Wealthfront’s (WLTH) “Market Perform” Rating Reiterated at Keefe, Bruyette & Woods

Keefe, Bruyette & Woods reissued their market perform rating on shares of Wealthfront (NASDAQ:WLTH) in a report released on Thursday, MarketBeat Ratings reports. The firm currently has a $9.50 price objective on the stock, down from their prior price objective of $13.50.

Other equities analysts have also issued reports about the company. Wells Fargo & Company cut their price objective on Wealthfront from $15.50 to $12.50 and set an “overweight” rating on the stock in a research note on Thursday, March 5th. KeyCorp assumed coverage on shares of Wealthfront in a research report on Tuesday, January 6th. They set a “sector weight” rating for the company. JPMorgan Chase & Co. started coverage on shares of Wealthfront in a research report on Tuesday, January 6th. They issued an “overweight” rating and a $16.00 price target on the stock. Royal Bank Of Canada reduced their price objective on shares of Wealthfront from $17.00 to $14.00 and set an “outperform” rating on the stock in a research note on Monday, March 9th. Finally, Zacks Research upgraded shares of Wealthfront to a “hold” rating in a research report on Thursday, January 15th. Four 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 data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $12.67.

Wealthfront Price Performance

Shares of NASDAQ:WLTH opened at $7.86 on Thursday. Wealthfront has a 12-month low of $7.20 and a 12-month high of $14.88. The stock’s fifty day moving average is $8.59.

Wealthfront (NASDAQ:WLTH) last released its quarterly earnings results on Wednesday, March 11th. The company reported ($1.31) EPS for the quarter, missing analysts’ consensus estimates of ($1.24) by ($0.07). The business had revenue of $96.14 million during the quarter, compared to analysts’ expectations of $91.95 million.

Institutional Trading of Wealthfront

Several hedge funds have recently modified their holdings of the stock. Tiger Global Management LLC acquired a new position in shares of Wealthfront during the 4th quarter valued at $205,982,000. Dag Ventures LLC acquired a new position in shares of Wealthfront during the fourth quarter valued at about $187,725,000. Index Venture Associates VI Ltd bought a new position in shares of Wealthfront during the 4th quarter worth about $128,567,000. Wellington Management Group LLP acquired a new stake in shares of Wealthfront in the 4th quarter valued at about $54,182,000. Finally, T. Rowe Price Investment Management Inc. bought a new stake in Wealthfront in the 4th quarter valued at about $31,136,000.

Wealthfront News Roundup

Here are the key news stories impacting Wealthfront this week:

• Positive Sentiment: Record platform growth and revenue — Wealthfront reported record revenue and hit roughly $94.1 billion in platform assets, supporting long‑term growth thesis. Wealthfront Hits Record $94.1 Billion in Platform Assets
• Positive Sentiment: Share repurchase announced — Management unveiled a buyback plan alongside the results, which can support the share price and signal confidence from the company. Wealthfront Announces Record Results and Share Repurchase Plan
• Positive Sentiment: Revenue beat — Revenue exceeded consensus (company reported ~$96.1M vs. ~$92M estimate), showing top‑line traction despite other headwinds. Wealthfront Reports Latest Financial Results
• Neutral Sentiment: Earnings call: growth vs. fee pressure — Management reiterated growth initiatives but acknowledged fee pressure and margin impacts; read the Q4 transcript for details on guidance and strategy. Wealthfront Q4 2026 Earnings Transcript
• Negative Sentiment: Large one‑time charges and cash outflows pressured results — Q4 included about $135M in IPO‑related charges and management reported roughly $360M of cash‑management outflows, which worried investors about near‑term profitability and AUM stability. Wealthfront Stock Slides 6% Despite Revenue Beat on Cash Outflow Concerns
• Negative Sentiment: Analysts cut targets and trimmed forecasts — Multiple firms lowered price targets and forecasts after the print (JPMorgan, Goldman, Wells Fargo, Keefe et al.), increasing sell‑side pressure. These Analysts Cut Their Forecasts On Wealthfront After Q4 Earnings
• Negative Sentiment: Class‑action / securities investigations launched — Two law firms have announced probes into Wealthfront, which can add legal risk and prolong negative sentiment. Faruqi & Faruqi Investigation BFA Law Investigation

About Wealthfront

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.