Analyst Ranking
Top 23%
#1170 out of 5253 analysts
Average Return
+3.61%
Win Rate
54%56 out of 103
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
2024-01-04 -
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
Affiliated Managers Group IncAMG
+39.57%$214.52$299.41
2025-08-04 -
2026-04-16
Strong 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
Tradeweb Markets IncTW
7Hold$129.00+5.77%Downgrades
8 days ago
Marex Group PLCMRX
2Strong Buy$66.00+28.25%Maintains
21 days ago
Stifel Financial CorpSF
9Hold$92.00+13.92%Maintains
25 days ago
Blue Owl Capital IncOWL
5Strong Buy$14.00+45.08%Maintains
25 days ago
Carlyle Group IncCG
12Strong Buy$67.00+30.66%Maintains
2 months ago
Nasdaq IncNDAQ
6Strong Buy$106.00+19.28%Upgrades
2 months ago
Snowflake IncSNOW
1Strong Buy$270.00+88.09%Maintains
2 months ago
Price T Rowe Group IncTROW
5Hold$97.00+1.31%Maintains
2 months ago
Cme Group IncCME
3Strong Buy$328.00+10.73%Maintains
2 months ago
Lpl Financial Holdings IncLPLA
11Hold$378.00+20.93%Maintains
3 months ago
Blackstone IncBX
11Strong Buy$183.00+42.82%Reiterates
3 months ago
Schwab Charles CorpSCHW
14Strong Buy$138.00+49.00%Maintains
3 months ago
Virtus Investment Partners IncVRTS
2Hold$173.00+22.88%Maintains
3 months ago
Tpg IncTPG
4Hold$63.00+45.56%Maintains
3 months ago
Raymond James Financial IncRJF
9Hold$187.00+23.96%Maintains
3 months ago
Intercontinental Exchange IncICE
3Strong Buy$193.00+17.86%Maintains
3 months ago
Federated Hermes IncFHI
2Hold$54.00-5.18%Maintains
3 months ago
Etoro Group LtdETOR
1Strong Buy$50.00+31.58%Maintains
3 months ago
Cboe Global Markets IncCBOE
2Hold$281.00-9.17%Maintains
3 months ago
Franklin Resources IncBEN
8Strong Buy$30.00+12.99%Maintains
3 months ago
Ares Management CorpARES
6Strong Buy$200.00+72.09%Maintains
3 months ago
Affiliated Managers Group IncAMG
6Strong Buy$495.00+65.33%Maintains
3 months ago
Alliancebernstein Holding LPAB
13Hold$41.00+5.92%Maintains
3 months ago
Kkr & Co IncKKR
11Hold$131.00+28.41%Downgrades
3 months ago
Blackrock IncBLK
10Hold$1,209.00+17.96%Downgrades
3 months ago
Janus Henderson Group PLCJHG
6Hold$49.00-4.97%Downgrades
4 months ago
Gcm Grosvenor IncGCMG
9Hold$13.00+22.41%Maintains
6 months ago
Artisan Partners Asset Management IncAPAM
6Hold$43.00+16.34%Maintains
7 months ago
Invesco LtdIVZ
5Strong Buy$25.00+4.12%Upgrades
9 months ago
Apollo Global Management IncAPO
6Strong Buy$144.00N/AMaintains
a year 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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