Bill Katz – TD Cowen

TD Cowen

A TD Cowen analyst with 24 tracked ratings across 24 distinct tickers has a 78% success rate on the captured sample, primarily issuing hold ratings in the covered category.

Aggregated from multiple market-data sources

Total ratings

119

Tickers covered

Sources

Aggregated

Latest rating

7 days ago

2026-05-28 00:00:00+00

Track record

Aggregated

78% success rate

Bullish: 0
Hold: 10
Bearish: 0

Aggregated

Not available

Bullish: 54
Hold: 41
Bearish: 0

Recent ratings

Ticker	Date	Rating	Price target	Source
RJF	2026-05-28	hold	$155.00	Aggregated
GCMG	2026-05-26	buy	$14.00	Aggregated
APO	2026-05-18	buy	$146.00	Aggregated
ARES	2026-05-18	buy	$144.00	Aggregated
BX	2026-05-18	buy	$133.00	Aggregated
CG	2026-05-18	hold	$50.00	Aggregated
KKR	2026-05-18	hold	$104.00	Aggregated
OWL	2026-05-18	buy	$14.00	Aggregated
TPG	2026-05-18	hold	$45.00	Aggregated
SCHW	2026-05-15	buy	$109.00	Aggregated
ETOR	2026-05-14	buy	$52.00	Aggregated
AMG	2026-05-13	buy	$454.00	Aggregated
CG	2026-05-08	hold	$53.00	Aggregated
MRX	2026-05-07	buy	$67.00	Aggregated
KKR	2026-05-06	hold	$106.00	Aggregated
AMG	2026-05-04	buy	$454.00	Aggregated
FHI	2026-05-04	hold	$54.00	Aggregated
VRTS	2026-05-04	hold	$131.00	Aggregated
LPLA	2026-05-01	hold	$326.00	Aggregated
TROW	2026-05-01	hold	$94.00	Aggregated
TW	2026-04-30	hold	$130.00	Aggregated
UMBF	2026-04-30	buy	$147.00	Aggregated
AB	2026-04-29	hold	$39.00	Aggregated
BEN	2026-04-29	buy	$37.00	Aggregated
IVZ	2026-04-29	buy	$32.00	Aggregated
BX	2026-04-24	buy	$140.00	Aggregated
RJF	2026-04-23	hold	$159.00	Aggregated
TW	2026-04-09	hold	$129.00	Aggregated
MRX	2026-03-27	buy	$66.00	Aggregated
OWL	2026-03-23	buy	$14.00	Aggregated
CG	2026-02-27	buy	$67.00	Aggregated
NDAQ	2026-02-26	buy	$106.00	Aggregated
SNOW	2026-02-20	buy	$270.00	Aggregated
CME	2026-02-05	buy	$328.00	Aggregated
TROW	2026-02-05	hold	$97.00	Aggregated
BX	2026-01-30	buy	$183.00	Aggregated
LPLA	2026-01-30	hold	$378.00	Aggregated
NDAQ	2026-01-30	hold	$105.00	Aggregated
SCHW	2026-01-22	buy	$138.00	Aggregated
AB	2026-01-14	hold	$41.00	Aggregated
AMG	2026-01-14	buy	$495.00	Aggregated
ARES	2026-01-14	buy	$200.00	Aggregated
BEN	2026-01-14	buy	$30.00	Aggregated
BLK	2026-01-14	hold	$1209.00	Aggregated
BX	2026-01-14	buy	$183.00	Aggregated
CG	2026-01-14	buy	$76.00	Aggregated
CME	2026-01-14	buy	$305.00	Aggregated
ETOR	2026-01-14	buy	$50.00	Aggregated
FHI	2026-01-14	hold	$54.00	Aggregated
ICE	2026-01-14	buy	$193.00	Aggregated

Tickers covered(53)

Ticker	Ratings	Last rating	Sources
RJF	4	2026-05-28	Aggregated
GCMG	7	2026-05-26	Aggregated
APO	2	2026-05-18	Aggregated
ARES	4	2026-05-18	Aggregated
BX	6	2026-05-18	Aggregated
CG	5	2026-05-18	Aggregated
KKR	4	2026-05-18	Aggregated
OWL	3	2026-05-18	Aggregated
TPG	1	2026-05-18	Aggregated
SCHW	4	2026-05-15	Aggregated
ETOR	2	2026-05-14	Aggregated
AMG	8	2026-05-13	Aggregated
MRX	3	2026-05-07	Aggregated
FHI	3	2026-05-04	Aggregated
VRTS	3	2026-05-04	Aggregated
LPLA	4	2026-05-01	Aggregated
TROW	4	2026-05-01	Aggregated
TW	4	2026-04-30	Aggregated
UMBF	1	2026-04-30	Aggregated
AB	5	2026-04-29	Aggregated
BEN	2	2026-04-29	Aggregated
IVZ	1	2026-04-29	Aggregated
NDAQ	4	2026-02-26	Aggregated
SNOW	1	2026-02-20	Aggregated
CME	2	2026-02-05	Aggregated
BLK	2	2026-01-14	Aggregated
ICE	2	2026-01-14	Aggregated
JHG	3	2025-12-23	Aggregated
ARESARES MANAGEMENT CORP - ORDINARY SHARES - CLASS A	1	2025-11-04	Aggregated
FHIFEDERATED HERMES INC - ORDINARY SHARES - CLASS B	1	2025-11-04	Aggregated
VRTSVIRTUS INVESTMENT PARTNERS INC	1	2025-10-27	Aggregated
RJFRAYMOND JAMES FINANCIAL, INC.	1	2025-10-23	Aggregated
NDAQNASDAQ INC - ORDINARY SHARES - 144A	1	2025-10-22	Aggregated
BLKBLACKROCK INC.	1	2025-10-15	Aggregated
SFSTIFEL FINANCIAL CORP.	1	2025-10-08	Aggregated
APAM	2	2025-09-15	Aggregated
AMGAFFILIATED MANAGERS GROUP INC.	1	2025-08-04	Aggregated
IVZINVESCO LTD	1	2025-07-21	Aggregated
LPLALPL FINANCIAL HOLDINGS INC	1	2025-07-09	Aggregated
APAMARTISAN PARTNERS ASSET MANAGEMENT INC - ORDINARY SHARES - CLASS A	1	2025-06-10	Aggregated
APOAPOLLO GLOBAL MANAGEMENT INC - ORDINARY SHARES - CLASS A (NEW)	1	2025-04-09	Aggregated
BENFRANKLIN RESOURCES, INC.	1	2025-04-09	Aggregated
BXBLACKSTONE INC	1	2025-04-09	Aggregated
CGCARLYLE GROUP INC (THE)	1	2025-04-09	Aggregated
KKRKKR & CO. INC	1	2025-04-09	Aggregated
TROWT. ROWE PRICE GROUP INC.	1	2025-04-09	Aggregated
TWTRADEWEB MARKETS INC - ORDINARY SHARES CLS A	1	2025-04-09	Aggregated
OWLBLUE OWL CAPITAL INC - ORDINARY SHARES - CLASS A	1	2025-01-16	Aggregated
CMECME GROUP INC - ORDINARY SHARES - CLASS A	1	2024-09-26	Aggregated
ICEINTERCONTINENTAL EXCHANGE INC	1	2024-09-26	Aggregated
SCHWCHARLES SCHWAB CORP.	1	2024-07-17	Aggregated
GCMGGCM GROSVENOR INC - ORDINARY SHARES - CLASS A	1	2024-02-16	Aggregated
JHGJANUS HENDERSON GROUP PLC	1	2024-01-04	Aggregated

Methodology differs by source. Track records are aggregated from multiple sources; scoring methodology and scales differ by source and values are not directly comparable. Coverage is sourced from publicly-aggregated analyst activity. Past performance does not guarantee future results. Not investment advice.

Tickers covered(53)

Ticker	Ratings	Last rating	Sources
RJF	4	2026-05-28	Aggregated
GCMG	7	2026-05-26	Aggregated
APO	2	2026-05-18	Aggregated
ARES	4	2026-05-18	Aggregated
BX	6	2026-05-18	Aggregated
CG	5	2026-05-18	Aggregated
KKR	4	2026-05-18	Aggregated
OWL	3	2026-05-18	Aggregated
TPG	1	2026-05-18	Aggregated
SCHW	4	2026-05-15	Aggregated
ETOR	2	2026-05-14	Aggregated
AMG	8	2026-05-13	Aggregated
MRX	3	2026-05-07	Aggregated
FHI	3	2026-05-04	Aggregated
VRTS	3	2026-05-04	Aggregated
LPLA	4	2026-05-01	Aggregated
TROW	4	2026-05-01	Aggregated
TW	4	2026-04-30	Aggregated
UMBF	1	2026-04-30	Aggregated
AB	5	2026-04-29	Aggregated
BEN	2	2026-04-29	Aggregated
IVZ	1	2026-04-29	Aggregated
NDAQ	4	2026-02-26	Aggregated
SNOW	1	2026-02-20	Aggregated
CME	2	2026-02-05	Aggregated
BLK	2	2026-01-14	Aggregated
ICE	2	2026-01-14	Aggregated
JHG	3	2025-12-23	Aggregated
ARESARES MANAGEMENT CORP - ORDINARY SHARES - CLASS A	1	2025-11-04	Aggregated
FHIFEDERATED HERMES INC - ORDINARY SHARES - CLASS B	1	2025-11-04	Aggregated
VRTSVIRTUS INVESTMENT PARTNERS INC	1	2025-10-27	Aggregated
RJFRAYMOND JAMES FINANCIAL, INC.	1	2025-10-23	Aggregated
NDAQNASDAQ INC - ORDINARY SHARES - 144A	1	2025-10-22	Aggregated
BLKBLACKROCK INC.	1	2025-10-15	Aggregated
SFSTIFEL FINANCIAL CORP.	1	2025-10-08	Aggregated
APAM	2	2025-09-15	Aggregated
AMGAFFILIATED MANAGERS GROUP INC.	1	2025-08-04	Aggregated
IVZINVESCO LTD	1	2025-07-21	Aggregated
LPLALPL FINANCIAL HOLDINGS INC	1	2025-07-09	Aggregated
APAMARTISAN PARTNERS ASSET MANAGEMENT INC - ORDINARY SHARES - CLASS A	1	2025-06-10	Aggregated
APOAPOLLO GLOBAL MANAGEMENT INC - ORDINARY SHARES - CLASS A (NEW)	1	2025-04-09	Aggregated
BENFRANKLIN RESOURCES, INC.	1	2025-04-09	Aggregated
BXBLACKSTONE INC	1	2025-04-09	Aggregated
CGCARLYLE GROUP INC (THE)	1	2025-04-09	Aggregated
KKRKKR & CO. INC	1	2025-04-09	Aggregated
TROWT. ROWE PRICE GROUP INC.	1	2025-04-09	Aggregated
TWTRADEWEB MARKETS INC - ORDINARY SHARES CLS A	1	2025-04-09	Aggregated
OWLBLUE OWL CAPITAL INC - ORDINARY SHARES - CLASS A	1	2025-01-16	Aggregated
CMECME GROUP INC - ORDINARY SHARES - CLASS A	1	2024-09-26	Aggregated
ICEINTERCONTINENTAL EXCHANGE INC	1	2024-09-26	Aggregated
SCHWCHARLES SCHWAB CORP.	1	2024-07-17	Aggregated
GCMGGCM GROSVENOR INC - ORDINARY SHARES - CLASS A	1	2024-02-16	Aggregated
JHGJANUS HENDERSON GROUP PLC	1	2024-01-04	Aggregated