SEZL
Sezzle Inc.
$132.70
+3.00%
$4.5B
No data for this timeframe.
Vol
Market Cap$4.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$514.3M
Inst. Activity16 buys / 9 sells
Insider Activity0B / 11S
Insider Net $-$2.1M
Reddit Sentiment42° Neutral
SEC Reports5
Press Releases6
Recent Activity
Jun 11, 2026
SEC
Four mega-passive institutional investors (State Street, Schwab, T. Rowe Price, Wells Fargo) more than quintupled their
INST-CLUSTER — Impact 3/10
Jun 3, 2026
Press
Sezzle reported strong Q1 2026 results with GMV exceeding $1 billion for the second consecutive quarter, active subscrib
Impact 7/10
Jun 3, 2026
announcement
Sezzle Expands Super App Platform Following Strong 1Q26 Results
Sezzle's Earn tab now features a new rewards currency, expanded cashback, and AI-powered experiences
May 15, 2026
Insider
Sabzivand Amin was granted 45,000 shares
Chief Operating Officer
May 15, 2026
Insider
Brehm Kyle M. was granted 725 shares
Director
May 15, 2026
Insider
Youakim Charles was granted 28,000 shares
Executive Chairman and CEO
May 13, 2026
SEC
Two Sezzle insiders (President and SVP Controller) sold an aggregate of $750k in open-market sales over the past week, r
CLUSTER — Impact 3/10
May 6, 2026
SEC
Sezzle reported Q1 2026 results significantly above consensus, with GAAP diluted EPS of $1.47 (beating estimates by 18.5
PRESS-RELEASE — Impact 8/10
Price Targets
$120.33
-9.3% upside
Sell
Current $132.70
Low $108.00
Median $115.50
High $141.00
6 analysts
$108.00
$141.00
Analyst Ratings
3Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 2, 2026 | B. Riley Securities | MAINTAIN | Buy → Buy |
| May 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| May 7, 2026 | Needham | MAINTAIN | Buy → Buy |
| Apr 6, 2026 | Keefe, Bruyette & Woods | INITIATE | Outperform |
| Feb 26, 2026 | Needham | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.00 ▲ +2.9% | $0.89 — $1.10 | 44% YoY | 5 |
| Next Q | $1.21 ▲ +6.9% | $1.10 — $1.29 | 71% YoY | 5 |
| Current FY | $5.10 ▲ +8.5% | $5.03 — $5.14 | 42% YoY | 5 |
| Next FY | $6.52 ▲ +10.7% | $6.10 — $6.98 | 28% YoY | 4 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
Four mega-passive institutional investors (State Street, Schwab, T. Rowe Price, Wells Fargo) more than quintupled their
Jun 11, 2026
BULLISH
Press
7/10
Sezzle reported strong Q1 2026 results with GMV exceeding $1 billion for the second consecutive quarter, active subscrib
Jun 3, 2026
NEUTRAL
CLUSTER
3/10
Two Sezzle insiders (President and SVP Controller) sold an aggregate of $750k in open-market sales over the past week, r
May 13, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $160.6M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $48.3M | — |
| STATE STREET CORP | $39.4M | ADD |
| MORGAN STANLEY | $29.6M | ADD |
| DIMENSIONAL FUND ADVISORS LP | $29.0M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | Sabzivand Amin | A | $0.00 |
| May 15, 2026 | Brehm Kyle | A | $0.00 |
| May 15, 2026 | Youakim Charles | A | $0.00 |
| May 15, 2026 | Paradis Paul | A | $0.00 |
| May 15, 2026 | Krause Justin | A | $0.00 |
Reddit Sentiment
42°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $514.3M total value (8,125,785 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 16 institutions added/increased vs 9 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,537,957 | $160.6M | 31.2% | ADD +98.7% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 763,619 | $48.3M | 9.4% | — |
| 3 | STATE STREET CORP | 622,263 | $39.4M | 7.7% | ADD +59.1% |
| 4 | MORGAN STANLEY | 467,429 | $29.6M | 5.8% | ADD +75.0% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 458,222 | $29.0M | 5.6% | ADD +41.6% |
| 6 | BANK OF AMERICA CORP /DE/ | 326,063 | $20.6M | 4.0% | DOUBLED +296.1% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 312,884 | $19.8M | 3.9% | — |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 288,800 | $18.3M | 3.6% | — |
| 9 | CITADEL ADVISORS LLC | 281,700 | $17.8M | 3.5% | — |
| 10 | GOLDMAN SACHS GROUP INC | 250,573 | $15.9M | 3.1% | — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 152,381 | $9.6M | 1.9% | — |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 144,000 | $9.1M | 1.8% | — |
| 13 | Invesco Ltd. | 123,919 | $7.8M | 1.5% | TRIM -42.3% |
| 14 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 117,696 | $7.4M | 1.4% | — |
| 15 | VANGUARD FIDUCIARY TRUST CO | 117,455 | $7.4M | 1.4% | — |
| 16 | ROYAL BANK OF CANADA | 112,957 | $7.1M | 1.4% | — |
| 17 | CITIGROUP INC | 87,665 | $5.5M | 1.1% | — |
| 18 | Vident Advisory, LLC | 81,051 | $5.1M | 1.0% | ADD +48.3% |
| 19 | CITADEL ADVISORS LLC | 64,500 | $4.1M | 0.8% | — |
| 20 | ALLIANCEBERNSTEIN L.P. | 61,925 | $3.9M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 267,067 | 467,429 | +75.0% | $29.6M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 323,508 | 458,222 | +41.6% | $29.0M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 82,316 | 326,063 | +296.1% | $20.6M | 2026-Q1 |
| Invesco Ltd. | TRIM | 214,642 | 123,919 | -42.3% | $7.8M | 2026-Q1 |
| Vident Advisory, LLC | ADD | 54,661 | 81,051 | +48.3% | $5.1M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 77,327 | 45,628 | -41.0% | $2.9M | 2026-Q1 |
| Trexquant Investment LP | TRIM | 102,138 | 44,379 | -56.5% | $2.8M | 2026-Q1 |
| MARSHALL WACE, LLP | NEAR_EXIT | 270,881 | 26,854 | -90.1% | $1.7M | 2026-Q1 |
| OMERS ADMINISTRATION Corp | TRIM | 29,468 | 21,200 | -28.1% | $1.3M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | TRIM | 26,935 | 19,946 | -25.9% | $1.3M | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 24,172 | 17,873 | -26.1% | $1.1M | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 14,033 | 10,322 | -26.4% | $653.3K | 2026-Q1 |
| Mariner, LLC | ADD | 6,002 | 8,478 | +41.3% | $536.6K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 5,191 | 7,666 | +47.7% | $485.2K | 2026-Q1 |
| State of Tennessee, Department of Treasury | ADD | 3,770 | 6,770 | +79.6% | $428.5K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 700 | 4,600 | +557.1% | $291.1K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 3,199 | 4,485 | +40.2% | $283.9K | 2026-Q1 |
| GROUP ONE TRADING LLC | ADD | 2,884 | 3,934 | +36.4% | $249.0K | 2026-Q1 |
| FMR LLC | ADD | 3,074 | 3,852 | +25.3% | $243.8K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 10 | 3,594 | +35840.0% | $227.5K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 67 | 1,055 | +1474.6% | $66.8K | 2026-Q1 |
| FEDERATED HERMES, INC. | DOUBLED | 277 | 870 | +214.1% | $55.1K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 134 | 308 | +129.9% | $19.5K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | TRIM | 124 | 87 | -29.8% | $5.5K | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 6 | 21 | +250.0% | $1.3K | 2026-Q1 |
9 unique insiders with 29 transactions. Net insider value: -$2.1M ($0.00 bought, $2.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | Sabzivand Amin | Chief Operating Officer | AWARD | 45,000 | — | — |
| May 15, 2026 | Brehm Kyle M. | Director | AWARD | 725 | — | — |
| May 15, 2026 | Youakim Charles | Executive Chairman and CEO | AWARD | 28,000 | — | — |
| May 15, 2026 | Paradis Paul | Director & President | AWARD | 20,000 | — | — |
| May 15, 2026 | Krause Justin | SVP FINANCE AND CONTROLLER | AWARD | 8,000 | — | — |
| May 15, 2026 | East Stephen F. | Director | AWARD | 725 | — | — |
| May 15, 2026 | Hunt Bryan Cecil | Director | AWARD | 935 | — | — |
| May 11, 2026 | Paradis Paul | Director & President | SELL | 729 | $100.08 | $73.0K |
| May 8, 2026 | Paradis Paul | Director & President | SELL | 188 | $100.25 | $18.8K |
| May 7, 2026 | Krause Justin | SVP FINANCE AND CONTROLLER | SELL | 718 | $98.91 | $71.0K |
| May 7, 2026 | Paradis Paul | Director & President | SELL | 5,853 | $100.40 | $587.6K |
| Apr 2, 2026 | Brading Lee Dickson | Chief Financial Officer | TAX W/H | 701 | $63.76 | $44.7K |
| Apr 2, 2026 | Krause Justin | SVP FINANCE AND CONTROLLER | TAX W/H | 754 | $63.76 | $48.1K |
| Apr 1, 2026 | Brading Lee Dickson | Chief Financial Officer | TAX W/H | 426 | $63.70 | $27.1K |
| Apr 1, 2026 | Youakim Charles | Executive Chairman and CEO | TAX W/H | 6,975 | $63.70 | $444.3K |
| Apr 1, 2026 | Sabzivand Amin | Chief Operating Officer | TAX W/H | 6,976 | $63.70 | $444.4K |
| Apr 1, 2026 | Hollis Kerissa | General Counsel and Secretary | TAX W/H | 185 | $63.70 | $11.8K |
| Apr 1, 2026 | Krause Justin | SVP FINANCE AND CONTROLLER | TAX W/H | 515 | $63.70 | $32.8K |
| Apr 1, 2026 | Paradis Paul | Director & President | TAX W/H | 7,110 | $63.70 | $452.9K |
| Mar 20, 2026 | Hollis Kerissa | General Counsel and Secretary | TAX W/H | 266 | $66.15 | $17.6K |
| Mar 20, 2026 | Sabzivand Amin | Chief Operating Officer | TAX W/H | 1,367 | $66.15 | $90.4K |
| Mar 20, 2026 | Krause Justin | SVP FINANCE AND CONTROLLER | TAX W/H | 183 | $66.15 | $12.1K |
| Mar 3, 2026 | Paradis Paul | Director & President | SELL | 3,811 | $70.93 | $270.3K |
| Mar 3, 2026 | Hollis Kerissa | General Counsel and Secretary | SELL | 169 | $70.93 | $12.0K |
| Mar 3, 2026 | Sabzivand Amin | Chief Operating Officer | SELL | 3,710 | $70.93 | $263.1K |
| Mar 3, 2026 | Youakim Charles | Executive Chairman and CEO | SELL | 5,209 | $70.93 | $369.5K |
| Mar 3, 2026 | Brading Lee Dickson | Chief Financial Officer | SELL | 896 | $70.93 | $63.6K |
| Mar 3, 2026 | Krause Justin | SVP FINANCE AND CONTROLLER | SELL | 1,017 | $70.93 | $72.1K |
| Feb 26, 2026 | Paradis Paul | Director & President | SELL | 3,623 | $78.86 | $285.7K |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.8/10.
NEUTRAL
INST-CLUSTER
3/10
Four mega-passive institutional investors (State Street, Schwab, T. Rowe Price, Wells Fargo) more th
Jun 11, 2026
NEUTRAL
CLUSTER
3/10
Two Sezzle insiders (President and SVP Controller) sold an aggregate of $750k in open-market sales o
May 13, 2026
BULLISH
PRESS-RELEASE
8/10
Sezzle reported Q1 2026 results significantly above consensus, with GAAP diluted EPS of $1.47 (beati
May 6, 2026
NEUTRAL
8-K
3/10
Sezzle Inc. announced it will release its Q1 2026 results on May 6, 2026, but did not report actual
Apr 21, 2026
BEARISH
CLUSTER
7/10
Six Sezzle executives, including the CEO, CFO, President, and COO, collectively sold over $1 million
Mar 5, 2026
BULLISH
7/10
Sezzle reported strong Q1 2026 results with GMV exceeding $1 billion for the second consecutive quar
Jun 3, 2026
BULLISH
6/10
Sezzle announced a new $300 million receivables funding facility with Mesirow Alternative Credit, do
May 11, 2026
NEUTRAL
3/10
Sezzle announced it will release its Q1 2026 earnings on May 6, 2026, followed by a conference call
Apr 15, 2026
NEUTRAL
4/10
Sezzle launched its Virtual Card in Canada, enabling eligible shoppers to use its Buy Now, Pay Later
Apr 14, 2026
NEUTRAL
3/10
Sezzle celebrated the end of its jersey sponsorship with the Minnesota Timberwolves by hosting a VIP
Apr 13, 2026
NEUTRAL
4/10
Sezzle announced the expansion of its platform into an all-in-one financial suite, highlighting the
Apr 6, 2026
Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 3 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$120.33 mean target
-9.3% upside
Sell (1.67)
$108.00 Low
$141.00 High
| Metric | Value |
|---|---|
| Current Price | $132.70 |
| Target Low | $108.00 |
| Target Mean | $120.33 |
| Target Median | $115.50 |
| Target High | $141.00 |
| # Analysts | 6 |
| Recommendation | Sell (1.67) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.00 | $0.89 | $1.10 | 44.3% | +2.9% | 1↑ 1↓ | $0.1B | 34.9% | 5 |
| Next Q 2026-09-30 |
$1.21 | $1.10 | $1.29 | 70.7% | +6.9% | 2↑ 0↓ | $0.2B | 32.3% | 5 |
| Current FY 2026-12-31 |
$5.10 | $5.03 | $5.14 | 42.0% | +8.5% | 2↑ 0↓ | $0.6B | 32.4% | 5 |
| Next FY 2027-12-31 |
$6.52 | $6.10 | $6.98 | 27.9% | +10.7% | 4↑ 0↓ | $0.7B | 25.6% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.996 | |
| 7d ago | $0.996 | |
| 30d ago | $0.968 | +0.028 |
| 60d ago | $0.963 | +0.033 |
| 90d ago | $0.963 | +0.033 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 2, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| May 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| May 7, 2026 | Needham | MAINTAIN | Buy | Buy |
| Apr 6, 2026 | Keefe, Bruyette & Woods | INITIATE | — | Outperform |
| Feb 26, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | Needham | INITIATE | — | Buy |
| Jan 8, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| May 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Jan 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
42°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
1 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 26, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Feb 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
$SEZL run is just getting started.
▲ 22
💬 19
⚡ 1.6
SEZL - Crushed earnings once again
▲ 5
💬 4
⚡ 0.2
Jun 3, 2026
announcement
Sezzle Expands Super App Platform Following Strong 1Q26 Results
Sezzle's Earn tab now features a new rewards currency, expanded cashback, and AI-powered experiences across the platform <pre>Sezzle's Earn tab now fe
May 12, 2026
announcement
Sezzle Provides Update on Antitrust Case Against Shopify
Court allows Sezzle’s core monopolization and restraint of trade claims to proceed <pre>Court allows Sezzle’s core monopolization and restraint of tra
May 11, 2026
announcement
Sezzle Secures $300 Million Credit Facility - Expanding Capacity and Lowering Cost of Capital
<p>Minneapolis, MN, May 11, 2026 (GLOBE NEWSWIRE) -- <b>Sezzle Inc. (NASDAQ:SEZL</b>) (<b>Sezzle</b> or <b>Company</b>) // Purpose-driven digital pa
May 6, 2026
earnings
Sezzle Reports First Quarter 2026 Results
Sezzle Q1 2026: GMV +37% YoY to $1.1B, revenue +29% to $135.5M, net income +42% to $51.3M. FY2026 guidance raised across all metrics.
May 6, 2026
short_volume
Short Volume: SEZL — 63.3% short (0.3M / 0.5M)
Short: 328,685 | Exempt: 150 | TRF Vol: 518,843 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
SEZL Q1 2026 Earnings Scheduled — 2026-05-06
Apr 20, 2026
short_interest
FTD: SEZL — 48,776 shares ($3.9M) failed to deliver
Settlement: 20260420, Price: $80.71, FTD Value: $3,936,710.96, SEZZLE INC COM
Apr 15, 2026
announcement
Sezzle to Announce First Quarter 2026 Results and Participate in Upcoming Investor Events
<p>Minneapolis, MN, April 15, 2026 (GLOBE NEWSWIRE) -- <b>Sezzle Inc.</b> (NASDAQ:SEZL) (<b>Sezzle</b> or <b>Company</b>) // Purpose-driven digital
Apr 15, 2026
short_interest
FTD: SEZL — 9,526 shares ($0.6M) failed to deliver
Settlement: 20260415, Price: $68.00, FTD Value: $647,768, SEZZLE INC COM
Apr 14, 2026
announcement
Sezzle Canada Launches Virtual Card, Expanding Buy Now, Pay Later Capabilities
The virtual Visa card, powered by Marqeta, broadens Canadians' access to Sezzle online and in-store at participating merchants <pre>The virtual Visa c
Apr 13, 2026
announcement
Sezzle and Minnesota Timberwolves Bring their Community to Center Court
Sezzle honors a season of community giving by hosting local youth for a VIP experience at the Timberwolves’ April 12th regular-season finale <pre>Sezz
Apr 13, 2026
short_interest
FTD: SEZL — 45,066 shares ($2.7M) failed to deliver
Settlement: 20260413, Price: $59.71, FTD Value: $2,690,890.86, SEZZLE INC COM
Apr 10, 2026
short_volume
Short Volume: SEZL — 68.4% short (0.6M / 0.9M)
Short: 594,257 | Exempt: 39,771 | TRF Vol: 868,707 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
announcement
Sezzle's Super App Dominates Financial Literacy Month as MoneyIQ Game Engagement Spikes
<p>Minneapolis, MN, April 06, 2026 (GLOBE NEWSWIRE) -- <strong>Sezzle Inc. (NASDAQ: </strong><a href="https://www.globenewswire.com/Tracker?data=C_S
Mar 25, 2026
short_interest
FTD: SEZL — 19,732 shares ($1.5M) failed to deliver
Settlement: 20260325, Price: $74.60, FTD Value: $1,472,007.2, SEZZLE INC COM