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AnalystsBill Katz
Bill Katz's Stock Forecasts

Analyst Ranking
Top 26%
#1168 out of 4603 analysts
Average Return
+4.29%
Win Rate
57%20 out of 35
Risk vs Reward
Poor
Good

Bill Katz's 5 best and worst ratings

Name / TickerGain/LossEntry PriceExit PricePeriodRating
Schwab Charles CorpSCHW
+54.43%$49.24$76.04
2023-05-05 -
2024-05-03
Buy
Carlyle Group IncCG
+53.78%$26.70$41.06
2023-05-05 -
2024-05-03
Buy
Gcm Grosvenor IncGCMG
+38.13%$6.95$9.60
2023-05-12 -
2024-05-10
Buy
Sculptor Capital Management IncSCU
+34.18%$9.48$12.72
2023-03-01 -
2023-11-16
Buy
Sculptor Capital Management IncSCU
+22.31%$10.40$12.72
2022-11-21 -
2023-11-16
Buy

Bill Katz's Stock Coverage

Name / TickerNo. RatingsRatingPrice TargetUpside/DownsideActionDate
Gcm Grosvenor IncGCMG
5Strong Buy$11.50+21.82%Maintains
a month ago
Kkr & Co IncKKR
5Strong Buy$148.00+35.56%Maintains
2 months ago
Franklin Resources IncBEN
3Hold$25.50+16.81%Maintains
2 months ago
Alliancebernstein Holding LPAB
6Strong Buy$39.00+18.15%Maintains
2 months ago
Raymond James Financial IncRJF
5Hold$126.00+8.93%Maintains
2 months ago
Invesco LtdIVZ
3Strong Buy$19.50+33.93%Maintains
2 months ago
Blackstone IncBX
4Hold$114.00-5.98%Maintains
2 months ago
Stifel Financial CorpSF
2Buy$92.00+17.06%Maintains
3 months ago
Blackrock IncBLK
5Buy$938.00+21.92%Upgrades
5 months ago
Janus Henderson Group PLCJHG
3Hold$30.00-8.20%Initiates Coverage On
5 months ago
Apollo Global Management IncAPO
1Buy$115.00-0.75%Initiates Coverage On
5 months ago
Tpg IncTPG
3Hold$32.50N/AMaintains
a year ago
Bridge Investment Group Holdings IncBRDG
2Hold$14.50N/AMaintains
a year ago
Blue Owl Capital IncOWL
2Hold$11.50N/AMaintains
a year ago
Schwab Charles CorpSCHW
5Buy$66.50N/AReiterates
a year ago
Carlyle Group IncCG
2Buy$40.00N/AMaintains
a year ago
Lpl Financial Holdings IncLPLA
6Hold$192.00N/AMaintains
a year ago
Sculptor Capital Management IncSCU
3Buy$13.00N/AMaintains
a year ago
Artisan Partners Asset Management IncAPAM
1Hold$30.00N/AMaintains
a year ago
Price T Rowe Group IncTROW
1Sell$65.00N/AMaintains
a year ago
Affiliated Managers Group IncAMG
1Buy$163.50N/AMaintains
2 years ago
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