Sezzle (NASDAQ:SEZL) Releases Quarterly Earnings Results

Key Points

• Sezzle beat estimates — reported Q EPS of $1.43 vs. $1.24 consensus and revenue of $135.5M vs. $127.7M, and updated FY2026 guidance to about $5.10 EPS.
• Stock and analyst context — shares traded up ~1% to $86.02, market cap ~$2.91B with a P/E of 23, and a consensus price target of $108.33 from analysts.
• Insider activity — insiders sold 46,837 shares (~$3.6M) in the last 90 days, though company insiders still own 49.49% of the stock and institutional ownership remains low (~2.02%).

Sezzle (NASDAQ:SEZL - Get Free Report) announced its earnings results on Wednesday. The company reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.19, FiscalAI reports. Sezzle had a return on equity of 88.61% and a net margin of 29.57%.The business had revenue of $135.54 million during the quarter, compared to analyst estimates of $127.74 million. Sezzle updated its FY 2026 guidance to 5.100-5.100 EPS.

Sezzle Stock Up 1.0%

NASDAQ:SEZL traded up $0.83 during trading hours on Wednesday, reaching $86.02. The company's stock had a trading volume of 1,108,889 shares, compared to its average volume of 761,382. The company has a market capitalization of $2.91 billion, a P/E ratio of 23.00 and a beta of 6.91. Sezzle has a 12 month low of $49.50 and a 12 month high of $186.74. 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 stock has a 50 day moving average price of $70.96 and a two-hundred day moving average price of $67.94.

Insider Buying and Selling

In related news, CFO Lee Dickson Brading sold 1,240 shares of the business's stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total value of $88,511.20. Following the completion of the transaction, the chief financial officer owned 292,002 shares of the company's stock, valued at $20,843,102.76. The trade was a 0.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Paul Paradis sold 26,400 shares of the business's stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $81.69, for a total transaction of $2,156,616.00. Following the completion of the transaction, the director directly owned 487,762 shares of the company's stock, valued at $39,845,277.78. This trade represents a 5.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 46,837 shares of company stock valued at $3,615,409 over the last ninety days. Company insiders own 49.49% of the company's stock.

Hedge Funds Weigh In On Sezzle

A number of large investors have recently made changes to their positions in SEZL. Vestcor Inc acquired a new position in shares of Sezzle during the third quarter worth $29,000. Empowered Funds LLC acquired a new position in shares of Sezzle during the fourth quarter worth $33,000. Sunbelt Securities Inc. acquired a new position in shares of Sezzle during the third quarter worth $52,000. Larson Financial Group LLC increased its position in shares of Sezzle by 35.4% during the third quarter. Larson Financial Group LLC now owns 795 shares of the company's stock worth $63,000 after purchasing an additional 208 shares in the last quarter. Finally, Strs Ohio purchased a new stake in shares of Sezzle during the first quarter valued at $84,000. 2.02% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

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

About Sezzle

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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