Deluxe Corporation

Report azionario NYSE:DLX

Capitalizzazione di mercato: US$1.1b

Deluxe Gestione

Criteri Gestione verificati 3/4

Deluxe Il CEO è Barry McCarthy, nominato in Nov2018, e ha un mandato di 7.5 anni. la retribuzione annua totale è $ 7.54M, composta da 12.6% di stipendio e 87.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1% delle azioni della società, per un valore di $ 10.82M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.8 anni e 5 anni.

Informazioni chiave

Barry McCarthy

Amministratore delegato

US$7.5m

Compenso totale

Percentuale dello stipendio del CEO12.60%
Mandato del CEO7.5yrs
Proprietà del CEO1.0%
Durata media del management2.8yrs
Durata media del Consiglio di amministrazione5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Nuova narrazione 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?
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
User avatar
Nuova narrazione 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
Articolo di analisi 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...
Articolo di analisi 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Barry McCarthy rispetto agli utili di Deluxe?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Barry ($USD 7.54M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.71M ).

Compensazione vs guadagni: La retribuzione di Barry è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Barry McCarthy (61 yo)

7.5yrs
Mandato
US$7,537,323
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 Officer1.5yrsNessun datoNessun dato
Jeffrey Cotter
Chief Administrative Officer7.9yrsUS$1.79m0.15%
$ 1.6m
Brian Anderson
Vice President of Strategy & Investor Relationsno dataNessun datoNessun dato
Kimberly Cross
Senior VP & Chief Human Resources Officer1.6yrsNessun dato0.027%
$ 294.3k
Kristopher Lazzaretti
Senior VP & President of Datano dataNessun dato0.063%
$ 680.5k
Brian Mahony
Senior VP & President of Merchant Services1.3yrsNessun datoNessun dato
Nan Palmer
Executive Assistantno dataNessun datoNessun dato
2.8yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di DLX è considerato esperto (durata media dell'incarico 2.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
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
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DLX sono considerati esperti (durata media dell'incarico 5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 18:21
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Deluxe Corporation è coperta da 7 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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