Sezzle Inc. (SEZL) Stock Rises on Q4 2025 Earnings

Sezzle Inc. (SEZL) reported fourth-quarter 2025 results.

Revenue of $129.9 million (up 32.22% year-over-year).

Gross profit of $129.9 million (up 136.56% year-over-year).

Operating profit of $55.2 million (up 78.96% year-over-year).

Net income attributable to common shareholders of $42.7 million (up 68.29% year-over-year).

Diluted earnings per share of $1.17 (up 317.86% year-over-year).

Cash from operating activities of $154.3 million (up 15,772.73% year-over-year).

Purchases of property, plant and equipment of $61,000 (up 80.69% year-over-year).

Cash and cash equivalents of $64.1 million (down 12.48% year-over-year).

Cost of sales of $53.3 million (up 23.07% year-over-year).

Total liabilities of $230.4 million (up 9.44% year-over-year).

EPS beat expectations: reported $1.17 versus estimate $0.98.

Revenue came in at $129.9 million, slightly below the estimate of $130.1 million.

Shares were up 7.34% since market open this morning.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Sezzle Inc. Insider Trading Activity

Sezzle Inc. insiders have traded $SEZL stock on the open market 8 times in the past 6 months. Of those trades, 1 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $SEZL stock by insiders over the last 6 months:

PAUL PARADIS (Director & President) has made 0 purchases and 2 sales selling 6,000 shares for an estimated $540,600.
KAREN HARTJE (Chief Financial Officer) has made 0 purchases and 4 sales selling 5,484 shares for an estimated $466,145.
KYLE M. BREHM has made 1 purchase buying 1,217 shares for an estimated $69,977 and 1 sale selling 1 shares for an estimated $65.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Sezzle Inc. Hedge Fund Activity

We have seen 138 institutional investors add shares of Sezzle Inc. stock to their portfolio, and 170 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. added 1,260,650 shares (+98.7%) to their portfolio in Q4 2025, for an estimated $80,019,758
ACCREDITED INVESTORS INC. added 913,042 shares (+inf%) to their portfolio in Q4 2025, for an estimated $57,955,340
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 417,976 shares (-73.2%) from their portfolio in Q4 2025, for an estimated $26,531,026
DIVISADERO STREET CAPITAL MANAGEMENT, LP removed 371,391 shares (-24.8%) from their portfolio in Q4 2025, for an estimated $23,574,043
MAN GROUP PLC removed 296,244 shares (-94.2%) from their portfolio in Q4 2025, for an estimated $18,804,087
PRICE T ROWE ASSOCIATES INC /MD/ added 257,659 shares (+213.8%) to their portfolio in Q4 2025, for an estimated $16,354,905
ARDSLEY ADVISORY PARTNERS LP added 245,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $15,551,375

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Sezzle Inc. Analyst Ratings

Wall Street analysts have issued reports on $SEZL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 02/12/2026

To track analyst ratings and price targets for Sezzle Inc., check out Quiver Quantitative's $SEZL forecast page.

Sezzle Inc. Price Targets

Multiple analysts have issued price targets for $SEZL recently. We have seen 3 analysts offer price targets for $SEZL in the last 6 months, with a median target of $82.0.

Here are some recent targets:

Kyle Peterson from Needham set a target price of $94.0 on 02/26/2026
Moshe Orenbuch from TD Cowen set a target price of $82.0 on 01/08/2026