Pictet Asset Management Holding SA increased its position in shares of Sezzle Inc. (NASDAQ:SEZL – Free Report) by 325.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,713 shares of the company’s stock after buying an additional 8,958 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Sezzle were worth $743,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vestcor Inc acquired a new stake in shares of Sezzle in the third quarter valued at approximately $29,000. Avion Wealth purchased a new position in shares of Sezzle during the third quarter worth approximately $47,000. Sunbelt Securities Inc. acquired a new position in shares of Sezzle in the 3rd quarter valued at $52,000. Larson Financial Group LLC raised its position in Sezzle by 35.4% in the 3rd quarter. Larson Financial Group LLC now owns 795 shares of the company’s stock valued at $63,000 after purchasing an additional 208 shares during the last quarter. Finally, Allworth Financial LP boosted its stake in Sezzle by 38.5% during the 3rd quarter. Allworth Financial LP now owns 859 shares of the company’s stock worth $68,000 after purchasing an additional 239 shares during the period. Hedge funds and other institutional investors own 2.02% of the company’s stock.
Wall Street Analyst Weigh In
Several research analysts have issued reports on the stock. 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. Zacks Research downgraded shares of Sezzle from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. TD Cowen reissued a “hold” rating on shares of Sezzle in a report on Thursday. Keefe, Bruyette & Woods upped their price objective on Sezzle from $85.00 to $115.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, UBS Group set a $76.00 target price on Sezzle in a research note on Tuesday, February 17th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $118.00.
Insider Activity at Sezzle
In other news, COO Amin Sabzivand sold 5,118 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total value of $365,322.84. Following the completion of the sale, the chief operating officer directly owned 223,465 shares of the company’s stock, valued at $15,950,931.70. This trade represents a 2.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Charles Youakim sold 7,185 shares of Sezzle stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total value 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. This trade represents a 0.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 46,837 shares of company stock worth $3,615,409 in the last three months. 49.49% of the stock is currently owned by corporate insiders.
More Sezzle News
Here are the key news stories impacting Sezzle this week:
- Positive Sentiment: Q1 beat and upgraded FY26 guidance — Sezzle reported Q1 EPS $1.43 vs. $1.24 consensus and revenue $135.5M vs. $127.7M; GMV rose 37.3% to $1.1B, adjusted EBITDA margin hit 52.5%, and management raised FY26 EPS guidance to $5.10 (vs. Street ~4.70) and revenue guidance to ~$585–608M, signaling stronger-than-expected growth and profitability. Sezzle Reports First Quarter 2026 Results
- Positive Sentiment: Analyst upgrades and higher price targets — Needham raised its target to $122 (buy) and Keefe, Bruyette & Woods lifted its target to $115 (outperform), providing third?party validation of the upside from the results and guidance. Benzinga – Analyst Price Target Changes
- Positive Sentiment: Subscriber growth and engagement drove the beat — Coverage highlights management’s consumer?engagement strategy and rising purchase frequency as the operational drivers behind accelerating GMV, revenue and margins, which support the bullish forward estimates. Sezzle stock soars after big Q1 earnings beat
- Positive Sentiment: New POS partnership — Sezzle announced a point?of?sale partnership with Pagaya to expand merchant/consumer distribution, which could help sustain GMV growth and adoption. Pagaya Announces New Point-of-Sale Partnership With Sezzle
- Neutral Sentiment: Market coverage and commentary — Sezzle was featured in market mover roundups and podcasts (Bloomberg, others), increasing visibility but not changing fundamentals. Stock Movers: Sezzle, Whirlpool, AMD
- Negative Sentiment: Investor class?action probe announced — Pomerantz LLP is investigating investor claims related to Sezzle, which could create legal/PR risk and weigh on sentiment despite the strong quarter. Pomerantz Investigation PR
Sezzle Stock Up 16.0%
SEZL stock opened at $99.82 on Friday. The stock has a market capitalization of $3.37 billion, a PE ratio of 23.71 and a beta of 6.91. The company has a fifty day moving average of $72.33 and a 200-day moving average of $68.20. The company has a debt-to-equity ratio of 0.82, a quick ratio of 3.92 and a current ratio of 3.92. Sezzle Inc. has a one year low of $49.50 and a one year high of $186.74.
Sezzle (NASDAQ:SEZL – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.19. The firm had revenue of $135.54 million during the quarter, compared to analysts’ expectations of $127.74 million. Sezzle had a net margin of 30.83% and a return on equity of 93.93%. The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.98 earnings per share. Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS. As a group, analysts expect that Sezzle Inc. will post 4.7 EPS for the current year.
Sezzle 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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