Sezzle (NASDAQ:SEZL) Coverage Initiated by Analysts at Keefe, Bruyette & Woods

Equities research analysts at Keefe, Bruyette & Woods initiated coverage on shares of Sezzle (NASDAQ:SEZL) in a research report issued to clients and investors on Monday. The brokerage set an “outperform” rating and a $85.00 price target on the stock. Keefe, Bruyette & Woods’ price objective would suggest a potential upside of 33.31% from the stock’s current price.

Other analysts have also issued reports about the stock. Weiss Ratings restated a “hold (c+)” rating on shares of Sezzle in a research report on Monday, December 29th. Zacks Research upgraded Sezzle from a “hold” rating to a “strong-buy” rating in a report on Friday, February 27th. TD Cowen dropped their target price on Sezzle from $83.00 to $82.00 and set a “hold” rating for the company in a report on Thursday, January 8th. UBS Group set a $76.00 price target on Sezzle in a research note on Tuesday, February 17th. Finally, Needham & Company LLC reissued 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. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $108.33.

Sezzle Stock Performance

SEZL stock opened at $63.76 on Monday. The company has a market capitalization of $2.16 billion, a PE ratio of 17.05 and a beta of 8.14. The company has a debt-to-equity ratio of 0.82, a quick ratio of 3.92 and a current ratio of 3.92. Sezzle has a one year low of $24.86 and a one year high of $186.74. The company’s 50 day moving average price is $66.87 and its two-hundred day moving average price is $69.10.

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

Insider Activity

In related news, CEO Charles Youakim sold 7,185 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 $512,865.30. Following the sale, the chief executive officer owned 12,332,279 shares in the company, valued at $880,278,075.02. The trade was a 0.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Lee Dickson Brading sold 1,240 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total transaction of $88,511.20. Following the transaction, the chief financial officer directly owned 292,002 shares in the company, valued at approximately $20,843,102.76. The trade was a 0.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 46,837 shares of company stock valued at $3,615,409. 49.49% of the stock is owned by insiders.

Institutional Investors Weigh In On Sezzle

A number of large investors have recently modified their holdings of the stock. Vestcor Inc purchased a new position in shares of Sezzle during the third quarter valued at about $29,000. Covestor Ltd lifted its holdings in Sezzle by 109.4% in the fourth quarter. Covestor Ltd now owns 490 shares of the company’s stock worth $31,000 after buying an additional 256 shares during the period. Empowered Funds LLC bought a new stake in Sezzle during the 4th quarter valued at approximately $33,000. Avion Wealth purchased a new position in shares of Sezzle during the 3rd quarter worth approximately $47,000. Finally, Sunbelt Securities Inc. purchased a new position in shares of Sezzle during the 3rd quarter worth approximately $52,000. Institutional investors own 2.02% 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.