William Katz
Stock Analyst at Citigroup
(3.06)
# 1,247
Out of 4,496 analysts
167
Total ratings
57.03%
Success rate
6.03%
Average return
Main Sectors:
Top Industries:
22 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| BLK BlackRock | Maintains: Buy | $920 → $930 | $830.70 | +11.95% | 12 | Jul 16, 2024 | |
| TPG TPG Inc. | Maintains: Buy | $46 → $50 | $47.33 | +5.64% | 4 | Feb 15, 2024 | |
| APO Apollo Global Management | Maintains: Buy | $111 → $125 | $120.51 | +3.73% | 10 | Feb 13, 2024 | |
| TROW T. Rowe Price Group | Maintains: Sell | $98 → $100 | $114.79 | -12.88% | 24 | Jul 14, 2023 | |
| IVZ Invesco | Downgrades: Underperform | $13 → $12 | $16.21 | -29.06% | 11 | Oct 26, 2022 | |
| AB AllianceBernstein Holding L.P. | Initiates: Neutral | $28 | $33.82 | -17.21% | 6 | Oct 19, 2022 | |
| SCHW The Charles Schwab Corporation | Initiates: Outperform | $80 | $62.08 | +28.87% | 13 | Oct 19, 2022 | |
| RJF Raymond James Financial | Initiates: Neutral | $120 | $108.62 | +10.48% | 8 | Oct 19, 2022 | |
| LPLA LPL Financial Holdings | Initiates: Neutral | $262 | $211.62 | +23.81% | 11 | Oct 19, 2022 | |
| AMG Affiliated Managers Group | Initiates: Outperform | $140 | $167.94 | -16.64% | 11 | Oct 19, 2022 | |
| APAM Artisan Partners Asset Management | Initiates: Neutral | $25 | $42.09 | -40.60% | 3 | Oct 19, 2022 | |
| BEN Franklin Resources | Initiates: Neutral | $21 | $23.49 | -10.60% | 2 | Oct 19, 2022 | |
| OWL Blue Owl Capital | Initiates: Neutral | $9 | $19.27 | -53.30% | 1 | Oct 19, 2022 | |
| KKR KKR & Co. | Initiates: Neutral | $48 | $115.15 | -58.32% | 4 | Oct 19, 2022 | |
| GCMG GCM Grosvenor | Initiates: Outperform | $9 | $10.76 | -16.36% | 1 | Oct 19, 2022 | |
| CG The Carlyle Group | Initiates: Outperform | $39 | $45.94 | -16.20% | 8 | Oct 19, 2022 | |
| BX Blackstone | Initiates: Neutral | $86 | $138.59 | -38.31% | 9 | Oct 19, 2022 | |
| BRDG Bridge Investment Group Holdings | Initiates: Neutral | $15 | $8.34 | +79.86% | 4 | Oct 19, 2022 | |
| FHI Federated Hermes | Maintains: Sell | $29 → $26 | $34.53 | -26.15% | 2 | May 2, 2022 | |
| BAM Brookfield Asset Management | Downgrades: Neutral | $69 → $61 | $41.10 | +48.42% | 4 | Jan 26, 2022 | |
| RMR The RMR Group | Upgrades: Neutral | n/a | $25.44 | - | 1 | Jul 14, 2020 | |
| AMTD AMTD IDEA Group | Downgrades: Neutral | n/a | $1.54 | - | 18 | Apr 27, 2020 |
BlackRock
Jul 16, 2024
Maintains: Buy
Price Target: $920 → $930
Current: $830.70
Upside: +11.95%
TPG Inc.
Feb 15, 2024
Maintains: Buy
Price Target: $46 → $50
Current: $47.33
Upside: +5.64%
Apollo Global Management
Feb 13, 2024
Maintains: Buy
Price Target: $111 → $125
Current: $120.51
Upside: +3.73%
T. Rowe Price Group
Jul 14, 2023
Maintains: Sell
Price Target: $98 → $100
Current: $114.79
Upside: -12.88%
Invesco
Oct 26, 2022
Downgrades: Underperform
Price Target: $13 → $12
Current: $16.21
Upside: -29.06%
AllianceBernstein Holding L.P.
Oct 19, 2022
Initiates: Neutral
Price Target: $28
Current: $33.82
Upside: -17.21%
The Charles Schwab Corporation
Oct 19, 2022
Initiates: Outperform
Price Target: $80
Current: $62.08
Upside: +28.87%
Raymond James Financial
Oct 19, 2022
Initiates: Neutral
Price Target: $120
Current: $108.62
Upside: +10.48%
LPL Financial Holdings
Oct 19, 2022
Initiates: Neutral
Price Target: $262
Current: $211.62
Upside: +23.81%
Affiliated Managers Group
Oct 19, 2022
Initiates: Outperform
Price Target: $140
Current: $167.94
Upside: -16.64%
Artisan Partners Asset Management
Oct 19, 2022
Initiates: Neutral
Price Target: $25
Current: $42.09
Upside: -40.60%
Franklin Resources
Oct 19, 2022
Initiates: Neutral
Price Target: $21
Current: $23.49
Upside: -10.60%
Blue Owl Capital
Oct 19, 2022
Initiates: Neutral
Price Target: $9
Current: $19.27
Upside: -53.30%
KKR & Co.
Oct 19, 2022
Initiates: Neutral
Price Target: $48
Current: $115.15
Upside: -58.32%
GCM Grosvenor
Oct 19, 2022
Initiates: Outperform
Price Target: $9
Current: $10.76
Upside: -16.36%
The Carlyle Group
Oct 19, 2022
Initiates: Outperform
Price Target: $39
Current: $45.94
Upside: -16.20%
Blackstone
Oct 19, 2022
Initiates: Neutral
Price Target: $86
Current: $138.59
Upside: -38.31%
Bridge Investment Group Holdings
Oct 19, 2022
Initiates: Neutral
Price Target: $15
Current: $8.34
Upside: +79.86%
Federated Hermes
May 2, 2022
Maintains: Sell
Price Target: $29 → $26
Current: $34.53
Upside: -26.15%
Brookfield Asset Management
Jan 26, 2022
Downgrades: Neutral
Price Target: $69 → $61
Current: $41.10
Upside: +48.42%
The RMR Group
Jul 14, 2020
Upgrades: Neutral
Price Target: n/a
Current: $25.44
Upside: -
AMTD IDEA Group
Apr 27, 2020
Downgrades: Neutral
Price Target: n/a
Current: $1.54
Upside: -