Deluxe Management
Management criteria checks 3/4
Deluxe's CEO is Barry McCarthy, appointed in Nov 2018, has a tenure of 7.5 years. total yearly compensation is $7.54M, comprised of 12.6% salary and 87.4% bonuses, including company stock and options. directly owns 1% of the company’s shares, worth $14.09M. The average tenure of the management team and the board of directors is 2.8 years and 5 years respectively.
Key information
Barry McCarthy
Chief executive officer
US$7.5m
Total compensation
| CEO salary percentage | 12.60% |
| CEO tenure | 7.5yrs |
| CEO ownership | 1.0% |
| Management average tenure | 2.8yrs |
| Board average tenure | 5yrs |
Recent management updates
Recent updates
DLX: Payments Partnerships And Buybacks Will Support Steady Future Returns
Analysts have kept their fair value estimate for Deluxe steady at about $32.67 per share. They explained that only minor adjustments to the discount rate and future P/E assumptions did not justify a change in the overall price target.DLX: Payments Partnerships Will Support Future Share Upside
Analysts kept Deluxe's fair value estimate steady at $32.67, with only very small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding the unchanged price target rationale. What's in the News Completed a long-running share repurchase program, with a total of 4,796,490 shares bought back for $212.55 million under the authorization announced on October 25, 2018.DLX: Payments Partnerships And Buybacks Will Support Future Share Upside
Analysts are maintaining Deluxe's fair value estimate at $32.67, with only minor adjustments to the discount rate and long term P/E assumptions. This reflects a largely unchanged view of the company's risk profile and earnings potential.DLX: Payments Partnerships Will Drive Future Cash Returns And Share Upside
Analysts have maintained their fair value estimate for Deluxe at $32.67, with only modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions informing this latest price target update. What's in the News Between October 1, 2025 and December 31, 2025, Deluxe reported no share repurchases under its existing program.DLX: Future Cash Returns From Buybacks And Payments Partnerships Will Support Upside
Analysts have raised their price target on Deluxe from $30.67 to $32.67, citing updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Completed share repurchase of 4,796,490 shares, representing 10.79% of the company, for a total of $212.55 million under the buyback program announced on October 25, 2018, with no shares repurchased between October 1, 2025 and December 31, 2025 (Key Developments).A Piece Of The Puzzle Missing From Deluxe Corporation's (NYSE:DLX) 30% Share Price Climb
Feb 05
DLX: Higher Margins And Payment Partnerships Will Support Future Upside
Analysts have raised their fair value estimate for Deluxe from US$28.67 to about US$30.67, citing updated assumptions around discount rates, profit margins, and future P/E expectations. What's in the News Payfinia and Deluxe formed a partnership to expand access to Paze, a digital wallet and online checkout experience backed by major U.S. financial institutions, targeting both issuers and acquirers in the payments ecosystem (Key Developments).
Digital Payments Shift And Data Margins Will Support A Fairly Valued Outlook
Catalysts About Deluxe Deluxe provides payments, data-driven marketing, B2B payment solutions and print products to financial institutions and business customers. What are the underlying business or industry changes driving this perspective?DLX: Higher Margins And Payments Partnership Will Drive Future Upside
Analysts have increased their price target on Deluxe by approximately $0.00, reflecting updated views that incorporate a lower discount rate, a higher projected profit margin, and a reduced future P/E multiple. What's in the News Deluxe announced a collaboration with Visa to implement Visa Direct, introducing dlxFastFundsSM as a funding solution within the Deluxe Payments Platform to help businesses access cash in near real-time and select from different settlement options in eligible markets (Key Developments).DLX: Completed Buybacks And Stable Assumptions Will Support Future Upside
Analysts have maintained their fair value target for Deluxe at US$28.67. They have made only small adjustments to inputs such as the discount rate and the assumed future P/E multiple, which suggests their overall view on the stock's risk and earnings profile remains largely unchanged.DLX: Expanded Bank Partnership Will Drive Future Upside Despite Margin Headwinds
Narrative Update on Deluxe Analysts have modestly lifted their price target on Deluxe to align with a fair value estimate of approximately 28.67 dollars, citing a slightly lower perceived risk profile driven by a reduced discount rate, while maintaining stable long term growth and profitability expectations. What's in the News Deluxe completed its long running share repurchase program announced in October 2018.DLX: Expanded Bank Partnership Will Drive Attractive Repricing Despite Margin Headwinds
Analysts have modestly raised their target price on Deluxe from approximately 26.75 dollars to about 28.67 dollars, citing a slightly lower perceived risk profile despite reduced expectations for both revenue growth and profit margins, along with a higher assumed future valuation multiple. What's in the News Deluxe reported that between July 1, 2025 and September 30, 2025, it repurchased zero shares under its ongoing buyback program, indicating a pause in near term capital returns via repurchases (Key Developments).What Does Deluxe Corporation's (NYSE:DLX) Share Price Indicate?
Nov 01Is Deluxe (NYSE:DLX) Using Too Much Debt?
Oct 11Market Might Still Lack Some Conviction On Deluxe Corporation (NYSE:DLX) Even After 26% Share Price Boost
Aug 31Deluxe's (NYSE:DLX) Earnings Seem To Be Promising
Aug 15Deluxe Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Aug 11Deluxe Corporation: Growth In Data Solutions Expected To Decelerate
Jul 20Deluxe Corporation's (NYSE:DLX) Subdued P/E Might Signal An Opportunity
Jul 03Deluxe's (NYSE:DLX) Dividend Will Be $0.30
May 06Deluxe Corporation: Net Income Will Rise As Restructuring Closes Out
Apr 28Take Care Before Jumping Onto Deluxe Corporation (NYSE:DLX) Even Though It's 28% Cheaper
Feb 27Deluxe (NYSE:DLX) Has Affirmed Its Dividend Of $0.30
Feb 10Is There Now An Opportunity In Deluxe Corporation (NYSE:DLX)?
Dec 24Deluxe Corporation's (NYSE:DLX) Shares Leap 26% Yet They're Still Not Telling The Full Story
Dec 03Deluxe Corporation: Deleveraging Path Heavily Execution Dependent
Nov 24We Like The Quality Of Deluxe's (NYSE:DLX) Earnings
Nov 14Deluxe's (NYSE:DLX) Dividend Will Be $0.30
Nov 11
Unlocking EBITDA And Cash Flow Through Efficiency And Tactical Pivots
Deluxe is focusing on operational efficiencies and a strategic pivot to high-margin segments like Merchant Services and Data Solutions for earnings growth.Deluxe: Cost Programme Working, But Revenue Pressures Persist
Sep 05Deluxe (NYSE:DLX) Has Announced A Dividend Of $0.30
Aug 18Deluxe (NYSE:DLX) Has Affirmed Its Dividend Of $0.30
Aug 04What Is Deluxe Corporation's (NYSE:DLX) Share Price Doing?
Jul 17CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | US$8m | US$950k | US$82m |
| Sep 30 2025 | n/a | n/a | US$83m |
| Jun 30 2025 | n/a | n/a | US$58m |
| Mar 31 2025 | n/a | n/a | US$56m |
| Dec 31 2024 | US$7m | US$950k | US$53m |
| Sep 30 2024 | n/a | n/a | US$55m |
| Jun 30 2024 | n/a | n/a | US$38m |
| Mar 31 2024 | n/a | n/a | US$34m |
| Dec 31 2023 | US$8m | US$944k | US$26m |
| Sep 30 2023 | n/a | n/a | US$30m |
| Jun 30 2023 | n/a | n/a | US$53m |
| Mar 31 2023 | n/a | n/a | US$58m |
| Dec 31 2022 | US$10m | US$919k | US$65m |
| Sep 30 2022 | n/a | n/a | US$60m |
| Jun 30 2022 | n/a | n/a | US$58m |
| Mar 31 2022 | n/a | n/a | US$48m |
| Dec 31 2021 | US$8m | US$900k | US$63m |
| Sep 30 2021 | n/a | n/a | US$73m |
| Jun 30 2021 | n/a | n/a | US$90m |
| Mar 31 2021 | n/a | n/a | US$93m |
| Dec 31 2020 | US$5m | US$856k | US$5m |
| Sep 30 2020 | n/a | n/a | US$25m |
| Jun 30 2020 | n/a | n/a | -US$322m |
| Mar 31 2020 | n/a | n/a | -US$305m |
| Dec 31 2019 | US$5m | US$900k | -US$224m |
Compensation vs Market: Barry's total compensation ($USD7.54M) is above average for companies of similar size in the US market ($USD5.48M).
Compensation vs Earnings: Barry's compensation has been consistent with company performance over the past year.
CEO
Barry McCarthy (61 yo)
7.5yrs
Tenure
US$7,537,323
Compensation
Mr. Barry C. McCarthy has been President, Chief Executive Officer and Director of Deluxe Corporation since November 26, 2018. Prior to joining First Data since June 2015, he led the turnaround of the VeriS...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 7.5yrs | US$7.54m | 1% $ 14.1m | |
| Senior VP & CFO | 3.6yrs | US$2.26m | 0.12% $ 1.7m | |
| Senior VP and Chief Technology & Digital Officer | 4yrs | US$2.17m | 0.22% $ 3.0m | |
| Senior VP & President of Print | 2.8yrs | US$2.47m | 0.25% $ 3.6m | |
| Senior VP & President of B2B Payments | less than a year | US$1.91m | 0.14% $ 1.9m | |
| VP & Chief Accounting Officer | 1.5yrs | no data | no data | |
| Chief Administrative Officer | 7.9yrs | US$1.79m | 0.15% $ 2.1m | |
| Vice President of Strategy & Investor Relations | no data | no data | no data | |
| Senior VP & Chief Human Resources Officer | 1.6yrs | no data | 0.027% $ 383.5k | |
| Senior VP & President of Data | no data | no data | 0.063% $ 886.5k | |
| Senior VP & President of Merchant Services | 1.3yrs | no data | no data | |
| Executive Assistant | no data | no data | no data |
2.8yrs
Average Tenure
53yo
Average Age
Experienced Management: DLX's management team is considered experienced (2.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 7.5yrs | US$7.54m | 1% $ 14.1m | |
| Independent Director | 12.3yrs | US$285.00k | 0.070% $ 979.1k | |
| Independent Chair | 5.8yrs | US$296.66k | 0.091% $ 1.3m | |
| Independent Director | 1.8yrs | US$269.99k | 0.050% $ 701.3k | |
| Independent Director | 1.3yrs | US$263.75k | 0.023% $ 318.1k | |
| Independent Director | 1.3yrs | US$263.75k | 0.025% $ 349.9k | |
| Independent Director | 9.8yrs | US$285.00k | 0.17% $ 2.4m | |
| Independent Director | 5yrs | US$269.99k | 0.12% $ 1.7m | |
| Independent Director | less than a year | US$172.49k | 0% $ 0 |
5.0yrs
Average Tenure
62yo
Average Age
Experienced Board: DLX's board of directors are considered experienced (5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/01 17:03 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Deluxe Corporation is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Charles Strauzer | CJS Securities, Inc. |
| John Kraft | D.A. Davidson & Co. |