Q3 EPS Estimates for Sezzle Raised by Northland Securities

Sezzle Inc. (NASDAQ:SEZL) – Northland Securities raised their Q3 2026 earnings estimates for shares of Sezzle in a research report issued to clients and investors on Wednesday, May 6th. Northland Securities analyst M. Grondahl now forecasts that the company will earn $1.24 per share for the quarter, up from their prior estimate of $1.19. The consensus estimate for Sezzle’s current full-year earnings is $4.70 per share. Northland Securities also issued estimates for Sezzle’s Q4 2026 earnings at $1.50 EPS and FY2026 earnings at $5.10 EPS.

SEZL has been the subject of a number of other reports. UBS Group set a $76.00 price target on Sezzle in a report on Tuesday, February 17th. Keefe, Bruyette & Woods raised their target price on Sezzle from $85.00 to $115.00 and gave the stock an “outperform” rating in a research note on Thursday. Zacks Research downgraded Sezzle from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. TD Cowen restated a “hold” rating on shares of Sezzle in a report on Thursday. Finally, Needham & Company LLC raised their price objective on shares of Sezzle from $94.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday. Four research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $118.00.

Sezzle Price Performance

Shares of NASDAQ SEZL opened at $99.82 on Friday. The company has a quick ratio of 3.92, a current ratio of 3.92 and a debt-to-equity ratio of 0.82. The company has a market capitalization of $3.37 billion, a PE ratio of 23.71 and a beta of 6.91. The firm has a fifty day simple moving average of $72.33 and a 200 day simple moving average of $68.20. Sezzle has a twelve month low of $49.50 and a twelve month high of $186.74.

Sezzle (NASDAQ:SEZL) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.19. Sezzle had a net margin of 30.83% and a return on equity of 93.93%. The firm had revenue of $135.54 million for the quarter, compared to the consensus estimate of $127.74 million. During the same quarter in the previous year, the company earned $0.98 EPS. The company’s revenue for the quarter was up 29.2% on a year-over-year basis. Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS.

Insider Activity at Sezzle

In other Sezzle news, CEO Charles Youakim sold 7,185 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total transaction of $512,865.30. Following the completion of the sale, the chief executive officer owned 12,332,279 shares in the company, valued at approximately $880,278,075.02. The trade was a 0.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Lee Dickson Brading sold 1,240 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total transaction of $88,511.20. Following the transaction, the chief financial officer owned 292,002 shares in the company, valued at approximately $20,843,102.76. The trade was a 0.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,837 shares of company stock valued at $3,615,409 over the last three months. 49.49% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Sezzle

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vestcor Inc acquired a new stake in shares of Sezzle in the 3rd quarter worth about $29,000. Covestor Ltd increased its holdings in Sezzle by 109.4% during the 4th quarter. Covestor Ltd now owns 490 shares of the company’s stock worth $31,000 after purchasing an additional 256 shares in the last quarter. Empowered Funds LLC purchased a new stake in shares of Sezzle in the fourth quarter worth approximately $33,000. Avion Wealth purchased a new stake in shares of Sezzle in the third quarter worth approximately $47,000. Finally, Strengthening Families & Communities LLC bought a new position in shares of Sezzle in the fourth quarter valued at approximately $49,000. 2.02% of the stock is owned by institutional investors.

Key Sezzle News

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q1 results and raised guidance: Sezzle reported a better‑than‑expected Q1 (EPS $1.43 vs. $1.24 est.), 29% revenue growth, a 37% rise in GMV and strong margins — and raised FY‑2026 revenue, adjusted net income and adj. EPS guidance (Adj. NI per diluted share to $5.10). Sezzle Reports First Quarter 2026 Results
• Positive Sentiment: Broker upgrades and higher targets: Keefe, Bruyette & Woods raised its price target to $115 (outperform) and Needham boosted its target to $122 (buy), signaling stronger sell‑side conviction after the print. Benzinga coverage of analyst moves
• Positive Sentiment: Street estimate revisions: Northland Securities raised Q3, Q4 and FY‑2026 EPS forecasts (Q3 $1.24; Q4 $1.50; FY $5.10), aligning sell‑side expectations with Sezzle’s stronger guidance and results. MarketBeat Sezzle coverage
• Neutral Sentiment: Wider media coverage: Multiple outlets highlighted the earnings beat and subscriber/engagement strength, amplifying investor attention and trading volume. Seeking Alpha: Sezzle stock soars after big Q1 earnings beat Bloomberg: Stock Movers
• Neutral Sentiment: Third‑party confirmations: Research/summary services reported the beat and guidance lift (Zacks noted the EPS/revenue beat), which can sustain interest but are essentially confirmations of the company release. Zacks: SEZL Tops Q1 Earnings and Revenue Estimates
• Negative Sentiment: Investor litigation inquiry: Pomerantz LLP announced an investigation into Sezzle on behalf of investors, which presents legal/PR risk and could create volatility if it develops into a formal suit. PR Newswire: Pomerantz investor alert

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.