First Trust Advisors LP Decreases Stock Holdings in Sezzle Inc. $SEZL

First Trust Advisors LP lowered its stake in shares of Sezzle Inc. (NASDAQ:SEZL) by 41.0% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 45,628 shares of the company’s stock after selling 31,699 shares during the period. First Trust Advisors LP owned approximately 0.14% of Sezzle worth $2,888,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in SEZL. Vestcor Inc bought a new stake in shares of Sezzle in the third quarter worth approximately $29,000. Covestor Ltd lifted its position in Sezzle by 109.4% during the fourth quarter. Covestor Ltd now owns 490 shares of the company’s stock valued at $31,000 after purchasing an additional 256 shares during the period. Empowered Funds LLC purchased a new stake in Sezzle in the fourth quarter worth approximately $33,000. Sunbelt Securities Inc. purchased a new stake in Sezzle in the third quarter worth approximately $52,000. Finally, Strengthening Families & Communities LLC purchased a new stake in Sezzle in the fourth quarter worth approximately $49,000. Hedge funds and other institutional investors own 2.02% of the company’s stock.

Sezzle News Summary

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Sezzle reported second-quarter earnings of $1.13 per share, exceeding the $1.03 analyst consensus and the $0.69 reported a year earlier. Revenue reached $149.68 million, ahead of the $135.09 million consensus estimate. Sezzle Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its fiscal 2026 outlook to approximately $5.25 in EPS and $607.9 million in revenue, above analyst expectations of $5.11 and $596.0 million, respectively. Sezzle Beats Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Sezzle’s reported net margin was 30.83% and return on equity was 87.46%, highlighting strong profitability, although investors will likely focus on whether growth and margins can support the company’s premium valuation. Sezzle Quarterly Earnings Results
• Negative Sentiment: Despite the earnings and guidance beats, shares slumped after the report. The reaction suggests profit-taking and concerns that the strong results were already priced in after the stock’s recent 106% three-month advance. Sezzle Stock Slumps After Q2 Earnings Beat
• Negative Sentiment: Sezzle’s elevated valuation and high volatility increase the risk of sharp movements when results do not significantly exceed already-high expectations. Should You Buy, Hold or Sell Sezzle Stock Before Q2 Earnings?

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. B. Riley Financial reiterated a “buy” rating and set a $141.00 target price (up from $117.00) on shares of Sezzle in a research note on Tuesday, June 2nd. Needham & Company LLC reissued a “buy” rating and set a $166.00 price target (up from $132.00) on shares of Sezzle in a report on Thursday, June 18th. Northland Securities set a $170.00 price objective on Sezzle in a report on Thursday, June 25th. Zacks Research raised Sezzle from a “hold” rating to a “strong-buy” rating in a report on Wednesday, May 27th. Finally, TD Cowen upped their price objective on Sezzle from $108.00 to $165.00 and gave the company a “hold” rating in a research report on Tuesday, July 7th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Sezzle presently has an average rating of “Moderate Buy” and a consensus price target of $151.33.

Sezzle Stock Performance

Shares of NASDAQ SEZL opened at $178.53 on Friday. Sezzle Inc. has a 12-month low of $49.50 and a 12-month high of $195.71. The firm has a market capitalization of $6.00 billion, a price-to-earnings ratio of 42.41 and a beta of 6.76. The company has a current ratio of 3.65, a quick ratio of 3.65 and a debt-to-equity ratio of 0.73. The firm has a 50 day moving average of $157.17 and a 200 day moving average of $104.21.

Sezzle (NASDAQ:SEZL) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.13 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.10. The business had revenue of $149.68 million for the quarter, compared to the consensus estimate of $135.09 million. Sezzle had a net margin of 30.83% and a return on equity of 87.46%. Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS. On average, research analysts anticipate that Sezzle Inc. will post 5.1 earnings per share for the current year.

Insider Buying and Selling

In related news, COO Amin Sabzivand sold 6,930 shares of Sezzle stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $179.91, for a total transaction of $1,246,776.30. Following the transaction, the chief operating officer directly owned 259,780 shares in the company, valued at approximately $46,737,019.80. The trade was a 2.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Lee Dickson Brading sold 10,000 shares of the business’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $178.23, for a total value of $1,782,300.00. Following the sale, the chief financial officer directly owned 296,931 shares of the company’s stock, valued at $52,922,012.13. This represents a 3.26% 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. Over the last quarter, insiders have sold 86,928 shares of company stock valued at $13,510,889. Company insiders own 49.49% of the company’s stock.

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.