Bill Katz

Q: What is Bill Katz's success rate?

Bill Katz currently has a success rate of 84.61750457296267.

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

Their stock ratings have generated an average return of 22.42347293770365.

TD Cowen | Financial Services

Bill Katz is an analyst from TD Cowen specializing in the Financial Services sector. Ranked #1339 out of 4773 analysts, they have issued 110 stock ratings with a success rate of 84.62% and an average return of 22.42%.

Bill Katz has a well-established track record, with 110 ratings issued in the Financial Services sector. They have consistently delivered a success rate of 84.62% and an average return of 22.42%, underscoring their expertise and ability to identify winning opportunities for investors.

#1339

Out of 4773

110

Total Ratings

+84.62%

Success Rate

+22.42%

Average Return

Recent Ratings Analysis

APAM

Hold

Sep 11, 2026

Target

$37.00

Current

$37.91

Performance

0.00%

Bill Katz rated APAM as Hold on Sep 11, 2026, setting a price target of 37. The Hold stance appears justified, as shares hovered around 37.91 with a 0.00% move.

BBUC

Hold

Aug 04, 2026

Target

$32.00

Current

$26.41

Performance

-14.94%

On Aug 04, 2026, BBUC was given a Hold rating by Bill Katz, with a target price of 32. The rating provided protection from downside risk as the stock fell to 26.41.

ARES

Buy

Aug 03, 2026

Target

$155.00

Current

$131.64

Performance

-5.00%

ARES received a Buy rating from Bill Katz on Aug 03, 2026, aiming for 155. Price action was muted, as shares hovered around 131.64 despite the bullish outlook.

TROW

Hold

Aug 03, 2026

Target

$108.00

Current

$106.29

Performance

-6.36%

On Aug 03, 2026, Bill Katz published a Hold outlook on TROW, with a target of 108. Weakness in the stock, now at 106.29, supported the conservative rating.

KKR

Hold

Aug 03, 2026

Target

$111.00

Current

$101.08

Performance

-5.14%

Bill Katz on Aug 03, 2026 assigned KKR a Hold rating, with a price target of 111. The call successfully avoided chasing as shares lost 5.14%.

CBOE

Hold

Aug 03, 2026

Target

$315.00

Current

$281.04

Performance

-5.64%

On Aug 03, 2026, Bill Katz reaffirmed CBOE with a Hold rating, targeting 315. The Hold stance reflected market caution that was later justified.

TW

Hold

Jul 31, 2026

Target

$98.00

Current

$101.44

Performance

0.94%

TW was rated Hold by Bill Katz on Jul 31, 2026, with a price objective of 98. Flat performance suggests the Hold view was reasonable.

LPLA

Hold

Jul 31, 2026

Target

$372.00

Current

$353.78

Performance

0.02%

On Jul 31, 2026, Bill Katz initiated coverage on LPLA with a Hold rating and target of 372. The stock’s lack of movement around 353.78 aligned with a cautious approach.

ICE

Buy

Jul 31, 2026

Target

$177.00

Current

$157.40

Performance

3.23%

Bill Katz issued a Buy recommendation for ICE on Jul 31, 2026, price target set at 177. The target of 177 remains in play, though confirmation will depend on future moves.

NDAQ

Buy

Jul 24, 2026

Target

$108.00

Current

$91.19

Performance

-0.98%

On Jul 24, 2026, NDAQ was evaluated by Bill Katz, who gave a Buy rating and target of 108. So far, the Buy call awaits clearer momentum, with shares flat at 91.19.

BX

Buy

Jul 24, 2026

Target

$145.00

Current

$128.51

Performance

-1.15%

Bill Katz rated BX as Buy on Jul 24, 2026, setting a price target of 145. Shares have remained stable near 128.51, leaving the 145 target still in play.

RJF

Hold

Jul 23, 2026

Target

$161.00

Current

$173.46

Performance

4.41%

On Jul 23, 2026, RJF was given a Hold rating by Bill Katz, with a target price of 161. Market indecision, reflected in sideways trading near 173.46, supported the cautious call.

AB

Hold

Jul 20, 2026

Target

$38.00

Current

$36.09

Performance

-4.93%

AB received a Hold rating from Bill Katz on Jul 20, 2026, aiming for 38. Shares remained flat at 36.09, aligning with the neutral rating.

VRTS

Hold

Jul 20, 2026

Target

$147.00

Current

$147.41

Performance

-9.10%

On Jul 20, 2026, Bill Katz published a Hold outlook on VRTS, with a target of 147. Weakness in the stock, now at 147.41, supported the conservative rating.

BEN

Buy

Jun 22, 2026

Target

$40.00

Current

$33.65

Performance

-0.83%

Bill Katz on Jun 22, 2026 assigned BEN a Buy rating, with a price target of 40. The recommendation remains pending validation as shares consolidate around 33.65.

MRX

Buy

Jun 08, 2026

Target

$75.00

Current

$73.00

Performance

25.88%

On Jun 08, 2026, Bill Katz reaffirmed MRX with a Buy rating, targeting 75. The recommendation was supported by strong follow-through as the stock rose from 73 to 73.

IVZ

Buy

Jun 08, 2026

Target

$33.00

Current

$32.28

Performance

17.17%

IVZ was rated Buy by Bill Katz on Jun 08, 2026, with a price objective of 33. A bullish response from the market helped close the gap of 0.72 to the target.

GCMG

Buy

May 26, 2026

Target

$14.00

Current

$12.84

Performance

17.91%

On May 26, 2026, Bill Katz initiated coverage on GCMG with a Buy rating and target of 14. The stock’s climb of 17.91% since the call highlights the foresight in the rating.

TPG

Hold

May 18, 2026

Target

$45.00

Current

$47.69

Performance

15.33%

Bill Katz issued a Hold recommendation for TPG on May 18, 2026, price target set at 45. A neutral call gave way to stronger-than-expected performance, closing in on 45.

OWL

Buy

May 18, 2026

Target

$14.00

Current

$10.56

Performance

11.28%

On May 18, 2026, OWL was evaluated by Bill Katz, who gave a Buy rating and target of 14. This case illustrates how a timely bullish rating can translate into tangible gains of 11.28%.

CG

Hold

May 18, 2026

Target

$50.00

Current

$42.34

Performance

-9.14%

Bill Katz rated CG as Hold on May 18, 2026, setting a price target of 50. The cautious Hold call aligned with subsequent weakness, as shares slipped 9.14%.

APO

Buy

May 18, 2026

Target

$146.00

Current

$128.98

Performance

-3.80%

On May 18, 2026, APO was given a Buy rating by Bill Katz, with a target price of 146. The stock traded sideways with a -3.80% move, keeping the bullish thesis unresolved.

SCHW

Buy

May 15, 2026

Target

$109.00

Current

$107.25

Performance

18.01%

SCHW received a Buy rating from Bill Katz on May 15, 2026, aiming for 109. Momentum has favored the Buy call, with shares climbing from 107.25 to 107.25, rewarding those who trusted the recommendation.

ETOR

Buy

May 14, 2026

Target

$52.00

Current

$30.35

Performance

-27.01%

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 30.35.

AMG

Buy

May 13, 2026

Target

$454.00

Current

$355.61

Performance

17.18%

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 17.18%.

FHI

Hold

May 04, 2026

Target

$54.00

Current

$59.57

Performance

10.31%

On May 04, 2026, Bill Katz reaffirmed FHI with a Hold rating, targeting 54. Market strength beyond 59.57 went further than the conservative outlook suggested.

UMBF

Buy

Apr 30, 2026

Target

$147.00

Current

$139.49

Performance

10.56%

UMBF was rated Buy by Bill Katz on Apr 30, 2026, with a price objective of 147. A bullish response from the market helped close the gap of 7.51 to the target.

SF

Hold

Mar 23, 2026

Target

$92.00

Current

$79.76

Performance

10.50%

On Mar 23, 2026, Bill Katz initiated coverage on SF with a Hold rating and target of 92. The Hold stance underestimated the stock’s strength as it gained 10.50%.

SNOW

Buy

Feb 20, 2026

Target

$300.00

Current

$328.99

Performance

90.72%

Bill Katz issued a Buy recommendation for SNOW on Feb 20, 2026, price target set at 300. Investors following the Buy call captured upside momentum, with shares now at 328.99.

CME

Buy

Feb 05, 2026

Target

$328.00

Current

$275.54

Performance

-7.34%

On Feb 05, 2026, CME was evaluated by Bill Katz, who gave a Buy rating and target of 328. Investors saw limited payoff as shares fell short of the 328 target.

BLK

Hold

Jan 14, 2026

Target

$1209.00

Current

$1079.65

Performance

-1.12%

Bill Katz rated BLK as Hold on Jan 14, 2026, setting a price target of 1209. The Hold stance appears justified, as shares hovered around 1079.65 with a -1.12% move.

JHG

Hold

Dec 23, 2025

Target

$49.00

Current

$51.95

Performance

9.16%

On Dec 23, 2025, JHG was given a Hold rating by Bill Katz, with a target price of 49. The stock rallied from 51.95 to 51.95 after the Hold rating, surprising to the upside.

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 +84.62%.

How many ratings has Bill Katz issued?

Bill Katz has issued 110 stock ratings so far.

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

Their stock ratings have generated an average return of +22.42%.

What is Bill Katz's ranking?

Bill Katz is ranked #1339 out of 4773 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 APAM issued on 2026-09-11.