a month ago
ARES
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Analyst Ranking
Top 18%
#945 out of 5334 analysts
Average Return
+5.22%
Win Rate
58%74 out of 128
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 |
Marex Group LtdMRX | +64.09% | $39.15 | $64.24 | 2026-01-14 - 2026-07-23 | Strong Buy |
Affiliated Managers Group IncAMG | +62.12% | $214.52 | $347.77 | 2025-08-04 - 2026-07-23 | Strong 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 |
Bill Katz Analyst Color
Get additional color on Bill Katz's coverage of popular stocks
a month ago
BEN
2 months ago
MRX
2 months ago
SCHW
2 months ago
ETOR
3 months ago
MRX
3 months ago
UMBF
4 months ago
MRX
5 months ago
CG
5 months ago
NDAQ
6 months ago
SCHW
6 months ago
SCHW
6 months ago
MRX
6 months ago
ICE
6 months ago
AMG
7 months ago
AMG
9 months ago
ARES
9 months ago
JHG
9 months ago
SCHW
9 months ago
BLK
10 months ago
SF
a year ago
AMG
a year ago
SCHW
a year ago
TW
a year ago
TW
Bill Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Raymond James Financial IncRJF | 12 | Hold | $161.00 | -3.09% | Maintains | 2 days ago |
Cboe Global Markets IncCBOE | 4 | Hold | $304.00 | +6.72% | Maintains | 5 days ago |
Alliancebernstein Holding LPAB | 15 | Hold | $38.00 | +2.29% | Maintains | 5 days ago |
Nasdaq IncNDAQ | 8 | Strong Buy | $105.00 | +16.12% | Maintains | 5 days ago |
Price T Rowe Group IncTROW | 7 | Hold | $107.00 | -6.92% | Maintains | 5 days ago |
Virtus Investment Partners IncVRTS | 4 | Hold | $147.00 | -9.83% | Maintains | 5 days ago |
Cme Group IncCME | 7 | Strong Buy | $270.00 | +6.17% | Maintains | 17 days ago |
Ares Management CorpARES | 8 | Strong Buy | $153.00 | +26.15% | Maintains | a month ago |
Tradeweb Markets IncTW | 9 | Hold | $109.00 | +9.17% | Maintains | a month ago |
Intercontinental Exchange IncICE | 4 | Strong Buy | $153.00 | +6.84% | Maintains | a month ago |
Franklin Resources IncBEN | 10 | Strong Buy | $40.00 | +23.88% | Maintains | a month ago |
Brookfield Business CorpBBUC | 1 | Hold | $34.00 | +9.68% | Initiates Coverage On | 2 months ago |
Invesco LtdIVZ | 7 | Strong Buy | $33.00 | +10.74% | Maintains | 2 months ago |
Marex Group LtdMRX | 4 | Strong Buy | $75.00 | +16.75% | Maintains | 2 months ago |
Gcm Grosvenor IncGCMG | 10 | Strong Buy | $14.00 | +18.74% | Maintains | 2 months ago |
Tpg IncTPG | 5 | Hold | $45.00 | +7.07% | Maintains | 2 months ago |
Kkr & Co IncKKR | 13 | Hold | $104.00 | +8.37% | Maintains | 2 months ago |
Carlyle Group IncCG | 14 | Hold | $50.00 | +12.59% | Maintains | 2 months ago |
Blackstone IncBX | 13 | Strong Buy | $133.00 | +6.83% | Maintains | 2 months ago |
Apollo Global Management IncAPO | 7 | Strong Buy | $146.00 | +22.69% | Maintains | 2 months ago |
Blue Owl Capital IncOWL | 6 | Strong Buy | $14.00 | +52.01% | Reiterates | 2 months ago |
Schwab Charles CorpSCHW | 15 | Strong Buy | $109.00 | +7.27% | Maintains | 2 months ago |
Etoro Group LtdETOR | 2 | Strong Buy | $52.00 | +41.00% | Maintains | 2 months ago |
Affiliated Managers Group IncAMG | 8 | Strong Buy | $454.00 | +30.55% | Reiterates | 2 months ago |
Federated Hermes IncFHI | 3 | Hold | $54.00 | -5.78% | Maintains | 3 months ago |
Lpl Financial Holdings IncLPLA | 12 | Hold | $326.00 | +0.83% | Maintains | 3 months ago |
Umb Financial CorpUMBF | 1 | Strong Buy | $147.00 | +5.66% | Maintains | 3 months ago |
Stifel Financial CorpSF | 9 | Hold | $92.00 | +15.64% | Maintains | 4 months ago |
Snowflake IncSNOW | 1 | Strong Buy | $270.00 | +1.84% | Maintains | 5 months ago |
Blackrock IncBLK | 10 | Hold | $1,209.00 | +16.57% | Downgrades | 6 months ago |
Janus Henderson Group PLCJHG | 6 | Hold | $49.00 | -5.68% | Downgrades | 7 months ago |
Artisan Partners Asset Management IncAPAM | 6 | Hold | $43.00 | +11.63% | Maintains | 10 months ago |
Bridge Investment Group Holdings IncBRDG | 2 | Hold | $14.50 | N/A | Maintains | 3 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.
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.