2 months ago
ARES
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Analyst Ranking
Top 14%
#739 out of 5515 analysts
Average Return
+7.28%
Win Rate
61%82 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 | +96.75% | $172.50 | $339.39 | 2026-02-20 - 2026-09-21 | Strong Buy |
Marex Group LtdMRX | +93.38% | $39.15 | $75.71 | 2026-01-14 - 2026-09-21 | 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 | +76.23% | $42.96 | $75.71 | 2026-03-27 - 2026-09-21 | Strong Buy |
Bill Katz Analyst Color
Get additional color on Bill Katz's coverage of popular stocks
2 months ago
ICE
3 months ago
ARES
3 months ago
BEN
3 months ago
MRX
4 months ago
SCHW
4 months ago
ETOR
5 months ago
MRX
5 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
a year ago
ARES
a year 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 | +0.60% | Reiterates | 12 days ago |
Cme Group IncCME | 8 | Strong Buy | $292.00 | +5.98% | Reiterates | 20 days ago |
Raymond James Financial IncRJF | 13 | Hold | $160.00 | -3.14% | Maintains | 22 days ago |
Lpl Financial Holdings IncLPLA | 14 | Hold | $377.00 | +13.47% | Maintains | 22 days ago |
Price T Rowe Group IncTROW | 9 | Hold | $110.00 | +5.13% | Maintains | 23 days ago |
Invesco LtdIVZ | 8 | Strong Buy | $39.00 | +24.28% | Maintains | a month ago |
Etoro Group LtdETOR | 3 | Strong Buy | $35.00 | +22.08% | Maintains | a month ago |
Brookfield Business CorpBBUC | 2 | Hold | $32.00 | +24.37% | Maintains | 2 months ago |
Kkr & Co IncKKR | 14 | Hold | $111.00 | +10.09% | Maintains | 2 months ago |
Cboe Global Markets IncCBOE | 5 | Hold | $315.00 | +16.05% | Maintains | 2 months ago |
Ares Management CorpARES | 9 | Strong Buy | $155.00 | +22.37% | Maintains | 2 months ago |
Tradeweb Markets IncTW | 10 | Hold | $98.00 | -6.18% | Maintains | 2 months ago |
Intercontinental Exchange IncICE | 5 | Strong Buy | $177.00 | +13.92% | Maintains | 2 months ago |
Nasdaq IncNDAQ | 9 | Strong Buy | $108.00 | +14.06% | Maintains | 2 months ago |
Blackstone IncBX | 14 | Strong Buy | $145.00 | +14.71% | Maintains | 2 months ago |
Alliancebernstein Holding LPAB | 15 | Hold | $38.00 | +4.48% | Maintains | 2 months ago |
Virtus Investment Partners IncVRTS | 4 | Hold | $147.00 | +13.21% | Maintains | 2 months ago |
Franklin Templeton IncBEN | 10 | Strong Buy | $40.00 | +18.91% | Maintains | 3 months ago |
Marex Group LtdMRX | 4 | Strong Buy | $75.00 | -0.94% | Maintains | 3 months ago |
Gcm Grosvenor IncGCMG | 10 | Strong Buy | $14.00 | +5.34% | Maintains | 4 months ago |
Tpg IncTPG | 5 | Hold | $45.00 | -3.27% | Maintains | 4 months ago |
Carlyle Group IncCG | 14 | Hold | $50.00 | +22.37% | Maintains | 4 months ago |
Apollo Global Management IncAPO | 7 | Strong Buy | $146.00 | +14.14% | Maintains | 4 months ago |
Blue Owl Capital IncOWL | 6 | Strong Buy | $14.00 | +39.72% | Reiterates | 4 months ago |
Schwab Charles CorpSCHW | 15 | Strong Buy | $109.00 | +1.98% | Maintains | 4 months ago |
Affiliated Managers Group IncAMG | 8 | Strong Buy | $454.00 | +24.50% | Reiterates | 4 months ago |
Federated Hermes IncFHI | 3 | Hold | $54.00 | -7.18% | Maintains | 5 months ago |
Umb Financial CorpUMBF | 1 | Strong Buy | $147.00 | +10.09% | Maintains | 5 months ago |
Stifel Financial CorpSF | 9 | Hold | $92.00 | +21.50% | Maintains | 6 months ago |
Snowflake IncSNOW | 1 | Strong Buy | $270.00 | -20.45% | Maintains | 7 months ago |
Blackrock IncBLK | 10 | Hold | $1,209.00 | +10.89% | 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.