Wealthfront (NASDAQ:WLTH) Receives Market Perform Rating from Keefe, Bruyette & Woods

Keefe, Bruyette & Woods reaffirmed their market perform rating on shares of Wealthfront (NASDAQ:WLTH) in a research note issued to investors on Thursday morning, MarketBeat reports. The firm currently has a $9.50 price objective on the stock, down from their prior price objective of $13.50.

A number of other equities analysts also recently issued reports on WLTH. Wall Street Zen raised Wealthfront from a “sell” rating to a “hold” rating in a research report on Friday, January 23rd. JPMorgan Chase & Co. assumed coverage on Wealthfront in a report on Tuesday, January 6th. They issued an “overweight” rating and a $16.00 price objective for the company. The Goldman Sachs Group set a $12.00 target price on shares of Wealthfront in a research report on Tuesday, January 20th. Citizens Jmp initiated coverage on shares of Wealthfront in a report on Tuesday, January 6th. They issued an “outperform” rating and a $20.00 price target for the company. Finally, Zacks Research raised shares of Wealthfront to a “hold” rating in a research report on Thursday, January 15th. Four investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Wealthfront presently has an average rating of “Hold” and an average price target of $12.67.

Wealthfront Stock Down 6.2%

Wealthfront stock opened at $7.88 on Thursday. The company’s 50 day moving average is $8.61. Wealthfront has a fifty-two week low of $7.20 and a fifty-two week high of $14.88.

Wealthfront (NASDAQ:WLTH) last announced its quarterly earnings data on Wednesday, March 11th. The company reported ($1.31) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.24) by ($0.07). The company had revenue of $96.14 million during the quarter, compared to the consensus estimate of $91.95 million.

Institutional Investors Weigh In On Wealthfront

Hedge funds and other institutional investors have recently bought and sold shares of the company. Element Capital Management LLC purchased a new stake in shares of Wealthfront during the 4th quarter valued at $1,278,000. Granahan Investment Management LLC purchased a new position in Wealthfront during the 4th quarter worth $18,837,000. Dragoneer Investment Group LLC purchased a new position in Wealthfront during the 4th quarter worth $8,892,000. Kennedy Capital Management LLC acquired a new position in Wealthfront during the 4th quarter valued at about $5,208,000. Finally, Index Venture Associates VI Ltd purchased a new stake in Wealthfront in the fourth quarter valued at about $128,567,000.

Wealthfront News Summary

Here are the key news stories impacting Wealthfront this week:

• Positive Sentiment: Wealthfront reported record results — fiscal 2026 revenue of $365.0M and a Q4 record of $96.1M; total platform assets grew 17% YoY to $94.1B. These metrics support the growth story. Wealthfront Reports Fiscal Fourth Quarter and Full Year 2026 Results
• Positive Sentiment: Company announced a share repurchase plan alongside results — buybacks can support the share price and signal management confidence. Wealthfront Announces Record Results and Share Repurchase Plan
• Neutral Sentiment: Earnings materials and full slide deck / call transcript are posted — useful for digging into margin drivers, guidance and customer metrics before taking a position. Wealthfront 2026 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Some firms kept constructive ratings but cut targets — JPMorgan remains “overweight” with a lowered $10 PT; Wells Fargo also maintained overweight at a reduced PT. These keep upside scenarios on the table but reflect lower near-term confidence. Analyst Notes (Benzinga)
• Negative Sentiment: Wealthfront missed EPS estimates (reported -$1.31 vs. -$1.24 consensus). The miss prompted a sharp selloff and prompted several analysts to cut forecasts. That EPS shortfall is the primary near-term negative catalyst. These Analysts Cut Their Forecasts On Wealthfront After Q4 Earnings
• Negative Sentiment: Multiple securities-law firms (Faruqi & Faruqi; BFA Law) announced investigations into Wealthfront — potential litigation risk can increase volatility and pressure the shares. Faruqi & Faruqi Investigation Notice
• Negative Sentiment: Several firms (including Keefe, RBC and others cited in the press) issued more pessimistic forecasts or lowered targets after the print, adding selling pressure. Analyst Forecast Coverage

Wealthfront Company Profile

Wealthfront (NASDAQ:WLTH) is a technology-driven wealth management firm that provides automated investment services to individual investors. Operating as a robo-advisor, the company uses algorithms and software to construct and manage diversified portfolios largely composed of low-cost exchange-traded funds (ETFs). Its platform is geared toward long-term, goal-based investing with an emphasis on passive strategies, automated rebalancing and straightforward user experience delivered through web and mobile applications.

The company’s product suite includes automated portfolio management, tax-loss harvesting and goal-planning tools that help clients set and track financial objectives.