William Katz

Q: How accurate are William Katz's stock ratings?

About 57% of William's ratings were profitable over a one-year hold, with an average return of +1.1% per rating, measured by 13Foresight from historical prices.

Q: How is William ranked?

William Katz is ranked #774 on 13Foresight, scored on hit rate, average return versus the market, and number of calls.

TD Cowen

Wall Street Analyst

★★★★☆

#774

on 13Foresight · ranked by our own returns

57%

Success Rate

+1.1%

Average Return

97 of 169 calls profitable · -0.6% vs benchmark

Time Frame ⓘ

1 Yr 2 Yr 3 Yr 5 Yr

Compared To ⓘ

S&P 500 (SPY)

📈 Across the calls we could measure, roughly 57% of William Katz's ratings turned a profit when each position was held for 1 year — averaging +1.1% per rating. These figures are computed by 13Foresight from historical prices, not supplied by the analyst.

Rating Distribution

164 Buy 153 Hold 0 Sell

William's Stock Coverage 40 ratings · 2026-11-05

Company	Date	Position	Consensus ⓘ	Price Target ⓘ	1-Yr Return	vs S&P 500 ⓘ
TROW T Rowe Price	Oct 30, 2026	HOLD	Hold -4.8% avg upside 21 analysts	$96.00 7.61% Downside	+2.2%	·
TPG TPG	Oct 30, 2026	BUY	Strong Buy +33.1% avg upside 21 analysts	$61.00 30.71% Upside	+3.2%	·
ARES Ares Management	Oct 30, 2026	BUY	Strong Buy +27.4% avg upside 22 analysts	$158.00 23.33% Upside	+4.4%	·
ICE Intercontinental Exchange	Oct 30, 2026	HOLD	Strong Buy +4.7% avg upside 24 analysts	$182.00 7.79% Upside	+3.3%	·
VRTS Virtus Investment Partners	Oct 29, 2026	HOLD	Sell +7.4% avg upside 8 analysts	$136.00 15.07% Upside	-0.9%	·
TW Tradeweb Markets	Oct 29, 2026	HOLD	Buy +9.3% avg upside 21 analysts	—	+7.2%	·
RJF Raymond James Financial	Oct 29, 2026	HOLD	Buy +11.8% avg upside 17 analysts	$160.00 1.86% Upside	+0.6%	·
AB AllianceBernstein	Oct 28, 2026	HOLD	Buy +1.3% avg upside 8 analysts	$35.00 0.23% Downside	+0.2%	·
APAM Artisan Partners	Oct 28, 2026	HOLD	Hold -2.6% avg upside 11 analysts	$33.00 9.74% Downside	+11.8%	·
LPLA LPL Financial	Oct 28, 2026	HOLD	Strong Buy +33.8% avg upside 19 analysts	$356.00 25.55% Upside	+11.8%	·
CBOE Cboe Global Markets	Oct 23, 2026	BUY	Buy -17.9% avg upside 24 analysts	$342.00 1.91% Upside	+2.0%	·
BLK BlackRock	Oct 20, 2026	BUY	Strong Buy +3.7% avg upside 28 analysts	$1405.00 22.52% Upside	+3.9%	·
SCHW Charles Schwab	Oct 16, 2026	BUY	Strong Buy +22.1% avg upside 32 analysts	$129.00 46.48% Upside	-2.9%	·
SF Stifel Financial	Oct 12, 2026	HOLD	Buy +21.9% avg upside 10 analysts	$78.00 16.97% Upside	+2.0%	·
AMG Affiliated Managers	Oct 12, 2026	BUY	Strong Buy +1.5% avg upside 7 analysts	$523.00 37.11% Upside	-3.0%	·
APO Apollo Global Management	Oct 12, 2026	BUY	Strong Buy +17.3% avg upside 29 analysts	$154.00 33.04% Upside	-2.2%	·
FHI Federated Hermes	Oct 12, 2026	HOLD	Hold -20.4% avg upside 13 analysts	$56.00 4.31% Downside	+16.3%	·
BEN Franklin Resources	Oct 12, 2026	BUY	Buy +44.1% avg upside 22 analysts	$38.00 20.10% Upside	+0.8%	·
IVZ Invesco	Oct 12, 2026	BUY	Strong Buy +12.2% avg upside 25 analysts	$38.00 36.86% Upside	-3.2%	·
KKR KKR & Co	Oct 12, 2026	HOLD	Strong Buy +7.5% avg upside 32 analysts	$103.00 9.16% Upside	+6.7%	·
BX Blackstone Group	Oct 12, 2026	BUY	Buy +5.0% avg upside 33 analysts	$144.00 21.57% Upside	+5.1%	·
CG Carlyle Group	Oct 12, 2026	HOLD	Buy +30.7% avg upside 26 analysts	$42.00 4.54% Upside	+11.4%	·
NDAQ Nasdaq	Oct 12, 2026	BUY	Strong Buy -5.0% avg upside 26 analysts	$107.00 0.75% Upside	+13.8%	·
OWL Blue Owl Capital	Oct 12, 2026	BUY	Strong Buy +44.4% avg upside 19 analysts	$16.00 54.98% Upside	+5.5%	·
BBUC Brookfield Business Corp. Class A	Oct 12, 2026	HOLD	Strong Buy +32.9% avg upside 5 analysts	$29.00 1.37% Upside	+17.9%	·
ETOR eToro	Oct 12, 2026	BUY	Strong Buy +116.1% avg upside 17 analysts	$33.00 46.55% Upside	-10.1%	·
CME CME Group	Oct 05, 2026	BUY	Buy -6.8% avg upside 25 analysts	$300.00 1.08% Downside	+14.0%	·
GCMG GCM Grosvenor	Aug 11, 2026	BUY	Strong Buy +19.7% avg upside 5 analysts	$16.00 26.60% Upside	-6.5%	·
MRX Marex Group plc	Jun 08, 2026	BUY	Strong Buy +8.8% avg upside 12 analysts	$75.00 16.36% Upside	+11.3%	·
KMPR Kemper	May 20, 2025	BUY	Hold +75.1% avg upside 8 analysts	$90.00 171.01% Upside	-52.4%	·
AFRM Affirm Holdings	Mar 11, 2025	BUY	Strong Buy +13.5% avg upside 48 analysts	$51.00 30.67% Downside	+8.6%	·
RMR The RMR Group	Apr 12, 2022	HOLD	Buy +49.6% avg upside 10 analysts	$32.00 92.00% Upside	-9.6%	·
TSE:BN Brookfield Corporation	Feb 11, 2022	HOLD	Strong Buy +31.8% avg upside 16 analysts	$91.54 66.93% Upside	-18.0%	·
BNY Bank of New York Mellon	Feb 03, 2020	HOLD	Buy -8.7% avg upside 28 analysts	$59.00 59.84% Downside	-6.1%	·
AAMI Acadian Asset Management	Jul 09, 2019	HOLD	Hold -26.6% avg upside 5 analysts	$12.50 86.00% Downside	+6.5%	·
WT WisdomTree	Apr 15, 2019	SELL	Buy -24.5% avg upside 19 analysts	$5.00 75.85% Downside	+64.6%	·
EVV Eaton Vance Limited Duration Income Fund	Jun 05, 2017	BUY	Strong Buy +538.1% avg upside 1 analyst	$54.50 538.13% Upside	-3.0%	·
VIRT Virtu Financial	May 27, 2015	HOLD	Buy -1.4% avg upside 11 analysts	$22.00 59.02% Downside	-18.0%	·
GLBR Global Brokerage	Mar 18, 2015	SELL	Buy +12249900.0% avg upside 5 analysts	$5.00 4999899.90% Upside	·	·
IQV IQVIA Holdings	Feb 18, 2014	BUY	Strong Buy -2.5% avg upside 40 analysts	$62.00 76.74% Downside	+20.2%	·

🔒 35 more ratings — with price targets, crowd consensus and our measured returns.

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William Katz — Frequently Asked Questions

How accurate are William Katz's stock ratings?

Based on the calls 13Foresight could measure, about 57% of William's ratings were profitable over a one-year hold, with an average return of +1.1% per rating, or -0.6% versus the S&P 500. We score every analyst the same way, from historical prices. Each return is measured in the stock's own trading currency, so for non-US listings the S&P 500 comparison leaves out currency moves.

How is William ranked on 13Foresight?

William Katz is currently ranked #774 with a 4-star rating. Our rank blends hit rate, average return versus the market, and how many calls we have to judge — so a long, consistent record outweighs a few lucky picks. It is our own calculation, updated daily.

Which stocks does William cover?

William most recently has ratings on TROW, TPG, ARES, ICE, VRTS, TW, RJF, AB, APAM, LPLA, CBOE, BLK and 28 more. See the full coverage table above for positions, price targets and our measured returns.

Where can I see other analyst ratings?

Browse the full analyst leaderboard to compare Wall Street analysts ranked by their measured performance, success rate and average return.

Disclaimer: 13Foresight compiles analyst ratings and price targets from publicly available sources. Performance metrics, rankings and star ratings shown here are calculated independently by 13Foresight from historical market prices and may differ from figures published elsewhere. This information may be incomplete, delayed or inaccurate, is provided for research and informational purposes only, and is not investment advice. The underlying ratings and opinions are those of the respective analysts and their firms; 13Foresight accepts no liability for any decisions made based on this data.

William Katz

Rating Distribution

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