19 days ago
SCHW
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Analyst Ranking
Top 20%
#1022 out of 5186 analysts
Average Return
+4.7%
Win Rate
59%58 out of 98
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 | +42.41% | $214.52 | $305.50 | 2025-08-04 - 2026-02-06 | 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
a month ago
SCHW
a month ago
MRX
a month ago
ICE
a month ago
AMG
2 months ago
AMG
3 months ago
ARES
3 months ago
JHG
4 months ago
SCHW
4 months ago
BLK
4 months ago
SF
6 months ago
AMG
9 months ago
SCHW
9 months ago
TW
10 months ago
TW
a year ago
OWL
a year ago
LPLA
a year ago
APO
a year ago
AB
a year ago
APO
a year ago
ARES
a year ago
KKR
a year ago
BLK
a year ago
ARES
a year ago
APO
Bill Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Price T Rowe Group IncTROW | 5 | Hold | $97.00 | +2.56% | Maintains | 5 days ago |
Cme Group IncCME | 3 | Strong Buy | $328.00 | +8.51% | Maintains | 5 days ago |
Nasdaq IncNDAQ | 5 | Hold | $105.00 | +23.78% | Maintains | 11 days ago |
Lpl Financial Holdings IncLPLA | 11 | Hold | $378.00 | -1.85% | Maintains | 11 days ago |
Blackstone IncBX | 11 | Strong Buy | $183.00 | +41.11% | Reiterates | 11 days ago |
Schwab Charles CorpSCHW | 14 | Strong Buy | $138.00 | +31.33% | Maintains | 19 days ago |
Virtus Investment Partners IncVRTS | 2 | Hold | $173.00 | +23.32% | Maintains | a month ago |
Tradeweb Markets IncTW | 6 | Strong Buy | $131.00 | +16.83% | Maintains | a month ago |
Tpg IncTPG | 4 | Hold | $63.00 | +14.50% | Maintains | a month ago |
Raymond James Financial IncRJF | 9 | Hold | $187.00 | +8.63% | Maintains | a month ago |
Blue Owl Capital IncOWL | 4 | Strong Buy | $24.00 | +91.69% | Maintains | a month ago |
Marex Group PLCMRX | 1 | Strong Buy | $61.00 | +50.69% | Maintains | a month ago |
Intercontinental Exchange IncICE | 3 | Strong Buy | $193.00 | +14.20% | Maintains | a month ago |
Federated Hermes IncFHI | 2 | Hold | $54.00 | +3.61% | Maintains | a month ago |
Etoro Group LtdETOR | 1 | Strong Buy | $50.00 | +85.12% | Maintains | a month ago |
Carlyle Group IncCG | 11 | Strong Buy | $76.00 | +29.45% | Maintains | a month ago |
Cboe Global Markets IncCBOE | 2 | Hold | $281.00 | +2.79% | Maintains | a month ago |
Franklin Resources IncBEN | 8 | Strong Buy | $30.00 | +10.29% | Maintains | a month ago |
Ares Management CorpARES | 6 | Strong Buy | $200.00 | +53.30% | Maintains | a month ago |
Affiliated Managers Group IncAMG | 6 | Strong Buy | $495.00 | +62.03% | Maintains | a month ago |
Alliancebernstein Holding LPAB | 13 | Hold | $41.00 | +3.98% | Maintains | a month ago |
Kkr & Co IncKKR | 11 | Hold | $131.00 | +26.94% | Downgrades | a month ago |
Blackrock IncBLK | 10 | Hold | $1,209.00 | +14.45% | Downgrades | a month ago |
Stifel Financial CorpSF | 8 | Hold | $138.00 | +5.66% | Downgrades | a month ago |
Janus Henderson Group PLCJHG | 6 | Hold | $49.00 | +1.62% | Downgrades | 2 months ago |
Gcm Grosvenor IncGCMG | 9 | Hold | $13.00 | +31.45% | Maintains | 4 months ago |
Artisan Partners Asset Management IncAPAM | 6 | Hold | $43.00 | -4.70% | Maintains | 5 months ago |
Invesco LtdIVZ | 5 | Strong Buy | $25.00 | -6.79% | Upgrades | 7 months ago |
Apollo Global Management IncAPO | 6 | Strong Buy | $144.00 | +8.25% | Maintains | 10 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.
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.