a month ago
AMG
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Analyst Ranking
Top 16%
#800 out of 5001 analysts
Average Return
+8.41%
Win Rate
68%48 out of 71
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
3 months ago
SCHW
4 months ago
TW
5 months ago
TW
7 months ago
OWL
8 months ago
LPLA
9 months ago
APO
9 months ago
AB
10 months ago
APO
10 months ago
ARES
10 months 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
a year ago
KKR
a year ago
BX
a year ago
KKR
a year ago
KKR
2 years ago
BX
Bill Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Affiliated Managers Group IncAMG | 4 | Strong Buy | $255.00 | +13.42% | Upgrades | a month ago |
Invesco LtdIVZ | 5 | Strong Buy | $25.00 | +14.21% | Upgrades | a month ago |
Lpl Financial Holdings IncLPLA | 8 | Hold | $403.00 | +10.57% | Downgrades | 2 months ago |
Artisan Partners Asset Management IncAPAM | 5 | Hold | $45.00 | -3.83% | Maintains | 3 months ago |
Schwab Charles CorpSCHW | 11 | Strong Buy | $113.00 | +17.90% | Maintains | 3 months ago |
Tradeweb Markets IncTW | 4 | Strong Buy | $159.00 | +28.89% | Maintains | 4 months ago |
Kkr & Co IncKKR | 9 | Strong Buy | $126.00 | -9.67% | Maintains | 5 months ago |
Blackstone IncBX | 8 | Strong Buy | $147.00 | -14.24% | Maintains | 5 months ago |
Blackrock IncBLK | 8 | Strong Buy | $1,032.00 | -8.44% | Maintains | 5 months ago |
Franklin Resources IncBEN | 7 | Hold | $17.50 | -31.80% | Maintains | 5 months ago |
Ares Management CorpARES | 4 | Strong Buy | $161.00 | -10.16% | Maintains | 5 months ago |
Apollo Global Management IncAPO | 6 | Strong Buy | $144.00 | +5.70% | Maintains | 5 months ago |
Alliancebernstein Holding LPAB | 11 | Hold | $34.00 | -14.10% | Maintains | 5 months ago |
Carlyle Group IncCG | 9 | Hold | $37.00 | -42.69% | Maintains | 5 months ago |
Stifel Financial CorpSF | 6 | Hold | $84.00 | -27.14% | Maintains | 5 months ago |
Price T Rowe Group IncTROW | 2 | Hold | $89.00 | -17.30% | Maintains | 5 months ago |
Blue Owl Capital IncOWL | 3 | Strong Buy | $28.00 | +51.19% | Upgrades | 7 months ago |
Gcm Grosvenor IncGCMG | 7 | Hold | $12.50 | -3.55% | Downgrades | 10 months ago |
Janus Henderson Group PLCJHG | 4 | Strong Buy | $50.00 | +12.82% | Maintains | 10 months ago |
Raymond James Financial IncRJF | 7 | Hold | $150.00 | -11.47% | Maintains | 10 months ago |
Nasdaq IncNDAQ | 2 | Hold | $80.00 | -15.56% | Maintains | 10 months ago |
Cboe Global Markets IncCBOE | 1 | Hold | $205.00 | -13.12% | Initiates Coverage On | a year ago |
Intercontinental Exchange IncICE | 1 | Strong Buy | $182.00 | +3.06% | Initiates Coverage On | a year ago |
Cme Group IncCME | 1 | Hold | $221.00 | -17.08% | 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 | 2 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.