Bill Katz

Q: What is Bill Katz's success rate?

Bill Katz currently has a success rate of 78.08676059618567.

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

Their stock ratings have generated an average return of 8.457999308533912.

TD Cowen | Financial Services

Bill Katz is an analyst from TD Cowen specializing in the Financial Services sector. Ranked #2182 out of 4554 analysts, they have issued 69 stock ratings with a success rate of 78.09% and an average return of 8.46%.

Bill Katz has a well-established track record, with 69 ratings issued in the Financial Services sector. They have consistently delivered a success rate of 78.09% and an average return of 8.46%, underscoring their expertise and ability to identify winning opportunities for investors.

#2182

Out of 4554

Total Ratings

+78.09%

Success Rate

+8.46%

Average Return

Recent Ratings Analysis

NDAQ

Buy

Feb 26, 2026

Target

$106.00

Current

$88.59

Performance

0.00%

Bill Katz rated NDAQ as Buy on Feb 26, 2026, setting a price target of 106. Shares have remained stable near 88.59, leaving the 106 target still in play.

SNOW

Buy

Feb 20, 2026

Target

$300.00

Current

$173.06

Performance

0.32%

On Feb 20, 2026, SNOW was given a Buy rating by Bill Katz, with a target price of 300. The stock traded sideways with a 0.32% move, keeping the bullish thesis unresolved.

TROW

Hold

Feb 05, 2026

Target

$97.00

Current

$96.46

Performance

4.83%

TROW received a Hold rating from Bill Katz on Feb 05, 2026, aiming for 97. Shares remained flat at 96.46, aligning with the neutral rating.

CME

Buy

Feb 05, 2026

Target

$328.00

Current

$316.45

Performance

6.41%

On Feb 05, 2026, Bill Katz published a Buy outlook on CME, with a target of 328. Shares gained 6.41%, underscoring the accuracy of the bullish outlook toward 328.

LPLA

Hold

Jan 30, 2026

Target

$378.00

Current

$319.55

Performance

-12.33%

Bill Katz on Jan 30, 2026 assigned LPLA a Hold rating, with a price target of 378. The call successfully avoided chasing as shares lost 12.33%.

BX

Buy

Jan 30, 2026

Target

$183.00

Current

$117.95

Performance

-17.18%

On Jan 30, 2026, Bill Katz reaffirmed BX with a Buy rating, targeting 183. Shares slid 17.18% despite the recommendation, highlighting downside risks.

SCHW

Buy

Jan 22, 2026

Target

$138.00

Current

$97.52

Performance

-6.28%

SCHW was rated Buy by Bill Katz on Jan 22, 2026, with a price objective of 138. This case shows how bullish projections can fail, with the stock now below 97.52.

CG

Buy

Jan 14, 2026

Target

$76.00

Current

$54.46

Performance

-16.93%

On Jan 14, 2026, Bill Katz initiated coverage on CG with a Buy rating and target of 76. The Buy call has yet to be validated as shares remain 21.54 away from the target.

ETOR

Buy

Jan 14, 2026

Target

$50.00

Current

$32.28

Performance

3.07%

Bill Katz issued a Buy recommendation for ETOR on Jan 14, 2026, price target set at 50. The target of 50 remains in play, though confirmation will depend on future moves.

ICE

Buy

Jan 14, 2026

Target

$193.00

Current

$162.89

Performance

-5.81%

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.

MRX

Buy

Jan 14, 2026

Target

$61.00

Current

$43.12

Performance

10.14%

Bill Katz rated MRX as Buy on Jan 14, 2026, setting a price target of 61. The call has proven timely, with shares rising 10.14% toward the price target of 61.

RJF

Hold

Jan 14, 2026

Target

$187.00

Current

$159.68

Performance

-7.31%

On Jan 14, 2026, RJF was given a Hold rating by Bill Katz, with a target price of 187. The rating provided protection from downside risk as the stock fell to 159.68.

TPG

Hold

Jan 14, 2026

Target

$63.00

Current

$44.97

Performance

-31.60%

TPG received a Hold rating from Bill Katz on Jan 14, 2026, aiming for 63. The Hold stance proved prudent, with the market softening by 31.60%.

TW

Buy

Jan 14, 2026

Target

$131.00

Current

$121.96

Performance

15.70%

On Jan 14, 2026, Bill Katz published a Buy outlook on TW, with a target of 131. Shares gained 15.70%, underscoring the accuracy of the bullish outlook toward 131.

VRTS

Hold

Jan 14, 2026

Target

$173.00

Current

$144.15

Performance

-15.10%

Bill Katz on Jan 14, 2026 assigned VRTS a Hold rating, with a price target of 173. The call successfully avoided chasing as shares lost 15.10%.

OWL

Buy

Jan 14, 2026

Target

$24.00

Current

$11.22

Performance

-28.08%

On Jan 14, 2026, Bill Katz reaffirmed OWL with a Buy rating, targeting 24. Shares slid 28.08% despite the recommendation, highlighting downside risks.

FHI

Hold

Jan 14, 2026

Target

$54.00

Current

$56.94

Performance

8.85%

FHI was rated Hold by Bill Katz on Jan 14, 2026, with a price objective of 54. Despite caution, upside momentum rewarded risk-takers with gains to 56.94.

AB

Hold

Jan 14, 2026

Target

$41.00

Current

$39.64

Performance

1.88%

On Jan 14, 2026, Bill Katz initiated coverage on AB with a Hold rating and target of 41. The stock’s lack of movement around 39.64 aligned with a cautious approach.

AMG

Buy

Jan 14, 2026

Target

$495.00

Current

$312.94

Performance

-0.71%

Bill Katz issued a Buy recommendation for AMG on Jan 14, 2026, price target set at 495. The target of 495 remains in play, though confirmation will depend on future moves.

ARES

Buy

Jan 14, 2026

Target

$200.00

Current

$118.08

Performance

-30.51%

On Jan 14, 2026, ARES was evaluated by Bill Katz, who gave a Buy rating and target of 200. Investors saw limited payoff as shares fell short of the 200 target.

BEN

Buy

Jan 14, 2026

Target

$30.00

Current

$27.43

Performance

7.02%

Bill Katz rated BEN as Buy on Jan 14, 2026, setting a price target of 30. The call has proven timely, with shares rising 7.02% toward the price target of 30.

CBOE

Hold

Jan 14, 2026

Target

$281.00

Current

$292.30

Performance

8.74%

On Jan 14, 2026, CBOE was given a Hold rating by Bill Katz, with a target price of 281. The stock rallied from 292.3 to 292.3 after the Hold rating, surprising to the upside.

BLK

Hold

Jan 14, 2026

Target

$1209.00

Current

$1090.27

Performance

-0.14%

BLK received a Hold rating from Bill Katz on Jan 14, 2026, aiming for 1209. Shares remained flat at 1090.27, aligning with the neutral rating.

KKR

Hold

Jan 14, 2026

Target

$131.00

Current

$93.62

Performance

-29.12%

On Jan 14, 2026, Bill Katz published a Hold outlook on KKR, with a target of 131. Weakness in the stock, now at 93.62, supported the conservative rating.

SF

Hold

Jan 14, 2026

Target

$138.00

Current

$117.72

Performance

-8.52%

Bill Katz on Jan 14, 2026 assigned SF a Hold rating, with a price target of 138. The call successfully avoided chasing as shares lost 8.52%.

JHG

Hold

Dec 23, 2025

Target

$49.00

Current

$53.21

Performance

11.81%

On Dec 23, 2025, Bill Katz reaffirmed JHG with a Hold rating, targeting 49. Market strength beyond 53.21 went further than the conservative outlook suggested.

APAM

Hold

Sep 15, 2025

Target

$43.00

Current

$41.33

Performance

-8.42%

APAM was rated Hold by Bill Katz on Sep 15, 2025, with a price objective of 43. Investors who stayed cautious avoided some of the 8.42% decline.

IVZ

Buy

Jul 21, 2025

Target

$25.00

Current

$27.09

Performance

34.11%

On Jul 21, 2025, Bill Katz initiated coverage on IVZ with a Buy rating and target of 25. The stock’s climb of 34.11% since the call highlights the foresight in the rating.

APO

Buy

Apr 09, 2025

Target

$144.00

Current

$114.40

Performance

-10.94%

Bill Katz issued a Buy recommendation for APO on Apr 09, 2025, price target set at 144. The market hasn’t rewarded the bullish outlook, exposing uncertainty in the call.

GCMG

Buy

May 09, 2024

Target

$11.50

Current

$11.90

Performance

19.84%

On May 09, 2024, GCMG was evaluated by Bill Katz, who gave a Buy rating and target of 11.5. This case illustrates how a timely bullish rating can translate into tangible gains of 19.84%.

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 +78.09%.

How many ratings has Bill Katz issued?

Bill Katz has issued 69 stock ratings so far.

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

Their stock ratings have generated an average return of +8.46%.

What is Bill Katz's ranking?

Bill Katz is ranked #2182 out of 4554 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 Buy on NDAQ issued on 2026-02-26.