William Katz

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

About 58% of William's ratings were profitable over a one-year hold, with an average return of +2.9% per rating, measured by 13Foresight from historical prices.

Q: How is William ranked?

William Katz is ranked #826 on 13Foresight, scored on hit rate, average return versus the market, and number of calls.

TD Cowen

Wall Street Analyst

★★★★☆

#826

on 13Foresight · ranked by our own returns

63%

Success Rate

+4.7%

Average Return

57 of 91 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 63% of William Katz's ratings turned a profit when each position was held for 2 year — averaging +4.7% per rating. These figures are computed by 13Foresight from historical prices, not supplied by the analyst.

Rating Distribution

158 Buy 134 Hold 0 Sell

William's Stock Coverage 40 ratings · 2026-08-07

Company	Date	Position	Consensus ⓘ	Price Target ⓘ	2-Yr Return	vs S&P 500 ⓘ
APO Apollo Global Management	Aug 06, 2026	BUY	Strong Buy +6.9% avg upside 29 analysts	$159.00 24.20% Upside	+0.0%	·
TPG TPG	Aug 06, 2026	BUY	Strong Buy +28.3% avg upside 21 analysts	$64.00 31.99% Upside	+0.0%	·
OWL Blue Owl Capital	Aug 06, 2026	BUY	Strong Buy +27.3% avg upside 19 analysts	$15.00 30.86% Upside	·	·
ARES Ares Management	Aug 06, 2026	BUY	Strong Buy +19.0% avg upside 21 analysts	$163.00 17.98% Upside	+1.0%	·
CG Carlyle Group	Aug 06, 2026	HOLD	Buy +13.2% avg upside 25 analysts	$54.00 10.40% Upside	+0.0%	·
BX Blackstone Group	Aug 06, 2026	BUY	Buy -4.7% avg upside 33 analysts	$154.00 15.32% Upside	+3.3%	·
KKR KKR & Co	Aug 06, 2026	HOLD	Strong Buy -1.0% avg upside 32 analysts	$118.00 14.22% Upside	+0.9%	·
BEN Franklin Resources	Aug 06, 2026	BUY	Buy +37.0% avg upside 21 analysts	$40.00 17.58% Upside	·	·
BBUC Brookfield Business Corp. Class A	Aug 04, 2026	HOLD	Strong Buy +33.0% avg upside 5 analysts	$32.00 7.88% Upside	·	·
TROW T Rowe Price	Aug 03, 2026	HOLD	Hold -10.9% avg upside 21 analysts	$108.00 4.97% Downside	+2.0%	·
CBOE Cboe Global Markets	Aug 03, 2026	HOLD	Hold -10.8% avg upside 24 analysts	$315.00 9.00% Upside	-4.4%	·
ICE Intercontinental Exchange	Jul 31, 2026	BUY	Strong Buy +17.0% avg upside 24 analysts	$177.00 18.24% Upside	+0.3%	·
TW Tradeweb Markets	Jul 31, 2026	HOLD	Strong Buy +25.8% avg upside 21 analysts	$98.00 5.14% Downside	+2.8%	·
LPLA LPL Financial	Jul 31, 2026	HOLD	Strong Buy +11.2% avg upside 19 analysts	$372.00 3.62% Upside	+1.5%	·
APAM Artisan Partners	Jul 30, 2026	HOLD	Hold -12.7% avg upside 11 analysts	$37.00 14.00% Downside	-1.1%	·
AB AllianceBernstein	Jul 29, 2026	HOLD	Buy -1.7% avg upside 8 analysts	$38.00 2.38% Upside	-1.1%	·
NDAQ Nasdaq	Jul 24, 2026	BUY	Strong Buy +3.4% avg upside 25 analysts	$108.00 13.96% Upside	+2.8%	·
RJF Raymond James Financial	Jul 23, 2026	HOLD	Buy -1.5% avg upside 17 analysts	$161.00 10.31% Downside	+7.1%	·
AMG Affiliated Managers	Jul 22, 2026	BUY	Strong Buy +1.0% avg upside 7 analysts	$469.00 26.07% Upside	+8.3%	·
VRTS Virtus Investment Partners	Jul 20, 2026	HOLD	Hold -17.3% avg upside 8 analysts	$147.00 10.03% Downside	-4.3%	·
CME CME Group	Jun 22, 2026	BUY	Buy -0.2% avg upside 25 analysts	$273.00 3.28% Upside	+8.3%	·
IVZ Invesco	Jun 10, 2026	BUY	Buy -8.2% avg upside 24 analysts	$33.00 4.07% Upside	+16.2%	·
MRX Marex Group plc	Jun 08, 2026	BUY	Strong Buy +1.6% avg upside 11 analysts	$75.00 20.31% Upside	+10.5%	·
BLK BlackRock	Jun 05, 2026	HOLD	Strong Buy +1.6% avg upside 27 analysts	$1144.00 1.34% Upside	+14.4%	·
GCMG GCM Grosvenor	Jun 05, 2026	BUY	Strong Buy +7.6% avg upside 5 analysts	$14.00 3.86% Upside	+23.0%	·
SF Stifel Financial	Jun 05, 2026	HOLD	Buy +1.7% avg upside 10 analysts	$79.00 5.20% Downside	+18.2%	·
SCHW Charles Schwab	May 15, 2026	BUY	Strong Buy +2.8% avg upside 31 analysts	$109.00 1.17% Upside	+18.7%	·
ETOR eToro	May 14, 2026	BUY	Strong Buy +61.9% avg upside 16 analysts	$52.00 46.49% Upside	-11.9%	·
FHI Federated Hermes	May 04, 2026	HOLD	Hold -26.2% avg upside 13 analysts	$54.00 14.55% Downside	+17.4%	·
KMPR Kemper	May 20, 2025	BUY	Hold +120.2% avg upside 8 analysts	$90.00 201.63% Upside	-54.2%	·
AFRM Affirm Holdings	Mar 11, 2025	BUY	Strong Buy +0.1% avg upside 46 analysts	$51.00 33.43% Downside	+63.7%	·
RMR The RMR Group	Apr 12, 2022	HOLD	Buy +31.2% avg upside 9 analysts	$32.00 70.23% Upside	-7.2%	·
TSE:BN Brookfield Corporation	Feb 11, 2022	HOLD	Strong Buy +18.9% avg upside 15 analysts	$92.18 49.38% Upside	-6.4%	·
BNY Bank of New York Mellon	Feb 03, 2020	HOLD	Buy -15.8% avg upside 27 analysts	$59.00 62.95% Downside	+42.5%	·
AAMI Acadian Asset Management	Jul 09, 2019	HOLD	Hold -37.9% avg upside 5 analysts	$12.50 86.42% Downside	+110.0%	·
WT WisdomTree	Apr 15, 2019	SELL	Buy -36.2% avg upside 19 analysts	$5.00 76.76% Downside	+8.8%	·
EVV Eaton Vance Limited Duration Income Fund	Jun 05, 2017	BUY	Strong Buy +492.4% avg upside 1 analyst	$54.50 492.39% Upside	+2.4%	·
VIRT Virtu Financial	May 27, 2015	HOLD	Hold -8.0% avg upside 11 analysts	$22.00 60.46% Downside	-20.5%	·
GLBR Global Brokerage	Mar 18, 2015	SELL	Hold +12249900.1% avg upside 5 analysts	$5.00 4999900.04% Upside	·	·
IQV IQVIA Holdings	Feb 18, 2014	BUY	Strong Buy +4.1% avg upside 39 analysts	$62.00 73.31% Downside	+16.7%	·

🔒 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 58% of William's ratings were profitable over a one-year hold, with an average return of +2.9% per rating, or -0.3% 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 #826 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 APO, TPG, OWL, ARES, CG, BX, KKR, BEN, BBUC, TROW, CBOE, ICE 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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