Sezzle Inc. (NASDAQ:SEZL) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of Sezzle Inc. (NASDAQ:SEZL) have earned a consensus recommendation of “Moderate Buy” from the six analysts that are covering the stock, Marketbeat Ratings reports. Two investment analysts have rated the stock with a hold rating, three have given a buy rating and one has issued a strong buy rating on the company. The average 12-month target price among brokers that have updated their coverage on the stock in the last year is $113.00.

A number of analysts have recently commented on SEZL shares. Zacks Research raised Sezzle from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 27th. Needham & Company LLC reiterated a “buy” rating and issued a $94.00 price objective (up from $85.00) on shares of Sezzle in a report on Thursday, February 26th. Wall Street Zen downgraded shares of Sezzle from a “buy” rating to a “hold” rating in a research report on Saturday, December 6th. TD Cowen reduced their target price on shares of Sezzle from $83.00 to $82.00 and set a “hold” rating on the stock in a report on Thursday, January 8th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Sezzle in a research report on Monday, December 29th.

Insider Buying and Selling

In related news, Director Paul Paradis sold 5,257 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total transaction of $375,244.66. Following the completion of the transaction, the director directly owned 482,505 shares of the company’s stock, valued at $34,441,206.90. This trade represents a 1.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Charles Youakim sold 7,185 shares of Sezzle stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total value of $512,865.30. Following the transaction, the chief executive officer directly owned 12,332,279 shares in the company, valued at $880,278,075.02. The trade was a 0.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 46,838 shares of company stock valued at $3,615,475 over the last quarter. 49.49% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Sezzle

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Hussman Strategic Advisors Inc. acquired a new position in shares of Sezzle in the third quarter worth approximately $3,006,000. IMC Chicago LLC acquired a new stake in Sezzle during the 3rd quarter valued at approximately $1,575,000. Lisanti Capital Growth LLC bought a new position in Sezzle during the 2nd quarter worth approximately $2,082,000. XTX Topco Ltd acquired a new position in shares of Sezzle in the 2nd quarter worth approximately $2,786,000. Finally, Geode Capital Management LLC lifted its position in shares of Sezzle by 1.6% in the 2nd quarter. Geode Capital Management LLC now owns 439,799 shares of the company’s stock worth $78,842,000 after purchasing an additional 7,067 shares during the period. Institutional investors and hedge funds own 2.02% of the company’s stock.

Key Stories Impacting Sezzle

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Sezzle reported robust FY‑2025 results: total revenue +66.1% year‑over‑year and record net income of $133.1M; Q4 revenue grew ~32% — a fundamental beat that supports the company’s growth story. Read More.
• Positive Sentiment: Recent quarterly results included an EPS beat and management set FY‑2026 EPS guidance (4.35–4.70), and several analysts have raised ratings/targets — a catalyst for continued buy‑side interest. Read More.
• Positive Sentiment: Sector momentum: Zacks highlighted SEZL among services names that could benefit from a services‑sector rebound, which could draw additional flows if macro momentum persists. Read More.
• Neutral Sentiment: Institutional holders have been increasing exposure (several large funds added/expanded positions), providing a supportive ownership base even as insiders trimmed holdings. Read More.
• Negative Sentiment: Concentrated insider selling created near‑term downward pressure: CEO, COO, CFO, SVP, director and GC sold on the same day — roughly ~20,000+ shares at an average ~$71.38 (~$1.4M total) — which investors often view as a negative signal. Read More.
• Negative Sentiment: Higher risk/volatility profile (elevated beta and a wide 12‑month trading range) magnifies downside following negative headlines like clustered insider sales. Read More.

Sezzle Stock Down 3.0%

Shares of NASDAQ:SEZL opened at $73.47 on Monday. The company has a fifty day moving average of $68.11 and a 200-day moving average of $72.46. The company has a market capitalization of $2.48 billion, a PE ratio of 19.64 and a beta of 8.55. The company has a debt-to-equity ratio of 0.82, a quick ratio of 3.92 and a current ratio of 3.92. Sezzle has a 52-week low of $24.86 and a 52-week high of $186.74.

Sezzle (NASDAQ:SEZL) last released its quarterly earnings data on Wednesday, February 25th. The company reported $1.21 earnings per share for the quarter, beating the consensus estimate of $0.96 by $0.25. Sezzle had a return on equity of 88.61% and a net margin of 29.57%.The company had revenue of $129.87 million for the quarter, compared to the consensus estimate of $128.29 million. The business’s revenue for the quarter was up 32.3% on a year-over-year basis. Sezzle has set its FY 2026 guidance at 4.350-4.700 EPS. On average, equities analysts predict that Sezzle will post 9.77 EPS for the current fiscal year.

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.