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AnalystsWilliam Katz
William Katz's Stock Forecasts

Analyst Ranking
Top 6%
#239 out of 4166 analysts
Average Return
+8.69%
Win Rate
58%59 out of 101
Risk vs Reward
Poor
Good

William Katz's 5 best and worst ratings

Name / TickerGain/LossEntry PriceExit PricePeriodRating
Lpl Financial Holdings IncLPLA
+157.38%$53.96$138.88
2020-03-25 -
2021-03-25
Strong Buy
Carlyle Group IncCG
+84.05%$26.77$49.27
2020-10-13 -
2021-10-12
Strong Buy
Blackstone IncBX
+80.09%$48.43$87.22
2020-04-24 -
2021-04-23
Strong Buy
Brookfield CorpBN
+73.82%$33.69$58.56
2020-10-19 -
2021-10-18
Strong Buy
Carlyle Group IncCG
+72.11%$22.68$39.04
2020-04-15 -
2021-04-15
Strong Buy

William Katz's Stock Coverage

Name / TickerNo. RatingsRatingPrice TargetUpside/DownsideActionDate
Invesco LtdIVZ
10Sell$11.50-37.16%Downgrades
3 months ago
Price T Rowe Group IncTROW
13Sell$70.00-39.81%Initiates Coverage On
3 months ago
Alliancebernstein Holding LPAB
6Hold$28.00-26.04%Initiates Coverage On
3 months ago
Schwab Charles CorpSCHW
13Buy$80.00+7.11%Initiates Coverage On
3 months ago
Raymond James Financial IncRJF
8Hold$120.00+7.36%Initiates Coverage On
3 months ago
Lpl Financial Holdings IncLPLA
11Hold$262.00+12.93%Initiates Coverage On
3 months ago
Affiliated Managers Group IncAMG
11Buy$140.00-16.57%Initiates Coverage On
3 months ago
Tpg IncTPG
2Hold$27.50-14.89%Initiates Coverage On
3 months ago
Artisan Partners Asset Management IncAPAM
3Hold$25.00-30.75%Initiates Coverage On
3 months ago
Sculptor Capital Management IncSCU
2Hold$9.50+0.96%Initiates Coverage On
3 months ago
Franklin Resources IncBEN
2Hold$21.00-31.64%Initiates Coverage On
3 months ago
Blue Owl Capital IncOWL
1Hold$9.00-28.63%Initiates Coverage On
3 months ago
Kkr & Co IncKKR
4Hold$48.00-13.51%Initiates Coverage On
3 months ago
Blackrock IncBLK
9Hold$540.00-28.87%Initiates Coverage On
3 months ago
Gcm Grosvenor IncGCMG
1Buy$9.00+1.01%Initiates Coverage On
3 months ago
Carlyle Group IncCG
8Buy$38.50+8.66%Initiates Coverage On
3 months ago
Blackstone IncBX
9Hold$85.50-10.81%Initiates Coverage On
3 months ago
Bridge Investment Group Holdings IncBRDG
4Hold$15.00+3.09%Initiates Coverage On
3 months ago
Apollo Global Management IncAPO
7Buy$59.50-15.98%Initiates Coverage On
3 months ago
Federated Hermes IncFHI
2Strong Sell$25.50-34.07%Maintains
9 months ago
Brookfield CorpBN
4Hold$61.00N/ADowngrades
a year ago
Rmr Group IncRMR
1Hold$28.00N/AUpgrades
3 years ago
Td Ameritrade Holding CorpAMTD1
6Hold$39.50N/ADowngrades
3 years ago
Legg Mason IncLM
6Hold$50.00N/ADowngrades
3 years ago
Wisdomtree IncWT
8Strong SellN/AN/ADowngrades
4 years ago
Eaton Vance CorpEV
5Hold$46.50N/ADowngrades
4 years ago
Waddell & Reed Financial IncWDR
1Hold$18.00N/AMaintains
5 years ago
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