Analyst Ranking
Top 27%
#1312 out of 4866 analysts
Average Return
+1.3%
Win Rate
51%34 out of 67
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
Gcm Grosvenor IncGCMG
+38.13%$6.95$9.60
2023-05-11 -
2024-05-10
Buy
Sculptor Capital Management IncSCU
+34.18%$9.48$12.72
2023-02-28 -
2023-11-16
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
Kkr & Co IncKKR
9Strong Buy$126.00+23.19%Maintains
14 days ago
Blackstone IncBX
8Strong Buy$147.00+17.68%Maintains
14 days ago
Blackrock IncBLK
8Strong Buy$1,032.00+16.32%Maintains
14 days ago
Franklin Resources IncBEN
7Hold$17.50-3.05%Maintains
14 days ago
Ares Management CorpARES
4Strong Buy$161.00+13.60%Maintains
14 days ago
Apollo Global Management IncAPO
6Strong Buy$144.00+16.40%Maintains
14 days ago
Artisan Partners Asset Management IncAPAM
2Hold$35.00-1.55%Maintains
14 days ago
Affiliated Managers Group IncAMG
3Hold$168.00+6.01%Maintains
14 days ago
Alliancebernstein Holding LPAB
10Hold$34.00-8.11%Maintains
14 days ago
Invesco LtdIVZ
4Hold$13.00-3.63%Downgrades
14 days ago
Carlyle Group IncCG
9Hold$37.00+3.67%Maintains
14 days ago
Stifel Financial CorpSF
6Hold$84.00-2.42%Maintains
14 days ago
Price T Rowe Group IncTROW
2Hold$89.00+3.27%Maintains
14 days ago
Tradeweb Markets IncTW
3Strong Buy$153.00+15.30%Maintains
14 days ago
Blue Owl Capital IncOWL
3Strong Buy$28.00+65.09%Upgrades
3 months ago
Lpl Financial Holdings IncLPLA
7Strong Buy$413.00+37.57%Upgrades
4 months ago
Gcm Grosvenor IncGCMG
7Hold$12.50+1.79%Downgrades
5 months ago
Janus Henderson Group PLCJHG
4Strong Buy$50.00+61.50%Maintains
6 months ago
Raymond James Financial IncRJF
7Hold$150.00+11.30%Maintains
6 months ago
Nasdaq IncNDAQ
2Hold$80.00+10.06%Maintains
6 months ago
Cboe Global Markets IncCBOE
1Hold$205.00-4.24%Initiates Coverage On
7 months ago
Intercontinental Exchange IncICE
1Strong Buy$182.00+13.27%Initiates Coverage On
7 months ago
Cme Group IncCME
1Hold$221.00-16.78%Initiates Coverage On
7 months ago
Schwab Charles CorpSCHW
10Hold$71.00-7.29%Downgrades
9 months ago
Tpg IncTPG
3Hold$32.50N/AMaintains
2 years ago
Bridge Investment Group Holdings IncBRDG
2Hold$14.50N/AMaintains
2 years ago
Sculptor Capital Management IncSCU
3Buy$13.00N/AMaintains
2 years ago
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