Deluxe (DLX)

• Market cap: $754M
• 1 day: -1.84%
• 5 days: -8.78%
• 1 month: -25.47%
• 3 months: -25.80%
• 6 months: -13.11%
• Year to date: -24.21%
• 1 year: -12.53%
• 5 years: -56.46%
• 10 years: -74.94%
• Sector: Materials
• Industry: Blankbooks, Looseleaf Binders, And Bookbinding

About: Deluxe Corporation engaged in providing payment solutions. The company operates in 4 segments. Payments includes merchant in-store, online and mobile payment solutions; treasury management solutions, including remittance and lockbox processing, remote deposit capture, receivables management, payment processing and paperless treasury management; payroll and disbursement services, including Deluxe Payment Exchange; and fraud and security services. Data Solutions includes data-driven marketing solutions; hosted solutions, including digital engagement, logo design; web hosting and design services. Promotional Solutions includes business forms, accessories, advertising specialties and promotional apparel. Checks includes printed business and personal checks.

Employees: 5,170

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

188% more capital invested

Capital invested by funds: $736M [Q3] → $2.12B (+$1.38B) [Q4]

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

28% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.21M

23.06% more ownership

Funds ownership: 85.36% [Q3] → 108.43% (+23.06%) [Q4]

3% more funds holding

Funds holding: 200 [Q3] → 205 (+5) [Q4]

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64