B. Riley Weighs in on Sezzle’s FY2025 Earnings (NASDAQ:SEZL)

Sezzle Inc. (NASDAQ:SEZL) – Equities research analysts at B. Riley upped their FY2025 earnings per share (EPS) estimates for Sezzle in a note issued to investors on Thursday, May 8th. B. Riley analyst H. Goetsch now anticipates that the company will post earnings per share of $3.23 for the year, up from their previous forecast of $2.21. B. Riley has a “Buy” rating and a $62.83 price target on the stock. The consensus estimate for Sezzle’s current full-year earnings is $9.77 per share. B. Riley also issued estimates for Sezzle’s Q4 2025 earnings at $1.07 EPS and FY2026 earnings at $4.59 EPS.

Sezzle Trading Down 0.7%

Shares of Sezzle stock opened at $86.50 on Monday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 2.40 and a current ratio of 2.40. Sezzle has a 52 week low of $10.69 and a 52 week high of $89.52. The stock has a 50 day moving average price of $43.36 and a two-hundred day moving average price of $47.25. The stock has a market capitalization of $2.94 billion, a PE ratio of 9.20 and a beta of 8.41.

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

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of SEZL. Barclays PLC lifted its holdings in shares of Sezzle by 125.4% in the third quarter. Barclays PLC now owns 4,515 shares of the company’s stock valued at $771,000 after purchasing an additional 2,512 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of Sezzle by 295.9% in the third quarter. JPMorgan Chase & Co. now owns 3,979 shares of the company’s stock valued at $679,000 after purchasing an additional 2,974 shares in the last quarter. SG Americas Securities LLC lifted its holdings in shares of Sezzle by 22.2% in the fourth quarter. SG Americas Securities LLC now owns 1,184 shares of the company’s stock valued at $303,000 after purchasing an additional 215 shares in the last quarter. Calamos Advisors LLC bought a new position in shares of Sezzle in the fourth quarter valued at approximately $2,423,000. Finally, Rhumbline Advisers lifted its holdings in shares of Sezzle by 1.8% in the fourth quarter. Rhumbline Advisers now owns 2,556 shares of the company’s stock valued at $654,000 after purchasing an additional 45 shares in the last quarter. Institutional investors own 2.02% of the company’s stock.

Insider Buying and Selling at Sezzle

In other news, COO Amin Sabzivand sold 9,000 shares of the firm’s stock in a transaction that occurred on Friday, May 9th. The stock was sold at an average price of $81.86, for a total value of $736,740.00. Following the transaction, the chief operating officer now owns 277,074 shares in the company, valued at $22,681,277.64. This trade represents a 3.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Paul Paradis sold 18,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 8th. The shares were sold at an average price of $75.00, for a total value of $1,350,000.00. Following the completion of the transaction, the director now owns 315,000 shares in the company, valued at $23,625,000. This represents a 5.41% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 338,196 shares of company stock valued at $24,439,949. Company insiders own 57.65% of the company’s stock.

Sezzle announced that its Board of Directors has approved a share buyback program on Monday, March 10th that allows the company to buyback $50.00 million in outstanding shares. This buyback authorization allows the company to repurchase up to 4.3% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s management believes its stock is undervalued.

Sezzle Company Profile

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.