Northland Capmk Has Positive Forecast for Sezzle Q4 Earnings

Sezzle Inc. (NASDAQ:SEZL - Free Report) - Stock analysts at Northland Capmk boosted their Q4 2025 EPS estimates for shares of Sezzle in a research report issued to clients and investors on Thursday, April 17th. Northland Capmk analyst M. Grondahl now expects that the company will post earnings of $0.88 per share for the quarter, up from their previous forecast of $0.88. The consensus estimate for Sezzle's current full-year earnings is $9.77 per share. Northland Capmk also issued estimates for Sezzle's Q2 2026 earnings at $0.59 EPS, Q3 2026 earnings at $0.67 EPS, Q4 2026 earnings at $0.90 EPS and FY2026 earnings at $2.66 EPS.

Sezzle (NASDAQ:SEZL - Get Free Report) last announced its quarterly earnings results on Tuesday, February 25th. The company reported $0.73 EPS for the quarter, beating the consensus estimate of $0.51 by $0.22. The firm had revenue of $271.13 billion for the quarter, compared to analyst estimates of $73.90 million. Sezzle had a return on equity of 101.18% and a net margin of 25.29%.

Separately, B. Riley restated a "buy" rating and issued a $62.83 price target (up from $62.00) on shares of Sezzle in a report on Wednesday, February 26th.

Sezzle Stock Down 13.9 %

NASDAQ:SEZL traded down $6.21 during trading hours on Friday, reaching $38.59. The company's stock had a trading volume of 995,972 shares, compared to its average volume of 737,668. The company has a debt-to-equity ratio of 1.54, a quick ratio of 2.40 and a current ratio of 2.40. The company has a market capitalization of $1.31 billion, a P/E ratio of 4.11 and a beta of 8.73. Sezzle has a 12 month low of $6.73 and a 12 month high of $79.59. The stock has a 50 day moving average price of $41.71 and a two-hundred day moving average price of $44.52.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Prosperity Wealth Management Inc. raised its stake in shares of Sezzle by 555.5% in the first quarter. Prosperity Wealth Management Inc. now owns 7,440 shares of the company's stock worth $260,000 after purchasing an additional 6,305 shares during the last quarter. Wealth Enhancement Advisory Services LLC acquired a new position in Sezzle during the first quarter valued at $747,000. Rhumbline Advisers grew its position in Sezzle by 649.1% during the 1st quarter. Rhumbline Advisers now owns 19,146 shares of the company's stock worth $668,000 after purchasing an additional 16,590 shares during the period. GAMMA Investing LLC lifted its holdings in shares of Sezzle by 96,725.0% in the 1st quarter. GAMMA Investing LLC now owns 7,746 shares of the company's stock valued at $270,000 after buying an additional 7,738 shares during the period. Finally, California State Teachers Retirement System raised its position in Sezzle by 1,406.4% during the fourth quarter. California State Teachers Retirement System now owns 2,576 shares of the company's stock valued at $659,000 after acquiring an additional 2,405 shares in the last quarter. Hedge funds and other institutional investors own 2.02% of the company's stock.

Sezzle declared that its board has initiated a stock repurchase plan on Monday, March 10th that permits the company to repurchase $50.00 million in shares. This repurchase authorization permits the company to repurchase up to 4.3% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company's board of directors believes its stock is undervalued.

About Sezzle

Sezzle Inc operates as a technology-enabled payments company primarily in the United States and Canada. The company provides payment solution in-store and at online retail stores; and through proprietary payments solution that connects consumers with merchants. It also offers Sezzle Platform that provides a payments solution for consumers that extends credit at the point-of-sale allowing consumers to purchase and receive the ordered merchandise at the time of sale while paying in installments over time; Pay-in-Four, which allows consumers to pay a fourth of the purchase price up front and then another fourth of the purchase price every two weeks thereafter over a total of six weeks; Pay-in-Full that allows consumers to pay for the full value of their order up-front through the Sezzle Platform without the extension of credit; and Pay-in-Two and other alternative installment options, which allow consumer to pay half of the value of their order up-front and the second half in two weeks.