Bill Katz Analyst PerformanceSenior Equity Analyst at TD CowenBill Katz is a stock analyst at TD Cowen in the finance sector, covering 16 publicly traded companies. Over the past year, Bill Katz has issued 23 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 Ratings23 Last 0 YearsBuy Recommendations56.52% 13 Buy RatingsCompanies Covered16 Unique Companies Ratings Distribution23RatingsDistribution of strong buy, buy, hold, and sell ratings by Bill Katz.RatingPercentageCount Strong Buy0.0%0 ratings Buy56.5%12 ratings Hold43.5%10 ratings Sell0.0%0 ratingsOut of 23 total stock ratings issued by Bill Katz at TD Cowen, the majority (56.5%) have been Buy recommendations, followed by 43.5% Hold.Best & Worst CallsThis analyst does not have any ratings with enough history to determine best and worst calls.Exchange CoverageExchangePercentageCountNYSE68.8% of companies on NYSE11 companiesNASDAQ31.3% of companies on NASDAQ5 companiesBill Katz, an analyst at TD Cowen, currently covers 16 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.Coverage FocusSector IconSectorPercentageFinance16 companies100.0%Bill Katz of TD Cowen specializes in stock coverage within the Finance sector.Coverage IndustriesIndustryPercentageFIN - INVEST MGMT11 companies68.8%FIN - INVEST BKRS4 companies25.0%SECURITIES EXCHANGES1 company6.3% Bill Katz's Ratings History at TD Cowen 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 to Excel CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsNDAQNasdaq10/22/2025Boost 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$110.95$131.00Buy$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$0.0000.00% ROITWTradeweb Markets5/1/2025Boost Price Target$136.99$159.00Buy$0.0000.00% ROIIVZInvesco4/9/2025Downgrade$12.03$13.00Hold$0.0000.00% ROIKKRKKR & Co. Inc.4/9/2025Lower Price Target$97.18$126.00Buy$0.0000.00% ROIBLKBlackRock4/9/2025Lower Price Target$835.92$1,032.00Buy$0.0000.00% ROIBENFranklin Resources4/9/2025Lower Price Target$17.22$17.50Hold$0.0000.00% ROIARESAres Management4/9/2025Lower Price Target$125.41$161.00Buy$0.0000.00% ROIAPOApollo Global Management4/9/2025Lower Price Target$116.25$144.00Buy$0.0000.00% ROIAPAMArtisan Partners Asset Management4/9/2025Lower Price Target$35.12$35.00Hold$0.0000.00% ROICGCarlyle Group4/9/2025Lower Price Target$36.14$37.00Hold$0.0000.00% ROISFStifel Financial4/9/2025Lower Price Target$79.20$84.00Hold$0.0000.00% ROITROWT. Rowe Price Group4/9/2025Lower Price Target$85.10$89.00Hold$0.0000.00% ROITWTradeweb Markets4/9/2025Boost Price Target$123.86$153.00Buy$0.0000.00% ROIOWLBlue Owl Capital1/16/2025Upgrade$22.89$28.00Buy$0.0000.00% ROI Stock Forecasts and Research Tools Today's 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 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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