Northland Securities Increases Earnings Estimates for Sezzle

Sezzle Inc. (NASDAQ:SEZL) – Analysts at Northland Securities raised their Q3 2026 earnings per share (EPS) estimates for Sezzle in a research report issued to clients and investors on Friday, August 7th. Northland Securities analyst M. Grondahl now forecasts that the company will post earnings per share of $1.31 for the quarter, up from their previous forecast of $1.24. The consensus estimate for Sezzle’s current full-year earnings is $5.22 per share. Northland Securities also issued estimates for Sezzle’s Q4 2026 earnings at $1.38 EPS, FY2026 earnings at $5.25 EPS, Q1 2027 earnings at $1.63 EPS, Q2 2027 earnings at $1.59 EPS, Q3 2027 earnings at $1.58 EPS, Q4 2027 earnings at $1.71 EPS and FY2027 earnings at $6.50 EPS.

Other equities analysts have also recently issued research reports about the company. Weiss Ratings restated a “hold (c+)” rating on shares of Sezzle in a report on Tuesday, August 4th. B. Riley Financial reiterated a “buy” rating on shares of Sezzle in a research note on Friday. Zacks Research raised shares of Sezzle from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, May 27th. Keefe, Bruyette & Woods decreased their target price on shares of Sezzle from $190.00 to $155.00 and set a “market perform” rating for the company in a research note on Friday, August 7th. Finally, Needham & Company LLC raised their price target on shares of Sezzle from $166.00 to $172.00 and gave the company a “buy” rating in a report on Friday, August 7th. 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 company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $146.50.

Sezzle Stock Performance

Shares of NASDAQ:SEZL opened at $128.27 on Monday. The company has a market cap of $4.31 billion, a P/E ratio of 27.88 and a beta of 6.76. The company has a debt-to-equity ratio of 0.52, a quick ratio of 3.65 and a current ratio of 4.02. Sezzle has a one year low of $49.50 and a one year high of $195.71. The business’s 50-day simple moving average is $157.27 and its 200 day simple moving average is $105.36.

Sezzle (NASDAQ:SEZL) last issued its quarterly earnings data on Thursday, August 6th. The company reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.10. Sezzle had a return on equity of 83.48% and a net margin of 30.35%.The company 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.

Insiders Place Their Bets

In other Sezzle news, Director Paul Paradis sold 26,400 shares of the company’s stock in a transaction that occurred on 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 transaction, the director directly owned 442,595 shares of the company’s stock, valued at $59,073,154.65. This represents a 5.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Justin Krause sold 3,178 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $117.72, for a total value of $374,114.16. Following the completion of the transaction, the senior vice president directly owned 72,457 shares in the company, valued at approximately $8,529,638.04. The trade was a 4.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 86,928 shares of company stock worth $13,510,889. Company insiders own 49.49% of the company’s stock.

Institutional Trading of Sezzle

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Versant Capital Management Inc boosted its stake in Sezzle by 245.9% during the 2nd quarter. Versant Capital Management Inc now owns 256 shares of the company’s stock valued at $44,000 after acquiring an additional 182 shares during the last quarter. Vestcor Inc bought a new stake in shares of Sezzle in the 3rd quarter worth about $29,000. Covestor Ltd increased its position in shares of Sezzle by 109.4% in the 4th quarter. Covestor Ltd now owns 490 shares of the company’s stock worth $31,000 after purchasing an additional 256 shares during the last quarter. Empowered Funds LLC acquired a new stake in shares of Sezzle in the 4th quarter valued at about $33,000. Finally, Sunbelt Securities Inc. acquired a new stake in shares of Sezzle in the 3rd quarter valued at about $52,000. Institutional investors own 2.02% of the company’s stock.

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.