Q3 EPS Estimates for Sezzle Boosted by Northland Securities

Key Points

• Northland Securities raised Sezzle’s Q3 2026 EPS estimate to $1.31 from $1.24 and forecasts $5.25 EPS for full-year 2026, in line with the company’s guidance.
• Sezzle’s latest quarter exceeded expectations, with $1.13 EPS versus $1.03 expected and revenue of $149.68 million versus $135.09 million; management also lifted its 2026 outlook to approximately $607.9 million in revenue.
• Analyst sentiment remains a “Moderate Buy,” but views are mixed, while the stock has shown significant volatility and insiders have sold approximately $13.5 million of shares over the past three months.

Sezzle Inc. (NASDAQ:SEZL - Free Report) - Research analysts at Northland Securities increased their Q3 2026 earnings per share estimates for Sezzle in a research report issued on Friday, August 7th. Northland Securities analyst M. Grondahl now expects that the company will post earnings of $1.31 per share for the quarter, up from their previous estimate of $1.24. The consensus estimate for Sezzle's current full-year earnings is $5.22 per share. Northland Securities also issued estimates for Sezzle's Q4 2026 earnings at $1.38 EPS, FY2026 earnings at $5.25 EPS, Q1 2027 earnings at $1.63 EPS, Q2 2027 earnings at $1.59 EPS, Q3 2027 earnings at $1.58 EPS, Q4 2027 earnings at $1.71 EPS and FY2027 earnings at $6.50 EPS.

Sezzle (NASDAQ:SEZL - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.13 EPS for the quarter, beating analysts' consensus estimates of $1.03 by $0.10. The company had revenue of $149.68 million during the quarter, compared to analyst estimates of $135.09 million. Sezzle had a return on equity of 83.48% and a net margin of 30.35%.Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS.

SEZL has been the subject of a number of other reports. TD Cowen raised their target price on shares of Sezzle from $108.00 to $165.00 and gave the company a "hold" rating in a report on Tuesday, July 7th. Keefe, Bruyette & Woods decreased their price target on shares of Sezzle from $190.00 to $155.00 and set a "market perform" rating on the stock in a research note on Friday. Oppenheimer lowered shares of Sezzle from an "outperform" rating to a "market perform" rating in a research report on Monday, June 29th. Freedom Capital raised shares of Sezzle to a "hold" rating in a research note on Wednesday, June 24th. Finally, Zacks Research upgraded shares of Sezzle from a "hold" rating to a "strong-buy" rating in a report on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Sezzle presently has an average rating of "Moderate Buy" and an average price target of $146.50.

Sezzle Price Performance

Shares of SEZL opened at $118.02 on Monday. The stock has a market capitalization of $3.97 billion, a price-to-earnings ratio of 25.66 and a beta of 6.76. Sezzle has a 1 year low of $49.50 and a 1 year high of $195.71. The business's 50 day simple moving average is $157.16 and its 200-day simple moving average is $104.56. The company has a debt-to-equity ratio of 0.52, a current ratio of 4.02 and a quick ratio of 3.65.

Insider Activity

In other news, CFO Lee Dickson Brading sold 10,000 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $178.23, for a total value of $1,782,300.00. Following the sale, the chief financial officer owned 296,931 shares of the company's stock, valued at approximately $52,922,012.13. This represents a 3.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul Paradis sold 26,400 shares of Sezzle stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $133.47, for a total transaction of $3,523,608.00. Following the transaction, the director directly owned 442,595 shares of the company's stock, valued at approximately $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 have sold 86,928 shares of company stock worth $13,510,889. 49.49% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Vestcor Inc bought a new stake in shares of Sezzle during the 3rd quarter worth approximately $29,000. Covestor Ltd grew its position in Sezzle by 109.4% in the 4th quarter. Covestor Ltd now owns 490 shares of the company's stock valued at $31,000 after acquiring an additional 256 shares during the last quarter. Empowered Funds LLC purchased a new stake in Sezzle in the fourth quarter worth $33,000. Versant Capital Management Inc increased its stake in Sezzle by 245.9% in the second quarter. Versant Capital Management Inc now owns 256 shares of the company's stock worth $44,000 after purchasing an additional 182 shares during the period. Finally, Strengthening Families & Communities LLC bought a new stake in shares of Sezzle during the fourth quarter worth $49,000. Institutional investors own 2.02% of the company's stock.

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 Company 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.

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