Teacher Retirement System of Texas Has $1.44 Million Stock Position in Deluxe Corporation $DLX

Teacher Retirement System of Texas cut its holdings in shares of Deluxe Corporation (NYSE:DLX) by 25.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 74,304 shares of the business services provider’s stock after selling 24,806 shares during the period. Teacher Retirement System of Texas owned approximately 0.17% of Deluxe worth $1,439,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Bailard Inc. bought a new stake in Deluxe during the 3rd quarter worth approximately $217,000. Wealth Enhancement Advisory Services LLC grew its stake in shares of Deluxe by 32.5% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 25,215 shares of the business services provider’s stock worth $479,000 after acquiring an additional 6,186 shares in the last quarter. Citizens Financial Group Inc. RI purchased a new stake in shares of Deluxe in the third quarter valued at about $204,000. SG Americas Securities LLC bought a new position in shares of Deluxe during the third quarter valued at about $512,000. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al boosted its holdings in Deluxe by 3.0% during the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 47,500 shares of the business services provider’s stock worth $920,000 after purchasing an additional 1,400 shares during the last quarter. Institutional investors own 93.90% of the company’s stock.

Analysts Set New Price Targets

DLX has been the subject of several analyst reports. CJS Securities upgraded shares of Deluxe to a “hold” rating in a research note on Thursday, December 11th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Deluxe in a report on Monday, December 29th. Finally, Wall Street Zen upgraded Deluxe from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. Two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Deluxe has a consensus rating of “Moderate Buy” and a consensus target price of $23.00.

Deluxe Stock Down 2.6%

Shares of NYSE DLX opened at $26.41 on Friday. The company has a debt-to-equity ratio of 2.04, a current ratio of 1.00 and a quick ratio of 0.91. The stock has a market capitalization of $1.19 billion, a PE ratio of 14.05, a P/E/G ratio of 0.71 and a beta of 1.37. Deluxe Corporation has a one year low of $13.61 and a one year high of $27.26. The business’s fifty day moving average price is $22.62 and its 200-day moving average price is $20.10.

Deluxe (NYSE:DLX) last released its quarterly earnings data on Wednesday, November 5th. The business services provider reported $1.09 EPS for the quarter, beating the consensus estimate of $0.92 by $0.17. The business had revenue of $540.20 million for the quarter, compared to the consensus estimate of $526.50 million. Deluxe had a net margin of 3.99% and a return on equity of 22.62%. The company’s revenue was up 2.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.84 earnings per share. Deluxe has set its FY 2025 guidance at 3.450-3.60 EPS. On average, equities research analysts anticipate that Deluxe Corporation will post 2.77 EPS for the current year.

Deluxe Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 23rd. Investors of record on Monday, February 9th will be paid a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a yield of 4.5%. The ex-dividend date is Monday, February 9th. Deluxe’s payout ratio is currently 63.83%.

Deluxe News Summary

Here are the key news stories impacting Deluxe this week:

• Positive Sentiment: Q4 results beat expectations — Deluxe reported $0.96 EPS vs. about $0.82 consensus and revenue of $535.3M, topping estimates and showing y/y revenue growth. This underscores improving profitability across the business. Deluxe (DLX) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised FY2026 guidance sharply — new EPS guidance of $3.90–$4.30 versus a consensus near $3.49, and revenue guide roughly in line or modestly above expectations. Upward guidance is the primary bullish driver behind recent gains. (Company release / slide deck available with earnings materials.) Deluxe Q4 press release and slides
• Positive Sentiment: Dividend boost — Deluxe announced a quarterly dividend of $0.30 (annualized yield ~4.4%) with an upcoming ex-dividend date in early February, supporting income-focused buyers.
• Positive Sentiment: Analyst and media bullishness on transformation — multiple write-ups highlight Deluxe’s pivot into payments and data as an undervalued story, which helped trigger a recent sharp rally. Deluxe Transformation Accelerates As Payments And Data Drive Undervalued Story
• Neutral Sentiment: Earnings call transcripts and slide deck available — management commentary on margin drivers, payments growth and capital allocation is published for review; useful for assessing cadence and sustainability of the guide. Deluxe Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Some news entries reference “Royal Deluxe” (HK:3789); not related to Deluxe Corporation (DLX) and should be disregarded for DLX-specific analysis.
• Negative Sentiment: Leverage and liquidity metrics are modest concerns — reported current ratio ~0.99, quick ratio ~0.91 and debt/equity near 2.13. Higher leverage and sub-1 liquidity ratios can limit flexibility and make investors wary despite better operating performance.
• Negative Sentiment: Profit-taking and valuation reset after a sharp rally — the stock ran up following the beat/guidance and bullish write-ups; intraday weakness is consistent with short-term profit taking and rotation even though fundamentals improved. Analysts and investors will watch execution vs. the raised guide closely.

About Deluxe

Deluxe Corporation, founded in 1915 and headquartered in Shoreview, Minnesota, is a provider of integrated business and financial technology solutions. Originally established as a check printing company, Deluxe has evolved its offerings to support small businesses, financial institutions and entrepreneurs with a comprehensive suite of services spanning print, digital and software platforms.

The company’s core business activities include printing checks, forms and promotional materials, as well as delivering digital marketing and customer engagement solutions.