Bill Katz
Stock Analyst at TD Cowen
(4.49)
# 282
Out of 4,969 analysts
136
Total ratings
72.46%
Success rate
12.48%
Average return
Main Sectors:
Top Industries:
Stocks Rated by Bill Katz
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| AMG Affiliated Managers Group | Upgrades: Buy | $214 → $255 | $230.64 | +10.56% | 4 | Aug 4, 2025 | |
| IVZ Invesco | Upgrades: Buy | $18 → $25 | $21.70 | +15.21% | 5 | Jul 21, 2025 | |
| LPLA LPL Financial Holdings | Downgrades: Hold | $406 → $403 | $356.33 | +13.10% | 8 | Jul 9, 2025 | |
| APAM Artisan Partners Asset Management | Maintains: Hold | $39 → $45 | $46.03 | -2.24% | 5 | Jun 10, 2025 | |
| SCHW The Charles Schwab Corporation | Maintains: Buy | $95 → $113 | $96.22 | +17.44% | 11 | May 20, 2025 | |
| TW Tradeweb Markets | Maintains: Buy | $153 → $159 | $126.80 | +25.39% | 4 | May 1, 2025 | |
| KKR KKR & Co. | Maintains: Buy | $183 → $126 | $134.83 | -6.55% | 9 | Apr 9, 2025 | |
| BX Blackstone | Maintains: Buy | $233 → $147 | $167.34 | -12.15% | 8 | Apr 9, 2025 | |
| BLK BlackRock | Maintains: Buy | $1,251 → $1,032 | $1,099.49 | -6.14% | 8 | Apr 9, 2025 | |
| BEN Franklin Resources | Maintains: Hold | $20 → $18 | $25.53 | -31.45% | 7 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $216 → $161 | $176.82 | -8.95% | 4 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $214 → $144 | $132.63 | +8.57% | 6 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $38 → $34 | $39.55 | -14.03% | 11 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $54 → $37 | $63.38 | -41.62% | 9 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $124 → $84 | $113.47 | -25.97% | 6 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $112 → $89 | $105.37 | -15.54% | 2 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $26 → $28 | $17.91 | +56.34% | 3 | Jan 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Hold | $13 | $12.69 | -1.50% | 7 | Nov 11, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $46 → $50 | $44.01 | +13.61% | 4 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $128 → $150 | $166.56 | -9.94% | 7 | Oct 30, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $81 → $80 | $93.77 | -14.68% | 2 | Oct 28, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Hold | $205 | $235.41 | -12.92% | 1 | Sep 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $182 | $175.13 | +3.92% | 1 | Sep 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Hold | $221 | $269.35 | -17.95% | 1 | Sep 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $33 → $33 | $58.13 | -44.09% | 3 | May 19, 2023 |
Affiliated Managers Group
Aug 4, 2025
Upgrades: Buy
Price Target: $214 → $255
Current: $230.64
Upside: +10.56%
Invesco
Jul 21, 2025
Upgrades: Buy
Price Target: $18 → $25
Current: $21.70
Upside: +15.21%
LPL Financial Holdings
Jul 9, 2025
Downgrades: Hold
Price Target: $406 → $403
Current: $356.33
Upside: +13.10%
Artisan Partners Asset Management
Jun 10, 2025
Maintains: Hold
Price Target: $39 → $45
Current: $46.03
Upside: -2.24%
The Charles Schwab Corporation
May 20, 2025
Maintains: Buy
Price Target: $95 → $113
Current: $96.22
Upside: +17.44%
Tradeweb Markets
May 1, 2025
Maintains: Buy
Price Target: $153 → $159
Current: $126.80
Upside: +25.39%
KKR & Co.
Apr 9, 2025
Maintains: Buy
Price Target: $183 → $126
Current: $134.83
Upside: -6.55%
Blackstone
Apr 9, 2025
Maintains: Buy
Price Target: $233 → $147
Current: $167.34
Upside: -12.15%
BlackRock
Apr 9, 2025
Maintains: Buy
Price Target: $1,251 → $1,032
Current: $1,099.49
Upside: -6.14%
Franklin Resources
Apr 9, 2025
Maintains: Hold
Price Target: $20 → $18
Current: $25.53
Upside: -31.45%
Apr 9, 2025
Maintains: Buy
Price Target: $216 → $161
Current: $176.82
Upside: -8.95%
Apr 9, 2025
Maintains: Buy
Price Target: $214 → $144
Current: $132.63
Upside: +8.57%
Apr 9, 2025
Maintains: Hold
Price Target: $38 → $34
Current: $39.55
Upside: -14.03%
Apr 9, 2025
Maintains: Hold
Price Target: $54 → $37
Current: $63.38
Upside: -41.62%
Apr 9, 2025
Maintains: Hold
Price Target: $124 → $84
Current: $113.47
Upside: -25.97%
Apr 9, 2025
Maintains: Hold
Price Target: $112 → $89
Current: $105.37
Upside: -15.54%
Jan 16, 2025
Upgrades: Buy
Price Target: $26 → $28
Current: $17.91
Upside: +56.34%
Nov 11, 2024
Downgrades: Hold
Price Target: $13
Current: $12.69
Upside: -1.50%
Nov 1, 2024
Maintains: Buy
Price Target: $46 → $50
Current: $44.01
Upside: +13.61%
Oct 30, 2024
Maintains: Hold
Price Target: $128 → $150
Current: $166.56
Upside: -9.94%
Oct 28, 2024
Maintains: Hold
Price Target: $81 → $80
Current: $93.77
Upside: -14.68%
Sep 26, 2024
Initiates: Hold
Price Target: $205
Current: $235.41
Upside: -12.92%
Sep 26, 2024
Initiates: Buy
Price Target: $182
Current: $175.13
Upside: +3.92%
Sep 26, 2024
Initiates: Hold
Price Target: $221
Current: $269.35
Upside: -17.95%
May 19, 2023
Maintains: Neutral
Price Target: $33 → $33
Current: $58.13
Upside: -44.09%