Deluxe (DLX)

Company Profile

Deluxe Corporation, a Trusted Business Technology™ company, champions business so communities thrive. Its solutions help businesses pay and get paid, accelerate growth and operate more efficiently. For more than 100 years, Deluxe customers have relied on its solutions and platforms at all stages of their lifecycle, from start-up to maturity. Its powerful scale supports millions of small businesses, thousands of vital financial institutions and hundreds of the world's largest consumer brands, while processing more than $2.8 trillion in annual payment volume. Its reach, scale and distribution channels position Deluxe to be its customers' most trusted business partner.

Company profile

Ticker

DLX

Exchange

NYSE

Website

www.deluxe.com

CEO

Barry McCarthy

Incorporated

Minnesota

Location

Minnesota

Fiscal year end

Dec 31

Sector

Information > All Other Telecommunications

Industry (SIC)

Blankbooks, Looseleaf Binders & Bookbinding & Related Work

Acco Brands ...

SEC CIK

0000027996

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

1STPAYGATEWAY, LLC • Accelerated Card Company, LLC • Canada IATS Payments, Inc. • ChecksByDeluxe.com, LLC • Datamyx LLC • Direct Checks Unlimited, LLC • Direct Checks Unlimited • Deluxe Business Operations, Inc. • Deluxe Enterprise Operations, LLC • Deluxe Financial Services, LLC ...

IRS number

410216800

DLX stock data

1M 1Y 5Y

Latest filings (excl ownership)

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DEFA14A

Additional proxy soliciting materials

13 Mar 23

Entry into a Material Definitive Agreement

24 Feb 23

Amendments to Articles of Incorporation or Bylaws

21 Feb 23

8-K

Provides Full Year 2023 Outlook

2 Feb 23

8-K

HostPapa Agrees to Acquire Deluxe Corporation’s Web Hosting, Logo Design Operations

31 Jan 23

8-K

Departure of Directors or Certain Officers

4 Nov 22

Deluxe Reports Third Quarter 2022 Results and Reaffirms Full-year 2022 Guidance

3 Nov 22

Transcripts

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DLX

Earnings call transcript

2022 Q4

2 Feb 23

DLX

Earnings call transcript

2022 Q3

3 Nov 22

DLX

Earnings call transcript

2022 Q2

6 Aug 22

DLX

Earnings call transcript

2022 Q1

8 May 22

DLX

Earnings call transcript

2021 Q4

3 Feb 22

DLX

Earnings call transcript

2021 Q3

5 Nov 21

DLX

Earnings call transcript

2021 Q2

8 Aug 21

DLX

Earnings call transcript

2021 Q1

8 May 21

DLX

Earnings call transcript

2020 Q4

5 Feb 21

DLX

Earnings call transcript

2020 Q3

7 Nov 20

Latest ownership filings

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Christopher Lee Thomas

Financial summary

Financial statements Chart DLX financial data

Quarter (USD)	Dec 22	Sep 22	Jun 22	Mar 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Deluxe earnings reports.

Institutional ownership, Q4 2022

DLX institutional ownership history Ownership history

93.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	171	166	+3.0%
Opened positions	31	25	+24.0%
Closed positions	26	36	-27.8%
Increased positions	61	64	-4.7%
Reduced positions	57	51	+11.8%

13F shares	Current	Prev Q	Change
Total value	578.18 bn	682.89 mm	+84566.7%
Total shares	40.68 mm	38.24 mm	+6.4%
Total puts	74.30 k	78.50 k	-5.4%
Total calls	36.30 k	42.70 k	-15.0%
Total put/call ratio	2.0	1.8	+11.3%

Largest owners	Shares	Value	Change
BLK Blackrock	7.34 mm	$124.71 bn	+4.5%
Vanguard	4.97 mm	$84.35 bn	+2.4%
American Century Investment Management	3.12 mm	$0.00	+4.5%
American Century Companies	2.83 mm	$48.03 bn	+0.9%
LSV Asset Management	2.00 mm	$33.98 mm	-2.8%
Deprince Race & Zollo	1.97 mm	$33.37 bn	-0.9%
STT State Street	1.80 mm	$30.57 bn	NEW
William Blair Investment Management	1.38 mm	$23.48 bn	+6.6%
Dimensional Fund Advisors	1.07 mm	$18.23 mm	+0.9%
Charles Schwab Investment Management	940.73 k	$15.97 bn	+9.8%

Largest transactions	Shares	Bought/sold	Change
STT State Street	1.80 mm	+1.80 mm	NEW
Norges Bank	396.88 k	+396.88 k	NEW
GS Goldman Sachs	696.91 k	-318.99 k	-31.4%
BLK Blackrock	7.34 mm	+316.86 k	+4.5%
Rothschild & Co Asset Management Us	0.00	-154.38 k	EXIT
IVZ Invesco	459.80 k	+151.41 k	+49.1%
BK Bank Of New York Mellon	866.73 k	+147.91 k	+20.6%
American Century Investment Management	3.12 mm	+134.35 k	+4.5%
Aqr Capital Management	265.74 k	+132.16 k	+98.9%
Brandywine Global Investment Management	0.00	-128.46 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

DLX insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
15 Mar 23	Stauch John L	Common Stock	Other	Acquire J	No	No	15.9	1,934	30.75 k	38,331
15 Mar 23	Telisa L Yancy	Common Stock	Other	Acquire J	No	No	15.9	1,730	27.51 k	5,058
1 Mar 23	Garry L Capers	Common Stock	Payment of exercise	Dispose F	No	No	17.98	342	6.15 k	10,059
1 Mar 23	Garry L Capers	Common Stock	Option exercise	Acquire M	No	No	0	758	0.00	10,401
1 Mar 23	Garry L Capers	Common Stock	Payment of exercise	Dispose F	No	No	17.98	2,733	49.14 k	9,643
1 Mar 23	Garry L Capers	Common Stock	Option exercise	Acquire M	No	No	0	6,058	0.00	12,376
1 Mar 23	Garry L Capers	RSU Common Stock	Option exercise	Dispose M	No	No	0	758	0.00	1,514
1 Mar 23	Garry L Capers	RSU Common Stock	Option exercise	Dispose M	No	No	0	6,058	0.00	0
1 Mar 23	Cotter Jeffrey Louis	Common Stock	Payment of exercise	Dispose F	No	No	17.98	559	10.05 k	18,217
1 Mar 23	Cotter Jeffrey Louis	Common Stock	Option exercise	Acquire M	No	No	0	1,136	0.00	18,776