Bill Katz
Stock Analyst at TD Cowen
(4.63)
# 180
Out of 4,944 analysts
138
Total ratings
75.36%
Success rate
13.3%
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 | $219.70 | +16.07% | 4 | Aug 4, 2025 | |
| IVZ Invesco | Upgrades: Buy | $18 → $25 | $21.06 | +18.71% | 5 | Jul 21, 2025 | |
| LPLA LPL Financial Holdings | Downgrades: Hold | $406 → $403 | $374.01 | +7.75% | 8 | Jul 9, 2025 | |
| APAM Artisan Partners Asset Management | Maintains: Hold | $39 → $45 | $47.76 | -5.78% | 5 | Jun 10, 2025 | |
| SCHW The Charles Schwab Corporation | Maintains: Buy | $95 → $113 | $99.09 | +14.04% | 11 | May 20, 2025 | |
| TW Tradeweb Markets | Maintains: Buy | $153 → $159 | $131.10 | +21.28% | 4 | May 1, 2025 | |
| KKR KKR & Co. | Maintains: Buy | $183 → $126 | $148.06 | -14.90% | 9 | Apr 9, 2025 | |
| BX Blackstone | Maintains: Buy | $233 → $147 | $175.85 | -16.41% | 8 | Apr 9, 2025 | |
| BLK BlackRock | Maintains: Buy | $1,251 → $1,032 | $1,166.30 | -11.52% | 8 | Apr 9, 2025 | |
| BEN Franklin Resources | Maintains: Hold | $20 → $18 | $25.72 | -31.96% | 7 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $216 → $161 | $193.51 | -16.80% | 4 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $214 → $144 | $145.11 | -0.76% | 6 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $38 → $34 | $40.11 | -15.23% | 11 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $54 → $37 | $65.53 | -43.54% | 9 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $124 → $84 | $114.47 | -26.62% | 6 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $112 → $89 | $108.02 | -17.61% | 2 | Apr 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $26 → $28 | $20.32 | +37.80% | 3 | Jan 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Hold | $13 | $13.02 | -3.99% | 7 | Nov 11, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $46 → $50 | $43.92 | +13.84% | 4 | Nov 1, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $128 → $150 | $168.52 | -10.99% | 7 | Oct 30, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Hold | $81 → $80 | $96.13 | -16.78% | 2 | Oct 28, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Hold | $205 | $248.52 | -17.51% | 1 | Sep 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $182 | $182.78 | -0.43% | 1 | Sep 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Hold | $221 | $273.64 | -19.24% | 1 | Sep 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $33 → $33 | $64.25 | -49.42% | 3 | May 19, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $14 → $15 | $10.30 | +40.78% | 2 | May 15, 2023 |
Affiliated Managers Group
Aug 4, 2025
Upgrades: Buy
Price Target: $214 → $255
Current: $219.70
Upside: +16.07%
Invesco
Jul 21, 2025
Upgrades: Buy
Price Target: $18 → $25
Current: $21.06
Upside: +18.71%
LPL Financial Holdings
Jul 9, 2025
Downgrades: Hold
Price Target: $406 → $403
Current: $374.01
Upside: +7.75%
Artisan Partners Asset Management
Jun 10, 2025
Maintains: Hold
Price Target: $39 → $45
Current: $47.76
Upside: -5.78%
The Charles Schwab Corporation
May 20, 2025
Maintains: Buy
Price Target: $95 → $113
Current: $99.09
Upside: +14.04%
Tradeweb Markets
May 1, 2025
Maintains: Buy
Price Target: $153 → $159
Current: $131.10
Upside: +21.28%
KKR & Co.
Apr 9, 2025
Maintains: Buy
Price Target: $183 → $126
Current: $148.06
Upside: -14.90%
Blackstone
Apr 9, 2025
Maintains: Buy
Price Target: $233 → $147
Current: $175.85
Upside: -16.41%
BlackRock
Apr 9, 2025
Maintains: Buy
Price Target: $1,251 → $1,032
Current: $1,166.30
Upside: -11.52%
Franklin Resources
Apr 9, 2025
Maintains: Hold
Price Target: $20 → $18
Current: $25.72
Upside: -31.96%
Apr 9, 2025
Maintains: Buy
Price Target: $216 → $161
Current: $193.51
Upside: -16.80%
Apr 9, 2025
Maintains: Buy
Price Target: $214 → $144
Current: $145.11
Upside: -0.76%
Apr 9, 2025
Maintains: Hold
Price Target: $38 → $34
Current: $40.11
Upside: -15.23%
Apr 9, 2025
Maintains: Hold
Price Target: $54 → $37
Current: $65.53
Upside: -43.54%
Apr 9, 2025
Maintains: Hold
Price Target: $124 → $84
Current: $114.47
Upside: -26.62%
Apr 9, 2025
Maintains: Hold
Price Target: $112 → $89
Current: $108.02
Upside: -17.61%
Jan 16, 2025
Upgrades: Buy
Price Target: $26 → $28
Current: $20.32
Upside: +37.80%
Nov 11, 2024
Downgrades: Hold
Price Target: $13
Current: $13.02
Upside: -3.99%
Nov 1, 2024
Maintains: Buy
Price Target: $46 → $50
Current: $43.92
Upside: +13.84%
Oct 30, 2024
Maintains: Hold
Price Target: $128 → $150
Current: $168.52
Upside: -10.99%
Oct 28, 2024
Maintains: Hold
Price Target: $81 → $80
Current: $96.13
Upside: -16.78%
Sep 26, 2024
Initiates: Hold
Price Target: $205
Current: $248.52
Upside: -17.51%
Sep 26, 2024
Initiates: Buy
Price Target: $182
Current: $182.78
Upside: -0.43%
Sep 26, 2024
Initiates: Hold
Price Target: $221
Current: $273.64
Upside: -19.24%
May 19, 2023
Maintains: Neutral
Price Target: $33 → $33
Current: $64.25
Upside: -49.42%
May 15, 2023
Maintains: Neutral
Price Target: $14 → $15
Current: $10.30
Upside: +40.78%