Bill Katz's Stock Ratings

TD Cowen Analyst

Bill Katz is an analyst at TD Cowen. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 05/16/2024

Overall Average Return

4.42%

Smart Score

58.6%

Overall Average Return Percentile

46th

Number of Ratings

68
Buy NowGet Alert
05/09/2024GCMGBuy Now
GCM Grosvenor
$9.9016.16%$11 → $11.5MaintainsBuyGet Alert
05/02/2024KKRBuy Now
KKR
$107.6737.46%$154 → $148MaintainsBuyGet Alert
04/30/2024BENBuy Now
Franklin Resources
$24.474.21%$29 → $25.5MaintainsHoldGet Alert
04/29/2024ABBuy Now
AllianceBernstein Holding
$32.8018.9%$40 → $39MaintainsBuyGet Alert
04/25/2024RJFBuy Now
Raymond James Finl
$127.30-1.02%$131 → $126MaintainsHoldGet Alert
04/24/2024IVZBuy Now
Invesco
$16.3119.56%$21 → $19.5MaintainsBuyGet Alert
04/19/2024BXBuy Now
Blackstone
$131.31-13.18%$117 → $114MaintainsHoldGet Alert
04/16/2024KKRBuy Now
KKR
$107.6743.03%$144 → $154MaintainsBuyGet Alert
04/11/2024KKRBuy Now
KKR
$107.6733.74%$129 → $144MaintainsBuyGet Alert
03/22/2024SFBuy Now
Stifel Financial
$84.099.41%$86.5 → $92MaintainsOutperformGet Alert
03/22/2024RJFBuy Now
Raymond James Finl
$127.302.91%$116.5 → $131MaintainsMarket PerformGet Alert
02/16/2024GCMGBuy Now
GCM Grosvenor
$9.901.01%$9.5 → $10UpgradeMarket Perform → OutperformGet Alert
01/16/2024BLKBuy Now
BlackRock
$815.7014.99% → $938UpgradeMarket Perform → OutperformGet Alert
01/04/2024JHGBuy Now
Janus Henderson Group
$34.79-13.77% → $30Initiates → Market PerformGet Alert
01/04/2024BLKBuy Now
BlackRock
$815.700.4% → $819Initiates → Market PerformGet Alert
01/04/2024IVZBuy Now
Invesco
$16.3128.76% → $21Initiates → OutperformGet Alert
01/04/2024RJFBuy Now
Raymond James Finl
$127.30-4.95% → $121Initiates → Market PerformGet Alert
01/04/2024GCMGBuy Now
GCM Grosvenor
$9.90-4.04% → $9.5Initiates → Market PerformGet Alert
01/04/2024ABBuy Now
AllianceBernstein Holding
$32.809.76% → $36Initiates → OutperformGet Alert
01/04/2024SFBuy Now
Stifel Financial
$84.09-1.3% → $83Initiates → OutperformGet Alert
01/04/2024APOBuy Now
Apollo Global Management
$115.22-0.19% → $115Initiates → OutperformGet Alert
05/19/2023TPGBuy Now
TPG
$43.56-25.39%$33 → $32.5MaintainsNeutralGet Alert
05/15/2023BRDGBuy Now
Bridge Investment Group
$7.2899.18%$14 → $14.5MaintainsNeutralGet Alert
05/12/2023GCMGBuy Now
GCM Grosvenor
$9.906.06%$9.5 → $10.5MaintainsOutperformGet Alert
05/11/2023ABBuy Now
AllianceBernstein Holding
$32.8040.24%$44.5 → $46MaintainsOutperformGet Alert
05/09/2023KKRBuy Now
KKR & Co
$107.67-48.45%$57.5 → $55.5MaintainsNeutralGet Alert
05/08/2023OWLBuy Now
Blue Owl Cap
$18.68-38.44%$12 → $11.5MaintainsNeutralGet Alert
05/08/2023JHGBuy Now
Janus Henderson Group
$34.79-33.89%$22 → $23UpgradeUnderperform → NeutralGet Alert
05/05/2023SCHWBuy Now
Charles Schwab
$78.60-15.39% → $66.5Reiterates → OutperformGet Alert
05/05/2023CGBuy Now
Carlyle Group
$44.06-9.21%$46 → $40MaintainsOutperformGet Alert
05/02/2023BENBuy Now
Franklin Resources
$24.47-3.96%$25 → $23.5MaintainsNeutralGet Alert
04/28/2023ABBuy Now
AllianceBernstein Holding
$32.8035.67%$44 → $44.5MaintainsOutperformGet Alert
04/28/2023LPLABuy Now
LPL Finl Hldgs
$267.77-28.3%$205 → $192MaintainsNeutralGet Alert
04/27/2023RJFBuy Now
Raymond James Finl
$127.30-21.45%$103 → $100MaintainsNeutralGet Alert
04/21/2023BXBuy Now
Blackstone
$131.31-46.31%$74 → $70.5MaintainsUnderperformGet Alert
04/17/2023BLKBuy Now
BlackRock
$815.70-17.49%$662 → $673MaintainsNeutralGet Alert
04/13/2023BLKBuy Now
BlackRock
$815.70-18.84%$675 → $662MaintainsNeutralGet Alert
04/03/2023LPLABuy Now
LPL Finl Hldgs
$267.77-23.44%$245 → $205DowngradeOutperform → NeutralGet Alert
03/29/2023IVZBuy Now
Invesco
$16.31-8.03%$14.5 → $15UpgradeUnderperform → NeutralGet Alert
03/20/2023SCHWBuy Now
Charles Schwab
$78.60-13.49%$67.5 → $68MaintainsOutperformGet Alert
03/15/2023SCHWBuy Now
Charles Schwab
$78.60-14.12%$81.5 → $67.5UpgradeNeutral → OutperformGet Alert
03/01/2023SCUBuy Now
Sculptor Cap
——$12.5 → $13MaintainsOutperformGet Alert
02/23/2023TPGBuy Now
TPG
$43.56-27.69%$36 → $31.5MaintainsNeutralGet Alert
02/22/2023TPGBuy Now
TPG
$43.56-17.36% → $36Reiterates → NeutralGet Alert
02/21/2023GCMGBuy Now
GCM Grosvenor
$9.906.06%$11 → $10.5MaintainsOutperformGet Alert
02/21/2023BRDGBuy Now
Bridge Investment Group
$7.28106.04%$14 → $15MaintainsNeutralGet Alert
02/13/2023ABBuy Now
AllianceBernstein Holding
$32.8032.62%$32 → $43.5UpgradeNeutral → OutperformGet Alert
02/03/2023LPLABuy Now
LPL Finl Hldgs
$267.77-0.66%$283.5 → $266MaintainsOutperformGet Alert
02/03/2023JHGBuy Now
Janus Henderson Group
$34.79-41.08%$20 → $20.5MaintainsUnderperformGet Alert
02/02/2023APAMBuy Now
Artisan Partners Asset
$46.60-35.62%$29.5 → $30MaintainsNeutralGet Alert
02/02/2023BXBuy Now
Blackstone
$131.31-47.45%$69.5 → $69MaintainsUnderperformGet Alert
01/30/2023SCHWBuy Now
Charles Schwab
$78.603.69%$87 → $81.5MaintainsNeutralGet Alert
01/27/2023TROWBuy Now
T. Rowe Price Gr
$115.08-43.52%$70 → $65MaintainsUnderperformGet Alert
01/26/2023RJFBuy Now
Raymond James Finl
$127.30-8.88%$119 → $116MaintainsNeutralGet Alert
01/12/2023BLKBuy Now
BlackRock
$815.70-16.64%$540 → $680MaintainsNeutralGet Alert
11/22/2022BXBuy Now
Blackstone
$131.31-48.59%$85.5 → $67.5DowngradeNeutral → UnderperformGet Alert
11/21/2022SCUBuy Now
Sculptor Cap
——$8.5 → $12.5UpgradeNeutral → OutperformGet Alert
11/17/2022LPLABuy Now
LPL Finl Hldgs
$267.776.43%$276 → $285MaintainsOutperformGet Alert
11/15/2022LPLABuy Now
LPL Finl Hldgs
$267.773.07%$315 → $276MaintainsOutperformGet Alert
11/09/2022SCUBuy Now
Sculptor Cap
——$9 → $8.5MaintainsNeutralGet Alert
11/09/2022CGBuy Now
Carlyle Group
$44.06-17.16%$38.5 → $36.5MaintainsOutperformGet Alert
11/08/2022AMGBuy Now
Affiliated Managers Group
$160.481.88%$140 → $163.5MaintainsOutperformGet Alert
11/07/2022OWLBuy Now
Blue Owl Cap
$18.68-49.14%$9 → $9.5MaintainsNeutralGet Alert
11/03/2022KKRBuy Now
KKR & Co
$107.67-56.35%$48 → $47MaintainsNeutralGet Alert
11/02/2022BENBuy Now
Franklin Resources
$24.47-18.27%$21 → $20MaintainsNeutralGet Alert
11/01/2022LPLABuy Now
LPL Finl Hldgs
$267.7717.64%$262 → $315UpgradeNeutral → OutperformGet Alert
11/01/2022SCHWBuy Now
Charles Schwab
$78.606.87%$80 → $84DowngradeOutperform → NeutralGet Alert
10/31/2022ABBuy Now
AllianceBernstein Holding
$32.80-8.54%$28 → $30MaintainsNeutralGet Alert