21 days ago
TW
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Analyst Ranking
Top 20%
#962 out of 4867 analysts
Average Return
+4.12%
Win Rate
60%40 out of 67
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 | 2024-01-03 - 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
3 months ago
OWL
4 months ago
LPLA
5 months ago
APO
5 months ago
AB
6 months ago
APO
6 months ago
ARES
6 months ago
KKR
7 months ago
BLK
7 months ago
ARES
7 months ago
APO
9 months ago
GCMG
9 months ago
ARES
9 months ago
KKR
9 months ago
AB
10 months ago
APO
10 months ago
BLK
a year ago
KKR
a year ago
BX
a year ago
KKR
a year ago
KKR
2 years ago
BX
2 years ago
SCHW
Bill Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Kkr & Co IncKKR | 9 | Strong Buy | $126.00 | +10.19% | Maintains | 21 days ago |
Blackstone IncBX | 8 | Strong Buy | $147.00 | +10.08% | Maintains | 21 days ago |
Blackrock IncBLK | 8 | Strong Buy | $1,032.00 | +12.11% | Maintains | 21 days ago |
Franklin Resources IncBEN | 7 | Hold | $17.50 | -6.67% | Maintains | 21 days ago |
Ares Management CorpARES | 4 | Strong Buy | $161.00 | +5.37% | Maintains | 21 days ago |
Apollo Global Management IncAPO | 6 | Strong Buy | $144.00 | +4.69% | Maintains | 21 days ago |
Artisan Partners Asset Management IncAPAM | 2 | Hold | $35.00 | -6.82% | Maintains | 21 days ago |
Affiliated Managers Group IncAMG | 3 | Hold | $168.00 | +1.68% | Maintains | 21 days ago |
Alliancebernstein Holding LPAB | 10 | Hold | $34.00 | -13.33% | Maintains | 21 days ago |
Invesco LtdIVZ | 4 | Hold | $13.00 | -6.88% | Downgrades | 21 days ago |
Carlyle Group IncCG | 9 | Hold | $37.00 | -5.44% | Maintains | 21 days ago |
Stifel Financial CorpSF | 6 | Hold | $84.00 | -2.56% | Maintains | 21 days ago |
Price T Rowe Group IncTROW | 2 | Hold | $89.00 | +0.16% | Maintains | 21 days ago |
Tradeweb Markets IncTW | 3 | Strong Buy | $153.00 | +11.37% | Maintains | 21 days ago |
Blue Owl Capital IncOWL | 3 | Strong Buy | $28.00 | +50.54% | Upgrades | 3 months ago |
Lpl Financial Holdings IncLPLA | 7 | Strong Buy | $413.00 | +29.34% | Upgrades | 4 months ago |
Gcm Grosvenor IncGCMG | 7 | Hold | $12.50 | -0.56% | Downgrades | 6 months ago |
Janus Henderson Group PLCJHG | 4 | Strong Buy | $50.00 | +49.88% | Maintains | 6 months ago |
Raymond James Financial IncRJF | 7 | Hold | $150.00 | +8.62% | Maintains | 6 months ago |
Nasdaq IncNDAQ | 2 | Hold | $80.00 | +5.35% | Maintains | 6 months ago |
Cboe Global Markets IncCBOE | 1 | Hold | $205.00 | -5.55% | Initiates Coverage On | 7 months ago |
Intercontinental Exchange IncICE | 1 | Strong Buy | $182.00 | +9.42% | Initiates Coverage On | 7 months ago |
Cme Group IncCME | 1 | Hold | $221.00 | -18.86% | Initiates Coverage On | 7 months ago |
Schwab Charles CorpSCHW | 10 | Hold | $71.00 | -12.63% | Downgrades | 9 months 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.