Renaissance Technologies LLC Takes $9.35 Million Position in Ares Management Corporation $ARES

Renaissance Technologies LLC acquired a new position in shares of Ares Management Corporation (NYSE:ARES) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 85,700 shares of the asset manager’s stock, valued at approximately $9,350,000.

Other hedge funds also recently modified their holdings of the company. Osbon Capital Management LLC purchased a new stake in shares of Ares Management in the fourth quarter valued at about $32,000. Atlantic Edge Private Wealth Management LLC purchased a new stake in Ares Management in the fourth quarter worth $42,000. Elyxium Wealth LLC bought a new stake in Ares Management in the 4th quarter valued at about $42,000. Summit Securities Group LLC bought a new stake in shares of Ares Management in the fourth quarter valued at approximately $49,000. Finally, AlphaCentric Advisors LLC purchased a new stake in shares of Ares Management during the fourth quarter worth $62,000. Hedge funds and other institutional investors own 50.03% of the company’s stock.

Analysts Set New Price Targets

ARES has been the subject of a number of analyst reports. Barclays cut their price objective on shares of Ares Management from $140.00 to $139.00 and set an “overweight” rating for the company in a research report on Thursday, July 9th. Citigroup reaffirmed an “outperform” rating on shares of Ares Management in a research note on Thursday, July 9th. Wall Street Zen lowered Ares Management from a “hold” rating to a “sell” rating in a research note on Saturday, July 4th. Morgan Stanley set a $160.00 price target on shares of Ares Management in a research report on Tuesday, July 21st. Finally, Keefe, Bruyette & Woods upgraded Ares Management to a “hold” rating in a research report on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $158.93.

Ares Management Trading Up 0.2%

NYSE ARES opened at $128.31 on Monday. The stock has a market cap of $42.32 billion, a P/E ratio of 58.86, a P/E/G ratio of 1.14 and a beta of 1.49. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 0.96. The stock’s fifty day moving average price is $123.83 and its 200-day moving average price is $123.61. Ares Management Corporation has a 12 month low of $95.80 and a 12 month high of $195.26.

Ares Management (NYSE:ARES) last announced its quarterly earnings data on Friday, July 31st. The asset manager reported $1.29 earnings per share for the quarter, topping analysts’ consensus estimates of $1.28 by $0.01. The company had revenue of $1.43 billion during the quarter, compared to analyst estimates of $1.27 billion. Ares Management had a net margin of 10.63% and a return on equity of 25.47%. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same period in the previous year, the business earned $1.03 EPS. As a group, equities analysts forecast that Ares Management Corporation will post 5.98 EPS for the current fiscal year.

Ares Management Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th will be given a $1.35 dividend. This represents a $5.40 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date of this dividend is Wednesday, September 16th. Ares Management’s payout ratio is 247.71%.

Ares Management News Summary

Here are the key news stories impacting Ares Management this week:

• Positive Sentiment: Record fundraising supports future fee growth. Ares raised more than $36 billion during the second quarter as institutions continued allocating capital to private credit. Assets under management exceeded $671 billion at June 30, strengthening the company’s recurring management-fee base. Ares hauls record $36 billion on private credit fundraising momentum
• Positive Sentiment: Fee-related earnings and investment flows improved. Fee-related earnings reached $491.1 million, while after-tax realized income was $467.6 million, or $1.29 per share. The results indicate continued operating momentum despite mixed revenue performance. Ares Management Reports $150.6 Million Q2 Net Income
• Positive Sentiment: Earnings exceeded consensus and direct-lending activity remained robust. Second-quarter earnings of $1.29 per share were slightly above the $1.28 consensus and increased from $1.03 a year earlier. Ares also closed approximately $8.2 billion of U.S. direct-lending commitments across 69 transactions, bringing the 12-month total to about $52.3 billion. Ares Management Corporation Reports Second Quarter 2026 Results
• Neutral Sentiment: Shareholder distributions were maintained. Ares declared a quarterly common-stock dividend of $1.35 per share, payable September 30, 2026, along with a dividend on its Series B mandatory convertible preferred stock. Ares Management Reports $150.6 Million Q2 Net Income
• Negative Sentiment: Revenue missed expectations, and private-credit losses could pressure sentiment. Analysts noted that quarterly revenue fell short of estimates even as earnings met or narrowly exceeded forecasts. Separately, reports highlighted rising defaults and an uptick in non-accruals at Ares-related private-credit funds, raising concerns about portfolio credit quality as the platform expands. Ares Private-Credit Fund Reports Rising Defaults, and New Deals

Ares Management Profile

Ares Management Corporation (NYSE: ARES) is a global alternative asset manager that provides investment solutions across credit, private equity and real estate. The firm originates and manages capital across a range of strategies including direct lending, syndicated and special situations credit, private equity buyouts and growth investments, and real estate equity and debt. Ares serves institutional investors, insurance companies, pension funds, sovereign wealth funds, and high‑net‑worth clients through both commingled funds and bespoke managed account structures.

Within credit, Ares offers strategies spanning leveraged loans, structured credit, opportunistic and distressed debt, and specialty finance, with an emphasis on underwriting, portfolio construction and active asset management.