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Bill Katz Analyst Performance

Analyst at Loop Capital

Bill Katz is a stock analyst at Loop Capital focused in the finance sector, covering 32 publicly traded companies. Over the past year, Bill Katz has issued 123 stock ratings, including buy and hold recommendations. While full access to Bill Katz's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Bill Katz's coverage history, rating activity, and performance tendencies - helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
141 Last 1 Years
Buy Recommendations
53.62% 74 Buy Ratings
Companies Covered
32 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy53.6%74 ratings
Hold46.4%64 ratings
Sell0.0%0 ratings

Out of 138 total stock ratings issued by Bill Katz at Loop Capital, the majority (53.6%) have been Buy recommendations, followed by 46.4% Hold.

Exchange Coverage

ExchangePercentageCount
NYSE
59.4% of companies on NYSE
19 companies
NASDAQ
37.5% of companies on NASDAQ
12 companies
BATS
3.1% of companies on BATS
1 company

Bill Katz, an analyst at Loop Capital, currently covers 32 companies listed on NYSE, NASDAQ and BATS, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
30 companies
93.8%
Industrials
1 company
3.1%
Technology
1 company
3.1%

Bill Katz of Loop Capital specializes in stock coverage within the Finance sector, with additional focus on Industrials and Technology companies.

Coverage Industries

IndustryPercentage
CAPITAL MARKETS
29 companies
90.6%
CONSTRUCTION & ENGINEERING
1 company
3.1%
BANKS
1 company
3.1%
IT SERVICES
1 company
3.1%

Bill Katz's Ratings History at Loop Capital

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Invesco Ltd. stock logo
IVZ
Invesco
8/13/2026Boost Price Target$32.17$39.00Buy
eToro Group Ltd. stock logo
ETOR
eToro Group
8/13/2026Lower Price Target$28.70$35.00Buy
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
8/6/2026Reiterated Rating$11.47Buy
Carlyle Group Inc. stock logo
CG
Carlyle Group
8/6/2026Reiterated Rating$49.20Hold
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
8/6/2026Reiterated Rating$128.16Buy
TPG Inc. stock logo
TPG
TPG
8/6/2026Upgrade$47.91$64.00Buy
Brookfield Business Corp stock logo
BBUC
Brookfield Business
8/4/2026Lower Price Target$30.59$32.00Hold
Ares Management Corporation stock logo
ARES
Ares Management
8/3/2026Boost Price Target$132.46$155.00Buy
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
8/3/2026Boost Price Target$112.33$108.00Hold
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
8/3/2026Boost Price Target$105.40$111.00Hold
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
8/3/2026Boost Price Target$296.70$315.00Hold
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/31/2026Boost Price Target$350.99$372.00Hold
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
7/31/2026Lower Price Target$100.87$98.00Hold
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
7/31/2026Reiterated Rating$153.52$177.00Buy
UMB Financial Corporation stock logo
UMBF
UMB Financial
7/30/2026Reiterated Rating$148.27$166.00Buy
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
7/30/2026Boost Price Target$39.78$37.00Hold
Blackstone Inc. stock logo
BX
Blackstone
7/24/2026Boost Price Target$124.67$145.00Buy
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
7/23/2026Lower Price Target$164.51$161.00Hold
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
7/20/2026Boost Price Target$162.53$147.00Hold
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/20/2026Lower Price Target$116.95$107.00Hold
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
7/20/2026Reiterated Rating$91.51$105.00Buy
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
7/20/2026Boost Price Target$274.29$304.00Hold
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
7/20/2026Boost Price Target$37.78$38.00Hold
Ares Management Corporation stock logo
ARES
Ares Management
6/23/2026Boost Price Target$125.75$153.00Buy
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
6/22/2026Boost Price Target$34.26$40.00Buy
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
6/22/2026Lower Price Target$98.61$109.00Hold
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
6/22/2026Lower Price Target$82.12$98.00Buy
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
6/22/2026Lower Price Target$130.50$153.00Buy
Brookfield Business Corp stock logo
BBUC
Brookfield Business
6/9/2026Initiated Coverage$31.74$34.00Hold
MRX
Marex Group plc Ordinary Shares
6/8/2026Boost Price Target$56.86$75.00Buy
Invesco Ltd. stock logo
IVZ
Invesco
6/8/2026Boost Price Target$27.68$33.00Buy
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
6/4/2026Reiterated Rating$31.95Buy
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
5/28/2026Lower Price Target$142.03$155.00Hold
GCM Grosvenor Inc. stock logo
GCMG
GCM Grosvenor
5/26/2026Boost Price Target$10.71$14.00Buy
Ares Management Corporation stock logo
ARES
Ares Management
5/18/2026Lower Price Target$123.44$144.00Buy
Blackstone Inc. stock logo
BX
Blackstone
5/18/2026Lower Price Target$116.70$133.00Buy
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
5/18/2026Reiterated Rating$9.63$14.00Buy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
5/18/2026Lower Price Target$97.23$104.00Hold
Carlyle Group Inc. stock logo
CG
Carlyle Group
5/18/2026Lower Price Target$47.26$50.00Hold
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
5/18/2026Lower Price Target$134.43$146.00Buy
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TPG Inc. stock logo
TPG
TPG
5/18/2026Lower Price Target$41.56$45.00Hold
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
5/15/2026Boost Price Target$92.65$109.00Buy
eToro Group Ltd. stock logo
ETOR
eToro Group
5/14/2026Boost Price Target$40.69$52.00Buy
Affiliated Managers Group, Inc. stock logo
AMG
Affiliated Managers Group
5/13/2026Reiterated Rating$300.65$454.00Buy
Carlyle Group Inc. stock logo
CG
Carlyle Group
5/8/2026Downgrade$49.01$53.00Hold
MRX
Marex Group plc Ordinary Shares
5/7/2026Boost Price Target$50.96$67.00Buy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
5/6/2026Boost Price Target$100.91$106.00Hold
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
5/4/2026Boost Price Target$336.62$365.00Hold
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
5/4/2026Lower Price Target$52.63$54.00Hold
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
5/4/2026Lower Price Target$135.03$131.00Hold
Affiliated Managers Group, Inc. stock logo
AMG
Affiliated Managers Group
5/4/2026Lower Price Target$297.27$454.00Buy
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
5/1/2026Boost Price Target$103.59$94.00Hold
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
5/1/2026Lower Price Target$326.42$326.00Hold
UMB Financial Corporation stock logo
UMBF
UMB Financial
4/30/2026Boost Price Target$124.46$147.00Buy
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
4/30/2026Boost Price Target$113.85$130.00Hold
Invesco Ltd. stock logo
IVZ
Invesco
4/29/2026Boost Price Target$25.47$32.00Buy
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/29/2026Boost Price Target$29.55$37.00Buy
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
4/29/2026Lower Price Target$39.45$39.00Hold
Blackstone Inc. stock logo
BX
Blackstone
4/24/2026Lower Price Target$122.34$140.00Buy
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
4/23/2026Reiterated Rating$155.24$159.00Hold
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
4/9/2026Downgrade$126.44$129.00Hold
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
3/23/2026Lower Price Target$9.37$14.00Buy
Stifel Financial Corporation stock logo
SF
Stifel Financial
3/23/2026Lower Price Target$73.94$92.00Hold
Carlyle Group Inc. stock logo
CG
Carlyle Group
2/27/2026Boost Price Target$51.92$67.00Buy
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
2/26/2026Upgrade$83.99$106.00Buy
Snowflake Inc. stock logo
SNOW
Snowflake
2/20/2026Lower Price Target$181.02$270.00Buy
Blackstone Inc. stock logo
BX
Blackstone
2/12/2026Lower Price Target$134.77$164.00Buy
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
2/6/2026Reiterated Rating$167.96Buy
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
2/6/2026Reiterated Rating$111.05Buy
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
2/6/2026Set Price Target$109.53$122.00
CME Group Inc. stock logo
CME
CME Group
2/5/2026Boost Price Target$294.62$328.00Buy
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
2/5/2026Lower Price Target$93.10$97.00Hold
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
2/2/2026Reiterated Rating$26.72Hold
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
1/30/2026Boost Price Target$95.95$105.00Hold
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
1/30/2026Lower Price Target$359.88$378.00Hold
Blackstone Inc. stock logo
BX
Blackstone
1/30/2026Reiterated Rating$141.59$183.00Buy
Stifel Financial Corporation stock logo
SF
Stifel Financial
1/29/2026Reiterated Rating$125.25Hold
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
1/22/2026Boost Price Target$104.51$138.00Buy
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
1/14/2026Set Price Target$103.81$131.00
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
1/14/2026Boost Price Target$267.32$281.00Hold
Blackstone Inc. stock logo
BX
Blackstone
1/14/2026Lower Price Target$156.12$183.00Buy
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
1/14/2026Lower Price Target$25.68$30.00Buy
Ares Management Corporation stock logo
ARES
Ares Management
1/14/2026Boost Price Target$168.86$200.00Buy
Affiliated Managers Group, Inc. stock logo
AMG
Affiliated Managers Group
1/14/2026Boost Price Target$313.96$495.00Buy
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
1/14/2026Boost Price Target$38.75$41.00Hold
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
1/14/2026Boost Price Target$170.34$193.00Buy
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
1/14/2026Boost Price Target$51.65$54.00Hold
eToro Group Ltd. stock logo
ETOR
eToro Group
1/14/2026Lower Price Target$31.74$50.00Buy
Carlyle Group Inc. stock logo
CG
Carlyle Group
1/14/2026Lower Price Target$64.79$76.00Buy
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
1/14/2026Lower Price Target$169.94$173.00Hold
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Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
1/14/2026Lower Price Target$104.03$131.00Buy
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
1/14/2026Lower Price Target$105.60$109.00Hold
TPG Inc. stock logo
TPG
TPG
1/14/2026Boost Price Target$65.20$63.00Hold
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
1/14/2026Boost Price Target$100.69$135.00Buy
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
1/14/2026Boost Price Target$170.60$187.00Hold
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
1/14/2026Lower Price Target$15.47$24.00Buy
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
1/14/2026Boost Price Target$99.99$104.00Hold
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
1/14/2026Lower Price Target$366.67$399.00Hold
CME Group Inc. stock logo
CME
CME Group
1/14/2026Upgrade$268.45$305.00Buy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
1/14/2026Downgrade$130.08$131.00Hold
BlackRock stock logo
BLK
BlackRock
1/14/2026Reiterated Rating$1,088.01$1,209.00Hold
Stifel Financial Corporation stock logo
SF
Stifel Financial
1/14/2026Reiterated Rating$86.16$92.00Hold
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
12/23/2025Downgrade$47.44$49.00Hold
Affiliated Managers Group, Inc. stock logo
AMG
Affiliated Managers Group
12/15/2025Boost Price Target$273.94$485.00Buy
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
12/10/2025Set Price Target$108.11$189.00
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
11/10/2025Lower Price Target$120.96$146.00Buy
Federated Hermes, Inc. stock logo
FHI
Federated Hermes
11/4/2025Boost Price Target$49.08$53.00Buy
Ares Management Corporation stock logo
ARES
Ares Management
11/4/2025Boost Price Target$153.40$197.00Buy
Carlyle Group Inc. stock logo
CG
Carlyle Group
11/3/2025Lower Price Target$52.62$77.00Buy
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
11/3/2025Boost Price Target$381.90$410.00Hold
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
11/3/2025Boost Price Target$101.79$112.00Hold
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
10/31/2025Lower Price Target$103.95$140.00Buy
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
10/31/2025Lower Price Target$146.11$175.00Buy
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
10/31/2025Boost Price Target$43.67$55.00Buy
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
10/27/2025Lower Price Target$171.78$180.00Hold
Blackstone Inc. stock logo
BX
Blackstone
10/24/2025Lower Price Target$155.25$205.00Buy
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
10/24/2025Boost Price Target$39.59$40.00Hold
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
10/23/2025Boost Price Target$163.04$180.00Hold
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
10/22/2025Boost Price Target$88.15$96.00Hold
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/17/2025Boost Price Target$93.74$134.00Buy
BlackRock stock logo
BLK
BlackRock
10/15/2025Boost Price Target$1,217.43$1,407.00Buy
Stifel Financial Corporation stock logo
SF
Stifel Financial
10/8/2025Upgrade$73.97$87.33Buy
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
9/15/2025Lower Price Target$45.60$43.00Hold
Affiliated Managers Group, Inc. stock logo
AMG
Affiliated Managers Group
8/4/2025Upgrade$206.83$255.00Buy
Invesco Ltd. stock logo
IVZ
Invesco
7/21/2025Upgrade$19.94$25.00Buy
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/9/2025Downgrade$383.60$403.00Hold
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
5/20/2025Boost Price Target$89.23$113.00Buy
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
5/1/2025Boost Price Target$38.44$39.00Hold
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
5/1/2025Boost Price Target$136.99$159.00Buy
Invesco Ltd. stock logo
IVZ
Invesco
4/9/2025Downgrade$12.03$13.00Hold
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
4/9/2025Lower Price Target$97.18$126.00Buy
BlackRock stock logo
BLK
BlackRock
4/9/2025Lower Price Target$835.92$1,032.00Buy
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/9/2025Lower Price Target$17.22$17.50Hold
Ares Management Corporation stock logo
ARES
Ares Management
4/9/2025Lower Price Target$125.41$161.00Buy
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
4/9/2025Lower Price Target$116.25$144.00Buy
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
4/9/2025Lower Price Target$35.12$35.00Hold
Carlyle Group Inc. stock logo
CG
Carlyle Group
4/9/2025Lower Price Target$36.14$37.00Hold
Stifel Financial Corporation stock logo
SF
Stifel Financial
4/9/2025Lower Price Target$52.80$56.00Hold
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/9/2025Lower Price Target$85.10$89.00Hold
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
4/9/2025Boost Price Target$123.86$153.00Buy
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Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
1/16/2025Upgrade$22.89$28.00Buy