Citable filing context
ARES's research view summarizes recent SEC filing context, starting with guidance_update from Sep 30, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 30, 2026 | guidance_update | Ares Management preliminarily expects $10 million in realized net performance income for Q3 2026. |
| Jul 31, 2026 | earnings | Ares Management Corporation reported second quarter 2026 financial results and declared a quarterly dividend of $1.35 per share. |
| Jul 10, 2026 | guidance_update | Ares Management Corporation preliminarily expects Q2 2026 realized net performance income to exceed $50 million. |
| Sep 30, 2026 | Guidance: realized_net_performance_income | not reported to not reported |
| Jul 10, 2026 | Guidance: realized_net_performance_income | 50.00 to not reported |
| Mar 31, 2026 | Guidance: realized_net_performance_income | 350.00 to not reported |
| Aug 7, 2026 | mda_quarterly | Ares Management Corporation’s financial performance for the second quarter of 2026 reflects a robust, diversified platform with $671.3 billion in total assets under management (AUM), up from $622.5 billion at year-end 2025. The firm’s stability is anchored by its perpetual capital and long-dated funds, which accounted for 94% of management fees during the quarter. Growth was driven by strong fundraising in the Credit Group—Ares’ largest segment—and the integration of the GCP Acquisition, which bolstered the Real Assets Group. Despite global market volatility and geopolitical tensions, Ares maintained positive momentum. The firm’s portfolios are well-positioned for fluctuating interest rates, with 82% of debt assets and 51% of total assets held in floating-rate instruments. While private equity activity moderated, the firm saw increased transaction volumes and property value appreciation in commercial real estate, alongside robust demand in digital infrastructure and renewable energy. Ares reported $491.1 million in Fee Related Earnings (FRE) for the quarter, a 20% increase year-over-year. Liquidity remains strong, with $557.1 million in cash and $1.385 billion available under its credit facility. Management continues to prioritize capital deployment and strategic expansion, supported by a 24% embedded growth rate in potential incremental annual management fees from committed but not yet fee-paying capital. |
| 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. |
Source: SEC EDGAR filing text and events; period Sep 30, 2026; filed Sep 30, 2026.
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