Sezzle (NASDAQ:SEZL) Releases FY 2026 Earnings Guidance

Key Points

• Sezzle issued FY 2026 guidance of $5.25 EPS and $607.9 million in revenue, exceeding consensus estimates of $5.11 EPS and $596.0 million in revenue.
• The company’s latest quarterly results also surpassed expectations, with EPS of $1.13 versus $1.03 expected and revenue of $149.68 million versus analyst estimates of $135.09 million.
• SEZL shares traded around $178.53, near their 52-week high, while analysts maintained a “Moderate Buy” consensus rating with an average price target of $151.33; insiders have sold $13.5 million of stock over the past three months.

Sezzle (NASDAQ:SEZL - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 5.250-5.250 for the period, compared to the consensus EPS estimate of 5.110. The company issued revenue guidance of $607.9 million-$607.9 million, compared to the consensus revenue estimate of $596.0 million.

Sezzle Price Performance

SEZL stock traded up $4.13 during midday trading on Thursday, reaching $178.53. 1,076,162 shares of the stock were exchanged, compared to its average volume of 721,044. Sezzle has a 52 week low of $49.50 and a 52 week high of $195.71. The company has a fifty day moving average price of $155.98 and a 200 day moving average price of $103.44. The company has a debt-to-equity ratio of 0.73, a current ratio of 3.65 and a quick ratio of 3.65. The stock has a market capitalization of $6.00 billion, a PE ratio of 42.41 and a beta of 6.76.

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 firm had revenue of $149.68 million for the quarter, compared to analyst estimates of $135.09 million. Sezzle had a return on equity of 87.46% and a net margin of 30.83%.Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS. As a group, analysts expect that Sezzle will post 5.1 EPS for the current fiscal year.

Analyst Ratings Changes

SEZL has been the topic of a number of analyst reports. Oppenheimer lowered Sezzle from an "outperform" rating to a "market perform" rating in a research report on Monday, June 29th. Northland Securities set a $170.00 price objective on shares of Sezzle in a research report on Thursday, June 25th. Keefe, Bruyette & Woods restated a "market perform" rating and issued a $190.00 target price (up from $115.00) on shares of Sezzle in a report on Monday, July 13th. Zacks Research upgraded shares of Sezzle from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, May 27th. Finally, Freedom Capital raised shares of Sezzle to a "hold" rating in a research note on Wednesday, June 24th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Sezzle currently has an average rating of "Moderate Buy" and an average price target of $151.33.

Insider Buying and Selling at Sezzle

In other news, SVP Justin Krause sold 3,178 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $117.72, for a total value of $374,114.16. Following the completion of the sale, the senior vice president directly owned 72,457 shares of the company's stock, valued at $8,529,638.04. This represents a 4.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Lee Dickson Brading sold 10,000 shares of the firm's stock in a transaction that occurred 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 completion of the transaction, the chief financial officer owned 296,931 shares in the company, valued at $52,922,012.13. This represents a 3.26% decrease in their position. 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. In the last three months, insiders have sold 87,121 shares of company stock worth $13,530,243. Corporate insiders own 49.49% of the company's stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Mindset Wealth Management LLC increased its position in Sezzle by 54.1% in the fourth quarter. Mindset Wealth Management LLC now owns 4,192 shares of the company's stock worth $266,000 after buying an additional 1,472 shares during the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS bought a new position in shares of Sezzle in the fourth quarter worth $268,000. CIBC Bancorp USA Inc. bought a new position in shares of Sezzle in the 3rd quarter worth $272,000. Worth Venture Partners LLC bought a new stake in Sezzle during the third quarter worth about $268,000. Finally, Lido Advisors LLC bought a new stake in shares of Sezzle in the 3rd quarter worth approximately $224,000. 2.02% of the stock is owned by institutional investors.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source