Ares Management (ARES) Research

Forward Estimates

EPS Estimates

Current Qtr

$1.35

$1.25$1.43

vs $1.03+30.8%

11 analysts

Next Qtr

$1.48

$1.38$1.64

vs $1.19+24.7%

10 analysts

Current Yr

$5.94

$5.76$6.07

vs $4.76+24.8%

12 analysts

Next Yr

$7.32

$6.81$8.37

vs $5.94+23.2%

14 analysts

Revenue Estimates

Current Qtr

$1.14B

$1.12B$1.16B

vs $993.10M+15.0%

2 analysts

Next Qtr

$1.26B

$1.24B$1.27B

vs $1.14B+10.4%

2 analysts

Current Yr

$4.92B

$4.90B$4.95B

vs $4.26B+15.6%

2 analysts

Next Yr

$6.11B

$5.75B$6.89B

vs $4.92B+24.1%

4 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for ARES on EDGAR.

ARES filing events and research context
Filed	Item	Context
May 8, 2026	mda_quarterly	Ares Management Corporation reported total assets under management (AUM) of $644.3 billion and fee-paying AUM (FPAUM) of $399.6 billion as of March 31, 2026. The company maintains high fee stability, with 93% of management fees derived from perpetual capital or long-dated funds. To mitigate interest rate volatility, 83% of debt assets and 51% of total assets are floating rate instruments. Total revenues increased 28% year-over-year to $1.396 billion, driven by a 21% rise in management fees and a surge in incentive fees, including $138.5 million from the sale of SDL I assets. Net income attributable to Ares Management Corporation rose 202% to $142.6 million. Growth was bolstered by the GCP Acquisition within the Real Assets Group and the BlueCove Acquisition. Despite geopolitical volatility in the Middle East pressuring high yield bonds and leveraged loans, Ares notes strengthening commercial real estate fundamentals and growth in climate infrastructure and AI-driven digital infrastructure. Private equity activity moderated, shifting focus toward operational value creation. Liquidity remains robust with $568.8 million in cash and cash equivalents and $415 million available under its Credit Facility.
Feb 25, 2026	business	Ares is a global alternative investment manager with $622.5 billion in assets under management (AUM) as of December 31, 2025, reflecting a ten-year AUM CAGR of 21%. The firm operates through four primary investment groups: Credit, Real Assets, Secondaries, and Private Equity. The Credit group is the largest segment ($406.9 billion AUM), specializing in self-originated direct lending to U.S., European, and APAC middle markets. Real Assets ($139.1 billion AUM) focuses on logistics, diversified real estate, and infrastructure, recently expanding its digital infrastructure and logistics capabilities through the acquisition of GCP International. The Secondaries group ($42.1 billion AUM) and Private Equity group ($25.3 billion AUM) provide diversified exposure across alternative asset classes and growth buyout transactions. Additional business lines include Ares Insurance Solutions, venture capital focused on artificial intelligence, and SPACs. Ares serves over 2,850 direct institutional relationships, which comprise 76% of AUM, while expanding its retail presence through the Ares Wealth Management Solutions (AWMS) platform. In 2025, the firm raised $113.2 billion in gross new capital commitments. The company employs a credit-oriented investment philosophy and is subject to extensive global regulatory oversight regarding anti-money laundering, tax, and data privacy laws.
Feb 25, 2026	mda	Ares Management Corporation's assets under management (AUM) reached $622.5 billion as of December 31, 2025, driven by $113.2 billion in gross new capital commitments and $145.8 billion in capital deployment. The firm operates across four primary asset classes: Credit ($406.9 billion AUM), Real Assets ($139.1 billion AUM), Secondaries ($42.1 billion AUM), and Private Equity ($25.3 billion AUM). Growth was accelerated by strategic transactions, including the March 2025 acquisition of GCP International, which expanded logistics and digital infrastructure capabilities in Japan, Vietnam, and Brazil, and the 2024 acquisition of WSM in Mexico. Ares Insurance Solutions manages $25.9 billion in AUM, primarily supporting Aspida. Key revenue streams include management fees, carried interest, and incentive fees, with a significant concentration of management fees derived from Ares Capital Corporation (ARCC), a publicly traded business development company. Financial performance is highly sensitive to interest rate fluctuations, though 86% of Credit Group debt assets are floating-rate instruments. Analysts should monitor risks related to intense market competition, potential fee compression, and evolving regulatory frameworks, including the European Union's AIFMD II, the Digital Operational Resilience Act (DORA), and the EU Artificial Intelligence Act.

Filed

Item

Context

May 8, 2026

mda_quarterly

Ares Management Corporation reported total assets under management (AUM) of $644.3 billion and fee-paying AUM (FPAUM) of $399.6 billion as of March 31, 2026. The company maintains high fee stability, with 93% of management fees derived from perpetual capital or long-dated funds. To mitigate interest rate volatility, 83% of debt assets and 51% of total assets are floating rate instruments. Total revenues increased 28% year-over-year to $1.396 billion, driven by a 21% rise in management fees and a surge in incentive fees, including $138.5 million from the sale of SDL I assets. Net income attributable to Ares Management Corporation rose 202% to $142.6 million. Growth was bolstered by the GCP Acquisition within the Real Assets Group and the BlueCove Acquisition. Despite geopolitical volatility in the Middle East pressuring high yield bonds and leveraged loans, Ares notes strengthening commercial real estate fundamentals and growth in climate infrastructure and AI-driven digital infrastructure. Private equity activity moderated, shifting focus toward operational value creation. Liquidity remains robust with $568.8 million in cash and cash equivalents and $415 million available under its Credit Facility.

Feb 25, 2026

business

Ares is a global alternative investment manager with $622.5 billion in assets under management (AUM) as of December 31, 2025, reflecting a ten-year AUM CAGR of 21%. The firm operates through four primary investment groups: Credit, Real Assets, Secondaries, and Private Equity. The Credit group is the largest segment ($406.9 billion AUM), specializing in self-originated direct lending to U.S., European, and APAC middle markets. Real Assets ($139.1 billion AUM) focuses on logistics, diversified real estate, and infrastructure, recently expanding its digital infrastructure and logistics capabilities through the acquisition of GCP International. The Secondaries group ($42.1 billion AUM) and Private Equity group ($25.3 billion AUM) provide diversified exposure across alternative asset classes and growth buyout transactions. Additional business lines include Ares Insurance Solutions, venture capital focused on artificial intelligence, and SPACs. Ares serves over 2,850 direct institutional relationships, which comprise 76% of AUM, while expanding its retail presence through the Ares Wealth Management Solutions (AWMS) platform. In 2025, the firm raised $113.2 billion in gross new capital commitments. The company employs a credit-oriented investment philosophy and is subject to extensive global regulatory oversight regarding anti-money laundering, tax, and data privacy laws.

Feb 25, 2026

mda

Ares Management Corporation's assets under management (AUM) reached $622.5 billion as of December 31, 2025, driven by $113.2 billion in gross new capital commitments and $145.8 billion in capital deployment. The firm operates across four primary asset classes: Credit ($406.9 billion AUM), Real Assets ($139.1 billion AUM), Secondaries ($42.1 billion AUM), and Private Equity ($25.3 billion AUM). Growth was accelerated by strategic transactions, including the March 2025 acquisition of GCP International, which expanded logistics and digital infrastructure capabilities in Japan, Vietnam, and Brazil, and the 2024 acquisition of WSM in Mexico. Ares Insurance Solutions manages $25.9 billion in AUM, primarily supporting Aspida. Key revenue streams include management fees, carried interest, and incentive fees, with a significant concentration of management fees derived from Ares Capital Corporation (ARCC), a publicly traded business development company. Financial performance is highly sensitive to interest rate fluctuations, though 86% of Credit Group debt assets are floating-rate instruments. Analysts should monitor risks related to intense market competition, potential fee compression, and evolving regulatory frameworks, including the European Union's AIFMD II, the Digital Operational Resilience Act (DORA), and the EU Artificial Intelligence Act.

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ARES filing events and research context

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