Bill Katz
Stock Analyst at TD Cowen
(4.58)
# 250
Out of 4,711 analysts
114
Total ratings
72.41%
Success rate
13.7%
Average return
Main Sectors:
Top Industries:
Stocks Rated by Bill Katz
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| LPLA LPL Financial Holdings | Upgrades: Buy | $277 → $413 | $327.93 | +25.94% | 7 | Dec 19, 2024 | |
| APO Apollo Global Management | Maintains: Buy | $178 → $230 | $171.03 | +34.48% | 5 | Dec 9, 2024 | |
| BX Blackstone | Upgrades: Buy | $149 → $230 | $170.84 | +34.63% | 7 | Dec 9, 2024 | |
| AB AllianceBernstein Holding L.P. | Maintains: Buy | $41 → $42 | $37.26 | +12.72% | 9 | Nov 25, 2024 | |
| GCMG GCM Grosvenor | Downgrades: Hold | $13 | $11.75 | +6.38% | 7 | Nov 11, 2024 | |
| CG The Carlyle Group | Maintains: Hold | $43 → $49 | $50.22 | -2.43% | 8 | Nov 8, 2024 | |
| BEN Franklin Resources | Maintains: Hold | $20 → $19 | $20.49 | -9.71% | 6 | Nov 5, 2024 | |
| AMG Affiliated Managers Group | Downgrades: Hold | $226 → $177 | $182.53 | -3.03% | 2 | Nov 5, 2024 | |
| ARES Ares Management | Maintains: Buy | $184 → $187 | $176.04 | +6.23% | 3 | Nov 4, 2024 | |
| JHG Janus Henderson Group | Maintains: Buy | $46 → $50 | $42.55 | +17.51% | 4 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $153 → $151 | $132.73 | +13.76% | 2 | Oct 31, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $128 → $150 | $155.05 | -3.26% | 7 | Oct 30, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $81 → $80 | $77.70 | +2.96% | 2 | Oct 28, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $166 → $184 | $147.58 | +24.68% | 8 | Oct 25, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $100 → $105 | $104.49 | +0.49% | 5 | Oct 24, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $960 → $1,077 | $1,028.69 | +4.70% | 7 | Oct 10, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Hold | $205 | $192.49 | +6.50% | 1 | Sep 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $182 | $150.31 | +21.08% | 1 | Sep 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Hold | $221 | $238.53 | -7.35% | 1 | Sep 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Hold | $88 → $71 | $74.31 | -4.45% | 10 | Jul 17, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $21 → $20 | $17.33 | +12.52% | 3 | Apr 24, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $33 → $33 | $64.82 | -49.86% | 3 | May 19, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $14 → $15 | $8.50 | +70.59% | 2 | May 15, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $12 → $12 | $23.49 | -51.04% | 2 | May 8, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $30 → $30 | $43.74 | -31.41% | 1 | Feb 2, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Underperform | $70 → $65 | $116.12 | -44.02% | 1 | Jan 27, 2023 |
LPL Financial Holdings
Dec 19, 2024
Upgrades: Buy
Price Target: $277 → $413
Current: $327.93
Upside: +25.94%
Apollo Global Management
Dec 9, 2024
Maintains: Buy
Price Target: $178 → $230
Current: $171.03
Upside: +34.48%
Blackstone
Dec 9, 2024
Upgrades: Buy
Price Target: $149 → $230
Current: $170.84
Upside: +34.63%
AllianceBernstein Holding L.P.
Nov 25, 2024
Maintains: Buy
Price Target: $41 → $42
Current: $37.26
Upside: +12.72%
GCM Grosvenor
Nov 11, 2024
Downgrades: Hold
Price Target: $13
Current: $11.75
Upside: +6.38%
The Carlyle Group
Nov 8, 2024
Maintains: Hold
Price Target: $43 → $49
Current: $50.22
Upside: -2.43%
Franklin Resources
Nov 5, 2024
Maintains: Hold
Price Target: $20 → $19
Current: $20.49
Upside: -9.71%
Affiliated Managers Group
Nov 5, 2024
Downgrades: Hold
Price Target: $226 → $177
Current: $182.53
Upside: -3.03%
Ares Management
Nov 4, 2024
Maintains: Buy
Price Target: $184 → $187
Current: $176.04
Upside: +6.23%
Janus Henderson Group
Nov 1, 2024
Maintains: Buy
Price Target: $46 → $50
Current: $42.55
Upside: +17.51%
Oct 31, 2024
Maintains: Buy
Price Target: $153 → $151
Current: $132.73
Upside: +13.76%
Oct 30, 2024
Maintains: Hold
Price Target: $128 → $150
Current: $155.05
Upside: -3.26%
Oct 28, 2024
Maintains: Hold
Price Target: $81 → $80
Current: $77.70
Upside: +2.96%
Oct 25, 2024
Maintains: Buy
Price Target: $166 → $184
Current: $147.58
Upside: +24.68%
Oct 24, 2024
Maintains: Hold
Price Target: $100 → $105
Current: $104.49
Upside: +0.49%
Oct 10, 2024
Maintains: Buy
Price Target: $960 → $1,077
Current: $1,028.69
Upside: +4.70%
Sep 26, 2024
Initiates: Hold
Price Target: $205
Current: $192.49
Upside: +6.50%
Sep 26, 2024
Initiates: Buy
Price Target: $182
Current: $150.31
Upside: +21.08%
Sep 26, 2024
Initiates: Hold
Price Target: $221
Current: $238.53
Upside: -7.35%
Jul 17, 2024
Downgrades: Hold
Price Target: $88 → $71
Current: $74.31
Upside: -4.45%
Apr 24, 2024
Maintains: Buy
Price Target: $21 → $20
Current: $17.33
Upside: +12.52%
May 19, 2023
Maintains: Neutral
Price Target: $33 → $33
Current: $64.82
Upside: -49.86%
May 15, 2023
Maintains: Neutral
Price Target: $14 → $15
Current: $8.50
Upside: +70.59%
May 8, 2023
Maintains: Neutral
Price Target: $12 → $12
Current: $23.49
Upside: -51.04%
Feb 2, 2023
Maintains: Neutral
Price Target: $30 → $30
Current: $43.74
Upside: -31.41%
Jan 27, 2023
Maintains: Underperform
Price Target: $70 → $65
Current: $116.12
Upside: -44.02%