DLX at a glance
DELUXE CORP (DLX, SEC CIK 27996) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), DELUXE CORP (DLX) reported revenue of $2.1 billion (up 0.5% from FY2024) and net income of $82.1 million. Diluted EPS was $1.80.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding DELUXE CORP (DLX) shares worth $544.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.1B
- +0.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $544.4M · −1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model not detailed in this year's filing; focus on governance and ethical policies instead
- Adoption of comprehensive insider trading policy ensuring compliance with applicable laws and regulations
- Equity compensation plans include 3,361,639 securities issuable, with weighted-average exercise price $41.45
- 4,237,300 shares available for future issuance under equity compensation plans, including 2,422,849 shares in Employee Stock Purchase Plan
- Performance share units outstanding can range 0%-200% issuance based on achievement of performance goals
Risk Factors
- No specific, timely regulatory or legal risk detailed in text
- No geopolitical or macroeconomic threat with concrete exposure mentioned
- Operational risk relying heavily on Print segment cash flows to drive other business growth
- No named competitor or technology risk described for market disruption
- Risk of growth strategy failure materially impacting business and financial results
Management Discussion & Analysis
- Revenue and profit figures not provided in the disclosed MD&A content
- Cash flow, buybacks, dividends, and capex details absent
- Forward-looking statements caution on risks; no explicit guidance or outlook disclosed
AI summary of the DLX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; supplied text covers Items 2–6 instead
- Proposed Celero acquisition creates transaction-execution and integration risk
- $287.5 million remained available under the share-repurchase authorization as of June 30, 2026
AI summary of the DLX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Second-quarter 2026 earnings release furnished as Exhibit 99.1
- Investor-relevant financial details contained in the attached earnings release
Item EX-99.1: Item EX-99.1
- Q2 comparable adjusted revenue rose 2.6% to $499.3M, led by 9.7% growth in Payments and Data
- Comparable adjusted EBITDA increased 5.3% to $108.8M, with margin expanding to 21.8% from 21.2%
Item 1.01: Entry into a Material Definitive Agreement
- Previously filed Purchase Agreement governs the transaction, with full terms in Exhibit 2.1 dated June 18, 2026
- Celero financial statements and pro forma information remain required, indicating pending transaction accounting disclosures
Item 7.01: Regulation FD Disclosure
- Filing text contains only standard Regulation FD disclaimer language
- No substantive company disclosure or investor-actionable information provided
Item 2.01: Completion of Acquisition or Disposition of Assets
- Acquisition of Celero Commerce completed July 31, 2026, making Celero a wholly owned subsidiary
- Approximately $625 million cash purchase price, plus seller transaction expenses and adjustments
Item EX-99.1: Item EX-99.1
- Celero acquisition closed July 31, 2026, materially accelerating Deluxe’s shift toward Payments and Data segments
- Combined platform expected to process over $70 billion annual gross transaction volume, moving Deluxe toward top-10 non-bank acquirer status
Item 1.01: Entry into a Material Definitive Agreement
- Deluxe agreed to acquire Celero and BlockerCo for approximately $625 million in cash, plus seller expenses and adjustments
- Transaction expands Deluxe’s payments-related operations through Celero, subject to customary closing conditions
Item 7.01: Regulation FD Disclosure
- Disclosure flags proposed Transaction risks, including delayed or failed closing and unmet regulatory conditions
- Financing may be unavailable, delayed, or secured on less favorable terms, creating execution risk
Item EX-99.1: Item EX-99.1
- $625M all-cash Celero acquisition, expected to close in 3Q 2026 pending regulatory approval
- Payments and Data projected at 57% of 2026 pro forma revenue versus 31% in 2020, accelerating Deluxe’s transformation
AI summaries of DLX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DLX
Don't miss the next DLX filing
- Alerts as it files. A push when DLX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DLX, by share count.
- Ask anything. An AI agent that reads every DLX filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cummins Hugh S. III | A | Sep 15, 2026 | 1,168 | $23.56 |
| Brown Angela L | A | Sep 15, 2026 | 1,168 | $23.56 |
| Yancy Telisa L | A | Sep 15, 2026 | 1,115 | $23.56 |
| Jones Kevin Grant | A | Sep 1, 2026 | 54,753 | - |
| Collins Michelle T | M | Aug 20, 2026 | 6,279 | - |
| Collins Michelle T | M | Aug 20, 2026 | 6,279 | - |
| Brown Angela L | A | Jun 15, 2026 | 1,205 | $22.84 |
| Cummins Hugh S. III | A | Jun 15, 2026 | 1,205 | $22.84 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.1B | $2.1B |
| Gross Profit | $1.2B | $1.1B | - |
| Operating Income | - | $192.2M | $232.4M |
| Net Income | - | $52.8M | $82.1M |
| Gross Margin | - | 53.1% | - |
| Op. Margin | - | 9.1% | 10.9% |
| Net Margin | - | 2.5% | 3.8% |
| Balance Sheet | |||
| Total Assets | - | $2.8B | $2.9B |
| Equity | - | $620.9M | $680.7M |
| ROE | - | 8.5% | 12.1% |
| Per Share | |||
| EPS | $0.59 | $1.18 | $1.80 |
| Cash Flow | |||
| Operating CF | - | $194.3M | $270.6M |
| CapEx | $100.7M | $94.3M | $95.3M |
Source: XBRL data in DELUXE CORP (DLX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DLX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $544.4M |
| Q1 2026 | 29 | $625.6M |
| Q4 2025 | 26 | $515.9M |
| Q3 2025 | 27 | $439.0M |
| Q2 2025 | 27 | $362.2M |
| Q1 2025 | 24 | $248.0M |
| Q4 2024 | 19 | $292.2M |
| Q3 2024 | 16 | $148.1M |
- BlackRock+232.4K (+3%)
- Vanguard Capital Management LLC+112.2K (+6%)
- Vanguard Portfolio Management LLC+101.3K (+4%)
- Dimensional Fund Advisors+93.7K (+3%)
- State Street Corp+91.3K (+3%)
- Prudential Financial−215.2K (-23%)
- Goldman Sachs Group−172.7K (-16%)
- Morgan Stanley−89.5K (-18%)
- Bank of America Corp−71.5K (-21%)
- AQR Capital Management−54.9K (-8%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 196 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DLX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | May 13, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
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DLX SEC filings: frequently asked questions
Which institutions hold DLX stock?
As of June 30, 2026, the largest DELUXE CORP (DLX) holders among the 13F filers tracked by SignalX were BlackRock ($166.5 million), State Street Corp ($68.3 million), Dimensional Fund Advisors ($68.0 million), Vanguard Portfolio Management LLC ($63.1 million), Vanguard Capital Management LLC ($46.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DLX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), DELUXE CORP (DLX) reported revenue of $2.1 billion (up 0.5% from FY2024) and net income of $82.1 million. Diluted EPS was $1.80. The figures come from the XBRL data in the 10-K.
What are the main risks in DLX's latest 10-K?
In the 10-K filed February 13, 2026, DELUXE CORP (DLX) flagged: No specific, timely regulatory or legal risk detailed in text. No geopolitical or macroeconomic threat with concrete exposure mentioned. (AI summary of the Risk Factors section.)
What did DLX report in its latest 8-K?
DELUXE CORP (DLX) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Second-quarter 2026 earnings release furnished as Exhibit 99.1.
What are the latest DLX SEC filings?
DELUXE CORP (DLX) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on September 16, 2026.
What is DLX's SEC CIK number?
DELUXE CORP (DLX)'s SEC Central Index Key (CIK) is 27996. EDGAR lists every DLX filing under that number.
Ask anything about DLX
The research agent reads DLX's filings, financials, insider trades and 13F holders, then answers with sources.