7 days ago
ARES
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Analyst Ranking
Top 20%
#997 out of 5097 analysts
Average Return
+5.16%
Win Rate
63%52 out of 82
Risk vs Reward
Poor
Good
Bill Katz's 5 best and worst ratings
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Apollo Global Management IncAPO | +78.33% | $94.80 | $169.06 | 2024-01-04 - 2025-01-03 | Buy |
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 |
Ares Management CorpARES | +40.99% | $133.73 | $188.55 | 2024-08-05 - 2025-08-04 | Strong Buy |
Gcm Grosvenor IncGCMG | +38.13% | $6.95 | $9.60 | 2023-05-12 - 2024-05-10 | Buy |
Bill Katz Analyst Color
Get additional color on Bill Katz's coverage of popular stocks
11 days ago
JHG
a month ago
SCHW
a month ago
BLK
a month ago
SF
3 months ago
AMG
6 months ago
SCHW
6 months ago
TW
7 months ago
TW
10 months ago
OWL
a year ago
LPLA
a year ago
APO
a year ago
AB
a year ago
APO
a year ago
ARES
a year ago
KKR
a year ago
BLK
a year ago
ARES
a year ago
APO
a year ago
GCMG
a year ago
ARES
a year ago
KKR
a year ago
AB
a year ago
APO
a year ago
BLK
Bill Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Kkr & Co IncKKR | 10 | Strong Buy | $146.00 | +21.56% | Maintains | 2 days ago |
Federated Hermes IncFHI | 1 | Strong Buy | $53.00 | +6.70% | Maintains | 7 days ago |
Ares Management CorpARES | 5 | Strong Buy | $197.00 | +28.47% | Maintains | 7 days ago |
Carlyle Group IncCG | 10 | Strong Buy | $77.00 | +46.67% | Maintains | 9 days ago |
Lpl Financial Holdings IncLPLA | 9 | Hold | $410.00 | +9.23% | Maintains | 9 days ago |
Price T Rowe Group IncTROW | 3 | Hold | $112.00 | +8.74% | Maintains | 9 days ago |
Tradeweb Markets IncTW | 5 | Strong Buy | $140.00 | +27.84% | Maintains | 11 days ago |
Intercontinental Exchange IncICE | 2 | Strong Buy | $175.00 | +17.06% | Maintains | 11 days ago |
Janus Henderson Group PLCJHG | 5 | Strong Buy | $55.00 | +25.66% | Maintains | 11 days ago |
Virtus Investment Partners IncVRTS | 1 | Hold | $180.00 | +10.99% | Maintains | 16 days ago |
Blackstone IncBX | 9 | Strong Buy | $205.00 | +42.07% | Maintains | 18 days ago |
Alliancebernstein Holding LPAB | 12 | Hold | $40.00 | +1.55% | Maintains | 18 days ago |
Raymond James Financial IncRJF | 8 | Hold | $180.00 | +11.16% | Maintains | 20 days ago |
Nasdaq IncNDAQ | 3 | Hold | $96.00 | +9.31% | Maintains | 21 days ago |
Schwab Charles CorpSCHW | 12 | Strong Buy | $134.00 | +40.20% | Maintains | a month ago |
Blackrock IncBLK | 9 | Strong Buy | $1,407.00 | +29.96% | Maintains | a month ago |
Stifel Financial CorpSF | 7 | Strong Buy | $131.00 | +7.50% | Upgrades | a month ago |
Artisan Partners Asset Management IncAPAM | 6 | Hold | $43.00 | -4.57% | Maintains | 2 months ago |
Affiliated Managers Group IncAMG | 4 | Strong Buy | $255.00 | -1.76% | Upgrades | 3 months ago |
Invesco LtdIVZ | 5 | Strong Buy | $25.00 | +5.75% | Upgrades | 4 months ago |
Franklin Resources IncBEN | 7 | Hold | $17.50 | -22.29% | Maintains | 7 months ago |
Apollo Global Management IncAPO | 6 | Strong Buy | $144.00 | +9.99% | Maintains | 7 months ago |
Blue Owl Capital IncOWL | 3 | Strong Buy | $28.00 | +87.79% | Upgrades | 10 months ago |
Gcm Grosvenor IncGCMG | 7 | Hold | $12.50 | N/A | Downgrades | a year ago |
Cboe Global Markets IncCBOE | 1 | Hold | $205.00 | N/A | Initiates Coverage On | a year ago |
Cme Group IncCME | 1 | Hold | $221.00 | N/A | Initiates Coverage On | a year ago |
Tpg IncTPG | 3 | Hold | $32.50 | N/A | Maintains | 2 years ago |
Bridge Investment Group Holdings IncBRDG | 2 | Hold | $14.50 | N/A | Maintains | 2 years ago |
Sculptor Capital Management IncSCU | 3 | Buy | $13.00 | N/A | Maintains | 3 years ago |
Company
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Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.