Sezzle (NASDAQ:SEZL) Issues FY 2026 Earnings Guidance
by Teresa Graham · The Cerbat GemSezzle (NASDAQ:SEZL – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 5.100-5.100 for the period, compared to the consensus earnings per share estimate of 4.700. The company issued revenue guidance of $585.4 million-$607.9 million, compared to the consensus revenue estimate of $575.4 million.
Analyst Ratings Changes
A number of analysts recently issued reports on the stock. Zacks Research downgraded shares of Sezzle from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. TD Cowen restated a “hold” rating on shares of Sezzle in a research report on Thursday. Needham & Company LLC raised their price objective on shares of Sezzle from $94.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday. UBS Group set a $76.00 target price on shares of Sezzle in a research note on Tuesday, February 17th. Finally, Keefe, Bruyette & Woods raised their price objective on shares of Sezzle from $85.00 to $115.00 and gave the company an “outperform” rating in a research note on Thursday. Four research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $118.00.
Read Our Latest Report on Sezzle
Sezzle Stock Up 19.0%
NASDAQ SEZL traded up $16.35 on Thursday, reaching $102.37. The company had a trading volume of 2,697,550 shares, compared to its average volume of 786,641. The company has a debt-to-equity ratio of 0.82, a current ratio of 3.92 and a quick ratio of 3.92. The firm has a 50-day moving average of $71.55 and a 200-day moving average of $68.02. The firm has a market capitalization of $3.46 billion, a PE ratio of 27.41 and a beta of 6.91. Sezzle has a 1 year low of $49.50 and a 1 year high of $186.74.
Sezzle (NASDAQ:SEZL – Get Free Report) last posted its earnings results on Wednesday, May 6th. The company reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $0.19. Sezzle had a return on equity of 88.61% and a net margin of 29.57%.The company had revenue of $135.54 million for the quarter, compared to analysts’ expectations of $127.74 million. During the same period last year, the business posted $0.98 earnings per share. The firm’s quarterly revenue was up 29.2% compared to the same quarter last year. Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS. On average, equities research analysts anticipate that Sezzle will post 4.7 EPS for the current fiscal year.
Insider Transactions at Sezzle
In other news, COO Amin Sabzivand sold 5,118 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total value of $365,322.84. Following the completion of the sale, the chief operating officer directly owned 223,465 shares of the company’s stock, valued at approximately $15,950,931.70. This represents a 2.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Lee Dickson Brading sold 1,240 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total value of $88,511.20. Following the completion of the transaction, the chief financial officer owned 292,002 shares of the company’s stock, valued at $20,843,102.76. The trade was a 0.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 46,837 shares of company stock worth $3,615,409 in the last three months. Insiders own 49.49% of the company’s stock.
More Sezzle News
Here are the key news stories impacting Sezzle this week:
- Positive Sentiment: Q1 results beat expectations — Sezzle reported $1.43 EPS vs. $1.24 consensus and revenue of $135.5M (up 29.2% YoY). Management raised FY‑2026 guidance to $5.10 EPS and revenue roughly $585.4M–$607.9M, and reported strong margins and GMV growth, which explain much of the upward price reaction. Sezzle Reports First Quarter 2026 Results
- Positive Sentiment: Analyst upgrades and higher price targets are reinforcing the move: Needham raised its target to $122 (buy) and Keefe, Bruyette & Woods raised its target to $115 (outperform), signaling institutional confidence in the beat + guidance lift. Benzinga
- Neutral Sentiment: Sezzle filed supplemental investor materials and the earnings slide deck / call transcript are available for detailed review — useful for modeling the new FY‑26 assumptions but not a market mover by itself. Q1 Results – Earnings Call Presentation
- Neutral Sentiment: Strategic partnership update: Pagaya announced a new point‑of‑sale partnership to expand Sezzle acceptance — incremental merchant distribution that supports long‑term GMV growth but is unlikely to drive immediate large share moves. Pagaya Announces New Point-of-Sale Partnership With Sezzle
- Negative Sentiment: Pomerantz LLP announced an investor investigation into Sezzle — this introduces legal and reputational risk that could create volatility or pressure shares if it develops into litigation or regulatory scrutiny. Pomerantz Investigation Notice
Institutional Inflows and Outflows
A number of hedge funds have recently bought and sold shares of the stock. Man Group plc bought a new stake in shares of Sezzle during the 3rd quarter valued at $25,005,000. Price T Rowe Associates Inc. MD increased its position in shares of Sezzle by 213.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 378,185 shares of the company’s stock valued at $24,004,000 after acquiring an additional 257,659 shares during the last quarter. State Street Corp increased its position in Sezzle by 59.1% in the fourth 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 last quarter. Invesco Ltd. increased its position in Sezzle by 2,161.5% in the fourth quarter. Invesco Ltd. now owns 214,642 shares of the company’s stock worth $13,624,000 after buying an additional 205,151 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in Sezzle by 5,955.7% during the third quarter. Dimensional Fund Advisors LP now owns 192,874 shares of the company’s stock valued at $15,343,000 after buying an additional 189,689 shares during the period. 2.02% of the stock is currently owned by 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.