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 Ranking: Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
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

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	52.6%	10 ratings
Hold	47.4%	9 ratings
Sell	0.0%	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

Exchange	Percentage	Count
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 Icon	Sector	Percentage
	Finance 15 companies	100.0%

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

Coverage Industries

Industry	Percentage
FIN - INVEST MGMT 11 companies	73.3%
FIN - INVEST BKRS 4 companies	26.7%

Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

Export to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
APAM Artisan Partners Asset Management	9/15/2025	Lower Price Target	$45.60	$43.00	Hold
AMG Affiliated Managers Group	8/4/2025	Upgrade	$206.83	$255.00	Buy
IVZ Invesco	7/21/2025	Upgrade	$19.94	$25.00	Buy
LPLA LPL Financial	7/9/2025	Downgrade	$383.60	$403.00	Hold
SCHW Charles Schwab	5/20/2025	Boost Price Target	$89.23	$113.00	Buy
APAM Artisan Partners Asset Management	5/1/2025	Boost Price Target	$38.44	$39.00	Hold
TW Tradeweb Markets	5/1/2025	Boost Price Target	$136.99	$159.00	Buy
APAM Artisan Partners Asset Management	4/9/2025	Lower Price Target	$35.12	$35.00	Hold
CG Carlyle Group	4/9/2025	Lower Price Target	$36.14	$37.00	Hold
SF Stifel Financial	4/9/2025	Lower Price Target	$79.20	$84.00	Hold
TROW T. Rowe Price Group	4/9/2025	Lower Price Target	$85.10	$89.00	Hold
TW Tradeweb Markets	4/9/2025	Boost Price Target	$123.86	$153.00	Buy
IVZ Invesco	4/9/2025	Downgrade	$12.03	$13.00	Hold
KKR KKR & Co. Inc.	4/9/2025	Lower Price Target	$97.18	$126.00	Buy
BLK BlackRock	4/9/2025	Lower Price Target	$835.92	$1,032.00	Buy
BEN Franklin Resources	4/9/2025	Lower Price Target	$17.22	$17.50	Hold
ARES Ares Management	4/9/2025	Lower Price Target	$125.41	$161.00	Buy
APO Apollo Global Management	4/9/2025	Lower Price Target	$116.25	$144.00	Buy
OWL Blue Owl Capital	1/16/2025	Upgrade	$22.89	$28.00	Buy

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