What is Northland Capmk’s Forecast for Sezzle Q3 Earnings?

Sezzle Inc. (NASDAQ:SEZL) – Investment analysts at Northland Capmk reduced their Q3 2025 earnings per share (EPS) estimates for Sezzle in a note issued to investors 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 previous 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.

Other analysts also recently issued reports about the company. Northland Securities increased their price objective on Sezzle from $300.00 to $360.00 and gave the stock an “outperform” rating in a research note on Thursday, December 19th. B. Riley reaffirmed a “buy” rating and set a $377.00 price target (up from $372.00) on shares of Sezzle in a research report on Wednesday.

Sezzle Stock Performance

Shares of Sezzle stock opened at $299.11 on Friday. The company has a market cap of $1.68 billion, a PE ratio of 31.82 and a beta of 9.56. Sezzle has a 52 week low of $40.39 and a 52 week high of $477.52. The business has a 50 day moving average price of $264.72 and a 200-day moving average price of $244.41. The company has a quick ratio of 2.40, a current ratio of 2.40 and a debt-to-equity ratio of 1.54.

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

Insider Activity at Sezzle

In related news, CFO Karen Hartje sold 3,457 shares of the stock in a transaction that occurred on Thursday, January 16th. The stock was sold at an average price of $316.32, for a total transaction 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Kyle M. Brehm acquired 110 shares of Sezzle stock in a transaction on Thursday, December 5th. The shares were purchased at an average cost of $360.00 per share, with a total value of $39,600.00. Following the completion of the acquisition, the director now owns 3,718 shares of the company’s stock, valued at $1,338,480. This trade represents a 3.05 % increase in their position. The disclosure for this purchase can be found here. 57.65% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Sezzle

Several institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Sezzle by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 169,614 shares of the company’s stock valued at $43,387,000 after purchasing an additional 3,853 shares during the period. G2 Investment Partners Management LLC grew its holdings in Sezzle by 275.9% during the fourth quarter. G2 Investment Partners Management LLC now owns 102,192 shares of the company’s stock valued at $26,141,000 after purchasing an additional 75,007 shares during the period. Marshall Wace LLP grew its holdings in Sezzle by 792.3% during the fourth quarter. Marshall Wace LLP now owns 79,983 shares of the company’s stock valued at $20,460,000 after purchasing an additional 71,019 shares during the period. State Street Corp grew its holdings in Sezzle by 3.5% during the third quarter. State Street Corp now owns 49,362 shares of the company’s stock valued at $8,421,000 after purchasing an additional 1,683 shares during the period. Finally, Millennium Management LLC boosted its holdings in shares of Sezzle by 172.7% in the fourth quarter. Millennium Management LLC now owns 27,398 shares of the company’s stock worth $7,008,000 after acquiring an additional 17,351 shares during the period. 2.02% of the stock is owned by institutional investors.

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.