Will ARES' Expanding AUM Balance Aid Long-Term Earnings Growth?
Ares Management targets strong long-term earnings growth as rising AUM, fee revenues and acquisitions expand its alternative investment platform.
ARES - Ares Management Corporation
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$171.13
DETAILS
HIGH:
$215.00
LOW:
$140.00
MEDIAN:
$164.00
CONSENSUS:
$171.13
UPSIDE:
37.55%
Stock News
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Ares Management bulks up on credit funds in first quarter of 2026
Private credit pioneer Ares Management disclosed a wide array of new or increased stakes in alternative asset vehicles including several direct lending funds in its quarterly 13-F filing with the U.S. Securities and Exchange Commission on Friday.
Ares Management Corporation to Present at the Bernstein 42nd Annual Strategic Decisions Conference
NEW YORK CITY, NY / ACCESS Newswire / May 13, 2026 / Ares Management Corporation (NYSE:ARES) announced today that its Co-Founder and Chief Executive Officer, Michael Arougheti, is scheduled to present at the Bernstein 42nd Annual Strategic Decisions Conference on Wednesday, May 27, 2026 at 11:00am ET. A live audio webcast of the presentation will be available on the Investor Resources section of the Company's website at www.aresmgmt.com.
Found Industries and ARES Strategic Mining Sign MOU to Advance Domestic Gallium, Germanium and Fluorspar Recovery from Utah's Lost Sheep Mine
Found to evaluate resin-free electrochemical Direct Feedstock Extraction technology at the only currently permitted fluorspar mine in the United States BOSTON and JUAB COUNTY, Utah, May 12, 2026 /PRNewswire/ -- Found Industries, through its Found Metals division, and ARES Strategic Mining Inc. (CSE: ARS) (OTC: ARSMF) (FRA: N8I1) today announced the signing of a Memorandum of Understanding to evaluate the recovery of gallium, germanium and other strategic critical materials from ARES-owned or controlled feedstocks associated with the Lost Sheep Mine in Utah. The collaboration brings together a uniquely strategic U.S. mineral asset and an emerging domestic critical metals processing platform at a moment when secure North American supply chains for semiconductors, defense systems, energy technologies and advanced manufacturing have become an urgent industrial priority.
Found Industries and ARES Strategic Mining Sign MOU to Advance Domestic Gallium, Germanium and Fluorspar Recovery from Utah's Lost Sheep Mine
Found to evaluate resin-free electrochemical Direct Feedstock Extraction technology at the only currently permitted fluorspar mine in the United States Boston, MA / Juab County, Utah – TheNewswire - May 12, 2026 — Found Industries, through its Found Metals division, and ARES Strategic Mining Inc. (CSE: ARS) (OTC: ARSMF) (FRA: N8I1) today announced the signing of a Memorandum of Understanding to evaluate the recovery of gallium, germanium and other strategic critical materials from ARES-owned or controlled feedstocks associated with the Lost Sheep Mine in Utah.
Private Credit's Hot Streak Is Over
The decline in returns is due to the Federal Reserve's rate cuts and rising defaults on their loans, firms say.
Ares Management: Rally Could Just Be Getting Started As AUM Formation Ramps Up
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.
Ares-Led Group Backs Apollo's GoodLife Investment With $800 Million Financing
Ares Management (ARES), Antares Capital and JPMorgan Chase and Co. (JPM) have provided around $800 million in private credit financing to support Apollo Global Ma
Ares CEO Michael Arougheti on AI implementation
Michael Arougheti, CEO of Ares Management, joins CNBC's "Squawk on the Street" to discuss how the company plans to implement AI.
Ares Management Corp (ARES) Q1 2026 Earnings Call Highlights: Record Fundraising and Robust Growth Amid Market Challenges
Assets Under Management (AUM): Increased 18% year-over-year to $644 billion.Fee-Paying AUM: Increased 19% to $400 billion.Management Fees: Increased 22% year-o
Ares Management Corporation (ARES) Q1 2026 Earnings Call Transcript
Ares Management Corporation (ARES) Q1 2026 Earnings Call Transcript
Ares Management Raises Record $30 Billion in First Quarter Despite Market Fears
The firm dismissed concerns surrounding private-credit fund redemption requests and artificial intelligence disruption.
Is Ares Management (ARES) a Value Opportunity After Q1 2026? GAAP EPS $0.46 (miss vs $1.39 est), Revenue not disclosed; GF Score 83/100, GF Value: 32.5% undervalued
GAAP net income: $142.6 million; GAAP EPS: $0.46 vs current quarterly EPS estimate of $1.39After-tax realized income (ATRI): $452.4 million; ATRI/share: $1.24F
Ares Management Q1 Earnings Lag Estimates, Stock Up as AUM Rises Y/Y
ARES' Q1 realized income per share misses estimates as expenses rise Y/Y. Nevertheless, shares gain nearly 1.2% as AUM climbs 18% from a year ago.
Private credit roundup: the ebb and flow of fresh investment
Ares Management , one of the biggest names in private credit, reported not just a record amount of fundraising this week; it also showed its balance sheet is feeling no stress from the jitters around loans to software businesses.
Ares Raises Record $30 Billion Despite Private Credit Valuation Slump
Global alternative investment manager Ares Management raised $30 billion in the first quarter, a figure that was up more than 45% year over year and marked a first-quarter record for the company.
Price Targets
Ares Management price target raised to $140 from $127 at Barclays
$140.00
(was $119.06)
Barclays
Ares Management price target lowered to $163 from $178 at Morgan Stanley
$163.00
(was $122.32)
Morgan Stanley
Ares Management price target lowered to $173 from $180 at RBC Capital
$173.00
(was $115.94)
Bart Dziarski
·
RBC Capital
Ares Management price target lowered to $148 from $198 at UBS
$148.00
(was $128.16)
UBS
Ares Management price target lowered to $180 from $200 at RBC Capital
$180.00
(was $135.12)
RBC Capital
Ares Management price target lowered to $215 from $224 at Oppenheimer
$215.00
(was $128.94)
Oppenheimer
Ares Management price target lowered to $165 from $189 at Goldman Sachs
$165.00
(was $128.70)
Goldman Sachs
Ares Management price target lowered to $190 from $222 at Barclays
$190.00
(was $121.87)
Barclays
Ares Management upgraded to Buy from Hold at Deutsche Bank
$155.00
(was $121.87)
Brian Bedell
·
Deutsche Bank
Ares Management price target raised to $178 from $175 at Morgan Stanley
$178.00
(was $149.69)
Morgan Stanley
Ares Management price target raised to $224 from $190 at Oppenheimer
$224.00
(was $167.03)
Oppenheimer
Ares Management price target lowered to $198 from $201 at UBS
$198.00
(was $169.50)
UBS
Ares Management price target raised to $222 from $218 at Barclays
$222.00
(was $175.75)
Barclays
Ares Management price target raised to $210 from $204 at Wolfe Research
$210.00
(was $172.84)
Wolfe Research
Ares Management price target raised to $218 from $187 at Barclays
$218.00
(was $176.82)
Barclays
UBS Assumes Ares Management, L.P. (ARES) at Neutral
$201.00
(was $178.30)
Michael Brown
·
UBS
Ares Management price target raised to $190 from $180 at Oppenheimer
$190.00
(was $153.75)
Chris Kotowski
·
Oppenheimer
Ares Management price target lowered to $175 from $178 at Morgan Stanley
$175.00
(was $149.21)
Morgan Stanley
Ares Management upgraded to Outperform from Perform at Oppenheimer
$180.00
(was $143.63)
Oppenheimer
Ares Management price target lowered to $187 from $200 at Barclays
$187.00
(was $148.64)
Barclays