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AnalystsBill Katz
Bill Katz's Stock Forecasts

Analyst Ranking
Top 25%
#1125 out of 4554 analysts
Average Return
+2.75%
Win Rate
48%15 out of 31
Risk vs Reward
Poor
Good

Bill Katz's 5 best and worst ratings

Name / TickerGain/LossEntry PriceExit PricePeriodRating
Carlyle Group IncCG
+63.60%$26.70$43.68
2023-05-04 -
2024-04-18
Buy
Schwab Charles CorpSCHW
+48.11%$49.24$72.93
2023-05-04 -
2024-04-18
Buy
Sculptor Capital Management IncSCU
+34.18%$9.48$12.72
2023-02-28 -
2023-11-16
Buy
Gcm Grosvenor IncGCMG
+33.53%$6.95$9.28
2023-05-11 -
2024-04-18
Buy
Sculptor Capital Management IncSCU
+22.31%$10.40$12.72
2022-11-20 -
2023-11-16
Buy

Bill Katz's Stock Coverage

Name / TickerNo. RatingsRatingPrice TargetUpside/DownsideActionDate
Kkr & Co IncKKR
4Strong Buy$154.00+64.97%Maintains
3 days ago
Stifel Financial CorpSF
2Buy$92.00+22.86%Maintains
a month ago
Raymond James Financial IncRJF
4Hold$131.00+7.41%Maintains
a month ago
Gcm Grosvenor IncGCMG
4Buy$10.00+7.76%Upgrades
2 months ago
Blackrock IncBLK
5Buy$938.00+25.52%Upgrades
3 months ago
Janus Henderson Group PLCJHG
3Hold$30.00-1.54%Initiates Coverage On
3 months ago
Invesco LtdIVZ
2Buy$21.00+37.52%Initiates Coverage On
3 months ago
Alliancebernstein Holding LPAB
5Buy$36.00+10.87%Initiates Coverage On
3 months ago
Apollo Global Management IncAPO
1Buy$115.00+7.18%Initiates Coverage On
3 months ago
Tpg IncTPG
3Hold$32.50-24.10%Maintains
a year ago
Bridge Investment Group Holdings IncBRDG
2Hold$14.50+113.55%Maintains
a year ago
Blue Owl Capital IncOWL
2Hold$11.50-37.40%Maintains
a year ago
Schwab Charles CorpSCHW
5Buy$66.50-8.82%Reiterates
a year ago
Carlyle Group IncCG
2Buy$40.00-8.42%Maintains
a year ago
Franklin Resources IncBEN
2Hold$23.50-6.08%Maintains
a year ago
Lpl Financial Holdings IncLPLA
6Hold$192.00-26.09%Maintains
a year ago
Blackstone IncBX
3Sell$70.50-41.41%Maintains
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
a year ago
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