Sezzle (NASDAQ:SEZL – Free Report) had its price objective trimmed by Keefe, Bruyette & Woods from $190.00 to $155.00 in a report published on Friday,Benzinga reports. The firm currently has a market perform rating on the stock.
SEZL has been the subject of several other reports. Needham & Company LLC reaffirmed a “buy” rating and issued a $166.00 price objective (up from $132.00) on shares of Sezzle in a report on Thursday, June 18th. Freedom Capital upgraded Sezzle to a “hold” rating in a research report on Wednesday, June 24th. Oppenheimer downgraded Sezzle from an “outperform” rating to a “market perform” rating in a research note on Monday, June 29th. TD Cowen increased their target price on shares of Sezzle from $108.00 to $165.00 and gave the stock a “hold” rating in a report on Tuesday, July 7th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sezzle in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $146.50.
Get Our Latest Analysis on SEZL
Sezzle Price Performance
Sezzle (NASDAQ:SEZL – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $1.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.10. Sezzle had a net margin of 30.35% and a return on equity of 90.57%. The firm had revenue of $149.68 million for the quarter, compared to analyst estimates of $135.09 million. Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS. Analysts forecast that Sezzle will post 5.1 EPS for the current year.
Insider Transactions at Sezzle
In other news, COO Amin Sabzivand sold 6,930 shares of Sezzle stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $179.91, for a total transaction of $1,246,776.30. Following the sale, the chief operating officer directly owned 259,780 shares of the company’s stock, valued at approximately $46,737,019.80. This trade represents a 2.60% 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. 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 dated Wednesday, May 27th. The stock was sold at an average price of $117.72, for a total value of $374,114.16. Following the sale, the senior vice president owned 72,457 shares in the company, valued at approximately $8,529,638.04. This trade represents a 4.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 86,928 shares of company stock worth $13,510,889. 49.49% of the stock is currently owned by insiders.
Institutional Investors Weigh In On Sezzle
Several hedge funds have recently added to or reduced their stakes in the business. Royal Bank of Canada grew its holdings in Sezzle by 429.0% during the 1st quarter. Royal Bank of Canada now owns 132,361 shares of the company’s stock worth $4,618,000 after acquiring an additional 107,340 shares during the last quarter. AQR Capital Management LLC raised its stake in shares of Sezzle by 3,973.6% during the first quarter. AQR Capital Management LLC now owns 34,626 shares of the company’s stock valued at $1,208,000 after acquiring an additional 33,776 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Sezzle by 2,241.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 30,906 shares of the company’s stock valued at $1,078,000 after acquiring an additional 29,586 shares during the last quarter. Millennium Management LLC lifted its holdings in shares of Sezzle by 321.7% during 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 stake in shares of 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 last quarter. 2.02% of the stock is currently owned by institutional investors and hedge funds.
More Sezzle News
Here are the key news stories impacting Sezzle this week:
- Positive Sentiment: Sezzle reported second-quarter earnings of $1.13 per share, exceeding estimates of $1.03 (and the prior-year result of $0.69), while revenue of $149.68 million surpassed the $135.09 million consensus. The company also posted a 30.83% net margin and 87.46% return on equity. Sezzle Q2 earnings report
- Positive Sentiment: Management raised its 2026 outlook to $5.25 EPS and approximately $607.9 million in revenue, above consensus expectations of $5.11 EPS and $596.0 million revenue. Sezzle Q2 earnings call highlights
- Positive Sentiment: The earnings call highlighted accelerating subscriber growth, stronger engagement, and increasing adoption of new products, suggesting Sezzle’s platform is expanding beyond its core buy-now-pay-later offering. Sezzle Q2 earnings call transcript
- Positive Sentiment: Needham raised its price target from $166 to $172 and maintained a Buy rating, indicating continued confidence in Sezzle’s earnings growth. Benzinga analyst action
- Neutral Sentiment: Analyst opinion became more mixed: Keefe, Bruyette & Woods lowered its target from $190 to $155 and changed its view to Market Perform, although the revised target remains above the current trading level. Benzinga analyst action
- Negative Sentiment: The stock slumped following the results even though earnings and guidance exceeded expectations. The reaction suggests investors may have been positioned for an even stronger outlook, or may be taking profits after Sezzle’s substantial prior rally and elevated volatility. Sezzle stock reaction after Q2 earnings
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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