Analyst Ranking
Top 15%
#718 out of 4937 analysts
Average Return
+8.9%
Win Rate
70%48 out of 69
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
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
Gcm Grosvenor IncGCMG
+38.13%$6.95$9.60
2023-05-12 -
2024-05-10
Buy
Blackrock IncBLK
+36.17%$790.19$1,075.97
2024-07-08 -
2025-07-07
Strong 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
Lpl Financial Holdings IncLPLA
8Hold$403.00+8.34%Downgrades
6 days ago
Artisan Partners Asset Management IncAPAM
5Hold$45.00-4.03%Maintains
a month ago
Schwab Charles CorpSCHW
11Strong Buy$113.00+22.87%Maintains
2 months ago
Tradeweb Markets IncTW
4Strong Buy$159.00+16.85%Maintains
2 months ago
Kkr & Co IncKKR
9Strong Buy$126.00-10.67%Maintains
3 months ago
Blackstone IncBX
8Strong Buy$147.00-9.26%Maintains
3 months ago
Blackrock IncBLK
8Strong Buy$1,032.00-6.32%Maintains
3 months ago
Franklin Resources IncBEN
7Hold$17.50-29.63%Maintains
3 months ago
Ares Management CorpARES
4Strong Buy$161.00-9.23%Maintains
3 months ago
Apollo Global Management IncAPO
6Strong Buy$144.00-2.16%Maintains
3 months ago
Affiliated Managers Group IncAMG
3Hold$168.00-18.03%Maintains
3 months ago
Alliancebernstein Holding LPAB
11Hold$34.00-17.83%Maintains
3 months ago
Invesco LtdIVZ
4Hold$13.00-25.42%Downgrades
3 months ago
Carlyle Group IncCG
9Hold$37.00-36.59%Maintains
3 months ago
Stifel Financial CorpSF
6Hold$84.00-22.35%Maintains
3 months ago
Price T Rowe Group IncTROW
2Hold$89.00-12.29%Maintains
3 months ago
Blue Owl Capital IncOWL
3Strong Buy$28.00+48.07%Upgrades
6 months ago
Gcm Grosvenor IncGCMG
7Hold$12.50+6.20%Downgrades
8 months ago
Janus Henderson Group PLCJHG
4Strong Buy$50.00+21.18%Maintains
8 months ago
Raymond James Financial IncRJF
7Hold$150.00-5.30%Maintains
8 months ago
Nasdaq IncNDAQ
2Hold$80.00-10.52%Maintains
9 months ago
Cboe Global Markets IncCBOE
1Hold$205.00-12.77%Initiates Coverage On
10 months ago
Intercontinental Exchange IncICE
1Strong Buy$182.00+0.83%Initiates Coverage On
10 months ago
Cme Group IncCME
1Hold$221.00-19.66%Initiates Coverage On
10 months ago
Tpg IncTPG
3Hold$32.50N/AMaintains
2 years ago
Bridge Investment Group Holdings IncBRDG
2Hold$14.50N/AMaintains
2 years ago
Sculptor Capital Management IncSCU
3Buy$13.00N/AMaintains
2 years ago
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