Analyst Ranking
Top 17%
#877 out of 5160 analysts
Average Return
+7.22%
Win Rate
66%55 out of 83
Risk vs Reward
Poor
Good

Bill Katz's 5 best and worst ratings

Name / TickerGain/LossEntry PriceExit PricePeriodRating
Apollo Global Management IncAPO
+78.33%$94.80$169.06
2024-01-03 -
2025-01-03
Buy
Schwab Charles CorpSCHW
+54.43%$49.24$76.04
2023-05-04 -
2024-05-03
Buy
Carlyle Group IncCG
+53.78%$26.70$41.06
2023-05-04 -
2024-05-03
Buy
Ares Management CorpARES
+40.99%$133.73$188.55
2024-08-04 -
2025-08-04
Strong Buy
Gcm Grosvenor IncGCMG
+38.13%$6.95$9.60
2023-05-11 -
2024-05-10
Buy

Bill Katz Analyst Color

Get additional color on Bill Katz's coverage of popular stocks

Bill Katz's Stock Coverage

Name / TickerNo. RatingsRatingPrice TargetUpside/DownsideActionDate
Janus Henderson Group PLCJHG
6Hold$49.00+2.85%Downgrades
4 days ago
Affiliated Managers Group IncAMG
5Strong Buy$485.00+66.59%Maintains
11 days ago
Kkr & Co IncKKR
10Strong Buy$146.00+11.64%Maintains
2 months ago
Federated Hermes IncFHI
1Strong Buy$53.00-2.45%Maintains
2 months ago
Ares Management CorpARES
5Strong Buy$197.00+16.53%Maintains
2 months ago
Carlyle Group IncCG
10Strong Buy$77.00+26.25%Maintains
2 months ago
Lpl Financial Holdings IncLPLA
9Hold$410.00+9.81%Maintains
2 months ago
Price T Rowe Group IncTROW
3Hold$112.00+6.99%Maintains
2 months ago
Tradeweb Markets IncTW
5Strong Buy$140.00+30.55%Maintains
2 months ago
Intercontinental Exchange IncICE
2Strong Buy$175.00+7.61%Maintains
2 months ago
Virtus Investment Partners IncVRTS
1Hold$180.00+8.07%Maintains
2 months ago
Blackstone IncBX
9Strong Buy$205.00+31.77%Maintains
2 months ago
Alliancebernstein Holding LPAB
12Hold$40.00+2.51%Maintains
2 months ago
Raymond James Financial IncRJF
8Hold$180.00+8.56%Maintains
2 months ago
Nasdaq IncNDAQ
3Hold$96.00-2.68%Maintains
2 months ago
Schwab Charles CorpSCHW
12Strong Buy$134.00+31.57%Maintains
2 months ago
Gcm Grosvenor IncGCMG
9Hold$13.00+12.75%Maintains
2 months ago
Blackrock IncBLK
9Strong Buy$1,407.00+29.21%Maintains
2 months ago
Stifel Financial CorpSF
7Strong Buy$131.00+1.88%Upgrades
3 months ago
Artisan Partners Asset Management IncAPAM
6Hold$43.00+3.02%Maintains
3 months ago
Invesco LtdIVZ
5Strong Buy$25.00-8.12%Upgrades
5 months ago
Franklin Resources IncBEN
7Hold$17.50-27.63%Maintains
9 months ago
Apollo Global Management IncAPO
6Strong Buy$144.00-3.26%Maintains
9 months ago
Blue Owl Capital IncOWL
3Strong Buy$28.00+81.11%Upgrades
a year ago
Cboe Global Markets IncCBOE
1Hold$205.00N/AInitiates Coverage On
a year ago
Cme Group IncCME
1Hold$221.00N/AInitiates Coverage On
a year ago
Tpg IncTPG
3Hold$32.50N/AMaintains
3 years ago
Bridge Investment Group Holdings IncBRDG
2Hold$14.50N/AMaintains
3 years ago
Sculptor Capital Management IncSCU
3Buy$13.00N/AMaintains
3 years ago
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