Sezzle Inc. (NASDAQ:SEZL) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• Moderate Buy consensus from seven analysts (average 12‑month target $108.33) with a breakdown of 4 buys, 2 holds and 1 strong buy.
• Sezzle beat expectations last quarter with EPS of $1.21 vs. $0.96 and revenue of $129.87M (up 32.3% year‑over‑year), and issued FY2026 guidance of 4.350–4.700 EPS (analysts expect ~4.7).
• Insiders sold shares on March 3 (Director Paul Paradis 5,257 shares and CEO Charles Youakim 7,185 shares at $71.38), with insiders selling 46,837 shares (~$3.6M) over the last 90 days while owning 49.49% of the company.

Sezzle Inc. (NASDAQ:SEZL - Get Free Report) has earned an average rating of "Moderate Buy" from the seven ratings firms that are covering the firm, MarketBeat Ratings reports. Two research analysts have rated the stock with a hold rating, four have given a buy rating and one has issued a strong buy rating on the company. The average twelve-month target price among brokerages that have issued a report on the stock in the last year is $108.3333.

SEZL has been the topic of a number of research reports. UBS Group set a $76.00 price objective on Sezzle in a report on Tuesday, February 17th. Zacks Research raised Sezzle from a "hold" rating to a "strong-buy" rating in a report on Friday, February 27th. TD Cowen dropped their target price on Sezzle from $83.00 to $82.00 and set a "hold" rating on the stock in a report on Thursday, January 8th. Keefe, Bruyette & Woods assumed coverage on Sezzle in a report on Monday, April 6th. They set an "outperform" rating and a $85.00 target price on the stock. Finally, Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Sezzle in a report on Monday, December 29th.

Insider Activity

In related news, Director Paul Paradis sold 5,257 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total transaction of $375,244.66. Following the sale, the director directly owned 482,505 shares of the company's stock, valued at $34,441,206.90. This trade represents a 1.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Charles Youakim sold 7,185 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total value of $512,865.30. Following the sale, the chief executive officer directly owned 12,332,279 shares in the company, valued at approximately $880,278,075.02. This trade represents a 0.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 46,837 shares of company stock valued at $3,615,409 over the last 90 days. Company insiders own 49.49% of the company's stock.

Institutional Trading of Sezzle

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Divisadero Street Capital Management LP grew its holdings in Sezzle by 64.7% in the third quarter. Divisadero Street Capital Management LP now owns 1,494,617 shares of the company's stock valued at $118,867,000 after purchasing an additional 587,129 shares during the period. Vanguard Group Inc. grew its holdings in Sezzle by 16.9% in the fourth quarter. Vanguard Group Inc. now owns 1,188,883 shares of the company's stock valued at $75,464,000 after purchasing an additional 172,115 shares during the period. Accredited Investors Inc. acquired a new stake in Sezzle in the fourth quarter valued at approximately $57,955,000. State Street Corp grew its holdings in Sezzle by 59.1% in the fourth quarter. State Street Corp now owns 600,656 shares of the company's stock valued at $38,127,000 after purchasing an additional 223,052 shares during the period. Finally, Geode Capital Management LLC grew its holdings in Sezzle by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 489,382 shares of the company's stock valued at $31,068,000 after purchasing an additional 10,625 shares during the period. 2.02% of the stock is owned by institutional investors and hedge funds.

Sezzle Stock Up 1.6%

Shares of SEZL stock opened at $79.94 on Tuesday. The stock's 50-day simple moving average is $69.61 and its 200-day simple moving average is $67.87. The company has a debt-to-equity ratio of 0.82, a quick ratio of 3.92 and a current ratio of 3.92. The firm has a market capitalization of $2.70 billion, a PE ratio of 21.37 and a beta of 8.14. Sezzle has a fifty-two week low of $47.00 and a fifty-two week high of $186.74.

Sezzle (NASDAQ:SEZL - Get Free Report) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $1.21 earnings per share for the quarter, beating analysts' consensus estimates of $0.96 by $0.25. The business had revenue of $129.87 million for the quarter, compared to analyst estimates of $128.29 million. Sezzle had a return on equity of 88.61% and a net margin of 29.57%.Sezzle's quarterly revenue was up 32.3% compared to the same quarter last year. Sezzle has set its FY 2026 guidance at 4.350-4.700 EPS. Equities analysts expect that Sezzle will post 4.7 earnings per share for the current year.

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.

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