Sezzle Inc. (NASDAQ:SEZL) Receives Consensus Rating of “Moderate Buy” from Analysts

Sezzle Inc. (NASDAQ:SEZL) has been assigned an average rating of “Moderate Buy” from the six ratings firms that are presently covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a hold recommendation, three have given a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $113.00.

A number of research analysts recently commented on SEZL shares. Weiss Ratings restated a “hold (c+)” rating on shares of Sezzle in a research report on Monday, December 29th. Zacks Research raised shares of Sezzle from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 27th. Needham & Company LLC reiterated a “buy” rating and set a $94.00 price objective (up from $85.00) on shares of Sezzle in a research note on Thursday, February 26th. UBS Group set a $76.00 target price on shares of Sezzle in a report on Tuesday, February 17th. Finally, Wall Street Zen downgraded shares of Sezzle from a “buy” rating to a “hold” rating in a report on Saturday, December 6th.

Sezzle Trading Down 3.0%

Shares of NASDAQ:SEZL opened at $73.47 on Monday. The business’s 50 day simple moving average is $68.11 and its 200 day simple moving average is $72.46. Sezzle has a 1 year low of $24.86 and a 1 year high of $186.74. 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 company has a market capitalization of $2.48 billion, a P/E ratio of 19.64 and a beta of 8.55.

Sezzle (NASDAQ:SEZL) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $1.21 earnings per share for the quarter, beating the consensus estimate of $0.96 by $0.25. The firm had revenue of $129.87 million during the quarter, compared to analysts’ expectations of $128.29 million. Sezzle had a return on equity of 88.61% and a net margin of 29.57%.Sezzle’s quarterly revenue was up 32.3% compared to the same quarter last year. Sezzle has set its FY 2026 guidance at 4.350-4.700 EPS. On average, research analysts anticipate that Sezzle will post 9.77 EPS for the current fiscal year.

Key Sezzle News

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Sezzle reported robust FY‑2025 results: total revenue +66.1% year‑over‑year and record net income of $133.1M; Q4 revenue grew ~32% — a fundamental beat that supports the company’s growth story. Read More.
• Positive Sentiment: Recent quarterly results included an EPS beat and management set FY‑2026 EPS guidance (4.35–4.70), and several analysts have raised ratings/targets — a catalyst for continued buy‑side interest. Read More.
• Positive Sentiment: Sector momentum: Zacks highlighted SEZL among services names that could benefit from a services‑sector rebound, which could draw additional flows if macro momentum persists. Read More.
• Neutral Sentiment: Institutional holders have been increasing exposure (several large funds added/expanded positions), providing a supportive ownership base even as insiders trimmed holdings. Read More.
• Negative Sentiment: Concentrated insider selling created near‑term downward pressure: CEO, COO, CFO, SVP, director and GC sold on the same day — roughly ~20,000+ shares at an average ~$71.38 (~$1.4M total) — which investors often view as a negative signal. Read More.
• Negative Sentiment: Higher risk/volatility profile (elevated beta and a wide 12‑month trading range) magnifies downside following negative headlines like clustered insider sales. Read More.

Insiders Place Their Bets

In other Sezzle news, SVP Justin Krause sold 1,404 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total value of $100,217.52. Following the sale, the senior vice president owned 80,909 shares of the company’s stock, valued at approximately $5,775,284.42. This trade represents a 1.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Lee Dickson Brading sold 1,240 shares of Sezzle 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 in the company, valued at approximately $20,843,102.76. The trade was a 0.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 46,838 shares of company stock valued at $3,615,475 over the last three months. 49.49% of the stock is owned by corporate insiders.

Institutional Trading of Sezzle

Several institutional investors and hedge funds have recently modified their holdings of the business. Accredited Investors Inc. acquired a new stake in Sezzle in the fourth quarter valued at about $57,955,000. Divisadero Street Capital Management LP lifted its holdings in shares of Sezzle by 64.7% in the third quarter. Divisadero Street Capital Management LP now owns 1,494,617 shares of the company’s stock worth $118,867,000 after acquiring an additional 587,129 shares during the last quarter. Arrowstreet Capital Limited Partnership acquired a new stake in shares of Sezzle in the 2nd quarter valued at approximately $71,770,000. Man Group plc bought a new stake in shares of Sezzle during the 3rd quarter valued at approximately $25,005,000. Finally, Price T Rowe Associates Inc. MD grew its holdings in shares of Sezzle by 213.8% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 378,185 shares of the company’s stock valued at $24,004,000 after purchasing an additional 257,659 shares during the last quarter. 2.02% of the stock is currently owned by institutional investors.

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.