10 days ago
SCHW
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Sectors:
Industries:
Analyst Ranking
Bottom 16%
#3544 out of 4208 analysts
Average Return
-4.66%
Win Rate
31%5 out of 16
Risk vs Reward
Poor
Good
Bill Katz's 5 best and worst ratings
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Carlyle Group IncCG | +17.51% | $26.04 | $30.60 | 2022-11-09 - 2023-03-23 | Buy |
Blackstone IncBX | +15.58% | $100.03 | $84.45 | 2023-02-02 - 2023-03-23 | Sell |
Janus Henderson Group PLCJHG | +13.56% | $29.14 | $25.19 | 2023-02-03 - 2023-03-23 | Sell |
Price T Rowe Group IncTROW | +6.40% | $116.29 | $108.85 | 2023-01-27 - 2023-03-23 | Sell |
Blackstone IncBX | +3.82% | $87.80 | $84.45 | 2022-11-22 - 2023-03-23 | Sell |
Bill Katz Analyst Color
Get additional color on Bill Katz's coverage of popular stocks
Bill Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Schwab Charles CorpSCHW | 4 | Buy | $68.00 | +28.57% | Maintains | 5 days ago |
Sculptor Capital Management IncSCU | 3 | Buy | $13.00 | +53.12% | Maintains | 23 days ago |
Tpg IncTPG | 2 | Hold | $31.50 | +12.62% | Maintains | a month ago |
Gcm Grosvenor IncGCMG | 1 | Buy | $10.50 | +39.81% | Maintains | a month ago |
Bridge Investment Group Holdings IncBRDG | 1 | Hold | $15.00 | +31.46% | Maintains | a month ago |
Alliancebernstein Holding LPAB | 2 | Buy | $43.50 | +29.20% | Upgrades | a month ago |
Lpl Financial Holdings IncLPLA | 4 | Buy | $266.00 | +30.47% | Maintains | 2 months ago |
Janus Henderson Group PLCJHG | 1 | Sell | $20.50 | -18.62% | Maintains | 2 months ago |
Artisan Partners Asset Management IncAPAM | 1 | Hold | $30.00 | -1.77% | Maintains | 2 months ago |
Blackstone IncBX | 2 | Sell | $69.00 | -18.29% | Maintains | 2 months ago |
Price T Rowe Group IncTROW | 1 | Sell | $65.00 | -40.28% | Maintains | 2 months ago |
Raymond James Financial IncRJF | 1 | Hold | $116.00 | +27.04% | Maintains | 2 months ago |
Blackrock IncBLK | 1 | Hold | $680.00 | +4.33% | Maintains | 2 months ago |
Carlyle Group IncCG | 1 | Buy | $36.50 | +19.28% | Maintains | 4 months ago |
Affiliated Managers Group IncAMG | 1 | Buy | $163.50 | +19.71% | Maintains | 5 months ago |
Blue Owl Capital IncOWL | 1 | Hold | $9.50 | -12.92% | Maintains | 5 months ago |
Kkr & Co IncKKR | 1 | Hold | $47.00 | -7.06% | Maintains | 5 months ago |
Franklin Resources IncBEN | 1 | Hold | $20.00 | -23.63% | Maintains | 5 months ago |
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