Bill Katz Analyst PerformanceAnalyst at Loop CapitalBill Katz is a stock analyst at Loop Capital focused in the finance sector, covering 30 publicly traded companies. Over the past year, Bill Katz has issued 83 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 StatisticsAnalyst RankingSubscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings97 Last 1 YearsBuy Recommendations52.13% 49 Buy RatingsCompanies Covered30 Unique Companies Ratings Distribution94RatingsDistribution of strong buy, buy, hold, and sell ratings by Bill Katz.RatingPercentageCount Strong Buy0.0%0 ratings Buy52.1%49 ratings Hold47.9%45 ratings Sell0.0%0 ratingsOut of 94 total stock ratings issued by Bill Katz at Loop Capital, the majority (52.1%) have been Buy recommendations, followed by 47.9% Hold.Best & Worst CallsBest Call000.0%BLKApr 2025Subscribe to MarketBeat All Access to get analyst recommendation ROI.Worst Call000.0%OWLJan 2025Subscribe to MarketBeat All Access to get analyst recommendation ROI.Exchange CoverageExchangePercentageCountNYSE60.0% of companies on NYSE18 companiesNASDAQ36.7% of companies on NASDAQ11 companiesBATS3.3% of companies on BATS1 companyBill Katz, an analyst at Loop Capital, currently covers 30 companies listed on NYSE, NASDAQ and BATS, with the majority traded on NYSE.Coverage FocusSector IconSectorPercentageFinance27 companies90.0%Miscellaneous1 company3.3%Financial Services1 company3.3%Computer and Technology1 company3.3%Bill Katz of Loop Capital specializes in stock coverage within the Finance sector, with additional focus on and Financial Services companies.Coverage IndustriesIndustryPercentageFIN - INVEST MGMT15 companies50.0%FIN - INVEST BKRS5 companies16.7%SECURITIES EXCHANGES3 companies10.0%Miscellaneous1 company3.3%FINANCIAL DATA & STOCK EXCHANGES1 company3.3%INVESTMENT ADVICE1 company3.3%BANKS - MIDWEST1 company3.3%FIN - MISC SVCS1 company3.3%INTERNET SOFTWARE1 company3.3%INS - BROKERS1 company3.3% Bill Katz's Ratings History at Loop Capital Custom Range 1 Month 3 Months 6 Months Year-to-Date 1 Year 2 Years 3 Years 4 Years 5 Years All Time Timeframe Start Date End Date All Ratings Strong Buy Buy Hold Sell Rating 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 Subscription12-Month ROIUpgrade to All Access to use the All ROI Filter Export CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsCGCarlyle Group5/8/2026Downgrade$49.01$53.00Hold$0.0000.00% ROIMRXMarex Group plc Ordinary Shares5/7/2026Boost Price Target$50.96$67.00Buy$0.0000.00% ROIKKRKKR & Co. Inc.5/6/2026Boost Price Target$100.91$106.00Hold$0.0000.00% ROICBOECboe Global Markets5/4/2026Boost Price Target$336.62$365.00Hold$0.0000.00% ROIFHIFederated Hermes5/4/2026Lower Price Target$52.63$54.00Hold$0.0000.00% ROIVRTSVirtus Investment Partners5/4/2026Lower Price Target$135.03$131.00Hold$0.0000.00% ROIAMGAffiliated Managers Group5/4/2026Lower Price Target$297.27$454.00Buy$0.0000.00% ROITROWT. Rowe Price Group5/1/2026Boost Price Target$103.59$94.00Hold$0.0000.00% ROILPLALPL Financial5/1/2026Lower Price Target$326.42$326.00Hold$0.0000.00% ROIUMBFUMB Financial4/30/2026Boost Price Target$124.46$147.00Buy$0.0000.00% ROI Get the Latest News and Ratings for Your StocksEnter your email address below to receive the latest headlines and analysts' recommendations for your stocks with our free daily email newsletter. TWTradeweb Markets4/30/2026Boost Price Target$113.85$130.00Hold$0.0000.00% ROIIVZInvesco4/29/2026Boost Price Target$25.47$32.00Buy$0.0000.00% ROIBENFranklin Resources4/29/2026Boost Price Target$29.55$37.00Buy$0.0000.00% ROIABAllianceBernstein4/29/2026Lower Price Target$39.45$39.00Hold$0.0000.00% ROIBXBlackstone4/24/2026Lower Price Target$122.34$140.00Buy$0.0000.00% ROIRJFRaymond James Financial4/23/2026Reiterated Rating$155.24$159.00Hold$0.0000.00% ROITWTradeweb Markets4/9/2026Downgrade$126.44$129.00Hold$0.0000.00% ROIOWLBlue Owl Capital3/23/2026Lower Price Target$9.37$14.00Buy$0.0000.00% ROISFStifel Financial3/23/2026Lower Price Target$73.94$92.00Hold$0.0000.00% ROICGCarlyle Group2/27/2026Boost Price Target$51.92$67.00Buy$0.0000.00% ROINDAQNasdaq2/26/2026Upgrade$83.99$106.00Buy$0.0000.00% ROISNOWSnowflake2/20/2026Lower Price Target$181.02$270.00Buy$0.0000.00% ROIBXBlackstone2/12/2026Lower Price Target$134.77$164.00Buy$0.0000.00% ROIICEIntercontinental Exchange2/6/2026Reiterated Rating$167.96Buy$0.0000.00% ROITWTradeweb Markets2/6/2026Reiterated Rating$111.05Buy$0.0000.00% ROITWTradeweb Markets2/6/2026Set Price Target$109.53$122.00$0.0000.00% ROICMECME Group2/5/2026Boost Price Target$294.62$328.00Buy$0.0000.00% ROITROWT. Rowe Price Group2/5/2026Lower Price Target$93.10$97.00Hold$0.0000.00% ROIBENFranklin Resources2/2/2026Reiterated Rating$26.72Hold$0.0000.00% ROINDAQNasdaq1/30/2026Boost Price Target$95.95$105.00Hold$0.0000.00% ROILPLALPL Financial1/30/2026Lower Price Target$359.88$378.00Hold$0.0000.00% ROIBXBlackstone1/30/2026Reiterated Rating$141.59$183.00Buy$0.0000.00% ROISFStifel Financial1/29/2026Reiterated Rating$125.25Hold$0.0000.00% ROISCHWCharles Schwab1/22/2026Boost Price Target$104.51$138.00Buy$0.0000.00% ROITWTradeweb Markets1/14/2026Set Price Target$103.81$131.00$0.0000.00% ROICBOECboe Global Markets1/14/2026Boost Price Target$267.32$281.00Hold$0.0000.00% ROIBXBlackstone1/14/2026Lower Price Target$156.12$183.00Buy$0.0000.00% ROIBENFranklin Resources1/14/2026Lower Price Target$25.68$30.00Buy$0.0000.00% ROIARESAres Management1/14/2026Boost Price Target$168.86$200.00Buy$0.0000.00% ROIAMGAffiliated Managers Group1/14/2026Boost Price Target$313.96$495.00Buy$0.0000.00% ROIABAllianceBernstein1/14/2026Boost Price Target$38.75$41.00Hold$0.0000.00% ROIICEIntercontinental Exchange1/14/2026Boost Price Target$170.34$193.00Buy$0.0000.00% ROIFHIFederated Hermes1/14/2026Boost Price Target$51.65$54.00Hold$0.0000.00% ROIETOReToro Group1/14/2026Lower Price Target$31.74$50.00Buy$0.0000.00% ROICGCarlyle Group1/14/2026Lower Price Target$64.79$76.00Buy$0.0000.00% ROIVRTSVirtus Investment Partners1/14/2026Lower Price Target$169.94$173.00Hold$0.0000.00% ROITWTradeweb Markets1/14/2026Lower Price Target$104.03$131.00Buy$0.0000.00% ROITROWT. Rowe Price Group1/14/2026Lower Price Target$105.60$109.00Hold$0.0000.00% ROITPGTPG1/14/2026Boost Price Target$65.20$63.00Hold$0.0000.00% ROISCHWCharles Schwab1/14/2026Boost Price Target$100.69$135.00Buy$0.0000.00% ROIRJFRaymond James Financial1/14/2026Boost Price Target$170.60$187.00Hold$0.0000.00% ROIOWLBlue Owl Capital1/14/2026Lower Price Target$15.47$24.00Buy$0.0000.00% ROINDAQNasdaq1/14/2026Boost Price Target$99.99$104.00Hold$0.0000.00% ROILPLALPL Financial1/14/2026Lower Price Target$366.67$399.00Hold$0.0000.00% ROICMECME Group1/14/2026Upgrade$268.45$305.00Buy$0.0000.00% ROIKKRKKR & Co. Inc.1/14/2026Downgrade$130.08$131.00Hold$0.0000.00% ROIBLKBlackRock1/14/2026Reiterated Rating$1,088.01$1,209.00Hold$0.0000.00% ROISFStifel Financial1/14/2026Reiterated Rating$86.16$92.00Hold$0.0000.00% ROIJHGJanus Henderson Group12/23/2025Downgrade$47.44$49.00Hold$0.0000.00% ROIAMGAffiliated Managers Group12/15/2025Boost Price Target$273.94$485.00Buy$0.0000.00% ROITWTradeweb Markets12/10/2025Set Price Target$108.11$189.00$0.0000.00% ROIKKRKKR & Co. Inc.11/10/2025Lower Price Target$120.96$146.00Buy$0.0000.00% ROIFHIFederated Hermes11/4/2025Boost Price Target$49.08$53.00Buy$0.0000.00% ROIARESAres Management11/4/2025Boost Price Target$153.40$197.00Buy$0.0000.00% ROICGCarlyle Group11/3/2025Lower Price Target$52.62$77.00Buy$0.0000.00% ROILPLALPL Financial11/3/2025Boost Price Target$381.90$410.00Hold$0.0000.00% ROITROWT. Rowe Price Group11/3/2025Boost Price Target$101.79$112.00Hold$0.0000.00% ROITWTradeweb Markets10/31/2025Lower Price Target$103.95$140.00Buy$0.0000.00% ROIICEIntercontinental Exchange10/31/2025Lower Price Target$146.11$175.00Buy$0.0000.00% ROIJHGJanus Henderson Group10/31/2025Boost Price Target$43.67$55.00Buy$0.0000.00% ROIVRTSVirtus Investment Partners10/27/2025Lower Price Target$171.78$180.00Hold$0.0000.00% ROIBXBlackstone10/24/2025Lower Price Target$155.25$205.00Buy$0.0000.00% ROIABAllianceBernstein10/24/2025Boost Price Target$39.59$40.00Hold$0.0000.00% ROIRJFRaymond James Financial10/23/2025Boost Price Target$163.04$180.00Hold$0.0000.00% ROINDAQNasdaq10/22/2025Boost Price Target$88.15$96.00Hold$0.0000.00% ROISCHWCharles Schwab10/17/2025Boost Price Target$93.74$134.00Buy$0.0000.00% ROIBLKBlackRock10/15/2025Boost Price Target$1,217.43$1,407.00Buy$0.0000.00% ROISFStifel Financial10/8/2025Upgrade$73.97$87.33Buy$0.0000.00% ROIAPAMArtisan Partners Asset Management9/15/2025Lower Price Target$45.60$43.00Hold$0.0000.00% ROIAMGAffiliated Managers Group8/4/2025Upgrade$206.83$255.00Buy$0.0000.00% ROIIVZInvesco7/21/2025Upgrade$19.94$25.00Buy$0.0000.00% ROILPLALPL Financial7/9/2025Downgrade$383.60$403.00Hold$0.0000.00% ROISCHWCharles Schwab5/20/2025Boost Price Target$89.23$113.00Buy$0.0000.00% ROIAPAMArtisan Partners Asset Management5/1/2025Boost Price Target$38.44$39.00Hold$00.0000.00% ROITWTradeweb Markets5/1/2025Boost Price Target$136.99$159.00Buy$000.0000.00% ROIIVZInvesco4/9/2025Downgrade$12.03$13.00Hold$00.0000.00% ROIKKRKKR & Co. Inc.4/9/2025Lower Price Target$97.18$126.00Buy$00.0000.00% ROIBLKBlackRock4/9/2025Lower Price Target$835.92$1,032.00Buy$0000.0000.00% ROIBENFranklin Resources4/9/2025Lower Price Target$17.22$17.50Hold$00.0000.00% ROIARESAres Management4/9/2025Lower Price Target$125.41$161.00Buy$000.0000.00% ROIAPOApollo Global Management4/9/2025Lower Price Target$116.25$144.00Buy$000.0000.00% ROIAPAMArtisan Partners Asset Management4/9/2025Lower Price Target$35.12$35.00Hold$00.0000.00% ROICGCarlyle Group4/9/2025Lower Price Target$36.14$37.00Hold$00.0000.00% ROISFStifel Financial4/9/2025Lower Price Target$52.80$56.00Hold$00.0000.00% ROITROWT. Rowe Price Group4/9/2025Lower Price Target$85.10$89.00Hold$00.0000.00% ROITWTradeweb Markets4/9/2025Boost Price Target$123.86$153.00Buy$000.0000.00% ROIOWLBlue Owl Capital1/16/2025Upgrade$22.89$28.00Buy$00.0000.00% ROI Stock Forecasts and Research Tools Today's Analyst Ratings U.S. Ratings U.K. Ratings Canadian Ratings All Upgrades All Downgrades All Initiations All Price Target Changes Top-Rated Stocks Top Rated Stocks Top-Rated Dividend Stocks Top-Rated Small-Cap Stocks Top-Rated Tech Stocks Most-Upgraded Stocks Most-Downgraded Stocks Lowest-Rated Stocks More Ratings Tools Stock Ratings by Issuer Top-Rated Analysts Top-Rated Brokerages Stock Ratings Screener Free Ratings Newsletter Price Forecasts for Popular Stocks Alphabet (Google) Stock ForecastAmazon Stock ForecastApple Stock ForecastMeta (Facebook) Stock ForecastMicrosoft Stock ForecastNetflix Stock ForecastNvidia Stock ForecastTesla Stock Forecast Top Stock Recommendations by BrokerageWall Street ZenUBS GroupCitigroupBarclaysWells Fargo & CompanyMorgan StanleyRoyal Bank Of CanadaJPMorgan Chase & Co.Jefferies Financial GroupThe Goldman Sachs GroupTD CowenTruist FinancialPiper SandlerRaymond James FinancialStifel Nicolaus Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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