Ares Management keeps raising its dividend and breaking fundraising records even as its stock slides 25% this year, which raises a question most investors in the company have not yet answered: what exactly are they holding?
ARES' stock price has jumped by roughly 16.5% since my last strong buy rating. ARES delivered robust double-digit FRE growth (~20%) and record fundraising, with AUM reaching $671B and FPAUM at $410B. The infrastructure segment is driving outsized growth, with FRE up ~30% year-over-year. I expect more upside thanks to the AI and power infrastructure.
Shares of Ares Management ARES have jumped 28.8% in the past six months, outperforming the industry's 15.3% growth. In the same time frame, the S&P 500 has rallied 13.1%.
| Capital Markets Industry | Financials Sector | Michael J. Arougheti CEO | XDUS Exchange | US03990B1017 ISIN |
| US Country | 4,343 Employees | 16 Sep 2026 Last Dividend | - Last Split | - IPO Date |
Ares Management Corporation is a leading global alternative asset manager with a comprehensive suite of investment offerings across the United States, Europe, and Asia. Founded in 1997 and headquartered in Los Angeles, California, Ares Management has grown to become a key player in the investment management industry, providing a wide range of financial solutions to its diverse clientele. Originally known as Ares Management, L.P., the company has adapted and expanded over the years, establishing itself as a trusted partner for institutional and retail investors alike. With additional offices spread across key global markets, Ares Management Corporation leverages its extensive network and deep market knowledge to offer strategic investment opportunities and financial services tailored to the evolving needs of its clients.
Ares Management Corporation's comprehensive range of financial products and services is designed to cater to the varied needs of its clientele, including institutional and retail investors. The firm’s diverse offerings encompass several key segments: