10 days ago
SCHW
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Analyst Ranking
Top 21%
#1113 out of 5279 analysts
Average Return
+3.65%
Win Rate
55%64 out of 116
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 | 2024-01-04 - 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 |
Affiliated Managers Group IncAMG | +41.07% | $214.52 | $302.63 | 2025-08-04 - 2026-05-21 | Strong Buy |
Ares Management CorpARES | +40.99% | $133.73 | $188.55 | 2024-08-05 - 2025-08-04 | Strong Buy |
Bill Katz Analyst Color
Get additional color on Bill Katz's coverage of popular stocks
11 days ago
ETOR
18 days ago
MRX
25 days ago
UMBF
2 months ago
MRX
3 months ago
CG
3 months ago
NDAQ
4 months ago
SCHW
4 months ago
SCHW
4 months ago
MRX
4 months ago
ICE
4 months ago
AMG
5 months ago
AMG
7 months ago
ARES
7 months ago
JHG
7 months ago
SCHW
7 months ago
BLK
8 months ago
SF
10 months ago
AMG
a year ago
SCHW
a year ago
TW
a year ago
TW
a year ago
OWL
a year ago
LPLA
a year ago
APO
Bill Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Tpg IncTPG | 5 | Hold | $45.00 | +8.12% | Maintains | 7 days ago |
Kkr & Co IncKKR | 13 | Hold | $104.00 | +10.59% | Maintains | 7 days ago |
Carlyle Group IncCG | 14 | Hold | $50.00 | +10.06% | Maintains | 7 days ago |
Blackstone IncBX | 13 | Strong Buy | $133.00 | +12.23% | Maintains | 7 days ago |
Ares Management CorpARES | 7 | Strong Buy | $144.00 | +15.75% | Maintains | 7 days ago |
Apollo Global Management IncAPO | 7 | Strong Buy | $146.00 | +13.61% | Maintains | 7 days ago |
Blue Owl Capital IncOWL | 6 | Strong Buy | $14.00 | +39.17% | Reiterates | 7 days ago |
Schwab Charles CorpSCHW | 15 | Strong Buy | $109.00 | +20.91% | Maintains | 10 days ago |
Etoro Group LtdETOR | 2 | Strong Buy | $52.00 | +27.29% | Maintains | 11 days ago |
Affiliated Managers Group IncAMG | 8 | Strong Buy | $454.00 | +50.35% | Reiterates | 12 days ago |
Marex Group PLCMRX | 3 | Strong Buy | $67.00 | +25.94% | Maintains | 18 days ago |
Cboe Global Markets IncCBOE | 3 | Hold | $365.00 | +2.14% | Maintains | 21 days ago |
Virtus Investment Partners IncVRTS | 3 | Hold | $131.00 | -8.79% | Maintains | 21 days ago |
Federated Hermes IncFHI | 3 | Hold | $54.00 | -1.48% | Maintains | 21 days ago |
Price T Rowe Group IncTROW | 6 | Hold | $94.00 | -9.08% | Maintains | 24 days ago |
Lpl Financial Holdings IncLPLA | 12 | Hold | $326.00 | +14.07% | Maintains | 24 days ago |
Umb Financial CorpUMBF | 1 | Strong Buy | $147.00 | +12.03% | Maintains | 25 days ago |
Tradeweb Markets IncTW | 8 | Hold | $130.00 | +22.41% | Maintains | 25 days ago |
Invesco LtdIVZ | 6 | Strong Buy | $32.00 | +18.30% | Maintains | a month ago |
Franklin Resources IncBEN | 9 | Strong Buy | $37.00 | +19.28% | Maintains | a month ago |
Alliancebernstein Holding LPAB | 14 | Hold | $39.00 | +2.82% | Maintains | a month ago |
Raymond James Financial IncRJF | 10 | Hold | $159.00 | +4.98% | Maintains | a month ago |
Stifel Financial CorpSF | 9 | Hold | $92.00 | +26.74% | Maintains | 2 months ago |
Nasdaq IncNDAQ | 6 | Strong Buy | $106.00 | +16.47% | Upgrades | 3 months ago |
Snowflake IncSNOW | 1 | Strong Buy | $270.00 | +56.79% | Maintains | 3 months ago |
Cme Group IncCME | 3 | Strong Buy | $328.00 | +12.63% | Maintains | 4 months ago |
Intercontinental Exchange IncICE | 3 | Strong Buy | $193.00 | +26.17% | Maintains | 4 months ago |
Blackrock IncBLK | 10 | Hold | $1,209.00 | +12.67% | Downgrades | 4 months ago |
Janus Henderson Group PLCJHG | 6 | Hold | $49.00 | -5.42% | Downgrades | 5 months ago |
Gcm Grosvenor IncGCMG | 9 | Hold | $13.00 | +23.11% | Maintains | 7 months ago |
Artisan Partners Asset Management IncAPAM | 6 | Hold | $43.00 | +13.82% | Maintains | 8 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 | 3 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.