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Bill Katz - TD Cowen Analyst Performance

This page shows the methodology used to calculate Bill Katz's recommendation performance. Listed below are links to the research notes issued, the price targets issued by the analyst, and the stock's actual price 12 months from the date the research note was issued. These rankings are based on research reports from . Rankings are updated daily.

MarketBeat Analyst Ranking:
Average 12-Month ROI of Buy and Strong Buy Recommendations: ???%

CompanyReport DateReport Date Price12-Month
Price Target
Rating12-Month
Actual Price
12-Month
ROI
Details
Invesco Ltd. stock logo
IVZ
Invesco
7/21/2025$19.94$25.00Buy???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/9/2025$383.60$403.00Hold???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
5/20/2025$89.23$113.00Buy???%???%
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
5/1/2025$38.44$39.00Hold???%???%
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
5/1/2025$136.99$159.00Buy???%???%
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
4/9/2025$35.12$35.00Hold???%???%
Carlyle Group Inc. stock logo
CG
Carlyle Group
4/9/2025$36.14$37.00Hold???%???%
Stifel Financial Corporation stock logo
SF
Stifel Financial
4/9/2025$79.20$84.00Hold???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/9/2025$85.10$89.00Hold???%???%
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
4/9/2025$123.86$153.00Buy???%???%
Invesco Ltd. stock logo
IVZ
Invesco
4/9/2025$12.03$13.00Hold???%???%
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
4/9/2025$97.18$126.00Buy???%???%
BlackRock stock logo
BLK
BlackRock
4/9/2025$835.92$1,032.00Buy???%???%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/9/2025$17.22$17.50Hold???%???%
Ares Management Corporation stock logo
ARES
Ares Management
4/9/2025$125.41$161.00Buy???%???%
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
4/9/2025$116.25$144.00Buy???%???%
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
1/16/2025$22.89$28.00Buy???%???%


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