Northland Capmk Forecasts Sezzle's Q2 Earnings (NASDAQ:SEZL)

Sezzle Inc. (NASDAQ:SEZL - Free Report) - Investment analysts at Northland Capmk boosted their Q2 2025 earnings estimates for Sezzle in a research note issued on Wednesday, May 7th. Northland Capmk analyst M. Grondahl now anticipates that the company will post earnings per share of $0.68 for the quarter, up from their prior estimate of $0.43. The consensus estimate for Sezzle's current full-year earnings is $9.77 per share. Northland Capmk also issued estimates for Sezzle's FY2025 earnings at $3.25 EPS, Q1 2026 earnings at $0.99 EPS, Q2 2026 earnings at $0.89 EPS, Q3 2026 earnings at $0.84 EPS, Q4 2026 earnings at $1.11 EPS and FY2026 earnings at $3.83 EPS.

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

Sezzle Stock Up 3.4%

SEZL stock traded up $3.04 during mid-day trading on Monday, reaching $93.14. The company had a trading volume of 323,184 shares, compared to its average volume of 770,626. The company has a market capitalization of $3.16 billion, a price-to-earnings ratio of 9.96 and a beta of 8.41. Sezzle has a 52 week low of $10.69 and a 52 week high of $95.49. The stock has a 50 day simple moving average of $46.58 and a two-hundred day simple moving average of $48.22. The company has a debt-to-equity ratio of 1.54, a current ratio of 2.40 and a quick ratio of 2.40.

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

Sezzle declared that its board has approved a stock buyback plan on Monday, March 10th that allows the company to repurchase $50.00 million in outstanding shares. This repurchase authorization allows the company to repurchase up to 4.3% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company's board believes its stock is undervalued.

Insider Activity

In other Sezzle news, Director Paul Paradis sold 18,000 shares of Sezzle stock in a transaction on Thursday, May 8th. The shares were sold at an average price of $75.00, for a total transaction of $1,350,000.00. Following the completion of the transaction, the director now directly owns 315,000 shares of the company's stock, valued at $23,625,000. The trade was a 5.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Karen Hartje sold 311,196 shares of the stock in a transaction dated Thursday, May 8th. The shares were sold at an average price of $71.83, for a total transaction of $22,353,208.68. Following the completion of the transaction, the chief financial officer now directly owns 154,266 shares in the company, valued at $11,080,926.78. The trade was a 66.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 426,396 shares of company stock valued at $32,422,491. 57.65% of the stock is owned by company insiders.

Institutional Investors Weigh In On Sezzle

Several hedge funds have recently bought and sold shares of the stock. Barclays PLC grew its position in shares of Sezzle by 125.4% in the third quarter. Barclays PLC now owns 4,515 shares of the company's stock valued at $771,000 after purchasing an additional 2,512 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in Sezzle by 295.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 3,979 shares of the company's stock valued at $679,000 after buying an additional 2,974 shares in the last quarter. SG Americas Securities LLC grew its holdings in Sezzle by 22.2% in the 4th quarter. SG Americas Securities LLC now owns 1,184 shares of the company's stock valued at $303,000 after buying an additional 215 shares in the last quarter. Calamos Advisors LLC bought a new position in Sezzle during the 4th quarter worth $2,423,000. Finally, Rhumbline Advisers lifted its holdings in shares of Sezzle by 1.8% during the fourth quarter. Rhumbline Advisers now owns 2,556 shares of the company's stock worth $654,000 after buying an additional 45 shares in the last quarter. 2.02% of the stock is currently 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.