Shares of Sezzle Inc. (NASDAQ:SEZL – Get Free Report) were up 13.3% during trading on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $136.30 and last traded at $138.6850. Approximately 406,882 shares traded hands during trading, a decline of 40% from the average daily volume of 681,018 shares. The stock had previously closed at $122.43.
The company reported $1.37 earnings per share for the quarter, beating analysts’ consensus estimates of $1.28 by $0.09. Sezzle had a net margin of 31.39% and a return on equity of 89.97%. The business had revenue of $166.50 million for the quarter, compared to the consensus estimate of $155.01 million. During the same period last year, the company posted $0.71 EPS. Sezzle’s revenue for the quarter was up 42.6% on a year-over-year basis.
Key Headlines Impacting Sezzle
Here are the key news stories impacting Sezzle this week:
- Positive Sentiment: Q3 results beat expectations: Sezzle reported EPS of $1.37 versus $1.28 expected and revenue of $166.5 million versus $155.0 million expected. Revenue rose 42.6% year over year, while EPS increased from $0.71 a year earlier. Sezzle Q3 Earnings and Revenues Surpass Estimates
- Positive Sentiment: Higher outlook and growth initiatives: Sezzle raised its 2026 earnings outlook and outlined 2027 targets. Subscriber growth, stronger transaction activity, and new products were cited as drivers of expansion. Sezzle Q3 Earnings Call Highlights Higher Outlook and New Products
- Positive Sentiment: Analysts raised estimates and price targets: Northland increased its FY2026 EPS forecast to $5.46 from $5.25, and lifted estimates for upcoming quarters. Needham raised its target to $220 and TD Cowen to $200; both maintain Buy ratings. Needham analyst ratings TD Cowen analyst ratings
- Neutral Sentiment: Despite these supportive developments, SEZL has pulled back following its post-earnings surge. The provided reports do not identify a fresh negative catalyst, so the move may reflect short-term consolidation and volatility.
Analyst Ratings Changes
Several equities analysts have recently issued reports on the stock. B. Riley Financial reissued a “buy” rating on shares of Sezzle in a report on Friday, August 7th. Needham & Company LLC boosted their target price on Sezzle from $172.00 to $220.00 and gave the company a “buy” rating in a research note on Thursday. TD Cowen increased their price target on Sezzle from $160.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday. Wall Street Zen lowered Sezzle from a “buy” rating to a “hold” rating in a research report on Sunday, November 1st. Finally, Keefe, Bruyette & Woods cut their price objective on Sezzle from $190.00 to $155.00 and set a “market perform” rating on the stock in a report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Sezzle currently has a consensus rating of “Moderate Buy” and a consensus target price of $160.33.
View Our Latest Stock Report on Sezzle
Insiders Place Their Bets
In other news, Director Kyle M. Brehm sold 1,000 shares of the business’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $125.92, for a total value of $125,920.00. Following the sale, the director directly owned 23,853 shares in the company, valued at $3,003,569.76. The trade was a 4.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Bryan Hunt acquired 250 shares of Sezzle stock in a transaction dated Friday, September 18th. The shares were purchased at an average cost of $115.86 per share, with a total value of $28,965.00. Following the completion of the transaction, the director directly owned 3,985 shares of the company’s stock, valued at $461,702.10. This trade represents a 6.69% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 43.90% of the stock is currently owned by corporate insiders.
Hedge Funds Weigh In On Sezzle
Several hedge funds have recently made changes to their positions in SEZL. IFP Advisors Inc lifted its stake in Sezzle by 224.4% in the second quarter. IFP Advisors Inc now owns 146 shares of the company’s stock valued at $25,000 after acquiring an additional 101 shares during the last quarter. Nykredit A S acquired a new position in shares of Sezzle during the 2nd quarter worth about $38,000. Integrated Wealth Concepts LLC bought a new stake in shares of Sezzle in the 2nd quarter valued at about $39,000. Versant Capital Management Inc raised its holdings in shares of Sezzle by 245.9% in the 2nd quarter. Versant Capital Management Inc now owns 256 shares of the company’s stock valued at $44,000 after purchasing an additional 182 shares during the period. Finally, Signaturefd LLC lifted its stake in Sezzle by 112.3% in the 3rd quarter. Signaturefd LLC now owns 344 shares of the company’s stock valued at $37,000 after purchasing an additional 182 shares during the last quarter. 2.02% of the stock is owned by institutional investors.
Sezzle Price Performance
The company has a current ratio of 4.02, a quick ratio of 4.02 and a debt-to-equity ratio of 0.52. The firm has a market capitalization of $5.05 billion, a price-to-earnings ratio of 28.57 and a beta of 6.59. The company’s 50 day moving average is $121.91 and its 200-day moving average is $109.79.
About Sezzle
Sezzle Inc (NASDAQ: SEZL) is a financial technology company that provides buy now, pay later solutions. Its platform enables consumers to split eligible purchases into installments, generally at the time of checkout, while giving merchants payment and customer-engagement tools designed to support e-commerce sales.
The company offers installment payment services through its consumer app and merchant integrations, as well as products such as Sezzle Virtual Card and Sezzle Up. Sezzle Up is designed to provide eligible users with credit-building opportunities, while the company’s merchant platform supports checkout integration, transaction management and consumer financing.
Sezzle was founded in 2016 and is headquartered in Minneapolis, Minnesota.
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