Bill Katz Analyst PerformanceAnalyst at Loop CapitalBill 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 StatisticsAnalyst RankingSubscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings141 Last 1 YearsBuy Recommendations53.62% 74 Buy RatingsCompanies Covered32 Unique Companies Ratings Distribution138RatingsDistribution of strong buy, buy, hold, and sell ratings by Bill Katz.RatingPercentageCount Strong Buy0.0%0 ratings Buy53.6%74 ratings Hold46.4%64 ratings Sell0.0%0 ratingsOut 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.Best & Worst CallsBest Call000.0%AMGAug 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 CoverageExchangePercentageCountNYSE59.4% of companies on NYSE19 companiesNASDAQ37.5% of companies on NASDAQ12 companiesBATS3.1% of companies on BATS1 companyBill Katz, an analyst at Loop Capital, currently covers 32 companies listed on NYSE, NASDAQ and BATS, with the majority traded on NYSE.Coverage FocusSector IconSectorPercentageFinance30 companies93.8%Industrials1 company3.1%Technology1 company3.1%Bill Katz of Loop Capital specializes in stock coverage within the Finance sector, with additional focus on Industrials and Technology companies.Coverage IndustriesIndustryPercentageCAPITAL MARKETS29 companies90.6%CONSTRUCTION & ENGINEERING1 company3.1%BANKS1 company3.1%IT SERVICES1 company3.1% 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 & ROIDetailsIVZInvesco8/13/2026Boost Price Target$32.17$39.00Buy$0.0000.00% ROIETOReToro Group8/13/2026Lower Price Target$28.70$35.00Buy$0.0000.00% ROIOWLBlue Owl Capital8/6/2026Reiterated Rating$11.47Buy$0.0000.00% ROICGCarlyle Group8/6/2026Reiterated Rating$49.20Hold$0.0000.00% ROIAPOApollo Global Management8/6/2026Reiterated Rating$128.16Buy$0.0000.00% ROITPGTPG8/6/2026Upgrade$47.91$64.00Buy$0.0000.00% ROIBBUCBrookfield Business8/4/2026Lower Price Target$30.59$32.00Hold$0.0000.00% ROIARESAres Management8/3/2026Boost Price Target$132.46$155.00Buy$0.0000.00% ROITROWT. Rowe Price Group8/3/2026Boost Price Target$112.33$108.00Hold$0.0000.00% ROIKKRKKR & Co. Inc.8/3/2026Boost Price Target$105.40$111.00Hold$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. CBOECboe Global Markets8/3/2026Boost Price Target$296.70$315.00Hold$0.0000.00% ROILPLALPL Financial7/31/2026Boost Price Target$350.99$372.00Hold$0.0000.00% ROITWTradeweb Markets7/31/2026Lower Price Target$100.87$98.00Hold$0.0000.00% ROIICEIntercontinental Exchange7/31/2026Reiterated Rating$153.52$177.00Buy$0.0000.00% ROIUMBFUMB Financial7/30/2026Reiterated Rating$148.27$166.00Buy$0.0000.00% ROIAPAMArtisan Partners Asset Management7/30/2026Boost Price Target$39.78$37.00Hold$0.0000.00% ROIBXBlackstone7/24/2026Boost Price Target$124.67$145.00Buy$0.0000.00% ROIRJFRaymond James Financial7/23/2026Lower Price Target$164.51$161.00Hold$0.0000.00% ROIVRTSVirtus Investment Partners7/20/2026Boost Price Target$162.53$147.00Hold$0.0000.00% ROITROWT. Rowe Price Group7/20/2026Lower Price Target$116.95$107.00Hold$0.0000.00% ROINDAQNasdaq7/20/2026Reiterated Rating$91.51$105.00Buy$0.0000.00% ROICBOECboe Global Markets7/20/2026Boost Price Target$274.29$304.00Hold$0.0000.00% ROIABAllianceBernstein7/20/2026Boost Price Target$37.78$38.00Hold$0.0000.00% ROIARESAres Management6/23/2026Boost Price Target$125.75$153.00Buy$0.0000.00% ROIBENFranklin Resources6/22/2026Boost Price Target$34.26$40.00Buy$0.0000.00% ROITWTradeweb Markets6/22/2026Lower Price Target$98.61$109.00Hold$0.0000.00% ROINDAQNasdaq6/22/2026Lower Price Target$82.12$98.00Buy$0.0000.00% ROIICEIntercontinental Exchange6/22/2026Lower Price Target$130.50$153.00Buy$0.0000.00% ROIBBUCBrookfield Business6/9/2026Initiated Coverage$31.74$34.00Hold$0.0000.00% ROIMRXMarex Group plc Ordinary Shares6/8/2026Boost Price Target$56.86$75.00Buy$0.0000.00% ROIIVZInvesco6/8/2026Boost Price Target$27.68$33.00Buy$0.0000.00% ROIBENFranklin Resources6/4/2026Reiterated Rating$31.95Buy$0.0000.00% ROIRJFRaymond James Financial5/28/2026Lower Price Target$142.03$155.00Hold$0.0000.00% ROIGCMGGCM Grosvenor5/26/2026Boost Price Target$10.71$14.00Buy$0.0000.00% ROIARESAres Management5/18/2026Lower Price Target$123.44$144.00Buy$0.0000.00% ROIBXBlackstone5/18/2026Lower Price Target$116.70$133.00Buy$0.0000.00% ROIOWLBlue Owl Capital5/18/2026Reiterated Rating$9.63$14.00Buy$0.0000.00% ROIKKRKKR & Co. Inc.5/18/2026Lower Price Target$97.23$104.00Hold$0.0000.00% ROICGCarlyle Group5/18/2026Lower Price Target$47.26$50.00Hold$0.0000.00% ROIAPOApollo Global Management5/18/2026Lower Price Target$134.43$146.00Buy$0.0000.00% ROIOne Ticker Tied to a Major White House Move You Should Know (Ad)Larry Benedict made 274 million dollars for his clients by spotting major market moves before they happened. Now he is naming one ticker tied to a major White House policy shift that could stand out from the crowd.Click here to get the ticker name for freeTPGTPG5/18/2026Lower Price Target$41.56$45.00Hold$0.0000.00% ROISCHWCharles Schwab5/15/2026Boost Price Target$92.65$109.00Buy$0.0000.00% ROIETOReToro Group5/14/2026Boost Price Target$40.69$52.00Buy$0.0000.00% ROIAMGAffiliated Managers Group5/13/2026Reiterated Rating$300.65$454.00Buy$0.0000.00% ROICGCarlyle 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% ROITWTradeweb 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% ROITrump’s New Currency Reset (Ad)Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.Watch the documentary briefing and find out which side you land onTWTradeweb 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$000.0000.00% ROIIVZInvesco7/21/2025Upgrade$19.94$25.00Buy$00.0000.00% ROILPLALPL Financial7/9/2025Downgrade$383.60$403.00Hold$000.0000.00% ROISCHWCharles Schwab5/20/2025Boost Price Target$89.23$113.00Buy$00.0000.00% 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% ROILook at this $5 stock’s address (Ad)A small public company trading under $5 a share operates inside the secure perimeter of Kennedy Space Center, right alongside SpaceX and Blue Origin. It holds a special agreement to use a multi-billion dollar federal launch facility for just $500, and its customer list already includes the Pentagon, Lockheed Martin, and GE Aerospace. Most Wall Street analysts have not caught on yet, but a major milestone could change that soon.Click here to see the company behind the gatesOWLBlue 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 BrokerageCitigroupUBS GroupBarclaysRoyal Bank Of CanadaMorgan StanleyWells Fargo & CompanyJPMorgan Chase & Co.Jefferies Financial GroupThe Goldman Sachs GroupTD CowenTruist FinancialPiper SandlerDeutsche Bank AktiengesellschaftBMO Capital MarketsMizuho Unlock superior investment research and tools. 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