New York State Teachers Retirement System Makes New Investment in Sezzle Inc. $SEZL

New York State Teachers Retirement System acquired a new position in shares of Sezzle Inc. (NASDAQ:SEZL) during the 4th quarter, Holdings Channel.com reports. The firm acquired 18,075 shares of the company’s stock, valued at approximately $1,147,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SEZL. Divisadero Street Capital Management LP increased its holdings in shares of Sezzle by 64.7% in the third quarter. Divisadero Street Capital Management LP now owns 1,494,617 shares of the company’s stock worth $118,867,000 after acquiring an additional 587,129 shares in the last quarter. Man Group plc acquired a new position in shares of Sezzle in the 3rd quarter valued at approximately $25,005,000. Dimensional Fund Advisors LP increased its stake in Sezzle by 5,955.7% during the 3rd quarter. Dimensional Fund Advisors LP now owns 192,874 shares of the company’s stock worth $15,343,000 after purchasing an additional 189,689 shares in the last quarter. Vanguard Group Inc. increased its stake in Sezzle by 16.9% during the 4th quarter. Vanguard Group Inc. now owns 1,188,883 shares of the company’s stock worth $75,464,000 after purchasing an additional 172,115 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its holdings in Sezzle by 1,068.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 169,487 shares of the company’s stock worth $5,913,000 after buying an additional 154,978 shares during the period. 2.02% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Sezzle

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Sezzle posted Q1 earnings of $1.43 per share versus $1.24 expected and revenue of $135.5 million versus $127.7 million expected, with revenue up 29.2% year over year. Article: Sezzle Inc. (SEZL) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Northland Securities raised its estimates for Sezzle, lifting FY2026 EPS to $5.10 from $4.70 and increasing Q3 and Q4 forecasts as well, signaling improving earnings momentum. Article: Northland Securities estimate updates for Sezzle
• Positive Sentiment: Other analysts also turned more constructive, with Needham raising its target to $122 and Keefe, Bruyette & Woods lifting its target to $115, both pointing to meaningful upside from current levels. Article: Sezzle price target raises
• Positive Sentiment: Recent coverage called Sezzle an “incredible growth stock” and a “great momentum stock,” which may help keep investor sentiment positive around the name. Article: Sezzle Inc. (SEZL) is an Incredible Growth Stock: 3 Reasons Why
• Neutral Sentiment: The company’s Q1 earnings call transcript and presentation are being reviewed by investors for additional clues on guidance, margins, and subscriber trends. Article: Sezzle Inc. (SEZL) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Two law firms announced investigations into possible federal securities law violations, creating a headline risk that could weigh on the stock despite the strong operating results. Article: Sezzle Inc. (NASDAQ: SEZL) Investigated for Potential Federal Securities Laws Violations

Insider Transactions at Sezzle

In other Sezzle news, CEO Charles Youakim sold 7,185 shares of Sezzle stock in a transaction 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 sale, the chief executive officer directly owned 12,332,279 shares in the company, valued at approximately $880,278,075.02. The trade was a 0.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Paul Paradis sold 5,257 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total transaction of $375,244.66. Following the sale, the director directly owned 482,505 shares in the company, valued at $34,441,206.90. This trade represents a 1.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 46,837 shares of company stock worth $3,615,409. 49.49% of the stock is owned by insiders.

Sezzle Trading Down 3.5%

NASDAQ:SEZL opened at $96.34 on Friday. The company has a market cap of $3.26 billion, a P/E ratio of 22.88 and a beta of 6.91. Sezzle Inc. has a twelve month low of $49.50 and a twelve month high of $186.74. The business has a 50 day moving average price of $72.33 and a two-hundred day moving average price of $68.20. The company has a quick ratio of 3.92, a current ratio of 3.65 and a debt-to-equity ratio of 0.73.

Sezzle (NASDAQ:SEZL) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $0.19. The company had revenue of $135.54 million for the quarter, compared to the consensus estimate of $127.74 million. Sezzle had a net margin of 30.83% and a return on equity of 87.46%. During the same period last year, the company earned $0.98 earnings per share. The firm’s revenue was up 29.2% compared to the same quarter last year. Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS. As a group, analysts expect that Sezzle Inc. will post 5.09 EPS for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have weighed in on SEZL. Weiss Ratings raised shares of Sezzle from a “hold (c-)” rating to a “hold (c+)” rating in a research note on Thursday. TD Cowen restated a “hold” rating on shares of Sezzle in a report on Thursday. UBS Group set a $76.00 price objective on shares of Sezzle in a research report on Tuesday, February 17th. Zacks Research cut Sezzle from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. Finally, Keefe, Bruyette & Woods lifted their price target on Sezzle from $85.00 to $115.00 and gave the company an “outperform” rating in a research note on Thursday. Four analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $118.00.

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.