Bill Katz
Stock Analyst at TD Cowen
(3.58)
# 854
Out of 5,238 analysts
211
Total ratings
56.07%
Success rate
4%
Average return
Main Sectors:
Stocks Rated by Bill Katz
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| CG The Carlyle Group | Downgrades: Hold | $54 → $53 | $50.63 | +4.68% | 13 | May 8, 2026 | |
| MRX Marex Group | Maintains: Buy | $66 → $67 | $56.51 | +18.56% | 3 | May 7, 2026 | |
| KKR KKR & Co. | Maintains: Hold | $102 → $106 | $102.52 | +3.39% | 12 | May 6, 2026 | |
| CBOE Cboe Global Markets | Maintains: Hold | $293 → $365 | $348.56 | +4.72% | 3 | May 4, 2026 | |
| AMG Affiliated Managers Group | Maintains: Buy | $463 → $454 | $302.80 | +49.93% | 7 | May 4, 2026 | |
| VRTS Virtus Investment Partners | Maintains: Hold | $132 → $131 | $143.93 | -8.98% | 3 | May 4, 2026 | |
| FHI Federated Hermes | Maintains: Hold | $58 → $54 | $55.95 | -3.49% | 3 | May 4, 2026 | |
| TROW T. Rowe Price Group | Maintains: Hold | $93 → $94 | $105.33 | -10.76% | 6 | May 1, 2026 | |
| LPLA LPL Financial Holdings | Maintains: Hold | $330 → $326 | $303.52 | +7.41% | 12 | May 1, 2026 | |
| UMBF UMB Financial | Maintains: Buy | $141 → $147 | $131.36 | +11.91% | 1 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $129 → $130 | $108.81 | +19.47% | 8 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $27 → $32 | $27.59 | +15.98% | 6 | Apr 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $33 → $37 | $31.05 | +19.16% | 9 | Apr 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $40 → $39 | $39.11 | -0.28% | 14 | Apr 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $141 → $140 | $123.77 | +13.11% | 12 | Apr 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $156 → $159 | $154.33 | +3.03% | 10 | Apr 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $136 → $92 | $76.50 | +20.26% | 9 | Mar 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $16 → $14 | $10.56 | +32.58% | 5 | Mar 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $105 → $106 | $88.91 | +19.22% | 6 | Feb 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $300 → $270 | $152.45 | +77.11% | 1 | Feb 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $305 → $328 | $281.25 | +16.62% | 3 | Feb 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $135 → $138 | $88.61 | +55.74% | 14 | Jan 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $60 → $63 | $44.62 | +41.19% | 4 | Jan 14, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $175 → $193 | $155.82 | +23.86% | 3 | Jan 14, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $54 → $50 | $38.38 | +30.28% | 1 | Jan 14, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $197 → $200 | $126.25 | +58.42% | 6 | Jan 14, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Hold | $1,407 → $1,209 | $1,084.83 | +11.45% | 10 | Jan 14, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Hold | $49 | $51.69 | -5.20% | 6 | Dec 23, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $13 → $13 | $11.36 | +14.44% | 9 | Oct 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $47 → $43 | $38.02 | +13.10% | 6 | Sep 15, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $214 → $144 | $133.20 | +8.11% | 6 | Apr 9, 2025 |
The Carlyle Group
May 8, 2026
Downgrades: Hold
Price Target: $54 → $53
Current: $50.63
Upside: +4.68%
Marex Group
May 7, 2026
Maintains: Buy
Price Target: $66 → $67
Current: $56.51
Upside: +18.56%
KKR & Co.
May 6, 2026
Maintains: Hold
Price Target: $102 → $106
Current: $102.52
Upside: +3.39%
Cboe Global Markets
May 4, 2026
Maintains: Hold
Price Target: $293 → $365
Current: $348.56
Upside: +4.72%
Affiliated Managers Group
May 4, 2026
Maintains: Buy
Price Target: $463 → $454
Current: $302.80
Upside: +49.93%
Virtus Investment Partners
May 4, 2026
Maintains: Hold
Price Target: $132 → $131
Current: $143.93
Upside: -8.98%
Federated Hermes
May 4, 2026
Maintains: Hold
Price Target: $58 → $54
Current: $55.95
Upside: -3.49%
T. Rowe Price Group
May 1, 2026
Maintains: Hold
Price Target: $93 → $94
Current: $105.33
Upside: -10.76%
LPL Financial Holdings
May 1, 2026
Maintains: Hold
Price Target: $330 → $326
Current: $303.52
Upside: +7.41%
UMB Financial
Apr 30, 2026
Maintains: Buy
Price Target: $141 → $147
Current: $131.36
Upside: +11.91%
Apr 30, 2026
Maintains: Hold
Price Target: $129 → $130
Current: $108.81
Upside: +19.47%
Apr 29, 2026
Maintains: Buy
Price Target: $27 → $32
Current: $27.59
Upside: +15.98%
Apr 29, 2026
Maintains: Buy
Price Target: $33 → $37
Current: $31.05
Upside: +19.16%
Apr 29, 2026
Maintains: Hold
Price Target: $40 → $39
Current: $39.11
Upside: -0.28%
Apr 24, 2026
Maintains: Buy
Price Target: $141 → $140
Current: $123.77
Upside: +13.11%
Apr 23, 2026
Maintains: Hold
Price Target: $156 → $159
Current: $154.33
Upside: +3.03%
Mar 23, 2026
Maintains: Hold
Price Target: $136 → $92
Current: $76.50
Upside: +20.26%
Mar 23, 2026
Maintains: Buy
Price Target: $16 → $14
Current: $10.56
Upside: +32.58%
Feb 26, 2026
Upgrades: Buy
Price Target: $105 → $106
Current: $88.91
Upside: +19.22%
Feb 20, 2026
Maintains: Buy
Price Target: $300 → $270
Current: $152.45
Upside: +77.11%
Feb 5, 2026
Maintains: Buy
Price Target: $305 → $328
Current: $281.25
Upside: +16.62%
Jan 22, 2026
Maintains: Buy
Price Target: $135 → $138
Current: $88.61
Upside: +55.74%
Jan 14, 2026
Maintains: Hold
Price Target: $60 → $63
Current: $44.62
Upside: +41.19%
Jan 14, 2026
Maintains: Buy
Price Target: $175 → $193
Current: $155.82
Upside: +23.86%
Jan 14, 2026
Maintains: Buy
Price Target: $54 → $50
Current: $38.38
Upside: +30.28%
Jan 14, 2026
Maintains: Buy
Price Target: $197 → $200
Current: $126.25
Upside: +58.42%
Jan 14, 2026
Downgrades: Hold
Price Target: $1,407 → $1,209
Current: $1,084.83
Upside: +11.45%
Dec 23, 2025
Downgrades: Hold
Price Target: $49
Current: $51.69
Upside: -5.20%
Oct 16, 2025
Maintains: Hold
Price Target: $13 → $13
Current: $11.36
Upside: +14.44%
Sep 15, 2025
Maintains: Hold
Price Target: $47 → $43
Current: $38.02
Upside: +13.10%
Apr 9, 2025
Maintains: Buy
Price Target: $214 → $144
Current: $133.20
Upside: +8.11%