Analysts Set Ares Management Corporation (NYSE:ARES) PT at $190.64

Ares Management Corporation (NYSE:ARES) has been assigned a consensus recommendation of “Moderate Buy” from the eighteen analysts that are currently covering the firm, MarketBeat reports. Five investment analysts have rated the stock with a hold recommendation and thirteen have issued a buy recommendation on the company. The average twelve-month target price among brokers that have covered the stock in the last year is $190.6429.

ARES has been the topic of a number of recent analyst reports. Weiss Ratings restated a “hold (c+)” rating on shares of Ares Management in a report on Monday. BMO Capital Markets assumed coverage on shares of Ares Management in a report on Friday, October 3rd. They issued a “market perform” rating and a $156.00 price target on the stock. Keefe, Bruyette & Woods increased their price objective on Ares Management from $188.00 to $189.00 and gave the company an “outperform” rating in a report on Tuesday, November 4th. Cowen reissued a “buy” rating on shares of Ares Management in a research report on Tuesday, November 4th. Finally, TD Cowen upped their target price on Ares Management from $175.00 to $197.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th.

Key Ares Management News

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

• Positive Sentiment: Ares is making a major push into U.S. data centers, deploying roughly $700M in Northern Virginia land and facilities to expand its digital?infrastructure and real?estate exposure; this increases fee?earning platforms and positions Ares to capture AI/cloud demand. Ares Makes Significant U.S. Data Center Investments in Northern Virginia Ares Makes $700 Million Bet on AI With Virginia Buying Spree Ares Management bets $700M on Northern Virginia data centers
• Positive Sentiment: Ares’ real?assets arm provided a $98M acquisition loan for a New Jersey multifamily complex, reflecting continued fee income and lending activity in its commercial real?estate platform. Ares Management Provides $98M Acquisition Loan for New Jersey Multifamily Complex
• Positive Sentiment: Ares is expanding Gulf distribution for private credit by backing a Dubai multifamily office, which could grow its capital?raising and fee pools in the Middle East. Ares Backs Dubai Multifamily Office in Gulf Private Credit Push
• Neutral Sentiment: Recent writeups revisiting Ares’ Q3 results reiterate the earnings beat and AUM/fee trends but do not present new catalysts — useful context but likely already priced in. Reflecting On Asset Management Stocks’ Q3 Earnings: Ares (NYSE:ARES)
• Neutral Sentiment: Unusually large options volume has been reported on ARES — indicates elevated trading interest/positioning but not a clear directional signal for fundamentals. Ares Management Sees Unusually Large Options Volume (NYSE:ARES)
• Negative Sentiment: Despite the deal flow, the stock’s high valuation (elevated P/E) and that it is trading below its 200?day moving average may be keeping investors cautious — large capital deployments can raise near?term leverage/return timing risk.

Insider Buying and Selling

In other Ares Management news, CEO Michael J. Arougheti sold 56,257 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $157.26, for a total transaction of $8,846,975.82. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. In the last ninety days, insiders have sold 590,000 shares of company stock valued at $90,653,808. 36.86% of the stock is owned by company insiders.

Institutional Investors Weigh In On Ares Management

A number of large investors have recently made changes to their positions in ARES. Hudson Bay Capital Management LP raised its stake in Ares Management by 1,903.9% in the 3rd quarter. Hudson Bay Capital Management LP now owns 60,717 shares of the asset manager’s stock worth $9,708,000 after acquiring an additional 57,687 shares during the last quarter. Allworth Financial LP raised its stake in shares of Ares Management by 13.6% in the third quarter. Allworth Financial LP now owns 6,633 shares of the asset manager’s stock worth $1,061,000 after purchasing an additional 795 shares during the last quarter. Swiss Life Asset Management Ltd raised its stake in shares of Ares Management by 5.5% in the third quarter. Swiss Life Asset Management Ltd now owns 19,707 shares of the asset manager’s stock worth $3,151,000 after purchasing an additional 1,033 shares during the last quarter. CIBC Private Wealth Group LLC lifted its holdings in shares of Ares Management by 8.2% during the third quarter. CIBC Private Wealth Group LLC now owns 1,007,852 shares of the asset manager’s stock worth $161,145,000 after purchasing an additional 76,073 shares during the period. Finally, CIBC Bancorp USA Inc. purchased a new stake in Ares Management in the third quarter valued at approximately $1,237,000. 50.03% of the stock is owned by hedge funds and other institutional investors.

Ares Management Trading Down 0.4%

Shares of NYSE:ARES opened at $165.94 on Wednesday. The company has a market capitalization of $54.24 billion, a PE ratio of 71.22, a P/E/G ratio of 1.29 and a beta of 1.53. The company has a current ratio of 0.22, a quick ratio of 0.22 and a debt-to-equity ratio of 0.62. Ares Management has a 12-month low of $110.63 and a 12-month high of $200.49. The business’s fifty day simple moving average is $155.22 and its 200-day simple moving average is $168.33.

Ares Management (NYSE:ARES) last issued its quarterly earnings data on Friday, October 31st. The asset manager reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.14 by $0.05. Ares Management had a return on equity of 16.33% and a net margin of 11.72%.The firm had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.03 billion. During the same period in the prior year, the business posted $0.55 EPS. As a group, equities research analysts predict that Ares Management will post 5.28 earnings per share for the current fiscal year.

Ares Management Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Wednesday, December 17th will be given a $0.8438 dividend. This represents a $3.38 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Wednesday, December 17th. Ares Management’s dividend payout ratio (DPR) is presently 192.27%.

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.