Waverly Advisors LLC Acquires New Shares in Ares Management Corporation $ARES

Waverly Advisors LLC bought a new stake in Ares Management Corporation (NYSE:ARES) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,710 shares of the asset manager’s stock, valued at approximately $514,000.

A number of other hedge funds have also made changes to their positions in the company. Quilter Plc lifted its holdings in shares of Ares Management by 5.6% in the fourth quarter. Quilter Plc now owns 704,069 shares of the asset manager’s stock valued at $113,799,000 after purchasing an additional 37,366 shares in the last quarter. New York Life Investment Management LLC increased its stake in shares of Ares Management by 1,033.1% during the 4th quarter. New York Life Investment Management LLC now owns 28,272 shares of the asset manager’s stock worth $4,570,000 after purchasing an additional 25,777 shares in the last quarter. Osprey Private Wealth LLC increased its stake in shares of Ares Management by 25.6% during the 4th quarter. Osprey Private Wealth LLC now owns 64,530 shares of the asset manager’s stock worth $10,430,000 after purchasing an additional 13,165 shares in the last quarter. Vanguard Group Inc. lifted its stake in Ares Management by 20.2% in the 4th quarter. Vanguard Group Inc. now owns 26,050,425 shares of the asset manager’s stock valued at $4,210,530,000 after buying an additional 4,373,955 shares in the last quarter. Finally, M&T Bank Corp lifted its stake in Ares Management by 169.3% in the 4th quarter. M&T Bank Corp now owns 26,526 shares of the asset manager’s stock valued at $4,287,000 after buying an additional 16,677 shares in the last quarter. Hedge funds and other institutional investors own 50.03% of the company’s stock.

More Ares Management News

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 Trading Up 0.2%

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

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

Ares Management Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th will be paid 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 dividend payout ratio (DPR) is presently 247.71%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Citigroup reissued an “outperform” rating on shares of Ares Management in a report on Thursday, July 9th. BMO Capital Markets lifted their price objective on Ares Management from $125.00 to $128.00 and gave the stock a “market perform” rating in a research report on Monday, July 13th. Royal Bank Of Canada reissued an “outperform” rating on shares of Ares Management in a research note on Wednesday, April 29th. Wall Street Zen lowered shares of Ares Management from a “hold” rating to a “sell” rating in a report on Saturday, July 4th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ares Management in a research note on Tuesday, May 26th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $158.93.

Ares Management Company 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.