Analyst Ranking
Top 15%
#794 out of 5555 analysts
Average Return
+5.39%
Win Rate
61%95 out of 157
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
Affiliated Managers Group IncAMG
+77.55%$214.52$380.89
2025-08-04 -
2026-08-03
Strong Buy
Marex Group LtdMRX
+65.93%$39.15$64.96
2026-01-14 -
2026-11-05
Strong Buy
Snowflake IncSNOW
+56.26%$172.50$269.54
2026-02-20 -
2026-11-05
Strong Buy
Schwab Charles CorpSCHW
+54.43%$49.24$76.04
2023-05-05 -
2024-05-03
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
Apollo Global Management IncAPO
9Strong Buy$136.00+15.97%Maintains
2 days ago
Federated Hermes IncFHI
5Hold$62.00-3.19%Maintains
5 days ago
Cboe Global Markets IncCBOE
8Strong Buy$417.00+18.11%Maintains
5 days ago
Tpg IncTPG
7Strong Buy$61.00+30.51%Maintains
7 days ago
Price T Rowe Group IncTROW
11Hold$96.00-11.69%Maintains
7 days ago
Intercontinental Exchange IncICE
8Hold$182.00+4.60%Maintains
7 days ago
Ares Management CorpARES
11Strong Buy$158.00+18.16%Maintains
7 days ago
Lpl Financial Holdings IncLPLA
16Hold$356.00+18.32%Maintains
10 days ago
Alliancebernstein Holding LPAB
17Hold$35.00+0.29%Maintains
10 days ago
Blackrock IncBLK
12Strong Buy$1,405.00+20.02%Upgrades
18 days ago
Schwab Charles CorpSCHW
17Strong Buy$129.00+39.34%Reiterates
22 days ago
Virtus Investment Partners IncVRTS
5Hold$136.00+8.91%Maintains
a month ago
Tradeweb Markets IncTW
11Hold$107.00-16.12%Maintains
a month ago
Stifel Financial CorpSF
10Hold$78.00+8.56%Maintains
a month ago
Blue Owl Capital IncOWL
7Strong Buy$16.00+61.78%Maintains
a month ago
Nasdaq IncNDAQ
10Strong Buy$107.00+0.16%Maintains
a month ago
Kkr & Co IncKKR
15Hold$103.00+4.78%Maintains
a month ago
Invesco LtdIVZ
9Strong Buy$38.00+40.32%Maintains
a month ago
Etoro Group LtdETOR
4Strong Buy$33.00+45.47%Maintains
a month ago
Carlyle Group IncCG
15Hold$42.00+5.11%Maintains
a month ago
Blackstone IncBX
15Strong Buy$144.00+20.18%Maintains
a month ago
Franklin Templeton IncBEN
11Strong Buy$38.00+17.98%Maintains
a month ago
Brookfield Business CorpBBUC
3Hold$29.00-4.10%Maintains
a month ago
Affiliated Managers Group IncAMG
10Strong Buy$523.00+49.20%Maintains
a month ago
Artisan Partners Asset Management IncAPAM
9Hold$33.00-17.04%Maintains
a month ago
Cme Group IncCME
10Strong Buy$300.00-2.36%Maintains
a month ago
Raymond James Financial IncRJF
13Hold$160.00-2.92%Maintains
2 months ago
Marex Group LtdMRX
4Strong Buy$75.00+15.46%Maintains
5 months ago
Gcm Grosvenor IncGCMG
10Strong Buy$14.00+11.73%Maintains
5 months ago
Umb Financial CorpUMBF
1Strong Buy$147.00+9.13%Maintains
6 months ago
Snowflake IncSNOW
1Strong Buy$270.00+0.17%Maintains
9 months ago
Janus Henderson Group PLCJHG
6Hold$49.00-5.68%Downgrades
10 months ago
Bridge Investment Group Holdings IncBRDG
2Hold$14.50N/AMaintains
3 years ago
Sculptor Capital Management IncSCU
3Buy$13.00N/AMaintains
4 years ago
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