Northland Securities Forecasts Sezzle FY2026 Earnings

Key Points

• Northland Securities raised its FY2026 EPS forecast for Sezzle to $5.46 from $5.25, above the broader analyst consensus of $5.24.
• Sezzle beat Q3 expectations, reporting EPS of $1.37 versus $1.28 expected and revenue of $166.5 million versus $155 million; revenue grew 42.6% year over year.
• Analyst views remain mixed but lean positive: MarketBeat’s consensus rating is “Moderate Buy,” with a $160.33 average price target.

Sezzle Inc. (NASDAQ:SEZL - Free Report) - Equities researchers at Northland Securities boosted their FY2026 earnings per share estimates for Sezzle in a research report issued on Wednesday, November 4th. Northland Securities analyst M. Grondahl now anticipates that the company will earn $5.46 per share for the year, up from their previous forecast of $5.25. The consensus estimate for Sezzle's current full-year earnings is $5.24 per share. Northland Securities also issued estimates for Sezzle's Q4 2026 earnings at $1.52 EPS, Q1 2027 earnings at $1.67 EPS and Q2 2027 earnings at $1.64 EPS.

A number of other equities analysts have also commented on the company. Keefe, Bruyette & Woods reduced their price objective on Sezzle from $190.00 to $155.00 and set a "market perform" rating on the stock in a research note on Friday, August 7th. Weiss Ratings reissued a "hold (c+)" rating on shares of Sezzle in a research note on Monday. Needham & Company LLC boosted their price objective on shares of Sezzle from $172.00 to $220.00 and gave the company a "buy" rating in a report on Thursday. B. Riley Financial reiterated a "buy" rating on shares of Sezzle in a research report on Friday, August 7th. Finally, Wall Street Zen cut Sezzle from a "buy" rating to a "hold" rating in a report on Sunday, November 1st. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $160.33.

Sezzle Trading Up 13.4%

Shares of SEZL stock opened at $155.00 on Friday. The company has a market capitalization of $5.24 billion, a P/E ratio of 26.59 and a beta of 6.59. Sezzle has a 12-month low of $49.50 and a 12-month high of $195.71. The company has a quick ratio of 4.02, a current ratio of 4.02 and a debt-to-equity ratio of 0.52. The firm has a 50-day moving average price of $121.91 and a 200 day moving average price of $109.79.

Sezzle (NASDAQ:SEZL - Get Free Report) last issued its quarterly earnings data on Wednesday, November 4th. The company reported $1.37 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.28 by $0.09. The company had revenue of $166.50 million during the quarter, compared to analysts' expectations of $155.01 million. Sezzle had a return on equity of 89.97% and a net margin of 31.39%. The business's revenue was up 42.6% on a year-over-year basis. During the same period last year, the business earned $0.71 earnings per share.

Insider Buying and Selling

In other news, Director Bryan Hunt purchased 250 shares of the company's stock in a transaction that occurred on Friday, September 18th. The stock was acquired at an average cost of $115.86 per share, with a total value of $28,965.00. Following the acquisition, the director owned 3,985 shares in the company, valued at approximately $461,702.10. This trade represents a 6.69% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Kyle Brehm sold 1,000 shares of the company's stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $125.92, for a total value of $125,920.00. Following the completion of the transaction, the director directly owned 23,853 shares in the company, valued at approximately $3,003,569.76. This represents a 4.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 43.90% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in SEZL. BlackRock Inc. acquired a new position in Sezzle during the second quarter valued at approximately $436,497,000. Bank of America Corp DE acquired a new stake in shares of Sezzle in the 2nd quarter valued at $46,543,000. Dimensional Fund Advisors LP increased its stake in shares of Sezzle by 41.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 458,222 shares of the company's stock valued at $28,996,000 after purchasing an additional 134,714 shares during the last quarter. Jupiter Topco LLC acquired a new position in shares of Sezzle during the 2nd quarter worth $19,433,000. Finally, Bank of New York Mellon Corp acquired a new position in shares of Sezzle during the 2nd quarter worth $16,909,000. 2.02% of the stock is owned by institutional investors.

Sezzle News Roundup

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q3 results beat expectations: Sezzle reported adjusted earnings of $1.37 per share versus the $1.28 consensus, while revenue of $166.5 million topped estimates of about $155 million and rose 42.6% year over year. Article: Sezzle Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Profitability trends also looked favorable: reports cited profit growth of about 79%, with credit losses declining as a share of transaction volume and subscribers shopping more frequently. Article: Sezzle Profit Jumps as Credit Costs Ease
• Positive Sentiment: Management raised its 2026 earnings outlook and outlined 2027 targets, citing subscriber growth, stronger transaction activity and new products—signals supporting expectations for continued expansion. Article: Sezzle Q3 Earnings Call Highlights Higher Outlook and New Products
• Positive Sentiment: Analyst updates added to the optimism: TD Cowen raised its price target to $200 and Needham lifted its target to $220; both firms maintain Buy ratings. Article: Needham price-target update
• Neutral Sentiment: A broader rally in the sector may also have contributed, so not all of the share-price strength necessarily reflects Sezzle-specific developments. Article: Sezzle Surges Amid Sector-Wide Rally

Sezzle Company Profile

Sezzle Inc NASDAQ: SEZL is a financial technology company that provides buy now, pay later solutions. Its platform enables consumers to split eligible purchases into installments, generally at the time of checkout, while giving merchants payment and customer-engagement tools designed to support e-commerce sales.

The company offers installment payment services through its consumer app and merchant integrations, as well as products such as Sezzle Virtual Card and Sezzle Up. Sezzle Up is designed to provide eligible users with credit-building opportunities, while the company's merchant platform supports checkout integration, transaction management and consumer financing.

Sezzle was founded in 2016 and is headquartered in Minneapolis, Minnesota.

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