Barclays Issues Positive Forecast for Ares Management (NYSE:ARES) Stock Price

Ares Management (NYSE:ARES) had its target price upped by research analysts at Barclays from $139.00 to $151.00 in a research note issued on Friday, Benzinga reports. The firm presently has an “overweight” rating on the asset manager’s stock. Barclays‘s price objective suggests a potential upside of 19.59% from the company’s current price.

ARES has been the subject of several other reports. Rothschild & Co Redburn increased their price target on Ares Management from $134.00 to $138.00 and gave the company a “neutral” rating in a report on Tuesday, August 4th. BMO Capital Markets reduced their price objective on Ares Management from $134.00 to $130.00 and set a “market perform” rating on the stock in a research note on Tuesday. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $144.00 target price (up from $140.00) on shares of Ares Management in a research report on Monday, August 3rd. Citizens Jmp dropped their target price on Ares Management from $190.00 to $160.00 and set a “market outperform” rating on the stock in a report on Thursday, July 9th. Finally, Oppenheimer boosted their price target on Ares Management from $151.00 to $162.00 and gave the stock an “outperform” rating in a research report on Thursday, August 27th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $148.89.

Ares Management Trading Down 0.9%

ARES stock traded down $1.20 during midday trading on Friday, reaching $126.27. 154,471 shares of the company’s stock traded hands, compared to its average volume of 2,883,927. The company has a debt-to-equity ratio of 1.00, a current ratio of 0.26 and a quick ratio of 0.26. Ares Management has a fifty-two week low of $95.80 and a fifty-two week high of $181.19. The business has a 50-day moving average price of $126.24 and a two-hundred day moving average price of $125.49. The company has a market capitalization of $41.70 billion, a P/E ratio of 58.17, a PEG ratio of 1.12 and a beta of 1.53.

Ares Management (NYSE:ARES) last released its quarterly earnings data on Thursday, October 29th. The asset manager reported $1.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.25 by $0.01. Ares Management had a net margin of 10.63% and a return on equity of 25.42%. The company had revenue of $1.43 billion during the quarter, compared to analyst estimates of $1.24 billion. During the same quarter in the prior year, the business earned $1.15 earnings per share. The business’s quarterly revenue was down 13.5% compared to the same quarter last year. Equities research analysts forecast that Ares Management will post 5.80 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Renaissance Technologies LLC purchased a new position in shares of Ares Management during the 1st quarter valued at approximately $9,350,000. Junto Capital Management LP bought a new stake in Ares Management in the second quarter valued at about $40,084,000. National Pension Service raised its stake in Ares Management by 18.6% during the second quarter. National Pension Service now owns 367,433 shares of the asset manager’s stock valued at $40,899,000 after buying an additional 57,641 shares in the last quarter. Bank of Nova Scotia increased its holdings in shares of Ares Management by 156.1% in the 1st quarter. Bank of Nova Scotia now owns 79,469 shares of the asset manager’s stock valued at $8,671,000 after acquiring an additional 48,438 shares during the last quarter. Finally, Hamlin Capital Management LLC lifted its stake in Ares Management by 6.6% during the third quarter. Hamlin Capital Management LLC now owns 1,022,899 shares of the asset manager’s stock worth $118,830,000 after purchasing an additional 63,265 shares during the last quarter. Hedge funds and other institutional investors own 50.03% of the company’s stock.

Trending Headlines about Ares Management

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

• Positive Sentiment: Q3 earnings beat estimates. Ares reported adjusted earnings of $1.26 per share versus the $1.25 consensus estimate, while revenue of $1.43 billion exceeded expectations of $1.24 billion. EPS increased from $1.15 a year earlier. Ares Management third-quarter earnings report
• Positive Sentiment: Assets and fee-related earnings continued to grow. Assets under management reached approximately $690.6 billion, supported by capital inflows and higher management fees. Fee-related earnings totaled $524.2 million, and the company raised more than $31 billion in gross commitments during the quarter. Ares Q3 earnings and AUM report
• Positive Sentiment: Private-credit fundraising and origination activity were strong. Ares closed approximately $6.3 billion of U.S. direct-lending commitments across 55 transactions in Q3 and $43.4 billion over the preceding 12 months. It also secured an $8 billion first close for its flagship credit fund, reinforcing expectations for a record fundraising year. Ares direct lending activity announcement
• Positive Sentiment: Management expects additional performance-related revenue. Ares forecast $300 million to $325 million of 2026 net realized performance income, including $115 million to $125 million in fourth-quarter fee-related performance revenue. The company also declared a quarterly dividend of $1.35 per share, or $5.40 annualized. Ares performance income outlook
• Neutral Sentiment: Technical momentum has improved. Shares moved above the 200-day moving average, a potentially constructive signal, although the stock remains well below its 52-week high of $181.19. Ares stock moving average report
• Negative Sentiment: Reported profitability showed some weakness. GAAP net income attributable to Ares was $85.3 million, or $0.21 per share, and revenue declined 13.5% year over year. Management also acknowledged a slower market environment, leaving investors attentive to fundraising durability, private-credit risks and the stock’s elevated price-to-earnings ratio.

About Ares Management

Ares Management Corporation (NYSE: ARES) is a global alternative investment manager that provides investment solutions across credit, private equity, real assets and secondaries. The company manages capital on behalf of institutional investors, pension funds, insurance companies, sovereign wealth funds, family offices and individual investors.

Its investment activities include direct lending and other credit strategies, control and minority investments in private companies, real estate and infrastructure investments, and secondary-market transactions involving private assets and fund interests.