Ares Management Corporation (ARES) Presents at Goldman Sachs 30th Annual European Financials Conference 2026 Transcript
Ares Management Corporation (ARES) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Ares Management targets strong long-term earnings growth as rising AUM, fee revenues and acquisitions expand its alternative investment platform.
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 Management Corporation (ARES) Q1 2026 Earnings Call Transcript
The firm dismissed concerns surrounding private-credit fund redemption requests and artificial intelligence disruption.
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.
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.
Although the revenue and EPS for Ares Management (ARES) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ares Management (ARES) came out with quarterly earnings of $1.24 per share, missing the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.09 per share a year ago.
Ares Management (ARES) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Private credit defaults are relatively contained, with most of the stress in the sector being liquidity- and rate-driven, the head of Ares Management Corp said on Wednesday.