Ares Management Corporation (ARES)
Ares Management Corporation (ARES) Presents at RBC Capital Markets Global Financial Institutions Conference 2026 Transcript
Ares Management Corporation (ARES) Presents at RBC Capital Markets Global Financial Institutions Conference 2026 Transcript
Buying A Dollar For 60 Cents - 2 Dividend Bargains I Love
Ares Management offers a compelling mix of income and growth, trading roughly 30% off highs with a 4.8% yield and strong fee growth. ARES benefits from its origination-led model, high asset selectivity, and minimal direct credit risk, supporting double-digit annual fee and dividend growth. Western Midstream remains undervalued, yielding 8.8% with a robust business model, integrated water assets, and a distributable cash flow yield of 11%.
Investors poured billions into private credit. Now many want their money back
The recent spike in private credit redemptions highlights the risks in bringing higher-yielding, illiquid assets into the mainstream retail wealth space. But Blackstone COO Jon Gray told CNBC that most investors do understand the product.
Rare Buying Opportunity: Elite Dividend Growth And Private Credit Machines Getting Too Cheap
A major market fear is crushing valuations in one of the market's most powerful dividend growth sectors. Yields are near historic highs while long-term growth engines remain fully intact. The disconnect between sentiment and fundamentals may be creating a rare opportunity.
ARES Signals Strong 2026 Deal Momentum, Reaffirms Growth Targets
Ares Management signals accelerating 2026 deal momentum with record pipeline and reaffirms double-digit growth targets.
A Historic Opportunity For Dividend Investors To Win Big
AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wrong and highlight rare opportunities to potentially win big.
Ares: The Decline Post Earnings Is A Gift (Rating Upgrade)
Ares is upgraded to Strong Buy after a post-earnings selloff, despite record fundraising and AUM surpassing $600B. ARES reported a double-miss on Q4 EPS and revenue but delivered robust year-over-year growth and hiked its dividend by 20%, pushing yield near 4%. Wealth management AUM surged 69% to $66B, and real assets more than doubled, positioning ARES for growth in retail and infrastructure markets.
Ares Management Corporation (ARES) Q4 2025 Earnings Call Transcript
Ares Management Corporation (ARES) Q4 2025 Earnings Call Transcript
Ares Management: Bonds Offer Interesting 7.0% Plus Yields
Ares Management Corp. has had a phenomenal long-term performance. While the recent underperformance appears to be an opportunity, the valuation is too rich for our taste. We look at the bonds yielding over 7% for an income opportunity.
Ares Management Stock Falls as Q4 Earnings Miss, Expenses Rise Y/Y
ARES stock dips nearly 7.3% as Q4 earnings miss estimates due to higher expenses. Nevertheless, growth in assets under management offers some support.
Ares Management (ARES) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Ares Management (ARES) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ares Management: Growth Continues Despite Macro Fears
Ares Management shares have declined ~30% over the past year amid private credit and AI-related concerns, with Q4 earnings missing expectations. Management fees grew 27%, and AUM surged 29% to $623 billion, driven by strong fundraising and the GCP acquisition, but higher G&A expenses pressured margins. ARES benefits from sticky, long-duration capital structures, a large AUM backlog, and a strong balance sheet, supporting visible fee growth and a 20% dividend increase.
