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Bill Katz Analyst Performance

Senior Equity Analyst at TD Cowen

Bill Katz is a stock analyst at TD Cowen in the finance sector, covering 15 publicly traded companies. Over the past year, Bill Katz has issued 19 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
19 Last 0 Years
Buy Recommendations
52.63% 10 Buy Ratings
Companies Covered
15 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy52.6%10 ratings
Hold47.4%9 ratings
Sell0.0%0 ratings

Out of 19 total stock ratings issued by Bill Katz at TD Cowen, the majority (52.6%) have been Buy recommendations, followed by 47.4% Hold.

Best & Worst Calls

This analyst does not have any ratings with enough history to determine best and worst calls.

Exchange Coverage

ExchangePercentageCount
NYSE
73.3% of companies on NYSE
11 companies
NASDAQ
26.7% of companies on NASDAQ
4 companies

Bill Katz, an analyst at TD Cowen, currently covers 15 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
15 companies
100.0%

Bill Katz of TD Cowen specializes in stock coverage within the Finance sector.

Coverage Industries

IndustryPercentage
FIN - INVEST MGMT
11 companies
73.3%
FIN - INVEST BKRS
4 companies
26.7%

Bill Katz's Ratings History at TD Cowen

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
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
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$79.20$84.00Hold
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
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
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
1/16/2025Upgrade$22.89$28.00Buy