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AnalystsWilliam Katz
William Katz's Stock Forecasts

Analyst Ranking
Top 9%
#326 out of 3846 analysts
Average Return
+7.72%
Win Rate
52%49 out of 94
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 Asset Management IncBAM
+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
Federated Hermes IncFHI
2Strong Sell$25.50-25.53%Maintains
3 months ago
Raymond James Financial IncRJF
7Strong Buy$195.00+88.15%Maintains
3 months ago
Price T Rowe Group IncTROW
12Strong Sell$90.00-27.81%Maintains
3 months ago
Schwab Charles CorpSCHW
12Strong Buy$90.00+30.36%Maintains
4 months ago
Lpl Financial Holdings IncLPLA
10Strong Buy$270.00+18.41%Maintains
4 months ago
Tpg IncTPG
1Hold$27.00-12.68%Maintains
4 months ago
Sculptor Capital Management IncSCU
1Strong Buy$32.00+255.95%Maintains
4 months ago
Kkr & Co IncKKR
3Strong Buy$81.50+57.49%Maintains
4 months ago
Invesco LtdIVZ
8Strong Buy$26.00+45.66%Maintains
4 months ago
Bridge Investment Group Holdings IncBRDG
3Strong Buy$24.00+37.30%Maintains
4 months ago
Blackstone IncBX
8Hold$117.00+16.05%Maintains
4 months ago
Blackrock IncBLK
8Strong Buy$900.00+29.22%Maintains
4 months ago
Franklin Resources IncBEN
1Hold$28.00+1.74%Downgrades
4 months ago
Artisan Partners Asset Management IncAPAM
2Hold$36.50-0.90%Maintains
4 months ago
Apollo Global Management IncAPO
6Strong Buy$87.50+51.12%Maintains
4 months ago
Affiliated Managers Group IncAMG
10Strong Buy$241.00+85.06%Maintains
4 months ago
Brookfield Asset Management IncBAM
4Hold$61.00+21.51%Downgrades
7 months ago
Alliancebernstein Holding LPAB
5Strong Buy$64.50+48.86%Maintains
7 months ago
Carlyle Group IncCG
7Strong Buy$31.00N/AUpgrades
2 years ago
Rmr Group IncRMR
1Hold$28.00N/AUpgrades
2 years ago
Td Ameritrade Holding CorpAMTD1
6Hold$39.50N/ADowngrades
2 years ago
Legg Mason IncLM
6Hold$50.00N/ADowngrades
2 years ago
Wisdomtree Investments IncWETF
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
4 years ago
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