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 earnings per share 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.

Sezzle Price Performance

SEZL stock traded up $4.13 during midday trading on Thursday, reaching $178.53. 1,076,162 shares of the stock were exchanged, compared to its average volume of 721,044. Sezzle has a 52 week low of $49.50 and a 52 week high of $195.71. The company has a fifty day moving average price of $155.98 and a 200 day moving average price of $103.44. The company has a debt-to-equity ratio of 0.73, a current ratio of 3.65 and a quick ratio of 3.65. The stock has a market capitalization of $6.00 billion, a PE ratio of 42.41 and a beta of 6.76.

Sezzle (NASDAQ:SEZL) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.13 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.10. The firm had revenue of $149.68 million for the quarter, compared to analyst estimates 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. As a group, analysts expect that Sezzle will post 5.1 EPS for the current fiscal year.

Analyst Ratings Changes

SEZL has been the topic of a number of analyst reports. Oppenheimer lowered Sezzle from an “outperform” rating to a “market perform” rating in a research report on Monday, June 29th. Northland Securities set a $170.00 price objective on shares of Sezzle in a research report on Thursday, June 25th. 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. Zacks Research upgraded shares of Sezzle from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, May 27th. Finally, Freedom Capital raised shares of Sezzle to a “hold” rating in a research note on Wednesday, June 24th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Sezzle currently has an average rating of “Moderate Buy” and an average price target of $151.33.

Insider Buying and Selling at Sezzle

In other news, SVP Justin Krause sold 3,178 shares of the 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 sale, the senior vice president directly owned 72,457 shares of the company’s stock, valued at $8,529,638.04. This represents a 4.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $1,782,300.00. Following the completion of the transaction, the chief financial officer owned 296,931 shares in the company, valued at $52,922,012.13. This represents a 3.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 87,121 shares of company stock worth $13,530,243. Corporate insiders own 49.49% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Mindset Wealth Management LLC increased its position in Sezzle by 54.1% in the fourth quarter. Mindset Wealth Management LLC now owns 4,192 shares of the company’s stock worth $266,000 after buying an additional 1,472 shares during the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS bought a new position in shares of Sezzle in the fourth quarter worth $268,000. CIBC Bancorp USA Inc. bought a new position in shares of Sezzle in the 3rd quarter worth $272,000. Worth Venture Partners LLC bought a new stake in Sezzle during the third quarter worth about $268,000. Finally, Lido Advisors LLC bought a new stake in shares of Sezzle in the 3rd quarter worth approximately $224,000. 2.02% of the stock is owned by institutional investors.

Sezzle Company 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.