William Katz (TD Cowen) — Analyst Ratings, Accuracy & Track Record

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 +2.0% per rating, measured by 13Foresight from historical prices.

Q: How is William ranked?

William Katz is ranked #729 on 13Foresight, scored on hit rate, average return versus the market, and number of calls.

Analyst Tracker/William Katz

William Katz

TD Cowen

Wall Street Analyst

★★★★☆

#729

on 13Foresight · ranked by our own returns

57%

Success Rate

+2.2%

Average Return

28 of 49 calls profitable · -71699.9% vs benchmark

Time Frame ⓘ

1 Yr 2 Yr 3 Yr 5 Yr

Compare To ⓘ

🔒 5-year track record is Pro. Showing 1-year — upgrade.

📈 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 +2.2% per rating. These figures are computed by 13Foresight from historical prices, not supplied by the analyst.

Rating Distribution

163 Buy 127 Hold 0 Sell

William's Stock Coverage 41 ratings · 2026-06-20

Company	Date	Position	Consensus ⓘ	Price Target ⓘ	1-Yr Return
LPLA LPL Financial	Jun 17, 2026	HOLD	Strong Buy +32.3% avg upside 19 analysts	$326.00 10.99% Upside	+0.0%
BX Blackstone Group	Jun 15, 2026	BUY	Strong Buy +5.3% avg upside 33 analysts	$133.00 7.50% Upside	+0.3%
AB AllianceBernstein	Jun 11, 2026	HOLD	Buy +2.9% avg upside 8 analysts	$39.00 8.50% Upside	·
IVZ Invesco	Jun 10, 2026	BUY	Buy -3.2% avg upside 23 analysts	$33.00 17.29% Upside	+2.5%
BBUC Brookfield Business Corp. Class A	Jun 09, 2026	HOLD	Strong Buy +21.8% avg upside 5 analysts	$34.00 2.69% Upside	·
APAM Artisan Partners	Jun 08, 2026	HOLD	Hold +3.8% avg upside 11 analysts	$37.00 3.04% Upside	·
MRX Marex Group plc	Jun 08, 2026	BUY	Strong Buy -11.9% avg upside 11 analysts	$75.00 15.71% Upside	+6.0%
SF Stifel Financial	Jun 05, 2026	HOLD	Buy +15.0% avg upside 10 analysts	$79.00 7.39% Upside	+3.9%
TW Tradeweb Markets	Jun 05, 2026	HOLD	Buy +34.4% avg upside 21 analysts	$130.00 30.67% Upside	-1.7%
GCMG GCM Grosvenor	Jun 05, 2026	BUY	Strong Buy +18.3% avg upside 5 analysts	$14.00 16.20% Upside	+1.3%
BEN Franklin Resources	Jun 05, 2026	BUY	Buy +31.1% avg upside 20 analysts	$37.00 12.01% Upside	+6.3%
BLK BlackRock	Jun 05, 2026	HOLD	Strong Buy +6.2% avg upside 25 analysts	$1144.00 8.89% Upside	+6.8%
CBOE Cboe Global Markets	Jun 02, 2026	HOLD	Hold +2.9% avg upside 24 analysts	—	-7.6%
RJF Raymond James Financial	May 28, 2026	HOLD	Buy +8.8% avg upside 17 analysts	$155.00 0.48% Downside	+9.9%
OWL Blue Owl Capital	May 18, 2026	BUY	Strong Buy +57.1% avg upside 18 analysts	$14.00 46.97% Upside	+0.0%
ARES Ares Management	May 18, 2026	BUY	Strong Buy +24.9% avg upside 20 analysts	$144.00 11.38% Upside	+4.8%
KKR KKR & Co	May 18, 2026	HOLD	Strong Buy +7.5% avg upside 32 analysts	$104.00 7.17% Upside	+1.1%
APO Apollo Global Management	May 18, 2026	BUY	Strong Buy -3.1% avg upside 28 analysts	$146.00 6.11% Upside	+4.0%
CG Carlyle Group	May 18, 2026	HOLD	Buy +25.5% avg upside 25 analysts	$50.00 11.71% Upside	-1.9%
TPG TPG	May 18, 2026	HOLD	Strong Buy +42.3% avg upside 21 analysts	$45.00 6.94% Upside	+2.9%
SCHW Charles Schwab	May 15, 2026	BUY	Strong Buy +13.9% avg upside 29 analysts	$109.00 18.85% Upside	+0.9%
AMG Affiliated Managers	May 15, 2026	BUY	Strong Buy -0.5% avg upside 7 analysts	$454.00 28.57% Upside	+20.1%
ETOR eToro	May 14, 2026	BUY	Strong Buy +45.2% avg upside 16 analysts	$52.00 33.10% Upside	-6.8%
VRTS Virtus Investment Partners	May 04, 2026	HOLD	Hold -8.6% avg upside 8 analysts	$131.00 7.47% Downside	+1.0%
FHI Federated Hermes	May 04, 2026	HOLD	Hold -26.6% avg upside 12 analysts	$54.00 8.58% Downside	+10.2%
TROW T Rowe Price	May 01, 2026	HOLD	Hold -12.2% avg upside 20 analysts	$94.00 12.72% Downside	+6.6%
CME CME Group	Apr 09, 2026	BUY	Buy +12.3% avg upside 24 analysts	$340.00 37.99% Upside	-15.1%
JHG Janus Henderson Group	Apr 09, 2026	HOLD	Buy -11.3% avg upside 12 analysts	$52.00 0.30% Upside	+0.9%
NDAQ Nasdaq	Apr 09, 2026	BUY	Strong Buy +15.9% avg upside 25 analysts	$105.00 27.68% Upside	-0.7%
ICE Intercontinental Exchange	Apr 09, 2026	BUY	Strong Buy +35.6% avg upside 24 analysts	$191.00 42.61% Upside	-16.6%
KMPR Kemper	May 20, 2025	BUY	Buy +161.7% avg upside 8 analysts	$90.00 259.54% Upside	-52.4%
AFRM Affirm Holdings	Mar 11, 2025	BUY	Strong Buy +0.6% avg upside 42 analysts	$51.00 30.96% Downside	+8.6%
RMR The RMR Group	Apr 12, 2022	HOLD	Buy +20.8% avg upside 9 analysts	$32.00 56.51% Upside	-9.6%
TSE:BN Brookfield Corporation	Feb 11, 2022	HOLD	Strong Buy +18.8% avg upside 14 analysts	$92.65 47.07% Upside	·
BNY Bank of New York Mellon	Feb 03, 2020	HOLD	Buy -22.2% avg upside 24 analysts	$59.00 58.91% Downside	+9.3%
AAMI Acadian Asset Management	Jul 09, 2019	HOLD	Buy -34.6% avg upside 5 analysts	$12.50 83.29% Downside	+6.5%
WT WisdomTree	Apr 15, 2019	SELL	Buy -26.7% avg upside 19 analysts	$5.00 72.63% Downside	+64.6%
EVV Eaton Vance Limited Duration Income Fund	Jun 05, 2017	BUY	Strong Buy +495.0% avg upside 1 analyst	$54.50 494.96% Upside	-3.0%
VIRT Virtu Financial	May 27, 2015	HOLD	Buy -27.5% avg upside 11 analysts	$22.00 65.18% Downside	-18.0%
GLBR Global Brokerage	Mar 18, 2015	SELL	Hold +12249899.9% avg upside 5 analysts	$5.00 4999899.96% Upside	+49.3%
IQV IQVIA Holdings	Feb 18, 2014	BUY	Strong Buy +34.5% avg upside 38 analysts	$62.00 63.13% Downside	+20.2%

🔒 36 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 +2.0% per rating, or -2.1% versus the S&P 500. We score every analyst the same way, from historical prices.

How is William ranked on 13Foresight?

William Katz is currently ranked #729 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 LPLA, BX, AB, IVZ, BBUC, APAM, MRX, SF, TW, GCMG, BEN, BLK and 29 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.

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