Northland Capmk Issues Positive Forecast for Sezzle Earnings

Sezzle Inc. (NASDAQ:SEZL - Free Report) - Equities research analysts at Northland Capmk raised their Q4 2025 earnings per share estimates for shares of Sezzle in a research note issued on Thursday, April 17th. Northland Capmk analyst M. Grondahl now forecasts that the company will post earnings per share of $0.88 for the quarter, up from their prior forecast of $0.88. The consensus estimate for Sezzle's current full-year earnings is $9.77 per share. Northland Capmk also issued estimates for Sezzle's Q2 2026 earnings at $0.59 EPS, Q3 2026 earnings at $0.67 EPS, Q4 2026 earnings at $0.90 EPS and FY2026 earnings at $2.66 EPS.

Sezzle (NASDAQ:SEZL - Get Free Report) last announced its earnings results on Tuesday, February 25th. The company reported $0.73 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.22. The business had revenue of $271.13 billion during the quarter, compared to the consensus estimate of $73.90 million. Sezzle had a return on equity of 101.18% and a net margin of 25.29%.

Separately, B. Riley reaffirmed a "buy" rating and issued a $62.83 price target (up from $62.00) on shares of Sezzle in a research note on Wednesday, February 26th.

Sezzle Price Performance

Shares of SEZL traded up $1.70 during mid-day trading on Friday, hitting $42.96. 374,558 shares of the company were exchanged, compared to its average volume of 736,807. Sezzle has a 1-year low of $6.73 and a 1-year high of $79.59. The company has a 50 day moving average of $41.18 and a 200-day moving average of $44.59. The company has a debt-to-equity ratio of 1.54, a quick ratio of 2.40 and a current ratio of 2.40. The stock has a market cap of $1.45 billion, a price-to-earnings ratio of 4.57 and a beta of 8.73.

Sezzle announced that its board has approved a share buyback program on Monday, March 10th that permits the company to buyback $50.00 million in outstanding shares. This buyback authorization permits the company to purchase up to 4.3% of its stock through open market purchases. Stock buyback programs are usually an indication that the company's board believes its shares are undervalued.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Plato Investment Management Ltd acquired a new position in shares of Sezzle in the 4th quarter valued at $30,000. Meeder Asset Management Inc. purchased a new position in Sezzle during the fourth quarter worth about $31,000. Federated Hermes Inc. lifted its holdings in shares of Sezzle by 3,575.0% in the 4th quarter. Federated Hermes Inc. now owns 147 shares of the company's stock valued at $38,000 after buying an additional 143 shares during the period. Modus Advisors LLC purchased a new stake in shares of Sezzle during the 4th quarter worth $80,000. Finally, Principal Securities Inc. acquired a new position in Sezzle during the fourth quarter worth about $84,000. 2.02% of the stock is owned by institutional investors and hedge funds.

About Sezzle

Sezzle Inc operates as a technology-enabled payments company primarily in the United States and Canada. The company provides payment solution in-store and at online retail stores; and through proprietary payments solution that connects consumers with merchants. It also offers Sezzle Platform that provides a payments solution for consumers that extends credit at the point-of-sale allowing consumers to purchase and receive the ordered merchandise at the time of sale while paying in installments over time; Pay-in-Four, which allows consumers to pay a fourth of the purchase price up front and then another fourth of the purchase price every two weeks thereafter over a total of six weeks; Pay-in-Full that allows consumers to pay for the full value of their order up-front through the Sezzle Platform without the extension of credit; and Pay-in-Two and other alternative installment options, which allow consumer to pay half of the value of their order up-front and the second half in two weeks.