Ares Management (ARES) Stock Overview
Operates as an alternative asset manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 2/6 |
| Dividends | 2/6 |
ARES Community Fair Values
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Analyst Price Targets
Ares Management Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$128.74 |
| 52 Week High | US$195.26 |
| 52 Week Low | US$95.80 |
| Beta | 1.52 |
| 1 Month Change | 8.18% |
| 3 Month Change | 14.28% |
| 1 Year Change | -22.81% |
| 3 Year Change | 44.42% |
| 5 Year Change | 123.43% |
| Change since IPO | 592.15% |
Recent News & Updates
Narrative Update • May 29
ARES: Future Returns Will Reflect Retail Credit Resilience And XE IPO Upside
Analysts have trimmed the Ares Management price target to about $145 from roughly $171, reflecting updated expectations for slower revenue growth, slightly lower profit margins, and a modestly lower future P/E multiple, while still citing long term earnings potential for the sector. Analyst Commentary Recent research on Ares Management highlights a mix of optimism about long term earnings power and caution around near term earnings quality and flows in certain products.
Narrative Update • May 14
ARES: Private Credit Sentiment Reset Will Support Future Earnings Resilience
Analysts have adjusted the Ares Management price target lower from about $218 to roughly $176, reflecting updated assumptions for growth, margins and future P/E, even as recent research shows a mix of target cuts and one increase across the Street. Analyst Commentary Recent research on Ares Management shows a cluster of target cuts from several firms, paired with a smaller set of more upbeat calls that focus on valuation support and the private credit franchise.Seeking Alpha • May 10
Ares Management: Rally Could Just Be Getting Started As AUM Formation Ramps Up
Summary Ares Management grew fee-related earnings by 26% year-over-year during the first quarter. AUM reached $644.3 billion, and management fees rose 25%. ARES is currently paying a 4.4% dividend yield, the highest in over 5 years, with the company having a history of blockbuster dividend hikes. 93% of management fees are from perpetual or long-dated capital, supporting stable earnings despite private credit redemption fears. Read the full article on Seeking AlphaRecent updates
Narrative Update • May 29
ARES: Future Returns Will Reflect Retail Credit Resilience And XE IPO Upside
Analysts have trimmed the Ares Management price target to about $145 from roughly $171, reflecting updated expectations for slower revenue growth, slightly lower profit margins, and a modestly lower future P/E multiple, while still citing long term earnings potential for the sector. Analyst Commentary Recent research on Ares Management highlights a mix of optimism about long term earnings power and caution around near term earnings quality and flows in certain products.Narrative Update • May 14
ARES: Private Credit Sentiment Reset Will Support Future Earnings Resilience
Analysts have adjusted the Ares Management price target lower from about $218 to roughly $176, reflecting updated assumptions for growth, margins and future P/E, even as recent research shows a mix of target cuts and one increase across the Street. Analyst Commentary Recent research on Ares Management shows a cluster of target cuts from several firms, paired with a smaller set of more upbeat calls that focus on valuation support and the private credit franchise.Seeking Alpha • May 10
Ares Management: Rally Could Just Be Getting Started As AUM Formation Ramps Up
Summary Ares Management grew fee-related earnings by 26% year-over-year during the first quarter. AUM reached $644.3 billion, and management fees rose 25%. ARES is currently paying a 4.4% dividend yield, the highest in over 5 years, with the company having a history of blockbuster dividend hikes. 93% of management fees are from perpetual or long-dated capital, supporting stable earnings despite private credit redemption fears. Read the full article on Seeking Alpha
Narrative Update • Apr 30
ARES: Private Credit Sentiment Shifts Will Shape Balanced Risk And Opportunity
Analysts have trimmed Ares Management price targets by varying amounts across several firms, yet still point to steady revenue and margin assumptions and in some cases highlight what they see as an opportunity created by weaker sentiment toward private credit. Analyst Commentary Recent research on Ares Management is mixed, with many firms trimming price targets while keeping an eye on how private credit sentiment may influence valuation and asset growth.Narrative Update • Apr 16
ARES: Private Credit Outflows And Margin Pressure Will Drive A More Cautious Outlook
The analyst price target for Ares Management shifts from about $113 to $104 as analysts factor in updated assumptions around private credit fee growth, slightly lower profit margins, and a more conservative future P/E multiple, even as revenue growth expectations are adjusted upward. Analyst Commentary Recent research around Ares Management points to a more cautious tone, especially on private credit and valuation.Narrative Update • Apr 01
ARES: Private Credit Sentiment Reset And CLO Expansion Will Shape Returns
Analysts have trimmed the Ares Management fair value estimate from about $138 to roughly $113, reflecting a series of lower price targets across the Street as they moderate profit margin and business development company earnings assumptions, even as some continue to highlight what they see as an attractive entry point in private credit heavy alternative managers. Analyst Commentary Recent research on Ares Management shows a clear reset in expectations, with several firms cutting price targets and revisiting assumptions around private credit, retail fundraising and business development company earnings.Narrative Update • Mar 18
ARES: Private Credit Weakness And LBO Expansion Will Drive Future Upside
Ares Management's analyst price target has reset from $166 to $138 as analysts factor in softer private credit flows and lower realization assumptions, even as several firms still highlight recent share weakness as a potential entry point. Analyst Commentary Recent research on Ares Management points to a more cautious tone around private credit flows, realization assumptions, and the valuation the market is placing on fee related earnings.Narrative Update • Mar 04
ARES: Future Returns Will Reflect Private Credit Resilience And Real Assets Expansion
The updated analyst price target for Ares Management moves lower, with our fair value estimate shifting from $177.94 to $170.59 as analysts factor in reduced expectations for business development company flows and realizations, as well as recent industry wide concerns around private credit, even as some still highlight what they see as attractive entry points for credit focused alternative managers. Analyst Commentary Recent Street research around Ares Management has become more mixed, with several firms cutting price targets while still seeing the company as an important player in private credit and alternative asset management.Narrative Update • Feb 18
ARES: Future Returns Will Reflect Expanding Real Assets And Index Inclusion
The analyst price target for Ares Management has been reduced by $5.66 to $177.94 as analysts factor in a higher discount rate, slightly lower projected profit margins, and a lower future P/E multiple, even as they reference recent mixed target moves and rating changes across the Street. Analyst Commentary Recent Street research on Ares Management reflects a split view, with several firms revising price targets both higher and lower and at least one upgrade calling out a more attractive entry point.Narrative Update • Feb 04
ARES: Private Credit Expansion And Index Additions Will Support Future Upside
Analysts have nudged their average price target on Ares Management higher by a few dollars, reflecting refreshed models that incorporate updated assumptions for discount rate, revenue growth, profit margin and future P/E multiples, along with recent target changes across the Street. Analyst Commentary Recent research on Ares Management shows a mix of optimism and caution, with several firms adjusting price targets in both directions as they refresh their models and sector views.Narrative Update • Jan 21
ARES: Fair Value View Balances Private Credit Momentum And Legal Uncertainty
Analysts have raised their Ares Management fair value estimate from US$138.67 to US$166.00, reflecting updated assumptions on revenue growth, profit margins, and future P/E that are consistent with recent price target revisions from firms across the Street. Analyst Commentary Recent Street research on Ares Management shows a wide range of fair value opinions, with several firms lifting targets while at least one has trimmed expectations.Narrative Update • Jan 07
ARES: Private Credit Strength And Q3 Reassurance Will Support Earnings Resilience
Analysts have nudged their price targets on Ares Management into a higher US$175 to US$197 range, reflecting updated models after Q3 results, a higher assumed discount rate, adjusted revenue growth and profit margin expectations, and a slightly higher future P/E multiple. Analyst Commentary Bullish analysts are leaning into Ares Management's latest Q3 update, resetting their models with higher price targets clustered in the upper end of the current US$175 to US$197 range.Narrative Update • Dec 15
ARES Strong Private Credit Margins Will Support Earnings Resilience Despite Legal Scrutiny
Analysts have lifted their price target on Ares Management to $218 from about $190, reflecting confidence in the firm’s stronger margin profile, more attractive forward valuation, and sustained leadership in private credit despite moderating top line growth and macro headwinds. Analyst Commentary Bullish analysts highlight that Ares Management continues to outperform expectations, pointing to better than anticipated Q3 results and resilient fee related earnings as key drivers behind recent price target increases.Narrative Update • Dec 01
ARES: Future Performance Will Reflect Private Credit Strength Despite Competitive Risks
Analysts have slightly reduced their fair value estimate for Ares Management to $183.60 from $183.94. They cite improved revenue growth but marginally softer profit margin forecasts and continued strength in private credit activity following strong Q3 results.Narrative Update • Nov 17
ARES: Future Outperformance Will Be Driven By Private Credit Momentum
The average analyst price target for Ares Management has been revised upward by nearly $4 to approximately $184. Recent earnings outperformance and the firm’s credibility in private credit are driving renewed optimism among analysts, despite ongoing industry headwinds.Narrative Update • Nov 01
ARES: Fee Strength And Credit Competitiveness Will Drive Long-Term Performance
Analysts have slightly reduced their fair value estimate for Ares Management to $180.00 from $180.20. This change reflects recent adjustments to market expectations amid credit concerns, but ongoing support comes from strong investment activity and solid fee-related earnings.Narrative Update • Oct 18
Alternative Investments And Global Expansion Will Unlock Fee Potential
Ares Management's analyst price target has been revised downward from $191 to $180.20 per share. This reflects analysts' views of modest changes in growth expectations and profit margins amid ongoing industry competition and evolving market conditions.Narrative Update • Oct 04
Alternative Investments And Global Expansion Will Unlock Fee Potential
Ares Management's analyst price target has shifted modestly downward from $193.69 to $191.00, as analysts cite strong fundamentals but acknowledge a slower revenue growth outlook and increased market competition. Analyst Commentary Recent analyst updates on Ares Management reflect a balance of both optimism and caution regarding the firm’s future performance and valuation drivers.Narrative Update • Sep 04
Alternative Investments And Global Expansion Will Unlock Fee Potential
Analysts maintain a positive outlook on Ares Management, citing robust investment performance, resilient business fundamentals, and management’s ability to meet key targets, supporting a consensus price target that remains unchanged at $193.69. Analyst Commentary Bullish analysts point to strong underlying investment performance across all Ares Management’s businesses, despite some quarter-to-quarter volatility in realized performance income.Seeking Alpha • Apr 20
Ares Management: Opportunity In Private Credit
Summary Ares Management Corporation is a leading private markets investment manager, focusing on private credit with significant growth potential, making it an attractive buy at current levels. Private credit, encompassing direct lending, mezzanine debt, distressed debt, and special situations, is projected to grow significantly, positioning Ares for substantial AUM growth. Ares has demonstrated a strong track record with a 19% CAGR in AUM since 2011, supported by a diversified global investor base. Read the full article on Seeking AlphaShareholder Returns
| ARES | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 3.5% | 1.1% | 1.6% |
| 1Y | -22.8% | 10.7% | 28.2% |
Return vs Industry: ARES underperformed the US Capital Markets industry which returned 10.7% over the past year.
Return vs Market: ARES underperformed the US Market which returned 28.2% over the past year.
Price Volatility
| ARES volatility | |
|---|---|
| ARES Average Weekly Movement | 6.2% |
| Capital Markets Industry Average Movement | 3.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: ARES has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ARES's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1997 | 4,297 | Mike Arougheti | www.ares.com |
Ares Management Corporation operates as an alternative asset manager. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company’s Private Equity Group segment specializes in early venture, turnaround, mid venture, late venture, recapitalization, growth capital, middle market, mezzanine, distressed and growth buyouts.
Ares Management Corporation Fundamentals Summary
| ARES fundamental statistics | |
|---|---|
| Market cap | US$42.39b |
| Earnings (TTM) | US$561.67m |
| Revenue (TTM) | US$5.91b |
51.7x
P/E Ratio4.9x
P/S RatioIs ARES overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ARES income statement (TTM) | |
|---|---|
| Revenue | US$5.91b |
| Cost of Revenue | US$3.69b |
| Gross Profit | US$2.22b |
| Other Expenses | US$1.66b |
| Earnings | US$561.67m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.49 |
| Gross Margin | 37.56% |
| Net Profit Margin | 9.51% |
| Debt/Equity Ratio | 160.1% |
How did ARES perform over the long term?
See historical performance and comparisonDividends
4.2%
Current Dividend Yield185%
Payout RatioDoes ARES pay a reliable dividends?
See ARES dividend history and benchmarks| Ares Management dividend dates | |
|---|---|
| Ex Dividend Date | Jun 16 2026 |
| Dividend Pay Date | Jun 30 2026 |
| Days until Ex dividend | 14 days |
| Days until Dividend pay date | 28 days |
Does ARES pay a reliable dividends?
See ARES dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/01 23:35 |
| End of Day Share Price | 2026/06/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Ares Management Corporation is covered by 21 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Benjamin Budish | Barclays |
| Brennan Hawken | BMO Capital Markets Equity Research |
| Craig Siegenthaler | BofA Global Research |