Lisanti Capital Growth LLC Makes New Investment in Sezzle Inc. $SEZL

Lisanti Capital Growth LLC acquired a new stake in shares of Sezzle Inc. (NASDAQ:SEZL) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 16,295 shares of the company’s stock, valued at approximately $2,797,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new stake in shares of Sezzle in the 2nd quarter worth approximately $436,497,000. Vanguard Group Inc. increased its position in shares of Sezzle by 16.9% during the fourth quarter. Vanguard Group Inc. now owns 1,188,883 shares of the company’s stock valued at $75,464,000 after purchasing an additional 172,115 shares during the period. Accredited Investors Inc. acquired a new position in shares of Sezzle in the fourth quarter valued at $57,955,000. State Street Corp raised its stake in shares of Sezzle by 59.1% in the fourth quarter. State Street Corp now owns 600,656 shares of the company’s stock valued at $38,127,000 after purchasing an additional 223,052 shares in the last quarter. Finally, Geode Capital Management LLC lifted its position in Sezzle by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 489,382 shares of the company’s stock worth $31,068,000 after purchasing an additional 10,625 shares during the period. 2.02% of the stock is currently owned by institutional investors.

Sezzle Price Performance

Shares of SEZL stock opened at $118.97 on Thursday. The firm’s 50 day moving average is $157.85 and its 200-day moving average is $107.70. The firm has a market capitalization of $4.01 billion, a price-to-earnings ratio of 25.86 and a beta of 6.76. Sezzle Inc. has a 1 year low of $49.50 and a 1 year high of $195.71. The company has a current ratio of 4.02, a quick ratio of 4.02 and a debt-to-equity ratio of 0.52.

Sezzle (NASDAQ:SEZL) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.10. Sezzle had a return on equity of 83.48% and a net margin of 30.35%.The business had revenue of $149.68 million for the quarter, compared to analyst estimates of $135.09 million. Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS. Sell-side analysts forecast that Sezzle Inc. will post 5.24 EPS for the current fiscal year.

Insider Buying and Selling

In other news, SVP Justin Krause sold 3,178 shares of the firm’s stock in a transaction 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 transaction, the senior vice president directly owned 72,457 shares in the company, valued at $8,529,638.04. This trade represents a 4.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Amin Sabzivand sold 6,930 shares of the firm’s stock in a transaction dated 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 transaction, the chief operating officer owned 259,780 shares in the company, valued at approximately $46,737,019.80. This trade represents a 2.60% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 86,928 shares of company stock worth $13,510,889. Company insiders own 49.49% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on SEZL shares. Freedom Capital raised shares of Sezzle to a “hold” rating in a report on Wednesday, June 24th. Keefe, Bruyette & Woods lowered their target price on shares of Sezzle from $190.00 to $155.00 and set a “market perform” rating on the stock in a research note on Friday, August 7th. Weiss Ratings restated a “hold (c+)” rating on shares of Sezzle in a research note on Tuesday, August 4th. B. Riley Financial reiterated a “buy” rating on shares of Sezzle in a research note on Friday, August 7th. Finally, Oppenheimer cut Sezzle from an “outperform” rating to a “market perform” rating in a report on Monday, June 29th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Sezzle presently has an average rating of “Moderate Buy” and an average price target of $146.50.

About Sezzle

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.