Analyst Recommendation Trends
Wall Street analyst consensus for ARES over the last few months:
Latest ARES News
BT’s TalkTalk swoop risks broadband monopoly, rival bidder warns
Ministers should block BT from acquiring rival TalkTalk to avoid creating a broadband monopoly in the UK, a rival bidder has warned.
Ares Management Corporation Updates the Time of Its Earnings Conference Call for the Third Quarter Ending September 30, 2026
Ares Management Corporation announced today that it has updated the time it will hold its earnings webcast/conference call for the third quarter ending September 30, 2026 to 9:00am ET on Thursday, October 29, 2026. Ares Management Corporation will report its earnings for the third quarter ending September 30, 2026 earlier that morning, prior to the opening of the New York Stock Exchange.
Awayday Announces Strategic Investment from Warburg Pincus
Awayday (the "Company"), a leading vacation rental management company on a mission to perfect the vacation rental experience for owners and guests alike, today announced it has closed a significant investment from Warburg Pincus, the pioneer of global growth investing. The investment is being made by the Warburg Pincus Capital Solutions Founders Fund ("WPCS FF"). The Company's majority owners, an Ares Private Equity fund ("Ares") and LightBay Capital ("LightBay"), will remain the controlling sha
TalkTalk lenders threaten to sue over potential BT takeover
TalkTalk’s lenders are considering legal action if BT is given approval to mount a rescue deal for the struggling broadband business.
Ares Management (ARES) Stock Looks Near Fair Value On Its 77% Five Year Run
Ares Management has seen its stock give back ground in recent months after a strong multi‑year climb. This puts a fresh spotlight on whether the current price lines up with the returns it earns on its capital. With investors weighing eye catching long term gains against a weaker year to date performance, the question now is how the business is actually putting its capital base to work. Over the past 5 years the stock has returned about 77%, which makes the sustainability and quality of Ares...
Ares Management: The Growth Stock Disguised as an Income Play
Ares Management keeps raising its dividend and breaking fundraising records even as its stock slides 25% this year, which raises a question most investors in the company have not yet answered: what exactly are they holding?
Can Lazard's Asset Management Growth Power Its 2030 Revenue Goal?
LAZ's AUM reaches $285 billion as net inflows and strategic investments drive asset management growth. Can this help double revenue by 2030?
ARES CAPITAL CORPORATION SCHEDULES EARNINGS RELEASE FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2026
Ares Capital Corporation ("Ares Capital") (NASDAQ: ARCC) announced today that it will report earnings for the third quarter ended September 30, 2026 on Tuesday, October 27, 2026 prior to the opening of the Nasdaq Global Select Market. Ares Capital invites all interested persons to attend its webcast/conference call at 12:00 p.m. (Eastern Time) on the same day to discuss its third quarter ended September 30, 2026 financial results.
'Blue Owl Again Caps Two BDCs After 39%, 17% Withdrawal Requests' - Bloomberg
https://www.bloomberg.com/news/articles/2026-10-02/blue-owl-again-caps-two-bdcs-after-39-17-withdrawal-requests
Wells Fargo Initiates Coverage On Ares Management with Overweight Rating, Announces Price Target of $136
Wells Fargo analyst Daniel Welden initiates coverage on Ares Management (NYSE:ARES) with a Overweight rating and announces Price Target of $136.
Is Ares’ US$4.2 Billion Structured Solutions Fund Reshaping The Investment Case For ARES?
Ares Management recently disclosed that it raised about US$4.20 billion for its inaugural Ares Global Structured Solutions Fund, and its funds also contributed US$2.0 billion to a US$6.5 billion financing for Phoenix Tower International and over €1.00 billion to a Plenitude capital reorganization, transactions that have already taken place. Taken together, this outsized fundraise and pair of large financings underscore Ares’ ability to source substantial capital and structure complex...
Ares Raises $4.2 Billion for Inaugural Global Structured Solutions Strategy
NEW YORK, October 01, 2026--Ares Management Corporation (NYSE: ARES) ("Ares"), a leading global alternative investment manager, announced today that it has raised approximately $4.2 billion of capital for its inaugural Ares Global Structured Solutions Fund ("AGSS" or the "Fund") and affiliated vehicles. The Fund significantly exceeded its $1 billion target.
'Carlyle Warns Private Credit’s AI Push Raises Concentration Risk' - Bloomberg
https://www.bloomberg.com/news/articles/2026-10-01/carlyle-warns-private-credit-s-ai-push-raises-concentration-risk
Ares Provides $2 Billion Debt Facility to Phoenix Tower International
LONDON, October 01, 2026--Ares Management Corporation (NYSE: ARES), a leading global alternative investment manager, announced today that certain of its funds ("Ares") provided $2.0 billion of a $6.5 billion multi-jurisdiction financing for Phoenix Tower International ("PTI"), a leading global owner and operator of telecom tower infrastructure. As part of the transaction, Ares funded approximately $1.8 billion at closing.
Ares Strengthens Commitment to Plenitude Through €1 Billion Capital Contribution
LONDON, October 01, 2026--Ares Management Corporation (NYSE: ARES), a leading global investment manager, announced today that Ares Alternative Credit funds ("Ares") participated in a reorganization of the shareholding and governance structure of Plenitude through which Ares and Eni S.p.A ("Eni") upsized their capital contribution by approximately €1.5 billion, of which over €1 billion is attributable to Ares, based on a pre-money equity valuation of Plenitude of €10.75 billion. Following complet
AMP's $5.5B Buyback Aids Shareholder Returns: Will It Be Sustainable?
Ameriprise adds $5.5 billion to its share repurchase authorization, backed by strong capital and cash flow.
Ares Management Corporation Schedules Earnings Release and Conference Call for the Third Quarter Ending September 30, 2026
Ares Management Corporation announced today that it will report earnings for the third quarter ending September 30, 2026 on Thursday, October 29, 2026 prior to the opening of the New York Stock Exchange. Ares Management Corporation will hold its webcast/conference call on the same day at 11:00 a.m. (Eastern Time) to discuss its third quarter ending September 30, 2026 financial results.
TalkTalk gets engaged tone as buyers close in on £200m break-up
TalkTalk Telecom Group is closing in on a £200m deal to break itself up as its biggest lender again emerges as the leading contender to take control of one of Britain's biggest broadband suppliers. Sky News has learnt that Ares Management was on Tuesday morning regarded as the likeliest bidder to gain ownership of TalkTalk's consumer arm as the private equity firm Epiris progresses a roughly £200m transaction to acquire PXC, the group's wholesale network. As things stand, they said, the disposals of TalkTalk's consumer and wholesale divisions are likely to be implemented by way of a pre-pack administration process, with the appointment of Alvarez & Marsal (A&M) to handle an insolvency process possible as soon as this Thursday.
Burry Sees AI Bubble Bursting Sooner, Shifts to Put Options
Michael Burry is moving up the timeline for his bearish thesis on the AI boom, switching from short
Real Estate Secondaries Become a $20B Liquidity Market
Real estate secondaries are moving into the mainstream as sponsors seek liquidity without giving up assets they still want to own.
Ares Management Stock: Is ARES Underperforming the Financial Service Sector?
Although Ares Management has underperformed relative to the financial service sector over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
ARES Eyes $750B in AUM by 2028: Is the Target Within Reach?
Ares Management targets above $750B in AUM by 2028, fueled by strong fundraising, capital deployment and demand across key alternatives.
‘Big Short’ Michael Burry Drops ‘Can’t-Wait Info’ On $573B AI Financing Web: What Happens If Spending Stops?
Michael Burry called Ares Management’s analysis of AI financing “need-to-know-now” information.
Dividend Champion, Contender, And Challenger Highlights: Week September 27
Get the weekly summary of dividend changes for Dividend Champions, Contenders & Challengers, plus upcoming ex-dividend and pay dates.
Yellow Flag: The Bond Market Is Becoming An AI Trade
Goldman says AI-driven debt tops $500B in 2026. Click here to learn about risks to cash flow and credit spreads, plus why diversified IG bonds may hold up.
Ares Management (ARES) Could Be 17% Undervalued Following Its $2.4b Logistics Venture
Ares Management (ARES) is back in focus after an Ares Real Estate fund and the Public Sector Pension Investment Board set up a joint venture to invest up to US$2.4b in U.S. logistics properties. Ares Management’s latest logistics venture comes at a time when momentum in the shares has cooled. The stock closed at US$120.11 after the 1-month share price return fell 15.87%, while the 5-year total shareholder return of 91.04% still reflects a strong longer-term record. Scan for other asset...
The More These Dividend Machines Drop, The More I Buy
Blue-chip dividend stocks sold off hardâlearn why thatâs good news and how to capitalize with top income picks and strategies.
Microsoft reinstated, Ralph Lauren upgraded: Wall Street's top analyst calls
Microsoft reinstated, Ralph Lauren upgraded: Wall Street's top analyst calls
This Ares Management Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Thursday
Analysts initiated coverage: ARES Overweight, $150; MGEE Neutral, $76; TTRX Buy, $24; QNCX Buy, $70; EFSC Buy, $70.
Piper Sandler Initiates Coverage On Ares Management with Overweight Rating, Announces Price Target of $150
Piper Sandler analyst Crispin Love initiates coverage on Ares Management (NYSE:ARES) with a Overweight rating and announces Price Target of $150.
Ares Management (ARES) Forms Logistics Venture. Can the $2.4B Target Drive Earnings?
Ares Management Corporation (NYSE:ARES) announced on September 16 that one of its real estate funds and the Public Sector Pension Investment Board, known as PSP Investments, established a venture targeting up to $2.4 billion of U.S. logistics investments. The venture includes a 5.2-million-square-foot seed portfolio across 14 properties, with locations including California, Texas, and New […]
Why I Trust ARCC's Nearly 10%-Yielding Dividend and Wouldn't Touch ACRE's Double-Digit Payout
These high-yielding dividend stocks have very different track records.
The 3 Most Dangerous Investing Mistakes I Keep Seeing
Many investors are becoming too complacent instead of adapting to a rapidly changing world. Read the three mistakes that a lot of investors make right now.
Harbor Capital Advisors Celebrates 5-Year Anniversary as Issuer of ETFs
CHICAGO, September 21, 2026--Harbor Capital Advisors, Inc. ("Harbor"), an asset manager focused on delivering differentiated investment solutions, today announced the commemoration of five years since becoming an issuer of ETFs and the five-year track-record milestone for its first two ETFs, the Harbor Ares Systematic High Yield ETF (NYSE Arca: SIHY) and Harbor Ares Systematic Multi-Sector Income ETF (NYSE Arca: SIFI). The ETFs were launched with strategic partner Ares Systematic Credit, an affi
Ares, PSP Launch $2.4B US Logistics Joint Venture
Ares and PSP Investments formed a $2.4B US logistics venture seeded with 14 properties totaling 5.2M SF across major industrial hubs.
The Most Undervalued 9-13% Yields I Am Buying Right Now
Sustainable stocks are attractive as they do not need to generate much growth to deliver attractive total returns. Read more on these undervalued high yields.
TalkTalk founder and Ares eye consumer arm as Opus deal stalls
The founder of TalkTalk and the broadband group's biggest lender are exploring a move to take control of its consumer-facing operations after discussions with an external bidder faltered. Sky News has learnt that an exclusivity period granted to Opus Broadband to negotiate the acquisition of TalkTalk's retail arm expired earlier this week. City sources said the exclusivity would not be extended but added that TalkTalk remained in contact with Opus, which had lined up the private equity firm Alchemy Partners to help fund a deal.
The Hidden Winners Inside SCHD - September 2026
Schwab US Dividend Equity ETF (SCHD) has outperformed SPY year-to-date, widening its lead during recent market volatility.
Buy Any Fed Rate Hike Dip
The Fedâs 25-basis-point rate hike and hawkish guidance triggered a market dip. See why itâs good news for high-yield investors and where to shop now.
Transcript: Ares Management Q2 2026 Earnings Conference Call
Ares Management (NYSE:ARES) held its second-quarter earnings conference call on Friday. Below is the complete transcript from the call. This transcript is brought to you by Benzinga APIs. For real-time access to our
Ares and PSP Investments Establish Joint Venture to Invest Up to $2.4 Billion in U.S. Logistics Real Estate
NEW YORK & MONTRÉAL, September 16, 2026--Ares Management Corporation (NYSE: ARES), a leading global alternative investment manager, and the Public Sector Pension Investment Board ("PSP Investments"), one of Canada’s largest pension investors, announced today that an Ares Real Estate fund ("Ares") and PSP Investments have established a new joint venture to invest up to $2.4 billion in logistics real estate opportunities in the U.S.
Ares Management Forms Join Venture With PSP Investments To Invest Up To $2.4B In Logistics Real Estate
Partnership pairs Ares Real Estate’s vertically integrated logistics platform with PSP Investments’ scaled capital to target high-conviction markets
Chips, Asset Managers and Consumer Names Slide After Warsh's Press Conference: The 10 Biggest Losers
ON Semiconductor, Carlyle and Coeur Mining led decliners in the hour after the Fed chair spoke. Economists split on whether October or December brings another hike.
Ares Management Corporation (ARES) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
Ares Management Corporation (ARES) Barclays 24th Annual Global Financial Services Conference September 16, 2026 9:00 AM EDTCompany ParticipantsMichael...
These S&P500 stocks that are showing activity before the opening bell on Tuesday.
Pre-market stock analysis of S&P500 stocks on 2026-09-15: top gainers and losers in today's session.
These 3 Income-Oriented ETFs Are All You Need For Retirement
Retirement income update: Why the 4% rule can fail in todayâs market and how a yield-first ETF mix may pay ~$48k/$1M. Read the full analysis here.
CalPERS Commits $800M to Two Ares Real Estate Funds
CalPERS real estate commitments totaled $800M in Q1 2026, including $450M for an Ares value-add fund with a $3.1B fundraising target.
Dividend Champion, Contender, And Challenger Highlights: Week September 13
Read this week's dividend recap for Dividend Champions, Contenders & Challengersâtrack dividend changes, upcoming ex-dividend dates & pay dates.
Ares Management Will Grow Further, But Upside Is Limited
Ares Management delivered robust double-digit FRE growth and record fundraising, with AUM reaching $671B and FPAUM at $410B. Read why I'm downgrading ARES to a buy.
ARES CAPITAL CORPORATION PRICES PUBLIC OFFERING OF $750 MILLION 6.250% UNSECURED NOTES DUE 2033
Ares Capital Corporation (Nasdaq: ARCC) announced that it has priced an underwritten public offering of $750 million in aggregate principal amount of 6.250% notes due 2033. The notes will mature on September 15, 2033 and may be redeemed in whole or in part at Ares Capital's option at any time at par plus a "make-whole" premium, if applicable.
Ares Management Up 28.8% in 6 Months: How to Approach the Stock Now
ARES's 28.8% six-month gain is backed by strong AUM growth, acquisitions, and shareholder returns, but will rising debt and valuation weigh on further upside?
Spire Healthcare agrees to be taken private in £1bn takeover deal
Spire had been in talks with Toscafund, its second largest shareholder, for several months over a possible takeover.
Buy The Sale: Elite Dividend Growth Machines On The Bargain Rack
Investing in stocks with a combination of an impressive dividend growth track record, strong growth momentum and runway, an attractive current yield, and a solid underlying business model.
Buy 3 Ideal September Dividend Dogs Out Of Barron's 58 August Picks
Barronâs Aug 24, 2026 dividend stock picks: 47 payers, âsaferâ high-yield dogs, projected gains to Sept 2027, risks & targetsâread now.
Does Ares Management (ARES) See $435 Million Student Housing Deal As A Growth Lever?
Ares Management (NYSE:ARES) and Scion Group agreed to acquire a US$435 million student housing portfolio in their second major joint venture this year. The transaction increases Ares Management's exposure to student housing within its alternative real estate investments. The deal highlights the ongoing momentum in Ares Management's partnership approach with Scion Group. For readers looking to expand their watchlist with stocks tied to long term infrastructure and energy demand trends, the...
Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks
Billionaire Daniel Loeb’s Third Point opened about 16 new positions during the second quarter. Two of the new buys sit well outside the AI trade, and we decided to focus on those for this article. Loeb’s fund bought 580,000 shares of Sysco Corporation (NYSE:SYY), a stake worth about $48.2 million and 1.03% of the portfolio. […]
SoFi, WisdomTree, Ridgepost Capital, Ares, and S&P Global Shares Are Soaring, What You Need To Know
A number of stocks jumped in the afternoon session after Federal Reserve Governor Christopher Waller signaled support for holding interest rates steady amid emerging signs of disinflation. During a Reuters NEXT Newsmaker interview, Governor Waller stated that if the positive economic trends seen over the last few months continue in the data due over the next two weeks, he would be inclined to support holding the federal funds target rate at its current setting. Waller pointed out that the three-
Is Ares' ¥612 Billion Japan Logistics Fund Altering The Investment Case For Ares Management (ARES)?
Ares Management Corporation recently closed its Japan Logistics Development Partners V LP at its hard cap, raising ¥612 billion (about US$4 billion) for developing modern logistics facilities across key Japanese metropolitan areas, with Canada Pension Plan Investment Board committing ¥150 billion (about US$968 million) as a cornerstone investor. This fund, nearly 50% larger than its 2021 predecessor and already committed to projects representing about ¥450 billion in total investment,...
Private Equity Wants Your Broken Garage Door. Why KKR Thinks They Are Worth $2 Billion
KKR manages nearly $800 billion in assets, yet its next big bet is a Phoenix company that fixes broken garage doors. The logic behind a $2 billion valuation reveals something unsettling about where private equity is hunting for returns.
Investors Still Want Out of Private Credit Funds Like Blackstone’s and Cliffwater’s
Blackstone and Cliffwater have seen redemption requests of about 10% and 16%, respectively, at their private credit funds.
The One Investing Strategy I Would Use To Prepare For A Lost Decade
Last year, Howard Marks cautioned about the S&P 500 at current valuations. Read why there is a real concern about underwhelming stock market performance.
Ares Management (ARES) Finds Opportunity in Student Housing as Demand Remains Resilient
Ares Management Corporation (NYSE:ARES) and The Scion Group have acquired four U.S. student housing communities for approximately $435 million, adding 2,316 beds near the University of Georgia, University of Tennessee, and Texas State University. It is the second major transaction for the Ares-Scion partnership in 2026, following their $910 million acquisition of 12 student housing […]
Related Stocks (Peers)
Recent Insider Transactions
| Date | Name | Shares Changed | Price | Value |
|---|---|---|---|---|
| 2026-08-20 | Jacobson Blair | -8,000 | - | - |
| 2026-07-30 | Lynton Michael | +1,728 | - | - |
| 2026-07-30 | Olian Judy D. | +1,728 | - | - |
| 2026-07-30 | Joubert Paul G. | +1,728 | - | - |
| 2026-07-30 | Naughton Eileen | +1,728 | - | - |
| 2026-07-30 | BHUTANI ASHISH | +1,728 | - | - |
| 2026-07-30 | BUSH ANTOINETTE COOK | +1,728 | - | - |
| 2026-07-01 | Phillips Jarrod | -2,583 | $113.63 | $293,506 |
| 2026-06-30 | deVeer R. Kipp | -82,957 | $111.31 | $9,233,944 |
| 2026-06-30 | Arougheti Michael J | -82,957 | $111.31 | $9,233,944 |
| 2026-06-03 | Jacobson Blair | -8,000 | - | - |
| 2026-02-20 | Olian Judy D. | +480 | $124.43 | $59,726 |
| 2026-02-06 | BHUTANI ASHISH | +10,000 | $126.61 | $1,266,100 |
| 2026-02-04 | Sagati Aghili Naseem | -1,200 | $137.72 | $165,264 |
| 2026-02-04 | Sagati Aghili Naseem | -611 | $136.74 | $83,548 |
| 2026-02-04 | Sagati Aghili Naseem | -1,110 | $135.28 | $150,161 |
| 2026-02-04 | Sagati Aghili Naseem | -300 | $134 | $40,200 |
| 2026-02-04 | Sagati Aghili Naseem | -100 | $131.61 | $13,161 |
| 2026-02-04 | Sagati Aghili Naseem | -300 | $128.98 | $38,694 |
| 2026-02-04 | Sagati Aghili Naseem | -300 | $126.68 | $38,004 |
| 2026-01-31 | Phillips Jarrod | -15,568 | $149.67 | $2,330,063 |
| 2026-01-31 | Phillips Jarrod | +100,000 | - | - |
| 2026-01-31 | Sagati Aghili Naseem | -23,861 | $149.67 | $3,571,276 |
| 2026-01-31 | Sagati Aghili Naseem | +100,000 | - | - |
| 2026-01-31 | Jacobson Blair | -47,000 | $149.67 | $7,034,490 |
| 2026-01-31 | Jacobson Blair | +300,000 | - | - |
| 2026-01-31 | deVeer R. Kipp | -101,444 | $149.67 | $15,183,123 |
| 2026-01-31 | deVeer R. Kipp | +200,000 | - | - |
| 2026-01-31 | Arougheti Michael J | -152,495 | $149.67 | $22,823,927 |
| 2026-01-31 | Arougheti Michael J | +200,000 | - | - |
| 2026-01-22 | Sagati Aghili Naseem | -200 | $163.94 | $32,788 |
| 2026-01-22 | Sagati Aghili Naseem | -400 | $162.28 | $64,912 |
| 2026-01-22 | Sagati Aghili Naseem | -1,249 | $161.36 | $201,539 |
| 2026-01-20 | Phillips Jarrod | -1,683 | $163.16 | $274,598 |
| 2026-01-20 | Phillips Jarrod | +2,712 | - | - |
| 2026-01-20 | Sagati Aghili Naseem | -1,089 | $163.16 | $177,681 |
| 2026-01-20 | Sagati Aghili Naseem | +2,712 | - | - |
| 2026-01-20 | Jacobson Blair | -2,093 | $163.16 | $341,494 |
| 2025-12-18 | Arougheti Michael J | -425,000 | - | - |
| 2025-12-16 | Rosenthal Bennett | -15,000 | - | - |
| 2025-12-16 | KAPLAN DAVID B | -40,000 | - | - |
| 2025-12-09 | Sagati Aghili Naseem | -500 | - | - |
| 2025-12-01 | Arougheti Michael J | -909 | $158.95 | $144,486 |
| 2025-12-01 | Arougheti Michael J | -14,067 | $158.08 | $2,223,711 |
| 2025-12-01 | Arougheti Michael J | -31,266 | $157.61 | $4,927,834 |
| 2025-12-01 | Arougheti Michael J | -5,400 | $155.62 | $840,348 |
| 2025-12-01 | Arougheti Michael J | -2,737 | $154.35 | $422,456 |
| 2025-12-01 | Arougheti Michael J | -1,878 | $153.5 | $288,273 |
| 2025-11-28 | Arougheti Michael J | -53,452 | $156.66 | $8,373,790 |
| 2025-11-28 | Arougheti Michael J | -31,726 | $155.81 | $4,943,228 |
| 2025-11-28 | Arougheti Michael J | -13,495 | $154.95 | $2,091,050 |
| 2025-11-26 | Arougheti Michael J | -767 | $155.16 | $119,008 |
| 2025-11-26 | Arougheti Michael J | -114,469 | $154.6 | $17,696,907 |
| 2025-11-26 | Arougheti Michael J | -19,332 | $153.87 | $2,974,615 |
| 2025-11-26 | Arougheti Michael J | -1,499 | $152.83 | $229,092 |
| 2025-11-25 | Arougheti Michael J | -48,754 | $153.29 | $7,473,501 |
| 2025-11-25 | Arougheti Michael J | -116,937 | $152.78 | $17,865,635 |
| 2025-11-25 | Arougheti Michael J | -14,695 | $151.66 | $2,228,644 |
| 2025-11-25 | Arougheti Michael J | -5,811 | $150.53 | $874,730 |
| 2025-11-24 | Arougheti Michael J | -112,806 | $150.15 | $16,937,821 |
| 2025-11-14 | Arougheti Michael J | -590,000 | - | - |
| 2025-11-14 | Arougheti Michael J | +590,000 | - | - |