From Buybacks And Payments Partnerships Will Support Upside

Analysts have raised their price target on Deluxe from $30.67 to $32.67, citing updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Completed share repurchase of 4,796,490 shares, representing 10.79% of the company, for a total of $212.55 million under the buyback program announced on October 25, 2018, with no shares repurchased between October 1, 2025 and December 31, 2025 (Key Developments).
Article d’analyse Feb 05

A Piece Of The Puzzle Missing From Deluxe Corporation's (NYSE:DLX) 30% Share Price Climb

Despite an already strong run, Deluxe Corporation ( NYSE:DLX ) shares have been powering on, with a gain of 30% in the...
Mise à jour du récit Feb 04

DLX: Higher Margins And Payment Partnerships Will Support Future Upside

Analysts have raised their fair value estimate for Deluxe from US$28.67 to about US$30.67, citing updated assumptions around discount rates, profit margins, and future P/E expectations. What's in the News Payfinia and Deluxe formed a partnership to expand access to Paze, a digital wallet and online checkout experience backed by major U.S. financial institutions, targeting both issuers and acquirers in the payments ecosystem (Key Developments).
Nouveau récit Jan 29

Digital Payments Shift And Data Margins Will Support A Fairly Valued Outlook

Catalysts About Deluxe Deluxe provides payments, data-driven marketing, B2B payment solutions and print products to financial institutions and business customers. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Jan 21

DLX: Higher Margins And Payments Partnership Will Drive Future Upside

Analysts have increased their price target on Deluxe by approximately $0.00, reflecting updated views that incorporate a lower discount rate, a higher projected profit margin, and a reduced future P/E multiple. What's in the News Deluxe announced a collaboration with Visa to implement Visa Direct, introducing dlxFastFundsSM as a funding solution within the Deluxe Payments Platform to help businesses access cash in near real-time and select from different settlement options in eligible markets (Key Developments).
Mise à jour du récit Jan 07

DLX: Completed Buybacks And Stable Assumptions Will Support Future Upside

Analysts have maintained their fair value target for Deluxe at US$28.67. They have made only small adjustments to inputs such as the discount rate and the assumed future P/E multiple, which suggests their overall view on the stock's risk and earnings profile remains largely unchanged.
Mise à jour du récit Dec 21

DLX: Expanded Bank Partnership Will Drive Future Upside Despite Margin Headwinds

Narrative Update on Deluxe Analysts have modestly lifted their price target on Deluxe to align with a fair value estimate of approximately 28.67 dollars, citing a slightly lower perceived risk profile driven by a reduced discount rate, while maintaining stable long term growth and profitability expectations. What's in the News Deluxe completed its long running share repurchase program announced in October 2018.
Mise à jour du récit Dec 07

DLX: Expanded Bank Partnership Will Drive Attractive Repricing Despite Margin Headwinds

Analysts have modestly raised their target price on Deluxe from approximately 26.75 dollars to about 28.67 dollars, citing a slightly lower perceived risk profile despite reduced expectations for both revenue growth and profit margins, along with a higher assumed future valuation multiple. What's in the News Deluxe reported that between July 1, 2025 and September 30, 2025, it repurchased zero shares under its ongoing buyback program, indicating a pause in near term capital returns via repurchases (Key Developments).
Article d’analyse Nov 01

What Does Deluxe Corporation's (NYSE:DLX) Share Price Indicate?

Deluxe Corporation ( NYSE:DLX ), might not be a large cap stock, but it saw a decent share price growth of 16% on the...
Article d’analyse Oct 11

Is Deluxe (NYSE:DLX) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Aug 31

Market Might Still Lack Some Conviction On Deluxe Corporation (NYSE:DLX) Even After 26% Share Price Boost

Deluxe Corporation ( NYSE:DLX ) shares have continued their recent momentum with a 26% gain in the last month alone...
Article d’analyse Aug 15

Deluxe's (NYSE:DLX) Earnings Seem To Be Promising

NYSE:DLX 1 Year Share Price vs Fair Value Explore Deluxe's Fair Values from the Community and select yours Shareholders...
Article d’analyse Aug 11

Deluxe Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

The investors in Deluxe Corporation 's ( NYSE:DLX ) will be rubbing their hands together with glee today, after the...
Seeking Alpha Jul 20

Deluxe Corporation: Growth In Data Solutions Expected To Decelerate

Summary Deluxe saw solid profit improvements, and decent revenue improvement, the former driven by restructuring cost reductions and the latter by campaigns in data solutions. Things are going quite well, and the business is capable of generating decent cash with more space for declines in restructuring expenses. The issue is that the profit centers are in decline and that data solutions growth is fully expected to attenuate. We aren't particularly worried, and there could be money to be made here on a deleveraging, but we're still being cautious about the growth and debt. We would want it to be in the near future that checks' decline becomes less of a sticking point as it shrinks in the mix. Read the full article on Seeking Alpha
Article d’analyse Jul 03

Deluxe Corporation's (NYSE:DLX) Subdued P/E Might Signal An Opportunity

With a price-to-earnings (or "P/E") ratio of 13.4x Deluxe Corporation ( NYSE:DLX ) may be sending bullish signals at...
Article d’analyse May 06

Deluxe's (NYSE:DLX) Dividend Will Be $0.30

Deluxe Corporation ( NYSE:DLX ) will pay a dividend of $0.30 on the 2nd of June. This means the annual payment is 7.9...
Seeking Alpha Apr 28

Deluxe Corporation: Net Income Will Rise As Restructuring Closes Out

Summary Reinflation in the economy may limit the extent to which Deluxe can hang on to North Star gains and means exposure in the 40% floating rate structure to lacking rate relief. Checks continues its decline. While North Star has been successful, incremental benefit will come mainly from reductions in restructuring costs, which doesn't lift a stagnant adjusted EBITDA figure. While FCF may rise somewhat, it will be reduced over time by the worst average unit economics coming from the negative checks mix effect. The stock is still sensitive due to meaningful debt, and we are concerned in general about the macro direction at the intersection of inflation concerns and pricing power. Read the full article on Seeking Alpha
Article d’analyse Feb 27

Take Care Before Jumping Onto Deluxe Corporation (NYSE:DLX) Even Though It's 28% Cheaper

The Deluxe Corporation ( NYSE:DLX ) share price has fared very poorly over the last month, falling by a substantial...
Article d’analyse Feb 10

Deluxe (NYSE:DLX) Has Affirmed Its Dividend Of $0.30

Deluxe Corporation's ( NYSE:DLX ) investors are due to receive a payment of $0.30 per share on 3rd of March. This makes...
Article d’analyse Dec 24

Is There Now An Opportunity In Deluxe Corporation (NYSE:DLX)?

Deluxe Corporation ( NYSE:DLX ), is not the largest company out there, but it saw a double-digit share price rise of...
Article d’analyse Dec 03

Deluxe Corporation's (NYSE:DLX) Shares Leap 26% Yet They're Still Not Telling The Full Story

Deluxe Corporation ( NYSE:DLX ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Seeking Alpha Nov 24

Deluxe Corporation: Deleveraging Path Heavily Execution Dependent

Summary Deluxe Corporation is experiencing growth in new areas, but its core checks business, which generates significant cash, is in secular decline. The company faces substantial debt maturities by 2026 and will need refinancing, likely at higher interest rates, impacting net income negatively. Cost improvements are underway, aiming to unlock $80 million over the next few years, but the quantum is massive relative to current EBITDA, and we want to see execution first. Potential growth is possible if bank consolidations occur under Trump, but deleveraging is quite slow for now and really there are a lot of execution risks. Read the full article on Seeking Alpha
Article d’analyse Nov 14

We Like The Quality Of Deluxe's (NYSE:DLX) Earnings

Investors signalled that they were pleased with Deluxe Corporation's ( NYSE:DLX ) most recent earnings report. This...
Article d’analyse Nov 11

Deluxe's (NYSE:DLX) Dividend Will Be $0.30

Deluxe Corporation ( NYSE:DLX ) has announced that it will pay a dividend of $0.30 per share on the 2nd of December...
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Nouveau récit Sep 24

Unlocking EBITDA And Cash Flow Through Efficiency And Tactical Pivots

Deluxe is focusing on operational efficiencies and a strategic pivot to high-margin segments like Merchant Services and Data Solutions for earnings growth.
Seeking Alpha Sep 05

Deluxe: Cost Programme Working, But Revenue Pressures Persist

Summary Deluxe Corporation's earnings show improved operating and net income due to cost control, but revenue pressures and high debt remain concerns. Merchant services growth should be slowing, and the print business continues its managed decline, impacting the company's ability to stay ahead of the debt. Interest expenses are stable due to hedges for the moment. Despite $10 million in SG&A reductions in Q2 related to the North Star cost-cutting program, Deluxe's heavy debt load and revenue declines should keep the stock under pressure. Particularly as either the high rate environment or on the other side economic shakes both cause problems for the business. Read the full article on Seeking Alpha
Article d’analyse Aug 18

Deluxe (NYSE:DLX) Has Announced A Dividend Of $0.30

The board of Deluxe Corporation ( NYSE:DLX ) has announced that it will pay a dividend of $0.30 per share on the 3rd of...
Article d’analyse Aug 04

Deluxe (NYSE:DLX) Has Affirmed Its Dividend Of $0.30

The board of Deluxe Corporation ( NYSE:DLX ) has announced that it will pay a dividend on the 3rd of September, with...

Analyse de la rémunération des PDG

Comment la rémunération de Barry McCarthy a-t-elle évolué par rapport aux bénéfices de Deluxe?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$104m

Dec 31 2025US$8mUS$950k

US$82m

Sep 30 2025n/an/a

US$83m

Jun 30 2025n/an/a

US$58m

Mar 31 2025n/an/a

US$56m

Dec 31 2024US$7mUS$950k

US$53m

Sep 30 2024n/an/a

US$55m

Jun 30 2024n/an/a

US$38m

Mar 31 2024n/an/a

US$34m

Dec 31 2023US$8mUS$944k

US$26m

Sep 30 2023n/an/a

US$30m

Jun 30 2023n/an/a

US$53m

Mar 31 2023n/an/a

US$58m

Dec 31 2022US$10mUS$919k

US$65m

Sep 30 2022n/an/a

US$60m

Jun 30 2022n/an/a

US$58m

Mar 31 2022n/an/a

US$48m

Dec 31 2021US$8mUS$900k

US$63m

Sep 30 2021n/an/a

US$73m

Jun 30 2021n/an/a

US$90m

Mar 31 2021n/an/a

US$93m

Dec 31 2020US$5mUS$856k

US$5m

Sep 30 2020n/an/a

US$25m

Jun 30 2020n/an/a

-US$322m

Mar 31 2020n/an/a

-US$305m

Dec 31 2019US$5mUS$900k

-US$224m

Rémunération vs marché: La rémunération totale de Barry ($USD 7.54M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.73M ).

Rémunération et revenus: La rémunération de Barry a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Barry McCarthy (61 yo)

7.5yrs
Titularisation
US$7,537,323
Compensation

Mr. Barry C. McCarthy has been President, Chief Executive Officer and Director of Deluxe Corporation since November 26, 2018. Prior to joining First Data since June 2015, he led the turnaround of the VeriS...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Barry McCarthy
President7.5yrsUS$7.54m1%
$ 10.8m
William Zint
Senior VP & CFO3.6yrsUS$2.26m0.12%
$ 1.3m
Yogaraj Jayaprakasam
Senior VP and Chief Technology & Digital Officer4yrsUS$2.17m0.22%
$ 2.4m
Tracey Engelhardt
Senior VP & President of Print2.8yrsUS$2.47m0.25%
$ 2.7m
Garry Capers
Senior VP & President of B2B Paymentsless than a yearUS$1.91m0.14%
$ 1.5m
Llewellyn Moyer
VP & Chief Accounting Officer1.5yrspas de donnéespas de données
Jeffrey Cotter
Chief Administrative Officer7.9yrsUS$1.79m0.15%
$ 1.6m
Brian Anderson
Vice President of Strategy & Investor Relationsno datapas de donnéespas de données
Kimberly Cross
Senior VP & Chief Human Resources Officer1.6yrspas de données0.027%
$ 294.3k
Kristopher Lazzaretti
Senior VP & President of Datano datapas de données0.063%
$ 680.5k
Brian Mahony
Senior VP & President of Merchant Services1.3yrspas de donnéespas de données
Nan Palmer
Executive Assistantno datapas de donnéespas de données
2.8yrs
Durée moyenne de l'emploi
53yo
Âge moyen

Gestion expérimentée: L'équipe de direction de DLX est considérée comme expérimentée (ancienneté moyenne 2.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Barry McCarthy
President7.5yrsUS$7.54m1%
$ 10.8m
Thomas Reddin
Independent Director12.3yrsUS$285.00k0.070%
$ 751.5k
Paul Garcia
Independent Chair5.8yrsUS$296.66k0.091%
$ 980.8k
Angela Brown
Independent Director1.8yrsUS$269.99k0.050%
$ 538.3k
Morgan Schuessler
Independent Director1.3yrsUS$263.75k0.023%
$ 244.1k
Hugh Cummins
Independent Director1.3yrsUS$263.75k0.025%
$ 268.6k
John Stauch
Independent Director9.8yrsUS$285.00k0.17%
$ 1.8m
Telisa Yancy
Independent Director5yrsUS$269.99k0.12%
$ 1.3m
Michelle Collins
Independent Directorless than a yearUS$172.49k0%
$ 0
5.0yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de DLX sont considérés comme expérimentés (ancienneté moyenne 5 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 03:59
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Deluxe Corporation est couverte par 7 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullArgus Research Company
Charles StrauzerCJS Securities, Inc.
John KraftD.A. Davidson & Co.