Cetera Investment Advisers Has $2.05 Million Stake in Sezzle Inc. $SEZL

Key Points

• Cetera Investment Advisers increased its Sezzle stake by 134.4% in the first quarter, owning 32,452 shares valued at approximately $2.05 million. Other institutional investors also added positions, though institutional ownership remains relatively low at 2.02%.
• Sezzle reported strong second-quarter results, with EPS of $1.13 and revenue of $149.68 million, beating consensus estimates. Management raised its 2026 outlook to $5.25 EPS and approximately $607.9 million in revenue.
• Despite the earnings beat and improved guidance, Sezzle shares declined amid elevated volatility and profit-taking. Analyst sentiment is mixed, with an average “Moderate Buy” rating and a consensus price target of $146.50.

Cetera Investment Advisers raised its position in shares of Sezzle Inc. (NASDAQ:SEZL - Free Report) by 134.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,452 shares of the company's stock after acquiring an additional 18,609 shares during the period. Cetera Investment Advisers owned approximately 0.10% of Sezzle worth $2,054,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in SEZL. UBS Group AG raised its stake in Sezzle by 113.9% during the 4th quarter. UBS Group AG now owns 114,426 shares of the company's stock valued at $7,263,000 after purchasing an additional 60,937 shares during the last quarter. State of Alaska Department of Revenue acquired a new stake in Sezzle in the 4th quarter worth $1,017,000. Hussman Strategic Advisors Inc. increased its holdings in shares of Sezzle by 38.9% during the 4th quarter. Hussman Strategic Advisors Inc. now owns 52,500 shares of the company's stock worth $3,332,000 after purchasing an additional 14,700 shares during the period. Maxi Investments CY Ltd acquired a new position in shares of Sezzle during the fourth quarter valued at about $1,270,000. Finally, WINTON GROUP Ltd acquired a new position in shares of Sezzle during the fourth quarter valued at about $764,000. 2.02% of the stock is currently owned by institutional investors.

Key Sezzle News

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Sezzle reported second-quarter earnings of $1.13 per share, exceeding estimates of $1.03 (and the prior-year result of $0.69), while revenue of $149.68 million surpassed the $135.09 million consensus. The company also posted a 30.83% net margin and 87.46% return on equity. Sezzle Q2 earnings report
• Positive Sentiment: Management raised its 2026 outlook to $5.25 EPS and approximately $607.9 million in revenue, above consensus expectations of $5.11 EPS and $596.0 million revenue. Sezzle Q2 earnings call highlights
• Positive Sentiment: The earnings call highlighted accelerating subscriber growth, stronger engagement, and increasing adoption of new products, suggesting Sezzle’s platform is expanding beyond its core buy-now-pay-later offering. Sezzle Q2 earnings call transcript
• Positive Sentiment: Needham raised its price target from $166 to $172 and maintained a Buy rating, indicating continued confidence in Sezzle’s earnings growth. Benzinga analyst action
• Neutral Sentiment: Analyst opinion became more mixed: Keefe, Bruyette & Woods lowered its target from $190 to $155 and changed its view to Market Perform, although the revised target remains above the current trading level. Benzinga analyst action
• Negative Sentiment: The stock slumped following the results even though earnings and guidance exceeded expectations. The reaction suggests investors may have been positioned for an even stronger outlook, or may be taking profits after Sezzle’s substantial prior rally and elevated volatility. Sezzle stock reaction after Q2 earnings

Sezzle Stock Performance

Shares of NASDAQ SEZL opened at $118.02 on Monday. Sezzle Inc. has a fifty-two week low of $49.50 and a fifty-two week high of $195.71. The firm has a market capitalization of $3.97 billion, a P/E ratio of 25.66 and a beta of 6.76. The company has a debt-to-equity ratio of 0.52, a current ratio of 4.02 and a quick ratio of 3.65. The company's 50 day simple moving average is $157.16 and its 200 day simple moving average is $104.56.

Sezzle (NASDAQ:SEZL - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The company reported $1.13 earnings per share for the quarter, beating analysts' consensus estimates of $1.03 by $0.10. Sezzle had a return on equity of 83.48% and a net margin of 30.35%.The company had revenue of $149.68 million for the quarter, compared to the consensus estimate of $135.09 million. Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS. On average, analysts predict that Sezzle Inc. will post 5.22 EPS for the current year.

Analysts Set New Price Targets

Several brokerages have recently weighed in on SEZL. Weiss Ratings reissued a "hold (c+)" rating on shares of Sezzle in a report on Tuesday, August 4th. TD Cowen increased their target price on Sezzle from $108.00 to $165.00 and gave the stock a "hold" rating in a report on Tuesday, July 7th. Oppenheimer cut shares of Sezzle from an "outperform" rating to a "market perform" rating in a research note on Monday, June 29th. B. Riley Financial reiterated a "buy" rating on shares of Sezzle in a research report on Friday. Finally, Northland Securities set a $170.00 price target on shares of Sezzle in a report on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, Sezzle presently has an average rating of "Moderate Buy" and an average target price of $146.50.

Insider Buying and Selling

In other news, SVP Justin Krause sold 3,178 shares of the company's stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $117.72, for a total value of $374,114.16. Following the completion of the sale, the senior vice president directly owned 72,457 shares of the company's stock, valued at $8,529,638.04. This represents a 4.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul Paradis sold 26,400 shares of the stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $133.47, for a total transaction of $3,523,608.00. Following the completion of the sale, the director owned 442,595 shares in the company, valued at $59,073,154.65. This represents a 5.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 86,928 shares of company stock worth $13,510,889. Corporate insiders own 49.49% of the company's stock.

Sezzle Profile

Sezzle Inc is a financial technology company specializing in buy now, pay later (BNPL) services that enable consumers to split purchases into interest-free installment payments. By integrating its platform with e-commerce merchants, Sezzle provides shoppers with flexible payment options at checkout while merchants benefit from increased conversion rates and average order values. The company's technology is designed to offer a seamless user experience, with instant approval decisions and no hidden fees, positions it as a consumer-friendly alternative to traditional credit products.

Founded in 2016 and headquartered in Minneapolis, Minnesota, Sezzle completed its initial public offering on the Nasdaq under the ticker SEZL.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source