DLXNYSEBlankbooks, Looseleaf Binders & Bookbindg & Relatd WorkFiscal year ends December 31
DELUXE CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$22.81−0.37 (-1.60%)
Close on Oct 19, 2026
- Market cap
- $1.06B
- P/E (TTM)
- 10.5
- Dividend yield
- 5.26%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.0%
40M of 46M shares
Institutional holders
245
35 new, 39 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $3.75K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,672,012 | 14.90% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 2,677,348 | 5.85% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 2,606,087 | 5.80% | 13G (passive) | Mar 31, 2025 |
| Dimensional Fund Advisors LP | 2,361,658 | 5.30% | 13G (passive) | Dec 31, 2024 |
| Vanguard Capital Management | 2,300,661 | 5.02% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DLX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,972,211 | 15.20% | $166.50M | +232,421 | 0.00% |
| State Street Corp | 2,860,360 | 6.24% | $68.31M | +91,349 | 0.00% |
| Dimensional Fund Advisors LP | 2,846,940 | 6.21% | $67.99M | +93,737 | 0.01% |
| Vanguard Portfolio Management LLC | 2,641,870 | 5.76% | $63.09M | +101,267 | 0.00% |
| Lsv Asset Management | 2,053,217 | 4.48% | $49.03K | +24,900 | 0.09% |
| Vanguard Capital Management LLC | 1,955,719 | 4.26% | $46.70M | +112,231 | 0.00% |
| Deprince Race & Zollo Inc | 1,734,582 | 3.78% | $41.42M | −241,267 | 0.69% |
| Geode Capital Management, LLC | 1,368,783 | 2.98% | $32.69M | +222,148 | 0.00% |
| Goldman Sachs Group Inc | 913,239 | 1.99% | $21.81M | −172,704 | 0.00% |
| Charles Schwab Investment Management Inc | 858,413 | 1.87% | $20.50M | −209,612 | 0.00% |
| Prudential Financial Inc | 707,704 | 1.54% | $16.90M | −215,210 | 0.02% |
| Empowered Funds, LLC | 694,660 | 1.51% | $16.59M | +252,561 | 0.09% |
| Bank of New York Mellon Corp | 617,221 | 1.35% | $14.74M | +7,389 | 0.00% |
| Invesco Ltd. | 608,670 | 1.33% | $14.54M | +15,082 | 0.00% |
| Aqr Capital Management LLC | 591,896 | 1.29% | $14.13M | −54,949 | 0.00% |
| Northern Trust Corp | 552,447 | 1.20% | $13.19M | +41,132 | 0.00% |
| Qube Research & Technologies Ltd | 534,912 | 1.17% | $12.77M | +421,363 | 0.01% |
| Bridgeway Capital Management, LLC | 530,775 | 1.16% | $12.67M | −20,523 | 0.22% |
| Royal Bank of Canada | 485,548 | 1.06% | $11.60M | −4,614 | 0.00% |
| Russell Investments Group, Ltd. | 477,036 | 1.04% | $11.39M | −95,319 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 245 | 40M | 88.0% | 35 / 80 | 86 / 39 | 3M | 3M |
| Q1 2026 | 256 | 40M | 86.9% | 49 / 90 | 78 / 17 | 9M | 2M |
| Q4 2025 | 229 | 38M | 83.3% | 37 / 78 | 82 / 14 | 2M | 2M |
| Q3 2025 | 207 | 38M | 82.8% | 27 / 73 | 68 / 21 | 2M | 3M |
| Q2 2025 | 203 | 39M | 84.8% | 29 / 82 | 64 / 34 | 4M | 4M |
| Q1 2025 | 209 | 39M | 84.6% | 25 / 73 | 81 / 24 | 3M | 2M |
| Q4 2024 | 209 | 38M | 83.9% | 33 / 70 | 67 / 24 | 2M | 2M |
| Q3 2024 | 201 | 38M | 82.6% | 28 / 68 | 63 / 24 | 9M | 2M |
| Q2 2024 | 199 | 38M | 83.0% | 33 / 61 | 63 / 19 | 2M | 4M |
| Q1 2024 | 188 | 40M | 86.6% | 28 / 48 | 70 / 12 | 3M | 2M |
| Q4 2023 | 173 | 39M | 84.9% | 20 / 58 | 67 / 16 | 3M | 1M |
| Q3 2023 | 169 | 37M | 81.0% | 18 / 54 | 59 / 14 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DLX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,758,972 | 6.02% | $65.88M | 0.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,385,257 | 3.02% | $33.08M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,186,999 | 2.59% | $28.35M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 996,481 | 2.17% | $23.80M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 631,886 | 1.38% | $15.09M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 620,380 | 1.35% | $16.05M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 522,818 | 1.14% | $12.48M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 492,936 | 1.07% | $12.75M | 0.04% | Jul 31, 2026 |
| American Beacon Small Cap Value Fund | 478,267 | 1.04% | $12.37M | 0.33% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 424,015 | 0.92% | $10.30M | 0.12% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 419,014 | 0.91% | $10.01M | 0.07% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 418,235 | 0.91% | $9.99M | 0.06% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 393,670 | 0.86% | $9.40M | 0.12% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 387,638 | 0.85% | $10.03M | 0.06% | Jul 31, 2026 |
| Hennessy Cornerstone Growth Fund | 338,700 | 0.74% | $8.76M | 1.80% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Barry C. McCarthy | President & CEO, Director | 483,776 | 1.05% | Feb 20, 2026 |
| Kevin Grant Jones | President, Merchant Services | – | – | Sep 3, 2026 |
| Yogaraj Jeyaprakasam | Chief Tech. & Digital Officer | 101,581 | 0.22% | May 13, 2026 |
| Kelly Moyer | Chief Accounting Officer, PAO | 5,083 | 0.01% | Feb 20, 2026 |
| Garry L. Capers | SVP, President, B2B Payments | 63,051 | 0.14% | Feb 20, 2026 |
| William C. Zint | SVP, Chief Financial Officer | 55,889 | 0.12% | Feb 20, 2026 |
| Kristopher D. Lazzaretti | President, Data Solutions | 28,847 | 0.06% | Feb 20, 2026 |
| Brian Mahony | President, Merchant Services | 2,624 | 0.01% | Feb 20, 2026 |
| Kimberly D. Cross | SVP, CHRO | 12,477 | 0.03% | Feb 20, 2026 |
| Tracey G. Engelhardt | SVP, Division President | 121,168 | 0.26% | Feb 20, 2026 |
| Jeffrey Louis Cotter | SVP, CAO and General Counsel | 73,156 | 0.16% | Feb 20, 2026 |
| John F. Rubinetti III | SVP, President B2B Payments | 11,409 | 0.02% | Aug 18, 2025 |
| Debra A. Bradford | President, Merchant Services | 48,985 | 0.11% | Feb 18, 2025 |
| Hugh S. Cummins III | Director | 13,758 | 0.03% | Sep 16, 2026 |
| Telisa L. Yancy | Director | 58,652 | 0.13% | Sep 16, 2026 |
| Angela L. Brown | Director | 26,227 | 0.06% | Sep 16, 2026 |
| Michelle T. Collins | Director | 6,279 | 0.01% | Aug 20, 2026 |
| Morgan M. Schuessler | Director | 10,349 | 0.02% | Apr 27, 2026 |
| Cheryl Mayberry McKissack | Director | 79,447 | 0.17% | Apr 27, 2026 |
| John L. Stauch | Director | 77,650 | 0.17% | Apr 27, 2026 |
| Paul R. Garcia | Director | 41,577 | 0.09% | Apr 27, 2026 |
| Thomas Reddin | Director | 31,856 | 0.07% | Apr 27, 2026 |
| William C. Cobb | Director | 25,463 | 0.06% | Apr 25, 2025 |
| Martyn R. Redgrave | Director | 82,456 | 0.18% | Apr 25, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Telisa L. Yancy Director | Sep 15, 2026 | Award | +1,115 | $23.56 | $26.27K | 58,652 |
| Hugh S. Cummins III Director | Sep 15, 2026 | Award | +1,168 | $23.56 | $27.52K | 13,758 |
| Angela L. Brown Director | Sep 15, 2026 | Award | +1,168 | $23.56 | $27.52K | 26,227 |
| Michelle T. Collins Director | Aug 20, 2026 | Option exercise | +6,279 | – | – | 6,279 |
| Hugh S. Cummins III Director | Jun 15, 2026 | Award | +1,205 | $22.84 | $27.52K | 12,590 |
| Angela L. Brown Director | Jun 15, 2026 | Award | +1,205 | $22.84 | $27.52K | 25,059 |
| Telisa L. Yancy Director | Jun 15, 2026 | Award | +1,168 | $22.84 | $26.68K | 57,537 |
| Yogaraj Jeyaprakasam Chief Tech. & Digital Officer | May 13, 2026 | Tax withholding | −1,688 | $25.31 | $42.72K | 101,581 |
| Yogaraj Jeyaprakasam Chief Tech. & Digital Officer | May 13, 2026 | Option exercise | +4,163 | – | – | 102,975 |
| John L. Stauch Director | Apr 23, 2026 | Option exercise | +10,349 | – | – | 77,650 |
| Paul R. Garcia Director | Apr 23, 2026 | Option exercise | +10,349 | – | – | 41,577 |
| Thomas Reddin Director | Apr 23, 2026 | Option exercise | +10,349 | – | – | 31,856 |
| Morgan M. Schuessler Director | Apr 23, 2026 | Option exercise | +10,349 | – | – | 10,349 |
| Hugh S. Cummins III Director | Apr 23, 2026 | Option exercise | +10,349 | – | – | 11,385 |
| Telisa L. Yancy Director | Apr 23, 2026 | Option exercise | +10,349 | – | – | 56,369 |
| Cheryl Mayberry McKissack Director | Apr 23, 2026 | Option exercise | +10,349 | – | – | 79,447 |
| Angela L. Brown Director | Apr 23, 2026 | Option exercise | +10,349 | – | – | 23,854 |
| Hugh S. Cummins III Director | Mar 13, 2026 | Award | +1,036 | $26.56 | $27.52K | 1,036 |
| Angela L. Brown Director | Mar 13, 2026 | Award | +1,036 | $26.56 | $27.52K | 13,505 |
| Telisa L. Yancy Director | Mar 13, 2026 | Other | +0 | $15.84 | $0 | 44,984 |
| Brian Mahony President, Merchant Services | Feb 19, 2026 | Tax withholding | −2,508 | $27.32 | $68.52K | 2,624 |
| Brian Mahony President, Merchant Services | Feb 19, 2026 | Option exercise | +5,132 | – | – | 5,132 |
| Kelly Moyer Chief Accounting Officer, PAO | Feb 19, 2026 | Tax withholding | −1,626 | $27.32 | $44.42K | 5,083 |
| Kelly Moyer Chief Accounting Officer, PAO | Feb 19, 2026 | Option exercise | +4,666 | – | – | 6,595 |
| William C. Zint SVP, Chief Financial Officer | Feb 19, 2026 | Tax withholding | −4,988 | $27.32 | $136.27K | 55,889 |
| William C. Zint SVP, Chief Financial Officer | Feb 19, 2026 | Option exercise | +11,198 | – | – | 60,877 |
| Yogaraj Jeyaprakasam Chief Tech. & Digital Officer | Feb 19, 2026 | Tax withholding | −4,162 | $27.32 | $113.71K | 98,812 |
| Yogaraj Jeyaprakasam Chief Tech. & Digital Officer | Feb 19, 2026 | Option exercise | +10,265 | – | – | 102,974 |
| Tracey G. Engelhardt SVP, Division President | Feb 19, 2026 | Option exercise | +13,298 | – | – | 121,168 |
| Tracey G. Engelhardt SVP, Division President | Feb 19, 2026 | Tax withholding | −5,552 | $27.32 | $151.68K | 115,616 |
| Kimberly D. Cross SVP, CHRO | Feb 19, 2026 | Tax withholding | −1,674 | $27.32 | $45.73K | 12,477 |
| Kimberly D. Cross SVP, CHRO | Feb 19, 2026 | Option exercise | +3,732 | – | – | 14,151 |
| Garry L. Capers SVP, President, B2B Payments | Feb 19, 2026 | Tax withholding | −3,533 | $27.32 | $96.52K | 63,051 |
| Garry L. Capers SVP, President, B2B Payments | Feb 19, 2026 | Option exercise | +7,932 | – | – | 66,584 |
| Jeffrey Louis Cotter SVP, CAO and General Counsel | Feb 19, 2026 | Option exercise | +9,332 | – | – | 73,156 |
| Jeffrey Louis Cotter SVP, CAO and General Counsel | Feb 19, 2026 | Tax withholding | −4,592 | $27.32 | $125.45K | 68,564 |
| Barry C. McCarthy President & CEO, Director | Feb 19, 2026 | Option exercise | +51,325 | – | – | 483,776 |
| Barry C. McCarthy President & CEO, Director | Feb 19, 2026 | Tax withholding | −25,252 | $27.32 | $689.88K | 458,524 |
| Kristopher D. Lazzaretti President, Data Solutions | Feb 19, 2026 | Tax withholding | −953 | $27.32 | $26.04K | 28,847 |
| Kristopher D. Lazzaretti President, Data Solutions | Feb 19, 2026 | Option exercise | +1,866 | – | – | 29,800 |
| Jeffrey Louis Cotter SVP, CAO and General Counsel | Feb 16, 2026 | Tax withholding | −1,423 | $26.21 | $37.30K | 63,824 |
| Jeffrey Louis Cotter SVP, CAO and General Counsel | Feb 16, 2026 | Option exercise | +2,891 | – | – | 65,247 |
| Tracey G. Engelhardt SVP, Division President | Feb 16, 2026 | Option exercise | +3,083 | – | – | 109,158 |
| Tracey G. Engelhardt SVP, Division President | Feb 16, 2026 | Tax withholding | −1,288 | $26.21 | $33.76K | 107,870 |
| Garry L. Capers SVP, President, B2B Payments | Feb 16, 2026 | Option exercise | +3,083 | – | – | 60,026 |
| Garry L. Capers SVP, President, B2B Payments | Feb 16, 2026 | Tax withholding | −1,374 | $26.21 | $36.01K | 58,652 |
| William C. Zint SVP, Chief Financial Officer | Feb 16, 2026 | Tax withholding | −515 | $26.21 | $13.50K | 49,679 |
| William C. Zint SVP, Chief Financial Officer | Feb 16, 2026 | Option exercise | +1,156 | – | – | 50,194 |
| Barry C. McCarthy President & CEO, Director | Feb 16, 2026 | Tax withholding | −8,534 | $26.21 | $223.68K | 432,451 |
| Barry C. McCarthy President & CEO, Director | Feb 16, 2026 | Option exercise | +17,345 | – | – | 440,985 |
| Kristopher D. Lazzaretti President, Data Solutions | Feb 16, 2026 | Option exercise | +1,542 | – | – | 28,722 |
| Kristopher D. Lazzaretti President, Data Solutions | Feb 16, 2026 | Tax withholding | −788 | $26.21 | $20.65K | 27,934 |
| Jeffrey Louis Cotter SVP, CAO and General Counsel | Feb 15, 2026 | Option exercise | +6,394 | – | – | 65,502 |
| Jeffrey Louis Cotter SVP, CAO and General Counsel | Feb 15, 2026 | Tax withholding | −3,146 | $26.21 | $82.46K | 62,356 |
| Tracey G. Engelhardt SVP, Division President | Feb 15, 2026 | Option exercise | +10,231 | – | – | 110,347 |
| Tracey G. Engelhardt SVP, Division President | Feb 15, 2026 | Tax withholding | −4,272 | $26.21 | $111.97K | 106,075 |
| Garry L. Capers SVP, President, B2B Payments | Feb 15, 2026 | Option exercise | +6,820 | – | – | 59,981 |
| Garry L. Capers SVP, President, B2B Payments | Feb 15, 2026 | Tax withholding | −3,038 | $26.21 | $79.63K | 56,943 |
| William C. Zint SVP, Chief Financial Officer | Feb 15, 2026 | Option exercise | +7,247 | – | – | 52,266 |
| William C. Zint SVP, Chief Financial Officer | Feb 15, 2026 | Tax withholding | −3,228 | $26.21 | $84.61K | 49,038 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.