AnalystsInsight

William Katz (TD Cowen): Analyst Track Record and Price‑Target Accuracy

How often William Katz’s price targets were reached, how fast, and what the stocks did after each call: a 7‑year backtest of 2,218 ratings, compared with the average Wall Street analyst.

Reviewed by:David, Senior AnalystPublished Oct 12, 2026Updated Oct 18, 20263 min readHow we research

What changed since Oct 12

Exent re-checks this page every day. Ratings appear 30 days after they are published; live calls are in Gems.

#905 rank (was #792)+1 new rating (APO)4.6★ rating (was 4.7★)

Key takeaways

William Katz ranks #823 of 1,000 analysts in Exent’s scoring (4.6★).
48.7% of price targets were reached over 7 years, versus 52.4% for the average analyst.
Median time to reach a target: 107 days; 67.3% of calls were up 12 months later.
Most‑covered stocks: AB, RJF, IVZ, BX.
Free on Exent: William Katz’s full record, with ratings 3 days after publication.

In this article

William Katz’s track record at a glance
How fast price targets were reached
Stocks William Katz covers most
William Katz’s latest ratings
How Exent scores analysts

William Katz’s track record at a glance

William Katz of TD Cowen ranks #823 of the 1,000 analysts Exent scores, with a 4.6★ rating and a focus on financials. Over a 7‑year lookback, 48.7% of William’s price targets were reached, 3.7 points below the 52.4% average across all analysts.

Metric	William Katz	All analysts
Price‑target hit rate	48.7%	52.4%
Median days to hit target	107 days	91 days
Calls up after 12 months	67.3%	64.0%
Median 12‑month return of calls	+13.9%	+13.4%
Hit rate, last 2 years	46.6%	—
Average worst drop after a call	−17.1%	—
Ratings in the sample	2,218	—
Stocks covered	37	—

The full records of Exent’s top 90 analysts and the top 50 of each sector, and the stocks where several of them agree right now, are members‑only in Exent Gems.

See the top-ranked analysts in Gems

How fast price targets were reached

Time to reach the target	William Katz
Under 30 days	20.4%
30–90 days	24.2%
90–180 days	22.6%
Over 180 days	32.9%

Share of the targets that were reached, by how long they took. Targets are usually set for 12 months.

Stocks William Katz covers most

Stock	Ratings in the sample
AB	25
RJF	21
IVZ	20
BX	20
MRX	20
APAM	19
ARES	18
CG	18

In the past year William’s ratings were 52% Buy, 48% Hold and 0% Sell.

William Katz’s latest ratings

Date	Stock	Action	Rating	Price target
Sep 15, 2026	APO	Reiterated: Buy	Buy	$159.00
Sep 11, 2026	APAM	Reiterated: Hold	Hold	$37.00
Sep 11, 2026	IVZ	Reiterated: Buy	Buy	$39.00
Sep 11, 2026	AB	Reiterated: Hold	Hold	$38.00
Sep 10, 2026	APAM	Reiterated: Hold	Hold	$37.00
Sep 9, 2026	TPG	Reiterated: Buy	Buy	$64.00
Sep 9, 2026	BEN	Reiterated: Buy	Buy	$40.00
Sep 4, 2026	BEN	Reiterated: Buy	Buy	$40.00
Sep 3, 2026	CME	Reiterated: Buy	Buy	$292.00
Sep 1, 2026	LPLA	Reiterated: Hold	Hold	$377.00
Sep 1, 2026	RJF	Reiterated: Hold	Hold	$160.00
Aug 31, 2026	TROW	Reiterated: Hold	Hold	$110.00

Sep 15, 2026
Stock
APO
Action
Reiterated: Buy
Rating
Buy
Price target
$159.00
Sep 11, 2026
Stock
APAM
Action
Reiterated: Hold
Rating
Hold
Price target
$37.00
Sep 11, 2026
Stock
IVZ
Action
Reiterated: Buy
Rating
Buy
Price target
$39.00
Sep 11, 2026
Stock
AB
Action
Reiterated: Hold
Rating
Hold
Price target
$38.00
Sep 10, 2026
Stock
APAM
Action
Reiterated: Hold
Rating
Hold
Price target
$37.00
Sep 9, 2026
Stock
TPG
Action
Reiterated: Buy
Rating
Buy
Price target
$64.00
Sep 9, 2026
Stock
BEN
Action
Reiterated: Buy
Rating
Buy
Price target
$40.00
Sep 4, 2026
Stock
BEN
Action
Reiterated: Buy
Rating
Buy
Price target
$40.00
Sep 3, 2026
Stock
CME
Action
Reiterated: Buy
Rating
Buy
Price target
$292.00
Sep 1, 2026
Stock
LPLA
Action
Reiterated: Hold
Rating
Hold
Price target
$377.00
Sep 1, 2026
Stock
RJF
Action
Reiterated: Hold
Rating
Hold
Price target
$160.00
Aug 31, 2026
Stock
TROW
Action
Reiterated: Hold
Rating
Hold
Price target
$110.00

William’s ratings are free on Exent 3 days after publication. Exent Gems has them the same day, with the calls of the top‑ranked analysts and the stocks where several of them agree.

See the top-ranked analysts in Gems

How Exent scores analysts

Exent replays every rating with a price target over a 7‑year lookback: was the target reached, how long it took, and what the stock returned 1, 3, 6 and 12 months after the call. The star rating and rank combine success rate, average return and the number of ratings, so a few lucky calls do not make a top analyst. Statistics as of Jun 24, 2026; ranking updated Oct 20, 2026. How accurate are analyst price targets overall?

Past performance does not guarantee future results. Historical figures are calculated by Exent from market data and are for education only; they are not investment advice or a recommendation to buy or sell any security.

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Exent Gems shows William Katz’s live ratings and those of the top‑ranked analysts, without the 30‑day delay used on this page.
Gems are the stocks where several 4★+ analysts agree: Exent’s shortlist of high‑conviction ideas.
Check any idea against your own portfolio: correlation, concentration and crash exposure before you buy.

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Frequently asked questions

By Exent’s scoring William Katz ranks #823 of 1,000 with a 4.6★ rating. 48.7% of price targets were reached over a 7-year lookback (all analysts: 52.4%), and 67.3% of calls were up 12 months later. Past accuracy does not guarantee future accuracy.

William Katz’s success rate is 55.5% by the ranking source and 48.7% by Exent’s price-target hit-rate backtest, with a median of 107 days to reach a target.

William Katz (TD Cowen) covers 37 stocks, mostly in financials. The most frequently rated are AB, RJF, IVZ, BX, MRX.

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Educational content, not investment advice. Examples are illustrative; past performance does not guarantee future results.

DISCLAIMER: Exent AI is an informational research platform and does not provide investment advice, financial advice, or act as an investment adviser, broker-dealer, or fiduciary. All content, analytics, and model outputs are provided for educational and informational purposes only and should not be relied upon as a recommendation to buy, sell, or hold any financial instrument. Investing involves risk, including the possible loss of principal. Exent AI does not execute trades, hold customer funds, or provide brokerage services. Past performance and hypothetical results are not indicative of future results. Third-party data and AI-generated outputs may be incomplete or inaccurate.

What changed since Oct 12

Key takeaways

Are Analyst Price Targets Accurate? 7 Years of Data

How to Follow Wall Street Analysts the Smart Way: Track Records, Not Headlines

What Are Exent Gems? Top‑Analyst Agreement Explained