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 (EPS) guidance of 5.250-5.250 for the period, compared to the consensus earnings per share 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.

Wall Street Analysts Forecast Growth

SEZL has been the topic of several research analyst reports. Needham & Company LLC upped their price objective on Sezzle from $166.00 to $172.00 and gave the company a “buy” rating in a research note on Friday. B. Riley Financial reissued a “buy” rating and issued a $141.00 price objective (up from $117.00) on shares of Sezzle in a report on Tuesday, June 2nd. Northland Securities set a $170.00 price objective on shares of Sezzle in a report on Thursday, June 25th. Keefe, Bruyette & Woods cut their price objective on shares of Sezzle from $190.00 to $155.00 and set a “market perform” rating for the company in a report on Friday. Finally, TD Cowen lifted their price objective on shares of Sezzle from $108.00 to $165.00 and gave the company a “hold” rating in a research note on Tuesday, July 7th. 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 company. According to MarketBeat, Sezzle currently has a consensus rating of “Moderate Buy” and an average price target of $146.50.

Sezzle Stock Up 2.4%

Shares of SEZL opened at $178.53 on Friday. Sezzle has a 1 year low of $49.50 and a 1 year high of $195.71. 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 50 day simple moving average of $157.17 and a two-hundred day simple moving average of $104.21. The firm has a market cap of $6.00 billion, a P/E ratio of 42.41 and a beta of 6.76.

Sezzle (NASDAQ:SEZL) last posted its quarterly earnings results on Thursday, August 6th. The company reported $1.13 EPS for the quarter, topping the consensus estimate of $1.03 by $0.10. Sezzle had a net margin of 30.83% and a return on equity of 87.46%. The firm 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, analysts forecast that Sezzle will post 5.1 earnings per share for the current fiscal year.

Insider Buying and Selling at Sezzle

In other Sezzle news, COO Amin Sabzivand sold 6,930 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $179.91, for a total transaction of $1,246,776.30. Following the completion of the sale, the chief operating officer directly owned 259,780 shares in the company, valued at $46,737,019.80. This represents a 2.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul Paradis sold 26,400 shares of Sezzle stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $133.47, for a total value of $3,523,608.00. Following the completion of the transaction, the director owned 442,595 shares in the company, valued at approximately $59,073,154.65. This represents a 5.63% 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. Insiders have sold 86,928 shares of company stock worth $13,510,889 in the last 90 days. 49.49% of the stock is owned by company insiders.

Hedge Funds Weigh In On Sezzle

Large investors have recently made changes to their positions in the business. Vestcor Inc bought a new stake in shares of Sezzle in the third quarter worth $29,000. Empowered Funds LLC purchased a new position in shares of Sezzle in the fourth quarter worth approximately $33,000. Sunbelt Securities Inc. purchased a new stake in Sezzle during the third quarter valued at approximately $52,000. Larson Financial Group LLC raised its position in Sezzle by 35.4% in the third quarter. Larson Financial Group LLC now owns 795 shares of the company’s stock worth $63,000 after acquiring an additional 208 shares during the period. Finally, Occudo Quantitative Strategies LP purchased a new position in shares of Sezzle during the 2nd quarter worth $276,000. 2.02% of the stock is currently owned by hedge funds and other 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.