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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 03/19/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 01/16/2025 | OWL | Buy Now | Blue Owl Cap | $21.00 | 33.37% | Bill Katz65% | $26 → $28 | Upgrade | Hold → Buy | Get Alert |
| 12/19/2024 | LPLA | Buy Now | LPL Finl Hldgs | $333.37 | 23.89% | Bill Katz65% | $277 → $413 | Upgrade | Hold → Buy | Get Alert |
| 12/09/2024 | APO | Buy Now | Apollo Global Management | $145.19 | 58.41% | Bill Katz65% | $178 → $230 | Maintains | Buy | Get Alert |
| 12/09/2024 | BX | Buy Now | Blackstone | $150.39 | 52.94% | Bill Katz65% | $149 → $230 | Upgrade | Hold → Buy | Get Alert |
| 11/25/2024 | AB | Buy Now | AllianceBernstein Holding | $38.07 | 10.32% | Bill Katz65% | $41 → $42 | Maintains | Buy | Get Alert |
| 11/11/2024 | GCMG | Buy Now | GCM Grosvenor | $13.45 | -7.06% | Bill Katz65% | → $12.5 | Downgrade | Buy → Hold | Get Alert |
| 11/08/2024 | CG | Buy Now | Carlyle Group | $43.68 | 12.18% | Bill Katz65% | $43 → $49 | Maintains | Hold | Get Alert |
| 11/06/2024 | APO | Buy Now | Apollo Global Management | $145.19 | 22.59% | Bill Katz65% | $165 → $178 | Maintains | Buy | Get Alert |
| 11/05/2024 | BEN | Buy Now | Franklin Resources | $20.18 | -8.3% | Bill Katz65% | $20 → $18.5 | Maintains | Hold | Get Alert |
| 11/05/2024 | AMG | Buy Now | Affiliated Managers Group | $171.41 | 3.26% | Bill Katz65% | $226 → $177 | Downgrade | Buy → Hold | Get Alert |
| 11/04/2024 | ARES | Buy Now | Ares Management | $148.39 | 26.02% | Bill Katz65% | $184 → $187 | Maintains | Buy | Get Alert |
| 11/01/2024 | JHG | Buy Now | Janus Henderson Group | $37.77 | 32.36% | Bill Katz65% | $46 → $50 | Maintains | Buy | Get Alert |
| 10/31/2024 | TW | Buy Now | Tradeweb Markets | $142.77 | 5.76% | Bill Katz65% | $153 → $151 | Maintains | Buy | Get Alert |
| 10/30/2024 | RJF | Buy Now | Raymond James Finl | $142.50 | 5.26% | Bill Katz65% | $128 → $150 | Maintains | Hold | Get Alert |
| 10/28/2024 | NDAQ | Buy Now | Nasdaq | $76.91 | 4.02% | Bill Katz65% | $81 → $80 | Maintains | Hold | Get Alert |
| 10/25/2024 | KKR | Buy Now | KKR | $117.44 | 56.68% | Bill Katz65% | $166 → $184 | Maintains | Buy | Get Alert |
| 10/24/2024 | SF | Buy Now | Stifel Financial | $98.89 | 6.18% | Bill Katz65% | $100 → $105 | Maintains | Hold | Get Alert |
| 10/18/2024 | BX | Buy Now | Blackstone | $150.39 | -0.92% | Bill Katz65% | $133 → $149 | Maintains | Hold | Get Alert |
| 10/10/2024 | BLK | Buy Now | BlackRock | $956.05 | 12.65% | Bill Katz65% | $960 → $1077 | Maintains | Buy | Get Alert |
| 10/09/2024 | ARES | Buy Now | Ares Management | $148.39 | 17.93% | Bill Katz65% | $162 → $175 | Maintains | Buy | Get Alert |
| 10/02/2024 | APO | Buy Now | Apollo Global Management | $145.19 | 11.57% | Bill Katz65% | $135 → $162 | Maintains | Buy | Get Alert |
| 09/26/2024 | CBOE | Buy Now | Cboe Global Markets | $216.98 | -5.52% | Bill Katz65% | → $205 | Initiates | → Hold | Get Alert |
| 09/26/2024 | ICE | Buy Now | Intercontinental Exchange | $175.54 | 3.68% | Bill Katz65% | → $182 | Initiates | → Buy | Get Alert |
| 09/26/2024 | TW | Buy Now | Tradeweb Markets | $142.77 | -2.64% | Bill Katz65% | → $139 | Initiates | → Buy | Get Alert |
| 09/26/2024 | NDAQ | Buy Now | Nasdaq | $76.91 | 7.92% | Bill Katz65% | → $83 | Initiates | → Hold | Get Alert |
| 09/26/2024 | CME | Buy Now | CME Gr | $265.72 | -16.83% | Bill Katz65% | → $221 | Initiates | → Hold | Get Alert |
| 08/09/2024 | GCMG | Buy Now | GCM Grosvenor | $13.45 | 4.09% | Bill Katz65% | $12 → $14 | Maintains | Buy | Get Alert |
| 08/06/2024 | CG | Buy Now | Carlyle Group | $43.68 | -3.85% | Bill Katz65% | $41 → $42 | Maintains | Hold | Get Alert |
| 08/05/2024 | ARES | Buy Now | Ares Management | $148.39 | 9.17% | Bill Katz65% | $158 → $162 | Maintains | Buy | Get Alert |
| 08/01/2024 | KKR | Buy Now | KKR | $117.44 | 31.13% | Bill Katz65% | $145 → $154 | Maintains | Buy | Get Alert |
| 07/29/2024 | AB | Buy Now | AllianceBernstein Holding | $38.07 | 2.44% | Bill Katz65% | $36 → $39 | Maintains | Buy | Get Alert |
| 07/29/2024 | BEN | Buy Now | Franklin Resources | $20.18 | 18.96% | Bill Katz65% | $23 → $24 | Maintains | Hold | Get Alert |
| 07/25/2024 | SF | Buy Now | Stifel Financial | $98.89 | -11.01% | Bill Katz65% | $85 → $88 | Maintains | Hold | Get Alert |
| 07/19/2024 | BX | Buy Now | Blackstone | $150.39 | -20.21% | Bill Katz65% | $114 → $120 | Maintains | Hold | Get Alert |
| 07/17/2024 | SCHW | Buy Now | Charles Schwab | $79.34 | -10.51% | Bill Katz65% | $88 → $71 | Downgrade | Buy → Hold | Get Alert |
| 07/08/2024 | CG | Buy Now | Carlyle Group | $43.68 | -6.14% | Bill Katz65% | $45 → $41 | Maintains | Hold | Get Alert |
| 07/08/2024 | AB | Buy Now | AllianceBernstein Holding | $38.07 | -2.81% | Bill Katz65% | $39 → $37 | Maintains | Buy | Get Alert |
| 07/08/2024 | APO | Buy Now | Apollo Global Management | $145.19 | 1.24% | Bill Katz65% | $146 → $147 | Maintains | Buy | Get Alert |
| 07/08/2024 | BEN | Buy Now | Franklin Resources | $20.18 | 14% | Bill Katz65% | $25.5 → $23 | Maintains | Hold | Get Alert |
| 07/08/2024 | BLK | Buy Now | BlackRock | $956.05 | 1.35% | Bill Katz65% | $974 → $969 | Maintains | Buy | Get Alert |
| 07/08/2024 | KKR | Buy Now | KKR | $117.44 | 23.47% | Bill Katz65% | $157 → $145 | Maintains | Buy | Get Alert |
| 07/08/2024 | RJF | Buy Now | Raymond James Finl | $142.50 | -6.67% | Bill Katz65% | $130 → $133 | Maintains | Hold | Get Alert |
| 07/08/2024 | SF | Buy Now | Stifel Financial | $98.89 | -10% | Bill Katz65% | $94 → $89 | Downgrade | Buy → Hold | Get Alert |
| 05/23/2024 | SCHW | Buy Now | Charles Schwab | $79.34 | 10.92% | Bill Katz65% | $92 → $88 | Maintains | Buy | Get Alert |
| 05/09/2024 | GCMG | Buy Now | GCM Grosvenor | $13.45 | -14.5% | Bill Katz65% | $11 → $11.5 | Maintains | Buy | Get Alert |
| 05/02/2024 | CG | Buy Now | Carlyle Group | $43.68 | 3.02% | Bill Katz65% | $49 → $45 | Maintains | Hold | Get Alert |
| 05/02/2024 | KKR | Buy Now | KKR | $117.44 | 26.02% | Bill Katz65% | $154 → $148 | Maintains | Buy | Get Alert |
| 04/30/2024 | BEN | Buy Now | Franklin Resources | $20.18 | 26.39% | Bill Katz65% | $29 → $25.5 | Maintains | Hold | Get Alert |
| 04/29/2024 | AB | Buy Now | AllianceBernstein Holding | $38.07 | 2.44% | Bill Katz65% | $40 → $39 | Maintains | Buy | Get Alert |
| 04/25/2024 | RJF | Buy Now | Raymond James Finl | $142.50 | -11.58% | Bill Katz65% | $131 → $126 | Maintains | Hold | Get Alert |
| 04/24/2024 | IVZ | Buy Now | Invesco | $15.68 | 24.4% | Bill Katz65% | $21 → $19.5 | Maintains | Buy | Get Alert |
| 04/19/2024 | BX | Buy Now | Blackstone | $150.39 | -24.2% | Bill Katz65% | $117 → $114 | Maintains | Hold | Get Alert |
| 04/16/2024 | SCHW | Buy Now | Charles Schwab | $79.34 | 15.96% | Bill Katz65% | $87 → $92 | Maintains | Buy | Get Alert |
| 04/16/2024 | KKR | Buy Now | KKR | $117.44 | 31.13% | Bill Katz65% | $144 → $154 | Maintains | Buy | Get Alert |
| 04/11/2024 | KKR | Buy Now | KKR | $117.44 | 22.62% | Bill Katz65% | $129 → $144 | Maintains | Buy | Get Alert |
| 03/22/2024 | SCHW | Buy Now | Charles Schwab | $79.34 | 9.65% | Bill Katz65% | → $87 | Upgrade | Market Perform → Outperform | Get Alert |
| 03/22/2024 | SF | Buy Now | Stifel Financial | $98.89 | -6.97% | Bill Katz65% | $86.5 → $92 | Maintains | Outperform | Get Alert |
| 03/22/2024 | RJF | Buy Now | Raymond James Finl | $142.50 | -8.07% | Bill Katz65% | $116.5 → $131 | Maintains | Market Perform | Get Alert |
| 03/11/2024 | CG | Buy Now | Carlyle Group | $43.68 | 16.76% | Bill Katz65% | $46 → $51 | Maintains | Market Perform | Get Alert |
| 02/16/2024 | GCMG | Buy Now | GCM Grosvenor | $13.45 | -25.65% | Bill Katz65% | $9.5 → $10 | Upgrade | Market Perform → Outperform | Get Alert |
| 01/16/2024 | BLK | Buy Now | BlackRock | $956.05 | -1.89% | Bill Katz65% | → $938 | Upgrade | Market Perform → Outperform | Get Alert |
| 01/04/2024 | SCHW | Buy Now | Charles Schwab | $79.34 | -2.95% | Bill Katz65% | → $77 | Initiates | → Market Perform | Get Alert |
| 01/04/2024 | CG | Buy Now | Carlyle Group | $43.68 | -3.85% | Bill Katz65% | → $42 | Initiates | → Market Perform | Get Alert |
| 01/04/2024 | JHG | Buy Now | Janus Henderson Group | $37.77 | -20.58% | Bill Katz65% | → $30 | Initiates | → Market Perform | Get Alert |
| 01/04/2024 | BLK | Buy Now | BlackRock | $956.05 | -14.34% | Bill Katz65% | → $819 | Initiates | → Market Perform | Get Alert |
| 01/04/2024 | IVZ | Buy Now | Invesco | $15.68 | 33.97% | Bill Katz65% | → $21 | Initiates | → Outperform | Get Alert |
| 01/04/2024 | RJF | Buy Now | Raymond James Finl | $142.50 | -15.09% | Bill Katz65% | → $121 | Initiates | → Market Perform | Get Alert |
| 01/04/2024 | GCMG | Buy Now | GCM Grosvenor | $13.45 | -29.37% | Bill Katz65% | → $9.5 | Initiates | → Market Perform | Get Alert |
| 01/04/2024 | AB | Buy Now | AllianceBernstein Holding | $38.07 | -5.44% | Bill Katz65% | → $36 | Initiates | → Outperform | Get Alert |
| 01/04/2024 | SF | Buy Now | Stifel Financial | $98.89 | -16.07% | Bill Katz65% | → $83 | Initiates | → Outperform | Get Alert |
| 01/04/2024 | APO | Buy Now | Apollo Global Management | $145.19 | -20.8% | Bill Katz65% | → $115 | Initiates | → Outperform | Get Alert |
| 05/19/2023 | TPG | Buy Now | TPG | $50.60 | -35.78% | Bill Katz65% | $33 → $32.5 | Maintains | Neutral | Get Alert |
| 05/15/2023 | BRDG | Buy Now | Bridge Investment Group | $10.14 | 43% | Bill Katz65% | $14 → $14.5 | Maintains | Neutral | Get Alert |
| 05/12/2023 | GCMG | Buy Now | GCM Grosvenor | $13.45 | -21.93% | Bill Katz65% | $9.5 → $10.5 | Maintains | Outperform | Get Alert |
| 05/11/2023 | AB | Buy Now | AllianceBernstein Holding | $38.07 | 20.83% | Bill Katz65% | $44.5 → $46 | Maintains | Outperform | Get Alert |
| 05/09/2023 | KKR | Buy Now | KKR & Co | $117.44 | -52.74% | Bill Katz65% | $57.5 → $55.5 | Maintains | Neutral | Get Alert |
| 05/08/2023 | OWL | Buy Now | Blue Owl Cap | $21.00 | -45.23% | Bill Katz65% | $12 → $11.5 | Maintains | Neutral | Get Alert |
| 05/08/2023 | JHG | Buy Now | Janus Henderson Group | $37.77 | -39.11% | Bill Katz65% | $22 → $23 | Upgrade | Underperform → Neutral | Get Alert |
| 05/05/2023 | SCHW | Buy Now | Charles Schwab | $79.34 | -16.18% | Bill Katz65% | → $66.5 | Reiterates | → Outperform | Get Alert |
| 05/05/2023 | CG | Buy Now | Carlyle Group | $43.68 | -8.42% | Bill Katz65% | $46 → $40 | Maintains | Outperform | Get Alert |
| 05/02/2023 | BEN | Buy Now | Franklin Resources | $20.18 | 16.48% | Bill Katz65% | $25 → $23.5 | Maintains | Neutral | Get Alert |
| 04/28/2023 | AB | Buy Now | AllianceBernstein Holding | $38.07 | 16.89% | Bill Katz65% | $44 → $44.5 | Maintains | Outperform | Get Alert |
| 04/28/2023 | LPLA | Buy Now | LPL Finl Hldgs | $333.37 | -42.41% | Bill Katz65% | $205 → $192 | Maintains | Neutral | Get Alert |
| 04/27/2023 | RJF | Buy Now | Raymond James Finl | $142.50 | -29.82% | Bill Katz65% | $103 → $100 | Maintains | Neutral | Get Alert |
| 04/21/2023 | BX | Buy Now | Blackstone | $150.39 | -53.12% | Bill Katz65% | $74 → $70.5 | Maintains | Underperform | Get Alert |
| 04/17/2023 | BLK | Buy Now | BlackRock | $956.05 | -29.61% | Bill Katz65% | $662 → $673 | Maintains | Neutral | Get Alert |
| 04/13/2023 | BLK | Buy Now | BlackRock | $956.05 | -30.76% | Bill Katz65% | $675 → $662 | Maintains | Neutral | Get Alert |
| 04/03/2023 | LPLA | Buy Now | LPL Finl Hldgs | $333.37 | -38.51% | Bill Katz65% | $245 → $205 | Downgrade | Outperform → Neutral | Get Alert |
| 03/29/2023 | IVZ | Buy Now | Invesco | $15.68 | -4.31% | Bill Katz65% | $14.5 → $15 | Upgrade | Underperform → Neutral | Get Alert |
| 03/20/2023 | SCHW | Buy Now | Charles Schwab | $79.34 | -14.29% | Bill Katz65% | $67.5 → $68 | Maintains | Outperform | Get Alert |
| 03/15/2023 | SCHW | Buy Now | Charles Schwab | $79.34 | -14.92% | Bill Katz65% | $81.5 → $67.5 | Upgrade | Neutral → Outperform | Get Alert |
| 03/01/2023 | SCU | Buy Now | Sculptor Cap | — | — | Bill Katz65% | $12.5 → $13 | Maintains | Outperform | Get Alert |
| 02/23/2023 | TPG | Buy Now | TPG | $50.60 | -37.75% | Bill Katz65% | $36 → $31.5 | Maintains | Neutral | Get Alert |
| 02/22/2023 | TPG | Buy Now | TPG | $50.60 | -28.86% | Bill Katz65% | → $36 | Reiterates | → Neutral | Get Alert |
| 02/21/2023 | GCMG | Buy Now | GCM Grosvenor | $13.45 | -21.93% | Bill Katz65% | $11 → $10.5 | Maintains | Outperform | Get Alert |
| 02/21/2023 | BRDG | Buy Now | Bridge Investment Group | $10.14 | 47.93% | Bill Katz65% | $14 → $15 | Maintains | Neutral | Get Alert |
| 02/13/2023 | AB | Buy Now | AllianceBernstein Holding | $38.07 | 14.26% | Bill Katz65% | $32 → $43.5 | Upgrade | Neutral → Outperform | Get Alert |
| 02/03/2023 | LPLA | Buy Now | LPL Finl Hldgs | $333.37 | -20.21% | Bill Katz65% | $283.5 → $266 | Maintains | Outperform | Get Alert |
| 02/03/2023 | JHG | Buy Now | Janus Henderson Group | $37.77 | -45.73% | Bill Katz65% | $20 → $20.5 | Maintains | Underperform | Get Alert |
| 02/02/2023 | APAM | Buy Now | Artisan Partners Asset | $40.60 | -26.11% | Bill Katz65% | $29.5 → $30 | Maintains | Neutral | Get Alert |
| 02/02/2023 | BX | Buy Now | Blackstone | $150.39 | -54.12% | Bill Katz65% | $69.5 → $69 | Maintains | Underperform | Get Alert |
| 01/30/2023 | SCHW | Buy Now | Charles Schwab | $79.34 | 2.72% | Bill Katz65% | $87 → $81.5 | Maintains | Neutral | Get Alert |
| 01/27/2023 | TROW | Buy Now | T. Rowe Price Gr | $94.09 | -30.92% | Bill Katz65% | $70 → $65 | Maintains | Underperform | Get Alert |
| 01/26/2023 | RJF | Buy Now | Raymond James Finl | $142.50 | -18.6% | Bill Katz65% | $119 → $116 | Maintains | Neutral | Get Alert |
| 01/12/2023 | BLK | Buy Now | BlackRock | $956.05 | -28.87% | Bill Katz65% | $540 → $680 | Maintains | Neutral | Get Alert |
| 11/22/2022 | BX | Buy Now | Blackstone | $150.39 | -55.12% | Bill Katz65% | $85.5 → $67.5 | Downgrade | Neutral → Underperform | Get Alert |
| 11/21/2022 | SCU | Buy Now | Sculptor Cap | — | — | Bill Katz65% | $8.5 → $12.5 | Upgrade | Neutral → Outperform | Get Alert |
| 11/17/2022 | LPLA | Buy Now | LPL Finl Hldgs | $333.37 | -14.51% | Bill Katz65% | $276 → $285 | Maintains | Outperform | Get Alert |
| 11/15/2022 | LPLA | Buy Now | LPL Finl Hldgs | $333.37 | -17.21% | Bill Katz65% | $315 → $276 | Maintains | Outperform | Get Alert |
| 11/09/2022 | SCU | Buy Now | Sculptor Cap | — | — | Bill Katz65% | $9 → $8.5 | Maintains | Neutral | Get Alert |
| 11/09/2022 | CG | Buy Now | Carlyle Group | $43.68 | -16.44% | Bill Katz65% | $38.5 → $36.5 | Maintains | Outperform | Get Alert |
| 11/08/2022 | AMG | Buy Now | Affiliated Managers Group | $171.41 | -4.61% | Bill Katz65% | $140 → $163.5 | Maintains | Outperform | Get Alert |
| 11/07/2022 | OWL | Buy Now | Blue Owl Cap | $21.00 | -54.75% | Bill Katz65% | $9 → $9.5 | Maintains | Neutral | Get Alert |
| 11/03/2022 | KKR | Buy Now | KKR & Co | $117.44 | -59.98% | Bill Katz65% | $48 → $47 | Maintains | Neutral | Get Alert |
| 11/02/2022 | BEN | Buy Now | Franklin Resources | $20.18 | -0.87% | Bill Katz65% | $21 → $20 | Maintains | Neutral | Get Alert |
| 11/01/2022 | LPLA | Buy Now | LPL Finl Hldgs | $333.37 | -5.51% | Bill Katz65% | $262 → $315 | Upgrade | Neutral → Outperform | Get Alert |
| 11/01/2022 | SCHW | Buy Now | Charles Schwab | $79.34 | 5.87% | Bill Katz65% | $80 → $84 | Downgrade | Outperform → Neutral | Get Alert |
| 10/31/2022 | AB | Buy Now | AllianceBernstein Holding | $38.07 | -21.2% | Bill Katz65% | $28 → $30 | Maintains | Neutral | Get Alert |
