Sezzle (NASDAQ:SEZL) Releases FY 2026 Earnings Guidance

Sezzle (NASDAQ:SEZL) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 5.100-5.100 for the period, compared to the consensus EPS 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.

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Zacks Research cut shares of Sezzle from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. TD Cowen decreased their price objective on shares of Sezzle from $83.00 to $82.00 and set a “hold” rating on the stock in a research report on Thursday, January 8th. Needham & Company LLC restated a “buy” rating and issued a $94.00 price objective (up from $85.00) on shares of Sezzle in a research report on Thursday, February 26th. UBS Group set a $76.00 price objective on shares of Sezzle in a research report on Tuesday, February 17th. Finally, Keefe, Bruyette & Woods assumed coverage on shares of Sezzle in a research report on Monday, April 6th. They issued an “outperform” rating and a $85.00 price objective on the stock. Four investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $108.33.

Sezzle Trading Up 1.0%

Shares of NASDAQ SEZL traded up $0.83 during midday trading on Wednesday, hitting $86.02. 1,167,847 shares of the company traded hands, compared to its average volume of 737,569. 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 $71.55 and a 200 day moving average price of $68.02. The firm has a market cap of $2.91 billion, a P/E ratio of 23.00 and a beta of 6.91.

Sezzle (NASDAQ:SEZL) last announced its quarterly earnings results on Wednesday, May 6th. The company reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.19. Sezzle had a net margin of 29.57% and a return on equity of 88.61%. The company had revenue of $135.54 million for the quarter, compared to analysts’ expectations of $127.74 million. During the same quarter in the previous year, the company earned $0.98 earnings per share. Sezzle’s quarterly revenue was up 29.2% on a year-over-year basis. Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS. As a group, analysts expect that Sezzle will post 4.7 earnings per share for the current year.

Insider Activity at Sezzle

In related news, CEO Charles Youakim sold 7,185 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total transaction of $512,865.30. Following the transaction, the chief executive officer owned 12,332,279 shares in the company, valued at $880,278,075.02. The trade was a 0.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Paul Paradis sold 26,400 shares of the business’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $81.69, for a total transaction of $2,156,616.00. Following the transaction, the director owned 487,762 shares in the company, valued at $39,845,277.78. This represents a 5.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 46,837 shares of company stock valued at $3,615,409 over the last three months. Corporate insiders own 49.49% of the company’s stock.

Hedge Funds Weigh In On Sezzle

Hedge funds and other institutional investors have recently modified their holdings of the stock. Royal Bank of Canada grew its holdings in Sezzle by 429.0% in the first quarter. Royal Bank of Canada now owns 132,361 shares of the company’s stock worth $4,618,000 after purchasing an additional 107,340 shares during the period. AQR Capital Management LLC grew its holdings in Sezzle by 3,973.6% in the first quarter. AQR Capital Management LLC now owns 34,626 shares of the company’s stock worth $1,208,000 after purchasing an additional 33,776 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Sezzle by 2,241.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 30,906 shares of the company’s stock worth $1,078,000 after purchasing an additional 29,586 shares during the period. Millennium Management LLC grew its holdings in Sezzle by 321.7% in the first quarter. Millennium Management LLC now owns 115,525 shares of the company’s stock worth $4,031,000 after purchasing an additional 88,127 shares during the period. Finally, Goldman Sachs Group Inc. grew its holdings in Sezzle by 1,068.2% in the first quarter. Goldman Sachs Group Inc. now owns 169,487 shares of the company’s stock worth $5,913,000 after purchasing an additional 154,978 shares during the period. Hedge funds and other institutional investors own 2.02% of the company’s stock.

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.