Ares Management (NYSE: ARES) is expanding aggressively in energy infrastructure, private wealth, and insurance to diversify revenue and drive growth. ARES recently completed major energy deals, raised $5.3B for infrastructure, and is targeting high-net-worth clients for higher-margin business. Despite a premium valuation, ARES boasts strong FCF yield, robust dividend growth, and expects margin expansion, as synergies from acquisitions materialize.
Ares Management said on Monday that it had acquired 100% equity interest in Meade Pipeline for about $1.1 billion.
Ares Management Corporation (NYSE:ARES ) Q2 2025 Earnings Conference Call August 1, 2025 11:00 PM ET Company Participants Greg Michael Mason - Managing Director of Public IR & Communications Jarrod Morgan Phillips - Partner & CFO Michael J. Arougheti - Co-Founder, CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division William Raymond Katz - TD Cowen, Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Brian J.
While the top- and bottom-line numbers for Ares Management (ARES) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ares Management (ARES) came out with quarterly earnings of $1.03 per share, missing the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $0.99 per share a year ago.
Beyond analysts' top-and-bottom-line estimates for Ares Management (ARES), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
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.
Ares Management Corporation is an alternative asset manager that has gone through tremendous growth in the past 10 years. Ares boasts impressive AUM growth, rising dividends, and superior returns, but trades at a significant premium to peers, increasing downside risk. Recent earnings showed strong revenue and AUM growth, but higher expenses led to a sharp drop in net income, highlighting near-term profitability challenges.
For my initial coverage of Ares Management, I am calling it a buy for several reasons that point to continued upside potential. There is ample demand for alternative assets, client inflows have grown, a new business was acquired, and EBITDA margins are strong. The firm has proven itself as a dividend grower over 10 years, and has achieved an investment-grade rating of "A-" from Fitch.
Investors need to pay close attention to Ares Management (ARES) stock based on the movements in the options market lately.
Ares Management Corporation (NYSE:ARES ) Q1 2025 Earnings Conference Call May 5, 2025 11:00 AM ET Company Participants Greg Mason - Co-Head of Public Markets, IR Michael Arougheti - CEO Jarrod Phillips - CFO Conference Call Participants Craig Siegenthaler - Bank of America Bill Katz - TD Cowen Steven Chubak - Wolfe Research Alex Blostein - Goldman Sachs Kyle Voigt - KBW Ken Worthington - JPMorgan Mike Brown - Wells Fargo Patrick Davitt - Autonomous Research Benjamin Budish - Barclays Brian McKenna - Citizens Michael Cyprys - Morgan Stanley Operator Welcome to the Ares Management Corporation's First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
While the top- and bottom-line numbers for Ares Management (ARES) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.