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AnalystsWilliam Katz
William Katz's Stock Forecasts

Analyst Ranking
Top 8%
#346 out of 4587 analysts
Average Return
+9.61%
Win Rate
60%75 out of 124
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
2020-03-24 -
2021-03-25
Strong Buy
Carlyle Group IncCG
+84.05%$26.77$49.27
2020-10-12 -
2021-10-12
Strong Buy
Raymond James Financial IncRJF
+81.88%$53.36$97.05
2020-10-11 -
2021-10-12
Strong Buy
Blackstone IncBX
+80.09%$48.43$87.22
2020-04-23 -
2021-04-23
Strong Buy
Apollo Global Management IncAPO
+77.10%$63.85$113.08
2023-05-18 -
2024-05-17
Strong Buy

William Katz's Stock Coverage

Name / TickerNo. RatingsRatingPrice TargetUpside/DownsideActionDate
Tpg IncTPG
4Strong Buy$50.00+16.58%Maintains
3 months ago
Apollo Global Management IncAPO
10Strong Buy$125.00+10.54%Maintains
3 months ago
Blackrock IncBLK
11Strong Buy$815.00+0.34%Maintains
10 months ago
Price T Rowe Group IncTROW
24Strong Sell$100.00-14.35%Maintains
10 months ago
Invesco LtdIVZ
10Sell$11.50N/ADowngrades
2 years ago
Alliancebernstein Holding LPAB
6Hold$28.00N/AInitiates Coverage On
2 years ago
Schwab Charles CorpSCHW
13Buy$80.00N/AInitiates Coverage On
2 years ago
Raymond James Financial IncRJF
28Hold$120.00N/AInitiates Coverage On
2 years ago
Lpl Financial Holdings IncLPLA
11Hold$262.00N/AInitiates Coverage On
2 years ago
Affiliated Managers Group IncAMG
11Buy$140.00N/AInitiates Coverage On
2 years ago
Artisan Partners Asset Management IncAPAM
3Hold$25.00N/AInitiates Coverage On
2 years ago
Sculptor Capital Management IncSCU
2Hold$9.50N/AInitiates Coverage On
2 years ago
Franklin Resources IncBEN
3Hold$21.00N/AInitiates Coverage On
2 years ago
Blue Owl Capital IncOWL
1Hold$9.00N/AInitiates Coverage On
2 years ago
Kkr & Co IncKKR
4Hold$48.00N/AInitiates Coverage On
2 years ago
Gcm Grosvenor IncGCMG
1Buy$9.00N/AInitiates Coverage On
2 years ago
Carlyle Group IncCG
8Buy$38.50N/AInitiates Coverage On
2 years ago
Blackstone IncBX
9Hold$85.50N/AInitiates Coverage On
2 years ago
Bridge Investment Group Holdings IncBRDG
4Hold$15.00N/AInitiates Coverage On
2 years ago
Federated Hermes IncFHI
2Strong Sell$25.50N/AMaintains
2 years ago
Brookfield CorpBN
4Hold$61.00N/ADowngrades
2 years ago
Rmr Group IncRMR
1Hold$28.00N/AUpgrades
4 years ago
Legg Mason IncLM
6Hold$50.00N/ADowngrades
4 years ago
Wisdomtree IncWT
8Strong SellN/AN/ADowngrades
5 years ago
Eaton Vance CorpEV1
5Hold$46.50N/ADowngrades
5 years ago
Waddell & Reed Financial IncWDR
1Hold$18.00N/AMaintains
6 years ago
Td Ameritrade Holding CorpAMTD1
12Strong Sell$195.00N/AMaintains
9 years ago
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