Northland Capmk Has Pessimistic View of Sezzle Q3 Earnings

Sezzle Inc. (NASDAQ:SEZL) – Equities researchers at Northland Capmk reduced their Q3 2025 EPS estimates for shares of Sezzle in a research note issued on Wednesday, February 26th. Northland Capmk analyst M. Grondahl now forecasts that the company will earn $3.76 per share for the quarter, down from their prior forecast of $4.22. The consensus estimate for Sezzle’s current full-year earnings is $9.77 per share. Northland Capmk also issued estimates for Sezzle’s Q4 2025 earnings at $5.27 EPS and FY2025 earnings at $13.25 EPS.

Sezzle (NASDAQ:SEZL) last posted its quarterly earnings data on Tuesday, February 25th. The company reported $4.39 EPS for the quarter, beating analysts’ consensus estimates of $3.08 by $1.31. The business had revenue of $271.13 billion for the quarter, compared to analyst estimates of $73.90 million. Sezzle had a net margin of 25.29% and a return on equity of 101.18%.

Several other research analysts have also recently weighed in on the company. Northland Securities raised their target price on Sezzle from $300.00 to $360.00 and gave the company an “outperform” rating in a research note on Thursday, December 19th. B. Riley restated a “buy” rating and set a $377.00 price objective (up previously from $372.00) on shares of Sezzle in a research report on Wednesday.

Sezzle Stock Down 6.6 %

Shares of SEZL stock opened at $286.12 on Friday. Sezzle has a 1 year low of $40.39 and a 1 year high of $477.52. 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 business’s fifty day moving average is $264.16 and its 200-day moving average is $243.15. The stock has a market cap of $1.60 billion, a PE ratio of 30.44 and a beta of 9.58.

Institutional Investors Weigh In On Sezzle

A number of institutional investors have recently bought and sold shares of the business. Charles Schwab Investment Management Inc. lifted its position in shares of Sezzle by 191.7% in the third quarter. Charles Schwab Investment Management Inc. now owns 20,363 shares of the company’s stock worth $3,474,000 after purchasing an additional 13,383 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Sezzle by 295.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,979 shares of the company’s stock valued at $679,000 after buying an additional 2,974 shares during the period. Barclays PLC grew its holdings in shares of Sezzle by 125.4% during the 3rd quarter. Barclays PLC now owns 4,515 shares of the company’s stock valued at $771,000 after acquiring an additional 2,512 shares in the last quarter. Virtu Financial LLC acquired a new position in shares of Sezzle in the third quarter worth $276,000. Finally, Principal Financial Group Inc. purchased a new stake in shares of Sezzle during the third quarter worth $548,000. 2.02% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Sezzle news, Director Kyle M. Brehm bought 110 shares of Sezzle stock in a transaction dated Thursday, December 5th. The stock was bought at an average price of $360.00 per share, for a total transaction of $39,600.00. Following the completion of the acquisition, the director now directly owns 3,718 shares of the company’s stock, valued at approximately $1,338,480. This trade represents a 3.05 % increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Karen Hartje sold 3,457 shares of the firm’s stock in a transaction on Thursday, January 16th. The stock was sold at an average price of $316.32, for a total value of $1,093,518.24. Following the completion of the sale, the chief financial officer now directly owns 35,121 shares of the company’s stock, valued at approximately $11,109,474.72. This trade represents a 8.96 % decrease in their position. The disclosure for this sale can be found here. Insiders own 57.65% of the company’s stock.

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.