Bill Katz

Q: What is Bill Katz's success rate?

Bill Katz currently has a success rate of 76.02714245326425.

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

Their stock ratings have generated an average return of 9.286189786658083.

TD Cowen | Financial Services

Bill Katz is an analyst from TD Cowen specializing in the Financial Services sector. Ranked #2113 out of 4675 analysts, they have issued 88 stock ratings with a success rate of 76.03% and an average return of 9.29%.

Bill Katz has a well-established track record, with 88 ratings issued in the Financial Services sector. They have consistently delivered a success rate of 76.03% and an average return of 9.29%, underscoring their expertise and ability to identify winning opportunities for investors.

#2113

Out of 4675

Total Ratings

+76.03%

Success Rate

+9.29%

Average Return

Recent Ratings Analysis

BBUC

Hold

Jun 09, 2026

Target

$34.00

Current

$32.44

Performance

0.00%

Bill Katz rated BBUC as Hold on Jun 09, 2026, setting a price target of 34. The Hold stance appears justified, as shares hovered around 32.44 with a 0.00% move.

MRX

Buy

Jun 08, 2026

Target

$75.00

Current

$60.49

Performance

4.31%

On Jun 08, 2026, MRX was given a Buy rating by Bill Katz, with a target price of 75. The stock traded sideways with a 4.31% move, keeping the bullish thesis unresolved.

IVZ

Buy

Jun 08, 2026

Target

$33.00

Current

$27.91

Performance

1.31%

IVZ received a Buy rating from Bill Katz on Jun 08, 2026, aiming for 33. Price action was muted, as shares hovered around 27.91 despite the bullish outlook.

RJF

Hold

May 28, 2026

Target

$155.00

Current

$151.37

Performance

6.60%

On May 28, 2026, Bill Katz published a Hold outlook on RJF, with a target of 155. The Hold call missed some of the bullish momentum as shares advanced toward 155.

GCMG

Buy

May 26, 2026

Target

$14.00

Current

$11.32

Performance

3.95%

Bill Katz on May 26, 2026 assigned GCMG a Buy rating, with a price target of 14. The recommendation remains pending validation as shares consolidate around 11.32.

OWL

Buy

May 18, 2026

Target

$14.00

Current

$9.59

Performance

1.05%

On May 18, 2026, Bill Katz reaffirmed OWL with a Buy rating, targeting 14. Market indecision has kept the 14 target in a holding pattern.

KKR

Hold

May 18, 2026

Target

$104.00

Current

$95.84

Performance

-0.14%

KKR was rated Hold by Bill Katz on May 18, 2026, with a price objective of 104. Flat performance suggests the Hold view was reasonable.

CG

Hold

May 18, 2026

Target

$50.00

Current

$45.14

Performance

-3.13%

On May 18, 2026, Bill Katz initiated coverage on CG with a Hold rating and target of 50. The stock’s lack of movement around 45.14 aligned with a cautious approach.

BX

Buy

May 18, 2026

Target

$133.00

Current

$120.29

Performance

2.78%

Bill Katz issued a Buy recommendation for BX on May 18, 2026, price target set at 133. The target of 133 remains in play, though confirmation will depend on future moves.

ARES

Buy

May 18, 2026

Target

$144.00

Current

$130.61

Performance

5.59%

On May 18, 2026, ARES was evaluated by Bill Katz, who gave a Buy rating and target of 144. This case illustrates how a timely bullish rating can translate into tangible gains of 5.59%.

APO

Buy

May 18, 2026

Target

$146.00

Current

$132.70

Performance

-1.02%

Bill Katz rated APO as Buy on May 18, 2026, setting a price target of 146. Shares have remained stable near 132.7, leaving the 146 target still in play.

TPG

Hold

May 18, 2026

Target

$45.00

Current

$43.17

Performance

4.40%

On May 18, 2026, TPG was given a Hold rating by Bill Katz, with a target price of 45. Market indecision, reflected in sideways trading near 43.17, supported the cautious call.

SCHW

Buy

May 15, 2026

Target

$109.00

Current

$88.77

Performance

-2.32%

SCHW received a Buy rating from Bill Katz on May 15, 2026, aiming for 109. Price action was muted, as shares hovered around 88.77 despite the bullish outlook.

ETOR

Buy

May 14, 2026

Target

$52.00

Current

$38.17

Performance

-8.20%

On May 14, 2026, Bill Katz published a Buy outlook on ETOR, with a target of 52. Market action contradicted the Buy thesis, as shares slipped to 38.17.

AMG

Buy

May 13, 2026

Target

$454.00

Current

$342.12

Performance

12.73%

Bill Katz on May 13, 2026 assigned AMG a Buy rating, with a price target of 454. The Buy call aligned well with market performance, producing a gain of 12.73%.

VRTS

Hold

May 04, 2026

Target

$131.00

Current

$145.19

Performance

4.09%

On May 04, 2026, Bill Katz reaffirmed VRTS with a Hold rating, targeting 131. The neutral call matched muted market action of 4.09%.

CBOE

Hold

May 04, 2026

Target

$365.00

Current

$290.60

Performance

-14.25%

CBOE was rated Hold by Bill Katz on May 04, 2026, with a price objective of 365. Investors who stayed cautious avoided some of the 14.25% decline.

FHI

Hold

May 04, 2026

Target

$54.00

Current

$57.65

Performance

6.76%

On May 04, 2026, Bill Katz initiated coverage on FHI with a Hold rating and target of 54. The Hold stance underestimated the stock’s strength as it gained 6.76%.

TROW

Hold

May 01, 2026

Target

$94.00

Current

$105.91

Performance

—

Bill Katz issued a Hold recommendation for TROW on May 01, 2026, price target set at 94. The rating was appropriate for a consolidating market trading near 105.91.

LPLA

Hold

May 01, 2026

Target

$326.00

Current

$288.28

Performance

—

On May 01, 2026, LPLA was evaluated by Bill Katz, who gave a Hold rating and target of 326. Hold sentiment was validated by subdued trading with no breakout beyond 288.28.

UMBF

Buy

Apr 30, 2026

Target

$147.00

Current

$131.82

Performance

4.48%

Bill Katz rated UMBF as Buy on Apr 30, 2026, setting a price target of 147. Shares have remained stable near 131.82, leaving the 147 target still in play.

TW

Hold

Apr 30, 2026

Target

$130.00

Current

$99.68

Performance

-11.98%

On Apr 30, 2026, TW was given a Hold rating by Bill Katz, with a target price of 130. The rating provided protection from downside risk as the stock fell to 99.68.

AB

Hold

Apr 29, 2026

Target

$39.00

Current

$36.98

Performance

-5.98%

AB received a Hold rating from Bill Katz on Apr 29, 2026, aiming for 39. The Hold stance proved prudent, with the market softening by 5.98%.

BEN

Buy

Apr 29, 2026

Target

$37.00

Current

$31.80

Performance

7.98%

On Apr 29, 2026, Bill Katz published a Buy outlook on BEN, with a target of 37. Shares gained 7.98%, underscoring the accuracy of the bullish outlook toward 37.

SF

Hold

Mar 23, 2026

Target

$92.00

Current

$71.40

Performance

-1.08%

Bill Katz on Mar 23, 2026 assigned SF a Hold rating, with a price target of 92. The Hold stance reflected consolidation, as shares held near 71.4.

NDAQ

Buy

Feb 26, 2026

Target

$106.00

Current

$87.52

Performance

-1.21%

On Feb 26, 2026, Bill Katz reaffirmed NDAQ with a Buy rating, targeting 106. Market indecision has kept the 106 target in a holding pattern.

SNOW

Buy

Feb 20, 2026

Target

$300.00

Current

$239.66

Performance

38.93%

SNOW was rated Buy by Bill Katz on Feb 20, 2026, with a price objective of 300. A bullish response from the market helped close the gap of 60.34 to the target.

CME

Buy

Feb 05, 2026

Target

$328.00

Current

$255.94

Performance

-13.94%

On Feb 05, 2026, Bill Katz initiated coverage on CME with a Buy rating and target of 328. The Buy call has yet to be validated as shares remain 72.06 away from the target.

BLK

Hold

Jan 14, 2026

Target

$1209.00

Current

$1011.96

Performance

-7.32%

Bill Katz issued a Hold recommendation for BLK on Jan 14, 2026, price target set at 1209. Market action validated the conservative Hold outlook with shares at 1011.96.

ICE

Buy

Jan 14, 2026

Target

$193.00

Current

$141.56

Performance

-18.15%

On Jan 14, 2026, ICE was evaluated by Bill Katz, who gave a Buy rating and target of 193. Investors saw limited payoff as shares fell short of the 193 target.

JHG

Hold

Dec 23, 2025

Target

$49.00

Current

$51.87

Performance

8.99%

Bill Katz rated JHG as Hold on Dec 23, 2025, setting a price target of 49. Despite the Hold call, shares climbed 8.99% to 51.87, revealing unexpected momentum.

APAM

Hold

Sep 15, 2025

Target

$43.00

Current

$35.22

Performance

-21.96%

On Sep 15, 2025, APAM was given a Hold rating by Bill Katz, with a target price of 43. The rating provided protection from downside risk as the stock fell to 35.22.

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 +76.03%.

How many ratings has Bill Katz issued?

Bill Katz has issued 88 stock ratings so far.

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

Their stock ratings have generated an average return of +9.29%.

What is Bill Katz's ranking?

Bill Katz is ranked #2113 out of 4675 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 BBUC issued on 2026-06-09.