Ares Management (ARES)
NYSEFinancialsAsset ManagementSnapshot 2026-07-07
$120.67-0.95%
Close 2026-07-07 · 1-day change
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Track ARES free→Warn: Management is running behind on a stated commitment.
Ares aims to keep strong fundraising, shown by $1.3 billion revenue in Q1 2026. It targets over $350 million in net performance income for 2026. Dividends rose from $1.12 to $1.35 per share, showing steady payouts. Partnerships like Clearstream help grow its market presence.
Ares missed earnings in recent quarters, showing volatile results. Dividend safety is questioned by some investors. Revenue fell from $1.56 billion in Q4 2025 to $1.3 billion in Q1 2026. These issues could hurt growth and payouts.
The price is about 1% above our fair value near $120. Analysts expect 14% revenue growth. Our view aligns with these expectations.
Breaks if: dividend per share falls below $1.35 in 2026-Q1
Ares is committed to maintaining its dividend payouts, with recent increases reflecting strong financial performance.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 4 of last 4 quarters. Dividend per share increased from $1.12 in 2025-Q2 to $1.35 in 2026-Q1, reflecting management's commitment to maintaining and increasing dividend payouts. The trajectory is delivering on this priority.
“Ares declared a quarterly dividend of $1.35 per share, payable on June 30, 2026.”
“Ares declared a quarterly dividend of $1.35 per share, payable on March 31, 2026.”
“Ares declared a quarterly dividend of $1.12 per share, payable on December 31, 2025.”
“Ares declared a quarterly dividend of $1.12 per share, payable on September 30, 2025.”
Breaks if: fundraising revenue falls below $1.3 billion in Q1 2026
Ares aims to achieve strong fundraising levels, potentially matching or exceeding previous records.
Stated in 4 of last 4 quarters. Revenue was $1,298.9 million in 2026-Q1, down from $1,557.7 million in 2025-Q4. Despite the revenue decline, management continues to emphasize strong fundraising, but substantive delivery is limited this quarter.
“CEO: 'We are on track for another record year of fundraising.'”
“CEO: 'We expect another strong year of fundraising which could match or exceed our record levels from 2025.'”
“CEO: 'We now expect to meaningfully exceed our previous annual fundraising record of $93 billion this year.'”
“CEO: 'We believe we are on pace to meet or exceed our previous annual record for fundraising.'”
Breaks if: net performance income falls below $350 million in 2026
Ares aims to generate over $350 million in realized net performance income for the full year 2026.
Stated in 2 of last 2 quarters. Net income was $142.6 million in 2026-Q1, a recovery from a loss of $47.0 million in 2025-Q4. The company maintains its target of over $350 million in net performance income for 2026, showing some progress but still early in the year to fully assess delivery.
“Company expects to generate over $350 million in realized net performance income for 2026.”
“Company continues to expect to generate over $350 million in realized net performance income for 2026.”
Breaks if: No new partnerships or acquisitions in next 4 quarters