Mitsubishi UFJ Trust & Banking Corp Buys New Shares in Deluxe Corporation $DLX

Mitsubishi UFJ Trust & Banking Corp purchased a new stake in Deluxe Corporation (NYSE:DLX) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 26,241 shares of the business services provider’s stock, valued at approximately $508,000.

A number of other large investors also recently modified their holdings of DLX. Prudential Financial Inc. boosted its holdings in shares of Deluxe by 18.3% in the 2nd quarter. Prudential Financial Inc. now owns 736,679 shares of the business services provider’s stock valued at $11,721,000 after buying an additional 113,886 shares during the last quarter. SG Americas Securities LLC bought a new stake in Deluxe during the third quarter worth $512,000. Teacher Retirement System of Texas acquired a new stake in Deluxe in the second quarter valued at $1,577,000. Wealth Enhancement Advisory Services LLC bought a new position in shares of Deluxe in the 2nd quarter valued at about $326,000. Finally, CWM LLC increased its stake in shares of Deluxe by 2,242.2% during the 2nd quarter. CWM LLC now owns 20,049 shares of the business services provider’s stock worth $319,000 after purchasing an additional 19,193 shares during the last quarter. 93.90% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

DLX has been the subject of several recent 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 research report on Monday, December 29th. Finally, Wall Street Zen raised Deluxe from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. Two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $23.00.

Deluxe Price Performance

Deluxe stock opened at $26.41 on Monday. The firm has a market cap of $1.19 billion, a PE ratio of 14.05, a price-to-earnings-growth ratio of 0.69 and a beta of 1.40. 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’s fifty day moving average price is $22.62 and its two-hundred day moving average price is $20.13. Deluxe Corporation has a one year low of $13.61 and a one year high of $27.26.

Deluxe (NYSE:DLX) last released its earnings results on Wednesday, January 28th. The business services provider reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.82 by $0.14. Deluxe had a return on equity of 22.62% and a net margin of 3.99%.The company had revenue of $535.30 million for the quarter, compared to analyst estimates of $517.40 million. During the same period in the prior year, the firm posted $0.84 EPS. Deluxe’s quarterly revenue was up 2.8% on a year-over-year basis. Deluxe has set its FY 2026 guidance at 3.900-4.300 EPS. As a group, research analysts expect that Deluxe Corporation will post 2.77 EPS for the current fiscal year.

Deluxe Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, February 23rd. Stockholders of record on Monday, February 9th will be given a $0.30 dividend. The ex-dividend date is Monday, February 9th. This represents a $1.20 annualized dividend and a dividend yield of 4.5%. Deluxe’s payout ratio is presently 63.83%.

More Deluxe News

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.