a month ago
ARES
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Analyst Ranking
Top 14%
#741 out of 5510 analysts
Average Return
+7.41%
Win Rate
60%81 out of 135
Risk vs Reward
Poor
Good
Bill Katz's 5 best and worst ratings
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Snowflake IncSNOW | +90.72% | $172.50 | $328.99 | 2026-02-20 - 2026-09-11 | Strong Buy |
Marex Group LtdMRX | +86.46% | $39.15 | $73.00 | 2026-01-14 - 2026-09-11 | Strong Buy |
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 | +69.93% | $42.96 | $73.00 | 2026-03-27 - 2026-09-11 | Strong Buy |
Bill Katz Analyst Color
Get additional color on Bill Katz's coverage of popular stocks
a month ago
ICE
3 months ago
ARES
3 months ago
BEN
3 months ago
MRX
4 months ago
SCHW
4 months ago
ETOR
4 months ago
MRX
4 months ago
UMBF
6 months ago
MRX
7 months ago
CG
7 months ago
NDAQ
8 months ago
SCHW
8 months ago
SCHW
8 months ago
MRX
8 months ago
ICE
8 months ago
AMG
9 months ago
AMG
10 months ago
ARES
10 months ago
JHG
a year ago
SCHW
a year ago
BLK
a year ago
SF
a year ago
AMG
a year ago
SCHW
Bill Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Artisan Partners Asset Management IncAPAM | 8 | Hold | $37.00 | -2.40% | Reiterates | 21 hours ago |
Cme Group IncCME | 8 | Strong Buy | $292.00 | +5.97% | Reiterates | 9 days ago |
Raymond James Financial IncRJF | 13 | Hold | $160.00 | -7.76% | Maintains | 11 days ago |
Lpl Financial Holdings IncLPLA | 14 | Hold | $377.00 | +6.56% | Maintains | 11 days ago |
Price T Rowe Group IncTROW | 9 | Hold | $110.00 | +3.49% | Maintains | 12 days ago |
Invesco LtdIVZ | 8 | Strong Buy | $39.00 | +20.82% | Maintains | a month ago |
Etoro Group LtdETOR | 3 | Strong Buy | $35.00 | +15.32% | Maintains | a month ago |
Brookfield Business CorpBBUC | 2 | Hold | $32.00 | +21.17% | Maintains | a month ago |
Kkr & Co IncKKR | 14 | Hold | $111.00 | +9.81% | Maintains | a month ago |
Cboe Global Markets IncCBOE | 5 | Hold | $315.00 | +12.08% | Maintains | a month ago |
Ares Management CorpARES | 9 | Strong Buy | $155.00 | +17.75% | Maintains | a month ago |
Tradeweb Markets IncTW | 10 | Hold | $98.00 | -3.39% | Maintains | a month ago |
Intercontinental Exchange IncICE | 5 | Strong Buy | $177.00 | +12.45% | Maintains | a month ago |
Nasdaq IncNDAQ | 9 | Strong Buy | $108.00 | +18.43% | Maintains | 2 months ago |
Blackstone IncBX | 14 | Strong Buy | $145.00 | +12.83% | Maintains | 2 months ago |
Alliancebernstein Holding LPAB | 15 | Hold | $38.00 | +5.29% | Maintains | 2 months ago |
Virtus Investment Partners IncVRTS | 4 | Hold | $147.00 | -0.28% | Maintains | 2 months ago |
Franklin Resources IncBEN | 10 | Strong Buy | $40.00 | +18.87% | Maintains | 3 months ago |
Marex Group LtdMRX | 4 | Strong Buy | $75.00 | +2.74% | Maintains | 3 months ago |
Gcm Grosvenor IncGCMG | 10 | Strong Buy | $14.00 | +9.03% | Maintains | 4 months ago |
Tpg IncTPG | 5 | Hold | $45.00 | -5.64% | Maintains | 4 months ago |
Carlyle Group IncCG | 14 | Hold | $50.00 | +18.09% | Maintains | 4 months ago |
Apollo Global Management IncAPO | 7 | Strong Buy | $146.00 | +13.20% | Maintains | 4 months ago |
Blue Owl Capital IncOWL | 6 | Strong Buy | $14.00 | +32.58% | Reiterates | 4 months ago |
Schwab Charles CorpSCHW | 15 | Strong Buy | $109.00 | +1.63% | Maintains | 4 months ago |
Affiliated Managers Group IncAMG | 8 | Strong Buy | $454.00 | +27.67% | Reiterates | 4 months ago |
Federated Hermes IncFHI | 3 | Hold | $54.00 | -9.35% | Maintains | 4 months ago |
Umb Financial CorpUMBF | 1 | Strong Buy | $147.00 | +5.38% | Maintains | 4 months ago |
Stifel Financial CorpSF | 9 | Hold | $92.00 | +15.35% | Maintains | 6 months ago |
Snowflake IncSNOW | 1 | Strong Buy | $270.00 | -17.93% | Maintains | 7 months ago |
Blackrock IncBLK | 10 | Hold | $1,209.00 | +11.98% | Downgrades | 8 months ago |
Janus Henderson Group PLCJHG | 6 | Hold | $49.00 | -5.68% | Downgrades | 9 months ago |
Bridge Investment Group Holdings IncBRDG | 2 | Hold | $14.50 | N/A | Maintains | 3 years ago |
Sculptor Capital Management IncSCU | 3 | Buy | $13.00 | N/A | Maintains | 4 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.