Bill Katz

Q: What is Bill Katz's success rate?

Bill Katz currently has a success rate of 78.79183593982671.

Q: What is the average return of Bill Katz's calls?

Their stock ratings have generated an average return of 13.107256165926.

TD Cowen | Financial Services

Bill Katz is an analyst from TD Cowen specializing in the Financial Services sector. Ranked #1881 out of 4493 analysts, they have issued 39 stock ratings with a success rate of 78.79% and an average return of 13.11%.

Bill Katz has a well-established track record, with 39 ratings issued in the Financial Services sector. They have consistently delivered a success rate of 78.79% and an average return of 13.11%, underscoring their expertise and ability to identify winning opportunities for investors.

#1881

Out of 4493

Total Ratings

+78.79%

Success Rate

+13.11%

Average Return

Recent Ratings Analysis

JHG

Hold

Dec 23, 2025

Target

$49.00

Current

$47.59

Performance

0.00%

Bill Katz rated JHG as Hold on Dec 23, 2025, setting a price target of 49. The Hold stance appears justified, as shares hovered around 47.59 with a 0.00% move.

AMG

Buy

Dec 15, 2025

Target

$485.00

Current

$292.29

Performance

6.14%

On Dec 15, 2025, AMG was given a Buy rating by Bill Katz, with a target price of 485. The stock rallied 6.14% after the rating, narrowing the gap to the target of 485 and validating the bullish stance.

KKR

Buy

Nov 10, 2025

Target

$146.00

Current

$131.00

Performance

9.07%

KKR received a Buy rating from Bill Katz on Nov 10, 2025, aiming for 146. Momentum has favored the Buy call, with shares climbing from 131 to 131, rewarding those who trusted the recommendation.

FHI

Buy

Nov 04, 2025

Target

$53.00

Current

$54.01

Performance

8.96%

On Nov 04, 2025, Bill Katz published a Buy outlook on FHI, with a target of 53. Shares gained 8.96%, underscoring the accuracy of the bullish outlook toward 53.

ARES

Buy

Nov 04, 2025

Target

$197.00

Current

$168.74

Performance

10.28%

Bill Katz on Nov 04, 2025 assigned ARES a Buy rating, with a price target of 197. The Buy call aligned well with market performance, producing a gain of 10.28%.

CG

Buy

Nov 03, 2025

Target

$77.00

Current

$60.92

Performance

17.58%

On Nov 03, 2025, Bill Katz reaffirmed CG with a Buy rating, targeting 77. The recommendation was supported by strong follow-through as the stock rose from 60.92 to 60.92.

TROW

Hold

Nov 03, 2025

Target

$112.00

Current

$104.03

Performance

2.28%

TROW was rated Hold by Bill Katz on Nov 03, 2025, with a price objective of 112. Flat performance suggests the Hold view was reasonable.

LPLA

Hold

Nov 03, 2025

Target

$410.00

Current

$374.28

Performance

-1.23%

On Nov 03, 2025, Bill Katz initiated coverage on LPLA with a Hold rating and target of 410. The stock’s lack of movement around 374.28 aligned with a cautious approach.

ICE

Buy

Oct 31, 2025

Target

$175.00

Current

$161.95

Performance

10.70%

Bill Katz issued a Buy recommendation for ICE on Oct 31, 2025, price target set at 175. Investors following the Buy call captured upside momentum, with shares now at 161.95.

TW

Buy

Oct 31, 2025

Target

$140.00

Current

$107.27

Performance

1.78%

On Oct 31, 2025, TW was evaluated by Bill Katz, who gave a Buy rating and target of 140. So far, the Buy call awaits clearer momentum, with shares flat at 107.27.

VRTS

Hold

Oct 27, 2025

Target

$180.00

Current

$165.53

Performance

-3.34%

Bill Katz rated VRTS as Hold on Oct 27, 2025, setting a price target of 180. The Hold stance appears justified, as shares hovered around 165.53 with a -3.34% move.

AB

Hold

Oct 24, 2025

Target

$40.00

Current

$38.84

Performance

-1.92%

On Oct 24, 2025, AB was given a Hold rating by Bill Katz, with a target price of 40. Market indecision, reflected in sideways trading near 38.84, supported the cautious call.

BX

Buy

Oct 24, 2025

Target

$205.00

Current

$155.16

Performance

0.36%

BX received a Buy rating from Bill Katz on Oct 24, 2025, aiming for 205. Price action was muted, as shares hovered around 155.16 despite the bullish outlook.

RJF

Hold

Oct 23, 2025

Target

$180.00

Current

$165.77

Performance

0.42%

On Oct 23, 2025, Bill Katz published a Hold outlook on RJF, with a target of 180. Sideways action left the Hold view intact, with no major move since 165.77.

NDAQ

Hold

Oct 22, 2025

Target

$96.00

Current

$98.01

Performance

12.11%

Bill Katz on Oct 22, 2025 assigned NDAQ a Hold rating, with a price target of 96. Shares outperformed expectations, climbing 12.11% despite the neutral view.

SCHW

Buy

Oct 17, 2025

Target

$134.00

Current

$101.18

Performance

7.48%

On Oct 17, 2025, Bill Katz reaffirmed SCHW with a Buy rating, targeting 134. The recommendation was supported by strong follow-through as the stock rose from 101.18 to 101.18.

BLK

Buy

Oct 15, 2025

Target

$1407.00

Current

$1086.55

Performance

-9.65%

BLK was rated Buy by Bill Katz on Oct 15, 2025, with a price objective of 1407. This case shows how bullish projections can fail, with the stock now below 1086.55.

SF

Buy

Oct 08, 2025

Target

$131.00

Current

$128.39

Performance

14.91%

On Oct 08, 2025, Bill Katz initiated coverage on SF with a Buy rating and target of 131. The stock’s climb of 14.91% since the call highlights the foresight in the rating.

APAM

Hold

Sep 15, 2025

Target

$43.00

Current

$41.62

Performance

-7.78%

Bill Katz issued a Hold recommendation for APAM on Sep 15, 2025, price target set at 43. Market action validated the conservative Hold outlook with shares at 41.62.

IVZ

Buy

Jul 21, 2025

Target

$25.00

Current

$27.09

Performance

34.11%

On Jul 21, 2025, IVZ was evaluated by Bill Katz, who gave a Buy rating and target of 25. This case illustrates how a timely bullish rating can translate into tangible gains of 34.11%.

APO

Buy

Apr 09, 2025

Target

$144.00

Current

$148.37

Performance

15.51%

Bill Katz rated APO as Buy on Apr 09, 2025, setting a price target of 144. The call has proven timely, with shares rising 15.51% toward the price target of 144.

BEN

Hold

Apr 09, 2025

Target

$17.50

Current

$24.19

Performance

30.19%

On Apr 09, 2025, BEN was given a Hold rating by Bill Katz, with a target price of 17.5. The stock rallied from 24.19 to 24.19 after the Hold rating, surprising to the upside.

OWL

Buy

Jan 16, 2025

Target

$28.00

Current

$15.68

Performance

-32.99%

OWL received a Buy rating from Bill Katz on Jan 16, 2025, aiming for 28. The rating hasn’t played out as hoped, with the stock trading 32.99% below expectations.

CBOE

Hold

Sep 26, 2024

Target

$205.00

Current

$254.76

Performance

24.00%

On Sep 26, 2024, Bill Katz published a Hold outlook on CBOE, with a target of 205. The Hold call missed some of the bullish momentum as shares advanced toward 205.

CME

Hold

Sep 26, 2024

Target

$221.00

Current

$275.53

Performance

26.12%

Bill Katz on Sep 26, 2024 assigned CME a Hold rating, with a price target of 221. Shares outperformed expectations, climbing 26.12% despite the neutral view.

GCMG

Buy

May 09, 2024

Target

$11.50

Current

$11.52

Performance

16.01%

On May 09, 2024, Bill Katz reaffirmed GCMG with a Buy rating, targeting 11.5. The recommendation was supported by strong follow-through as the stock rose from 11.52 to 11.52.

Frequency Asked Questions

Who is Bill Katz?

Bill Katz is an analyst from TD Cowen specializing in the Financial Services sector.

What is Bill Katz's success rate?

Bill Katz currently has a success rate of +78.79%.

How many ratings has Bill Katz issued?

Bill Katz has issued 39 stock ratings so far.

What is the average return of Bill Katz's calls?

Their stock ratings have generated an average return of +13.11%.

What is Bill Katz's ranking?

Bill Katz is ranked #1881 out of 4493 analysts.

What types of ratings does Bill Katz give?

Their ratings include Buy, Hold, and Sell recommendations, depending on the stock’s outlook.

How can I follow Bill Katz?

You can follow Bill Katz by clicking the "Follow Analyst" button on this page to receive updates on their stock calls.

What is the most recent rating by Bill Katz?

Their latest rating was a Hold on JHG issued on 2025-12-23.