Sezzle (NASDAQ:SEZL) Releases FY 2026 Earnings Guidance

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

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Needham & Company LLC reaffirmed a “buy” rating and set a $166.00 price objective (up from $132.00) on shares of Sezzle in a research report on Thursday, June 18th. Freedom Capital raised shares of Sezzle to a “hold” rating in a report on Wednesday, June 24th. Keefe, Bruyette & Woods restated a “market perform” rating and issued a $190.00 target price (up from $115.00) on shares of Sezzle in a report on Monday, July 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sezzle in a research report on Tuesday. Finally, Zacks Research raised Sezzle from a “hold” rating to a “strong-buy” rating in a report on Wednesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $151.33.

Sezzle Trading Up 2.4%

NASDAQ:SEZL traded up $4.13 during mid-day trading on Thursday, hitting $178.53. 1,076,162 shares of the stock traded hands, compared to its average volume of 721,044. 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 has a 52 week low of $49.50 and a 52 week high of $195.71. The stock has a market capitalization of $6.00 billion, a price-to-earnings ratio of 42.41 and a beta of 6.76. The firm’s 50 day moving average is $155.98 and its two-hundred day moving average is $103.44.

Sezzle (NASDAQ:SEZL) last announced its quarterly earnings data on Thursday, August 6th. The company reported $1.13 EPS for the quarter, beating the consensus estimate of $1.03 by $0.10. Sezzle had a return on equity of 87.46% and a net margin of 30.83%.The company had revenue of $149.68 million for the quarter, compared to the consensus estimate of $135.09 million. Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS. On average, equities research analysts predict that Sezzle will post 5.1 earnings per share for the current year.

Insider Transactions at Sezzle

In other Sezzle news, Director Paul Paradis sold 26,400 shares of Sezzle stock in a transaction on Friday, June 12th. The stock was sold at an average price of $133.47, for a total transaction of $3,523,608.00. Following the completion of the sale, the director directly owned 442,595 shares of the company’s stock, valued at $59,073,154.65. The trade was a 5.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Justin Krause sold 3,178 shares of the firm’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $117.72, for a total value of $374,114.16. Following the transaction, the senior vice president owned 72,457 shares in the company, valued at approximately $8,529,638.04. This represents a 4.20% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 87,121 shares of company stock worth $13,530,243 in the last ninety days. 49.49% of the stock is owned by company insiders.

Institutional Investors Weigh In On Sezzle

Several institutional investors have recently bought and sold shares of SEZL. Larson Financial Group LLC lifted its stake in Sezzle by 35.4% in the 3rd quarter. Larson Financial Group LLC now owns 795 shares of the company’s stock worth $63,000 after purchasing an additional 208 shares in the last quarter. Commonwealth Equity Services LLC lifted its position in Sezzle by 1.1% during the fourth 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 in the last quarter. AQR Capital Management LLC boosted its stake in Sezzle by 1.4% during the fourth quarter. AQR Capital Management LLC now owns 24,530 shares of the company’s stock worth $1,557,000 after buying an additional 347 shares during the last quarter. Vestcor Inc purchased a new position in Sezzle during the third quarter worth about $29,000. Finally, Empowered Funds LLC purchased a new stake in shares of Sezzle in the 4th quarter valued at approximately $33,000. 2.02% of the stock is currently owned by institutional investors and hedge funds.

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.