Sezzle (NASDAQ:SEZL) Releases FY 2026 Earnings Guidance

Sezzle (NASDAQ:SEZL) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 5.250-5.250 for the period, compared to the consensus earnings per share 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 Stock Performance

Shares of SEZL stock traded up $4.13 during mid-day trading on Thursday, reaching $178.53. The stock had a trading volume of 1,076,162 shares, compared to its average volume of 559,319. Sezzle has a one year low of $49.50 and a one year high of $195.71. The firm has a market cap of $6.00 billion, a PE ratio of 43.17 and a beta of 6.76. The firm’s 50 day simple moving average is $157.17 and its 200 day simple moving average is $104.21. The company has a quick ratio of 3.65, a current ratio of 3.65 and a debt-to-equity ratio of 0.73.

Sezzle (NASDAQ:SEZL) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.10. The business had revenue of $149.68 million for the quarter, compared to analysts’ expectations 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. On average, analysts forecast that Sezzle will post 5.1 EPS for the current year.

Analysts Set New Price Targets

SEZL has been the topic of several analyst reports. B. Riley Financial reissued a “buy” rating and issued a $141.00 price target (up from $117.00) on shares of Sezzle in a report on Tuesday, June 2nd. Zacks Research upgraded shares of Sezzle from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, May 27th. Oppenheimer cut shares of Sezzle from an “outperform” rating to a “market perform” rating in a research note on Monday, June 29th. Freedom Capital raised shares of Sezzle to a “hold” rating in a research report on Wednesday, June 24th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Sezzle in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $151.33.

Insider Activity

In other news, 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 transaction of $1,782,300.00. Following the completion of the sale, the chief financial officer owned 296,931 shares of the company’s stock, valued at approximately $52,922,012.13. This trade represents a 3.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Justin Krause sold 3,178 shares of the business’s 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 transaction, the senior vice president directly owned 72,457 shares in the company, valued at $8,529,638.04. The trade was a 4.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 87,121 shares of company stock valued at $13,530,243 over the last three months. 49.49% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in SEZL. Larson Financial Group LLC boosted its holdings in 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 buying an additional 208 shares during the last quarter. Commonwealth Equity Services LLC grew its position in shares of Sezzle by 1.1% during the 4th quarter. Commonwealth Equity Services LLC now owns 24,172 shares of the company’s stock worth $1,534,000 after buying an additional 256 shares during the period. AQR Capital Management LLC increased its stake in shares of Sezzle by 1.4% in the 4th quarter. AQR Capital Management LLC now owns 24,530 shares of the company’s stock valued at $1,557,000 after acquiring an additional 347 shares during the last quarter. Vestcor Inc acquired a new stake in shares of Sezzle in the 3rd quarter valued at approximately $29,000. Finally, Empowered Funds LLC acquired a new stake in shares of Sezzle in the 4th quarter valued at approximately $33,000. 2.02% of the stock is owned by institutional investors.

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.