Sezzle Inc. (NASDAQ: SEZL) has authorized an additional $100 million in common‑stock repurchases, extending the program that concluded with a $50 million buyback earlier this year. The new authorization allows the company to repurchase shares in the open market as conditions permit, giving it flexibility to return capital to shareholders while maintaining liquidity for growth initiatives.
Sezzle’s board has a history of disciplined capital allocation. Prior to the current program, the company completed $5 million and $15 million repurchase initiatives, and the $50 million program was fully executed, during which 2.9 million shares were bought back at an average price of $24.03. The cumulative effect of these buybacks has reduced the outstanding share count, positioning the company to lift earnings per share and enhance shareholder value.
The decision comes on the back of strong financial results. In Q3 2025, Sezzle reported revenue of $116.8 million—up 67% year‑over‑year—and net income of $26.7 million, with an adjusted EBITDA margin of 33.9%. The prior quarter, Q4 2024, delivered $98.2 million in revenue and $25.4 million in net income, reflecting a 100.9% year‑over‑year increase. These figures demonstrate robust top‑line growth and improving profitability, providing the financial foundation for the expanded buyback.
Management highlighted the company’s confidence in its financial position and market outlook. Executive Chairman and CEO Charlie Youakim said the authorization “reflects our strong financial position and long‑term conviction in the business.” He added that the company’s disciplined capital allocation strategy, coupled with favorable market conditions, presents an attractive opportunity to enhance shareholder value.
Analysts have responded positively to the announcement, raising their price targets to an average of $108.50–$113.00. The buyback, combined with Sezzle’s inclusion in the S&P SmallCap 600 index effective December 12, 2025, signals growing institutional interest and reinforces the company’s market standing.
The expanded buyback program is expected to reduce the share base, thereby increasing earnings per share and supporting the company’s valuation. It also underscores Sezzle’s commitment to returning capital to shareholders while maintaining the flexibility to invest in growth initiatives, such as expanding its BNPL platform and pursuing strategic partnerships. The move aligns with the company’s broader strategy of leveraging strong cash flow and profitability to create long‑term shareholder value.
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