ARES
Ares ManagementNYSEFinancialsAsset ManagementSnapshot 2026-05-08
As of May 8, 2026, ARES has a composite score of -2.9, indicating a mixed signal. The score is influenced by a macro score of -7.7 and a momentum score of -17.8, while the management score is at 56.4. The analysis is provisional, reflecting uncertainty in the current guidance and macroeconomic conditions.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.00
- Bonus0.00
Why this rank
Joint read: strong + robust historically delivered 80%+ NI-grew rate over T+1y in IT 2024–26 (small N).
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.40 → $1.34 (-3.9% / 30d). 1 raised, 0 cut, 12 covering analysts.
0 upgrades, 0 downgrades / 30d, 6 maintained. 65% of analysts rate Buy.
2 PT revisions / 30d. Avg target 25.4% above current price.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
7 material events in the last 24 months — top 5 listed below.
- 2026-03-30ARES — credit agreementimpact 0.36
- 2026-05-01ARES — dividend updateimpact 0.31
- 2026-03-30ARES — capital allocation — Creation of a Direct Financial Obligation or an Obligation under an Off-Balan…impact 0.28
- 2026-02-05ARES — dividend updateimpact 0.24
- 2025-10-31ARES — dividend updateimpact 0.19
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Achieve strong fundraising levelsgrowthmixed59% progressprovisional
2/5: “CEO: 'We expect another strong year of fundraising which could match or exceed our record levels from 2025.'”
Why this status
Stated in 3 of last 3 quarters. Revenue was $761.5M in 2025-Q4, down from $1.15B in 2025-Q3. Despite the revenue decline, management continues to emphasize strong fundraising potential, but financials show limited progress in achieving this priority.
- 2.Generate over $350 million in net performance incomegrowthbehind0% progress
3/31: “Company expects to generate over $350 million in realized net performance income for 2026.”
Why this status
Newly stated in 2026-Q1. The company has set a target to generate over $350 million in realized net performance income for 2026. However, the financials do not yet provide evidence of progress towards this target, indicating a need for further monitoring.
- 3.Maintain dividend payoutscapital allocationmixed30% progress
5/1: “Ares declared a quarterly dividend of $1.35 per share of its Class A common stock.”
Why this status
Stated in 3 of last 3 quarters. Dividend per share increased from $1.12 in 2025-Q3 to $1.35 in 2026-Q1, showing commitment to maintaining and increasing dividend payouts. This aligns with management's stated priority, indicating delivery on this front.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 46%; 252d 41%.
Drawdown — Max 1y −49%. Bad day move −4%.
Beta to sector ETF (XLF) — 1.56 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 32/100, drawdown 2/100, beta 44/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Achieve strong fundraising levels
GrowthNew since 2026-05-04Ares aims to achieve strong fundraising levels, potentially matching or exceeding previous records.
Behind →MixedStated in 3 of last 3 quarters. Revenue was $761.5M in 2025-Q4, down from $1.15B in 2025-Q3. Despite the revenue decline, management continues to emphasize strong fundraising potential, but financials show limited progress in achieving this priority.
Revenue was $761.5M in 2025-Q459%CEO/CFO:“CEO: 'We expect another strong year of fundraising which could match or exceed our record levels from 2025.'”Earnings callSource dated 2026-02-05Stated 3 of last 8 quartersFirst seen 2026-05-04provisionalShow history (3)
- 2025-Q4Earnings call
“CEO: 'We expect another strong year of fundraising which could match or exceed our record levels from 2025.'”
- 2025-Q3Earnings call
“CEO: 'We now expect to meaningfully exceed our previous annual fundraising record of $93 billion this year.'”
- 2025-Q2Earnings call
“CEO: 'We believe we are on pace to meet or exceed our previous annual record for fundraising.'”
- #2
Generate over $350 million in net performance income
GrowthNew since 2026-05-04Ares aims to generate over $350 million in realized net performance income for the full year 2026.
BehindNewly stated in 2026-Q1. The company has set a target to generate over $350 million in realized net performance income for 2026. However, the financials do not yet provide evidence of progress towards this target, indicating a need for further monitoring.
0%CEO/CFO:“Company expects to generate over $350 million in realized net performance income for 2026.”Press releaseSource dated 2026-03-31Stated 1 of last 8 quartersFirst seen 2026-05-04Show history (1)
- 2026-Q1Press release
“Company expects to generate over $350 million in realized net performance income for 2026.”
- #3
Maintain dividend payouts
Capital allocationNew since 2026-05-04Ares is committed to maintaining its dividend payouts, with recent increases in quarterly dividends.
Behind →MixedStated in 3 of last 3 quarters. Dividend per share increased from $1.12 in 2025-Q3 to $1.35 in 2026-Q1, showing commitment to maintaining and increasing dividend payouts. This aligns with management's stated priority, indicating delivery on this front.
30%CEO/CFO:“Ares declared a quarterly dividend of $1.35 per share of its Class A common stock.”Press releaseSource dated 2026-05-01Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q1Press release
“Ares declared a quarterly dividend of $1.35 per share of its Class A common stock.”
- 2025-Q4Press release
“Ares declared a quarterly dividend of $1.35 per share of its Class A common stock.”
- 2025-Q3Press release
“Ares declared a quarterly dividend of $1.12 per share of its Class A common stock.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
P/E over the last 5 years
0 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
ARES Ares Management | -2.9 | — | elevated |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-05-01)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-05-01)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-018d agoItem 2.02
Results of Operations and Financial Condition . On May 1, 2026, the registrant issued a press release announcing its financial results for the first quarter ended March 31, 2026. The text of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. The information disclosed under this Item 2.02, including Exhibit 99.1 hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 and shall not be de…
earnings preannouncementnegativescore 66 - 2026-05-018d agoItem 7.01
Regulation FD Disclosure . On May 1, 2026, the registrant issued a press release announcing the declaration of a quarterly dividend of $1.35 per share of its Class A common stock, payable on June 30, 2026 to its Class A common stockholders of record as of June 16, 2026. The registrant also issued a detailed earnings presentation announcing its financial results for the first quarter ended March 31, 2026. The text of the press release and earnings presentation is included as Exhibit 99.1 and E…
capital allocationneutralscore 43 - 2026-03-301mo agoItem 1.01
Entry into a Material Definitive Agreement. On March 27, 2026 (the “Closing Date”), Ares Holdings L.P., a Delaware limited partnership (“Ares Holdings” or the “Borrower”) and certain subsidiaries of Ares Management Corporation (the “Company”) entered into a Credit Agreement (the “Credit Agreement”), by and among Ares Holdings, as borrower, the subsidiaries of the Company party thereto, as guarantors, the lenders party thereto and Bank of America, N.A., as administrative agent, that provides a…
capital allocationneutralscore 27 - 2026-03-301mo agoItem 2.03
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in
capital allocationnegativescore 21 - 2026-02-053mo agoItem 2.02
Results of Operations and Financial Condition . On February 5, 2026, the registrant issued a press release announcing its financial results for the fourth quarter and year ended December 31, 2025. The text of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. The information disclosed under this Item 2.02, including Exhibit 99.1 hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 a…
earnings preannouncementnegativescore 9
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.