Northland Securities Estimates Sezzle FY2026 Earnings

Sezzle Inc. (NASDAQ:SEZL) – Stock analysts at Northland Securities upped their FY2026 EPS estimates for Sezzle in a research note issued on Wednesday, November 4th. Northland Securities analyst M. Grondahl now forecasts that the company will post earnings of $5.46 per share for the year, up from their prior estimate of $5.25. The consensus estimate for Sezzle’s current full-year earnings is $5.24 per share. Northland Securities also issued estimates for Sezzle’s Q4 2026 earnings at $1.52 EPS, Q1 2027 earnings at $1.67 EPS and Q2 2027 earnings at $1.64 EPS.

Sezzle (NASDAQ:SEZL) last announced its quarterly earnings results on Wednesday, November 4th. The company reported $1.37 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.09. Sezzle had a return on equity of 89.97% and a net margin of 31.39%. The company had revenue of $166.50 million during the quarter, compared to analysts’ expectations of $155.01 million. During the same period in the prior year, the company earned $0.71 EPS. Sezzle’s revenue was up 42.6% compared to the same quarter last year.

Several other research firms have also recently weighed in on SEZL. Weiss Ratings restated a “hold (c+)” rating on shares of Sezzle in a report on Monday. B. Riley Financial reiterated a “buy” rating on shares of Sezzle in a research report on Friday, August 7th. Wall Street Zen lowered shares of Sezzle from a “buy” rating to a “hold” rating in a report on Sunday, November 1st. Keefe, Bruyette & Woods decreased their price target on shares of Sezzle from $190.00 to $155.00 and set a “market perform” rating for the company in a research report on Friday, August 7th. Finally, Needham & Company LLC raised their price target on shares of Sezzle from $172.00 to $220.00 and gave the company a “buy” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Sezzle has an average rating of “Moderate Buy” and a consensus target price of $160.33.

Sezzle Price Performance

Sezzle stock opened at $155.00 on Friday. The stock has a 50-day moving average price of $121.91 and a two-hundred day moving average price of $109.79. Sezzle has a 12 month low of $49.50 and a 12 month high of $195.71. The company has a market capitalization of $5.24 billion, a PE ratio of 26.59 and a beta of 6.59. The company has a current ratio of 4.02, a quick ratio of 4.02 and a debt-to-equity ratio of 0.52.

Insider Buying and Selling

In related news, Director Bryan Hunt bought 250 shares of Sezzle stock in a transaction that occurred on Friday, September 18th. The shares were acquired at an average cost of $115.86 per share, for a total transaction of $28,965.00. Following the completion of the acquisition, the director directly owned 3,985 shares of the company’s stock, valued at approximately $461,702.10. The trade was a 6.69% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Kyle Brehm sold 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $125.92, for a total transaction of $125,920.00. Following the transaction, the director owned 23,853 shares of the company’s stock, valued at approximately $3,003,569.76. The trade was a 4.02% decrease in their position. The SEC filing for this sale provides additional information. 43.90% of the stock is owned by insiders.

Hedge Funds Weigh In On Sezzle

Hedge funds and other institutional investors have recently bought and sold shares of the company. BlackRock Inc. acquired a new stake in Sezzle during the 2nd quarter worth about $436,497,000. Bank of America Corp DE bought a new stake in shares of Sezzle during the 2nd quarter valued at about $46,543,000. Dimensional Fund Advisors LP boosted its position in shares of Sezzle by 41.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 458,222 shares of the company’s stock valued at $28,996,000 after purchasing an additional 134,714 shares in the last quarter. Jupiter Topco LLC acquired a new stake in Sezzle during the second quarter worth approximately $19,433,000. Finally, Bank of New York Mellon Corp bought a new stake in Sezzle in the second quarter worth approximately $16,909,000. Institutional investors and hedge funds own 2.02% of the company’s stock.

Sezzle News Summary

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q3 results beat expectations: Sezzle reported adjusted earnings of $1.37 per share versus the $1.28 consensus, while revenue of $166.5 million topped estimates of about $155 million and rose 42.6% year over year. Article: Sezzle Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Profitability trends also looked favorable: reports cited profit growth of about 79%, with credit losses declining as a share of transaction volume and subscribers shopping more frequently. Article: Sezzle Profit Jumps as Credit Costs Ease
• Positive Sentiment: Management raised its 2026 earnings outlook and outlined 2027 targets, citing subscriber growth, stronger transaction activity and new products—signals supporting expectations for continued expansion. Article: Sezzle Q3 Earnings Call Highlights Higher Outlook and New Products
• Positive Sentiment: Analyst updates added to the optimism: TD Cowen raised its price target to $200 and Needham lifted its target to $220; both firms maintain Buy ratings. Article: Needham price-target update
• Neutral Sentiment: A broader rally in the sector may also have contributed, so not all of the share-price strength necessarily reflects Sezzle-specific developments. Article: Sezzle Surges Amid Sector-Wide Rally

About Sezzle

Sezzle Inc (NASDAQ: SEZL) is a financial technology company that provides buy now, pay later solutions. Its platform enables consumers to split eligible purchases into installments, generally at the time of checkout, while giving merchants payment and customer-engagement tools designed to support e-commerce sales.

The company offers installment payment services through its consumer app and merchant integrations, as well as products such as Sezzle Virtual Card and Sezzle Up. Sezzle Up is designed to provide eligible users with credit-building opportunities, while the company’s merchant platform supports checkout integration, transaction management and consumer financing.

Sezzle was founded in 2016 and is headquartered in Minneapolis, Minnesota.