First Trust Advisors LP Lowers Stake in Sezzle Inc. $SEZL

First Trust Advisors LP reduced its position in Sezzle Inc. (NASDAQ:SEZL) by 41.0% in the first quarter, HoldingsChannel.com reports. The firm owned 45,628 shares of the company’s stock after selling 31,699 shares during the period. First Trust Advisors LP’s holdings in Sezzle were worth $2,888,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Accredited Investors Inc. purchased a new stake in shares of Sezzle in the fourth quarter worth $57,955,000. Man Group plc purchased a new position in shares of Sezzle during the 3rd quarter valued at $25,005,000. Price T Rowe Associates Inc. MD boosted its holdings in Sezzle by 213.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 378,185 shares of the company’s stock worth $24,004,000 after buying an additional 257,659 shares during the period. State Street Corp boosted its holdings in Sezzle by 59.1% in the 4th quarter. State Street Corp now owns 600,656 shares of the company’s stock worth $38,127,000 after buying an additional 223,052 shares during the period. Finally, Invesco Ltd. increased its stake in Sezzle by 2,161.5% in the 4th quarter. Invesco Ltd. now owns 214,642 shares of the company’s stock worth $13,624,000 after buying an additional 205,151 shares in the last quarter. 2.02% of the stock is currently owned by institutional investors.

Key Sezzle News

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Sezzle reported second-quarter earnings of $1.13 per share, exceeding the $1.03 analyst consensus and the $0.69 reported a year earlier. Revenue reached $149.68 million, ahead of the $135.09 million consensus estimate. Sezzle Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its fiscal 2026 outlook to approximately $5.25 in EPS and $607.9 million in revenue, above analyst expectations of $5.11 and $596.0 million, respectively. Sezzle Beats Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Sezzle’s reported net margin was 30.83% and return on equity was 87.46%, highlighting strong profitability, although investors will likely focus on whether growth and margins can support the company’s premium valuation. Sezzle Quarterly Earnings Results
• Negative Sentiment: Despite the earnings and guidance beats, shares slumped after the report. The reaction suggests profit-taking and concerns that the strong results were already priced in after the stock’s recent 106% three-month advance. Sezzle Stock Slumps After Q2 Earnings Beat
• Negative Sentiment: Sezzle’s elevated valuation and high volatility increase the risk of sharp movements when results do not significantly exceed already-high expectations. Should You Buy, Hold or Sell Sezzle Stock Before Q2 Earnings?

Insider Transactions at Sezzle

In other Sezzle news, CFO Lee Dickson Brading sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $178.23, for a total transaction 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 trade represents a 3.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Amin Sabzivand sold 6,930 shares of Sezzle stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $179.91, for a total value 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 approximately $46,737,019.80. The trade was a 2.60% 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. Over the last ninety days, insiders sold 86,928 shares of company stock valued at $13,510,889. 49.49% of the stock is owned by company insiders.

Sezzle Stock Performance

Shares of NASDAQ SEZL opened at $178.53 on Friday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 3.65 and a current ratio of 3.65. The company has a market cap of $6.00 billion, a P/E ratio of 42.41 and a beta of 6.76. The firm’s fifty day moving average is $157.17 and its two-hundred day moving average is $104.21. Sezzle Inc. has a 52-week low of $49.50 and a 52-week high of $195.71.

Sezzle (NASDAQ:SEZL) last announced 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 business had revenue of $149.68 million for the quarter, compared to analysts’ expectations of $135.09 million. Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS. As a group, analysts anticipate that Sezzle Inc. will post 5.1 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

SEZL has been the topic of several research analyst reports. Zacks Research upgraded Sezzle from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, May 27th. Keefe, Bruyette & Woods reiterated a “market perform” rating and set a $190.00 target price (up from $115.00) on shares of Sezzle in a research report on Monday, July 13th. Freedom Capital raised Sezzle to a “hold” rating in a research note on Wednesday, June 24th. B. Riley Financial reissued a “buy” rating and issued a $141.00 price target (up from $117.00) on shares of Sezzle in a report on Tuesday, June 2nd. Finally, Needham & Company LLC restated a “buy” rating and issued a $166.00 price target (up from $132.00) on shares of Sezzle in a research note on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.33.

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.