Sezzle (NASDAQ:SEZL) Releases FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: Sezzle guided to 5.100 EPS and $585.4M–$607.9M in revenue, both above consensus (EPS 4.7; revenue $575.4M).
• Recent quarter beat expectations with $1.43 EPS (vs. $1.24 est.) and $135.54M revenue (vs. $127.74M), and showed strong profitability (ROE 88.6%, net margin 29.6%).
• Shares rose to $86.02 on heavier volume; the stock has a ~23x P/E and $2.9B market cap, analysts rate it a consensus “Moderate Buy” with a $108.33 target, while insiders have been net sellers (insiders own ~49.5%).

Sezzle (NASDAQ:SEZL - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 5.100-5.100 for the period, compared to the consensus estimate of 4.700. The company issued revenue guidance of $585.4 million-$607.9 million, compared to the consensus revenue estimate of $575.4 million.

Sezzle Price Performance

Sezzle stock traded up $0.83 during trading hours on Wednesday, hitting $86.02. The stock had a trading volume of 1,108,889 shares, compared to its average volume of 761,382. The company has a debt-to-equity ratio of 0.82, a current ratio of 3.92 and a quick ratio of 3.92. The stock has a market capitalization of $2.91 billion, a price-to-earnings ratio of 23.00 and a beta of 6.91. Sezzle has a 1-year low of $49.50 and a 1-year high of $186.74. The stock's fifty day moving average is $70.96 and its two-hundred day moving average is $67.94.

Sezzle (NASDAQ:SEZL - Get Free Report) last posted its earnings results on Wednesday, May 6th. The company reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.24 by $0.19. The company had revenue of $135.54 million for the quarter, compared to analyst estimates of $127.74 million. Sezzle had a return on equity of 88.61% and a net margin of 29.57%.Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS. As a group, analysts predict that Sezzle will post 4.7 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

SEZL has been the topic of a number of analyst reports. TD Cowen decreased their price objective on Sezzle from $83.00 to $82.00 and set a "hold" rating on the stock in a research note on Thursday, January 8th. Zacks Research lowered Sezzle from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, April 28th. Needham & Company LLC reaffirmed a "buy" rating and set a $94.00 price objective (up from $85.00) on shares of Sezzle in a research note on Thursday, February 26th. UBS Group set a $76.00 price objective on Sezzle in a research note on Tuesday, February 17th. Finally, Keefe, Bruyette & Woods initiated coverage on Sezzle in a research note on Monday, April 6th. They set an "outperform" rating and a $85.00 price objective on the stock. Four analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $108.33.

Insider Buying and Selling at Sezzle

In other Sezzle news, SVP Justin Krause sold 1,404 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 $100,217.52. Following the sale, the senior vice president directly owned 80,909 shares of the company's stock, valued at approximately $5,775,284.42. This trade represents a 1.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through 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 completion of the sale, the chief executive officer directly owned 12,332,279 shares in the company, valued at approximately $880,278,075.02. The trade was a 0.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 46,837 shares of company stock valued at $3,615,409. 49.49% of the stock is owned by company insiders.

Institutional Trading of Sezzle

A number of hedge funds have recently added to or reduced their stakes in SEZL. Royal Bank of Canada boosted its stake in Sezzle by 429.0% in the 1st quarter. Royal Bank of Canada now owns 132,361 shares of the company's stock worth $4,618,000 after buying an additional 107,340 shares during the last quarter. AQR Capital Management LLC boosted its stake in Sezzle by 3,973.6% in the 1st quarter. AQR Capital Management LLC now owns 34,626 shares of the company's stock worth $1,208,000 after buying an additional 33,776 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Sezzle by 2,241.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 30,906 shares of the company's stock worth $1,078,000 after buying an additional 29,586 shares during the last quarter. Millennium Management LLC boosted its stake in Sezzle by 321.7% in the 1st quarter. Millennium Management LLC now owns 115,525 shares of the company's stock worth $4,031,000 after buying an additional 88,127 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in Sezzle by 1,068.2% in the 1st quarter. Goldman Sachs Group Inc. now owns 169,487 shares of the company's stock worth $5,913,000 after buying an additional 154,978 shares during the last quarter. 2.02% of the stock is owned by institutional investors and hedge funds.

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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