DELUXE CORP (DLX) director Angela L. Brown reported an acquisition of 1,168 shares of common stock on September 15, 2026, as a grant/award. The shares, valued at $23.56 per share, were received in lieu of director’s fees under the company’s Non-Employee Director Stock and Deferral Plan, bringing her direct holdings to 26,227 shares.
DELUXE CORP (DLX) director Hugh S. Cummins III reported acquiring 1,168 shares of common stock on September 15, 2026 as a grant in lieu of cash director fees under the company's Non-Employee Director Stock and Deferral Plan at a reported value of $23.56 per share, bringing his directly held stake to 13,758 shares.
DELUXE CORP (DLX) reported that director Telisa L. Yancy received a grant or award of 1,115 shares of Common Stock on September 15, 2026, at a filed value of $23.56 per share. Following this compensation-related acquisition, she holds 58,652 shares of Deluxe common stock directly. No Rule 10b5-1 trading plan is reported for this transaction.
DELUXE CORP (DLX) reported that Kevin Grant Jones, President, Merchant Services, received an award of 54,753 restricted stock units on September 1, 2026. The units were granted at no cash cost under the company’s Stock Incentive Plan and will convert into common shares upon vesting. Two-thirds of the award vests on August 31, 2028 and the remaining one-third on August 31, 2029, contingent on continued employment, subject to certain exceptions.
DELUXE CORP (DLX) reported that director Michelle T Collins exercised previously awarded restricted stock units. On 2026-08-20, 6,279 Restricted Stock Units vested and were converted on a one-for-one basis into 6,279 shares of Common Stock, all held directly. The corresponding derivative RSU position reported in this filing was reduced to zero.
DELUXE CORP (DLX) filed an initial insider ownership report for Kevin Grant Jones, who serves as President, Merchant Services. The Form 3 does not list any reportable transactions or any specific holdings, indicating only that Jones is now an insider subject to ongoing reporting requirements.
Deluxe Corporation reported first-half 2026 results showing stronger profitability and cash generation despite modest revenue pressure. Total revenue for the six months ended June 30, 2026 was $1,037.4 million, down 1.9% year over year, primarily because the divestiture of the Safeguard small business distributor channel reduced revenue by about $47.1 million and ongoing secular declines in checks, forms, and business accessories continued to weigh on the Print segment. These effects were partly offset by growth across Merchant Services, B2B Payments, and Data Solutions, where payments and data businesses together delivered 11.1% revenue growth and a 14.6% increase in adjusted EBITDA.
Net income for the first half rose to $55.0 million from $36.5 million, and adjusted EBITDA increased by $20.1 million to $226.7 million, with adjusted EBITDA margin improving to 21.9%. Free cash flow strengthened to $85.9 million, helping reduce total debt to $1,352.2 million and net debt to $1,317.3 million as of June 30, 2026. Liquidity included $34.9 million of cash and $384.3 million available on the revolving credit facility. Strategically, Deluxe completed the sale of the Safeguard distributor channel and, on July 31, 2026, closed the $625.0 million cash acquisition of Celero Commerce, financed through an amended credit facility that extends term loan and revolver maturities to 2031 and adds new interest rate swap hedging on $600.0 million of variable-rate debt.
Deluxe Corporation reports that it has furnished an earnings release as Exhibit 99.1, providing results for the second quarter 2026. The disclosure is made under Item 2.02, “Results of Operations and Financial Condition,” and is expressly treated as furnished, not filed, under the Exchange Act and Securities Act.
The current report also identifies related Inline XBRL data files, including the XBRL instance document, taxonomy extension components, and an interactive data cover page. It reaffirms that the company’s common stock, par value $1.00 per share, trades on the NYSE under the symbol DLX.
Deluxe Corporation entered into a Refinancing Facility Agreement No. 2, establishing a Second Amended and Restated Credit Agreement that provides a senior secured first lien revolving credit facility of $400.0 million and a senior secured first lien term loan facility of $800.0 million. The revolver, which includes a $40 million swingline and a $25 million letter-of-credit sub-facility, may be borrowed until July 31, 2031, while the term loan amortizes through June 30, 2031 with the remaining balance due at maturity.
The company used borrowings under these facilities to fund the approximately $625 million cash purchase of Celero Commerce, plus related expenses, making Celero a wholly owned subsidiary. Management states the combination is expected to be accretive to adjusted EPS in the first full year, with more than $15 million in expected cost synergies, over 55,000 additional merchant relationships, 130 bank partners, and an expanded payments platform expected to process more than $70 billion in annual gross transaction volume.
Vanguard Capital Management LLC, together with certain affiliates, reports passive ownership of Deluxe Corp common stock on a Schedule 13G. As of June 30, 2026, Vanguard beneficially owned 2,300,661 shares, representing 5.02% of the outstanding common stock.
Vanguard has sole voting power over 344,942 shares and sole dispositive power over all 2,300,661 shares, with no shared voting or dispositive power. The filing notes that these securities are held by Vanguard-managed funds and client accounts, and that no other single person has more than 5% interest in the reported securities.