Sezzle (NASDAQ:SEZL – Get Free Report) had its target price lifted by investment analysts at Keefe, Bruyette & Woods from $85.00 to $115.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Keefe, Bruyette & Woods’ target price would suggest a potential upside of 19.37% from the company’s current price.
Other research analysts have also recently issued research reports about the company. Needham & Company LLC lifted their target price on Sezzle from $94.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday. Zacks Research cut Sezzle from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. UBS Group set a $76.00 target price on Sezzle in a research report on Tuesday, February 17th. Finally, TD Cowen reiterated a “hold” rating on shares of Sezzle in a research report on Thursday. Four research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $118.00.
Read Our Latest Stock Analysis on SEZL
Sezzle Stock Performance
Sezzle (NASDAQ:SEZL – Get Free Report) last released its earnings results on Wednesday, May 6th. The company reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $0.19. Sezzle had a return on equity of 87.46% and a net margin of 30.83%.The firm 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 business posted $0.98 earnings per share. The business’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. As a group, analysts expect that Sezzle will post 5.08 earnings per share for the current fiscal year.
Insider Activity
In other news, CEO Charles Youakim sold 7,185 shares of Sezzle stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total transaction of $512,865.30. Following the sale, the chief executive officer directly owned 12,332,279 shares of the company’s stock, valued at approximately $880,278,075.02. This trade represents a 0.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Paul Paradis sold 5,257 shares of Sezzle stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total value of $375,244.66. Following the sale, the director directly owned 482,505 shares in the company, valued at $34,441,206.90. The trade was a 1.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 46,837 shares of company stock valued at $3,615,409. 49.49% of the stock is currently owned by company insiders.
Institutional Trading of Sezzle
A number of hedge funds have recently made changes to their positions in SEZL. Accredited Investors Inc. acquired a new stake in shares of Sezzle during the fourth quarter valued at about $57,955,000. Divisadero Street Capital Management LP boosted its stake in shares of Sezzle by 64.7% during the third quarter. Divisadero Street Capital Management LP now owns 1,494,617 shares of the company’s stock valued at $118,867,000 after purchasing an additional 587,129 shares in the last quarter. Man Group plc acquired a new stake in shares of Sezzle during the third quarter valued at about $25,005,000. Price T Rowe Associates Inc. MD boosted its stake in shares of Sezzle by 213.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 378,185 shares of the company’s stock valued at $24,004,000 after purchasing an additional 257,659 shares in the last quarter. Finally, State Street Corp boosted its stake in shares of Sezzle by 59.1% during the fourth quarter. State Street Corp now owns 600,656 shares of the company’s stock valued at $38,127,000 after purchasing an additional 223,052 shares in the last quarter. 2.02% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting Sezzle
Here are the key news stories impacting Sezzle this week:
- Positive Sentiment: Sezzle posted Q1 earnings of $1.43 per share versus $1.24 expected and revenue of $135.5 million versus $127.7 million expected, with revenue up 29.2% year over year. Article: Sezzle Inc. (SEZL) Tops Q1 Earnings and Revenue Estimates
- Positive Sentiment: Northland Securities raised its estimates for Sezzle, lifting FY2026 EPS to $5.10 from $4.70 and increasing Q3 and Q4 forecasts as well, signaling improving earnings momentum. Article: Northland Securities estimate updates for Sezzle
- Positive Sentiment: Other analysts also turned more constructive, with Needham raising its target to $122 and Keefe, Bruyette & Woods lifting its target to $115, both pointing to meaningful upside from current levels. Article: Sezzle price target raises
- Positive Sentiment: Recent coverage called Sezzle an “incredible growth stock” and a “great momentum stock,” which may help keep investor sentiment positive around the name. Article: Sezzle Inc. (SEZL) is an Incredible Growth Stock: 3 Reasons Why
- Neutral Sentiment: The company’s Q1 earnings call transcript and presentation are being reviewed by investors for additional clues on guidance, margins, and subscriber trends. Article: Sezzle Inc. (SEZL) Q1 2026 Earnings Call Transcript
- Negative Sentiment: Two law firms announced investigations into possible federal securities law violations, creating a headline risk that could weigh on the stock despite the strong operating results. Article: Sezzle Inc. (NASDAQ: SEZL) Investigated for Potential Federal Securities Laws Violations
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.
Further Reading
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