2 months ago
SCHW
AnalystsBill KatzBill Katz's Stock Forecasts
AnalystsBill Katz
Analyst Ranking
Top 13%
#649 out of 4953 analysts
Average Return
+10.34%
Win Rate
71%50 out of 70
Risk vs Reward
Poor
Good
Bill Katz's 5 best and worst ratings
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Apollo Global Management IncAPO | +78.33% | $94.80 | $169.06 | 2024-01-03 - 2025-01-03 | Buy |
Schwab Charles CorpSCHW | +54.43% | $49.24 | $76.04 | 2023-05-04 - 2024-05-03 | Buy |
Carlyle Group IncCG | +53.78% | $26.70 | $41.06 | 2023-05-04 - 2024-05-03 | Buy |
Ares Management CorpARES | +40.10% | $133.73 | $187.36 | 2024-08-04 - 2025-07-28 | Strong Buy |
Gcm Grosvenor IncGCMG | +38.13% | $6.95 | $9.60 | 2023-05-11 - 2024-05-10 | Buy |
Bill Katz Analyst Color
Get additional color on Bill Katz's coverage of popular stocks
3 months ago
TW
4 months ago
TW
6 months ago
OWL
7 months ago
LPLA
8 months ago
APO
8 months ago
AB
9 months ago
APO
9 months ago
ARES
9 months ago
KKR
10 months ago
BLK
10 months ago
ARES
10 months ago
APO
a year ago
GCMG
a year ago
ARES
a year ago
KKR
a year ago
AB
a year ago
APO
a year ago
BLK
a year ago
KKR
a year ago
BX
a year ago
KKR
a year ago
KKR
2 years ago
BX
2 years ago
SCHW
Bill Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Invesco LtdIVZ | 5 | Strong Buy | $25.00 | +15.31% | Upgrades | 9 days ago |
Lpl Financial Holdings IncLPLA | 8 | Hold | $403.00 | +4.66% | Downgrades | 21 days ago |
Artisan Partners Asset Management IncAPAM | 5 | Hold | $45.00 | -2.89% | Maintains | 2 months ago |
Schwab Charles CorpSCHW | 11 | Strong Buy | $113.00 | +15.41% | Maintains | 2 months ago |
Tradeweb Markets IncTW | 4 | Strong Buy | $159.00 | +15.38% | Maintains | 3 months ago |
Kkr & Co IncKKR | 9 | Strong Buy | $126.00 | -17.19% | Maintains | 4 months ago |
Blackstone IncBX | 8 | Strong Buy | $147.00 | -16.92% | Maintains | 4 months ago |
Blackrock IncBLK | 8 | Strong Buy | $1,032.00 | -7.68% | Maintains | 4 months ago |
Franklin Resources IncBEN | 7 | Hold | $17.50 | -29.06% | Maintains | 4 months ago |
Ares Management CorpARES | 4 | Strong Buy | $161.00 | -14.07% | Maintains | 4 months ago |
Apollo Global Management IncAPO | 6 | Strong Buy | $144.00 | -3.16% | Maintains | 4 months ago |
Affiliated Managers Group IncAMG | 3 | Hold | $168.00 | -20.97% | Maintains | 4 months ago |
Alliancebernstein Holding LPAB | 11 | Hold | $34.00 | -19.79% | Maintains | 4 months ago |
Carlyle Group IncCG | 9 | Hold | $37.00 | -41.22% | Maintains | 4 months ago |
Stifel Financial CorpSF | 6 | Hold | $84.00 | -24.81% | Maintains | 4 months ago |
Price T Rowe Group IncTROW | 2 | Hold | $89.00 | -16.04% | Maintains | 4 months ago |
Blue Owl Capital IncOWL | 3 | Strong Buy | $28.00 | +41.34% | Upgrades | 6 months ago |
Gcm Grosvenor IncGCMG | 7 | Hold | $12.50 | +5.22% | Downgrades | 9 months ago |
Janus Henderson Group PLCJHG | 4 | Strong Buy | $50.00 | +16.33% | Maintains | 9 months ago |
Raymond James Financial IncRJF | 7 | Hold | $150.00 | -10.40% | Maintains | 9 months ago |
Nasdaq IncNDAQ | 2 | Hold | $80.00 | -15.91% | Maintains | 9 months ago |
Cboe Global Markets IncCBOE | 1 | Hold | $205.00 | -15.13% | Initiates Coverage On | 10 months ago |
Intercontinental Exchange IncICE | 1 | Strong Buy | $182.00 | -0.43% | Initiates Coverage On | 10 months ago |
Cme Group IncCME | 1 | Hold | $221.00 | -19.38% | Initiates Coverage On | 10 months ago |
Tpg IncTPG | 3 | Hold | $32.50 | N/A | Maintains | 2 years ago |
Bridge Investment Group Holdings IncBRDG | 2 | Hold | $14.50 | N/A | Maintains | 2 years ago |
Sculptor Capital Management IncSCU | 3 | Buy | $13.00 | N/A | Maintains | 2 years ago |
Company
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Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.
Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.