ARES

NEW YORK, July 10, 2026 /PRNewswire/ -- Ares Management Corporation announced today that it has updated the time it will hold its earnings webcast/conference call for the second quarter ending June 30, 2026 to 9:00am ET on Friday, July 31, 2026. Ares Management Corporation will report its earnings for the second quarter ending June 30, 2026 earlier that morning, prior to the opening of the New York Stock Exchange. All interested parties are invited to participate via telephone or the live webcast, which will be hosted on a webcast link located on the Home page of the Investor Resources section of our website at http://www.ares.com. Please visit the website to test your connection before the webcast. Domestic callers can access the conference call by dialing +1 (800) 267-6316. International callers can access the conference call by dialing +1 (203) 518-9783. All callers are asked to dial in 10-15 minutes prior to the call and to reference the conference ID ARESQ226 so that name and company information can be collected. For interested parties, an archived replay of the call will be available through August 31, 2026 to domestic callers by dialing +1 (800) 839-5676 and to international callers by dialing +1 (402) 220-2565. An archived replay will also be available through August 31, 2026 on a webcast link located on the Home page of the Investor Resources section of our website. About Ares Management CorporationAres Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. We seek to advance our stakeholders' long-term goals by providing flexible capital that supports businesses and creates value for our investors and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of March 31, 2026, Ares Management Corporation's global platform had over $644 billion of assets under management, with operations across North America, South America, Europe, Asia Pacific and the Middle East. For more information, please visit www.ares.com. Investor Relations:[email protected] Media:[email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/ares-mana...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Ares Management stock is coming off a strong 113.7% gain over the last five years, yet current valuation checks show a different picture, with the intrinsic value estimate from the Excess Returns model sitting close to the market price while earnings based multiples lean expensive. Over five years, Ares Management has returned 113.7%, which puts recent weakness in context as a longer term winner that now needs its fundamentals to keep up with the share price. Fresh growth initiatives, such as the new Asia direct lending fund and related fundraising activity, can support expectations for higher fee income. At the same time, any shift in sentiment around private credit vehicles and listed BDC valuations may weigh on how investors price the stock. On Simply Wall St's broader checks, Ares Management scores 1 out of 6 on valuation, which suggests the shares lean expensive rather than screening as a clear bargain. The issue now is whether Ares Management’s current price already reflects the growth investors are paying for or if the intrinsic value estimate still offers enough room for upside. Find out why Ares Management's -31.9% return over the last year is lagging behind its peers. The Excess Returns model estimates what Ares Management can earn above its cost of equity, based on its balance sheet and projected profitability. For Ares Management, the model uses a Book Value of $11.38 per share and a Stable EPS of $7.05 per share, implying that future earnings power is a key input rather than short term cash flows. With a Cost of Equity of $2.39 per share and an Excess Return of $4.66 per share, the framework implies an average Return on Equity of 27.31% on a Stable Book Value of $25.82 per share. Putting these assumptions together, the Excess Returns model points to an intrinsic value of $107.47 per share. This sits below the current share price and indicates the stock screens as overvalued by about 8.8%. Because Ares Management is pushing ahead with its second Asia Direct Lending Fund and related fundraising, investors may be giving full credit to these growth efforts in the current price, even though the model already embeds robust return assumptions. Overall, the Excess Returns workup suggests Ares Management is current...

NEW YORK, July 2, 2026 /PRNewswire/ -- Ares Capital Corporation ("Ares Capital") (NASDAQ: ARCC) announced today that it will report earnings for the second quarter ended June 30, 2026 on Wednesday, July 29, 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 second quarter ended June 30, 2026 financial results. All interested parties are invited to participate via telephone or the live webcast, which will be hosted on a webcast link located on the Home page of the Investor Resources section of our website at www.arescapitalcorp.com. Please visit the website to test your connection before the webcast. Domestic callers can access the conference call toll free by dialing +1 (800) 245-3047. International callers can access the conference call by dialing +1 (203) 518-9765. All callers are asked to dial in 10-15 minutes prior to the call so that name and company information can be collected and to reference the conference ID ARCCQ226. For interested parties, an archived replay of the call will be available approximately one hour after the end of the call through August 29, 2026 at 5:00 p.m. (Eastern Time) to domestic callers by dialing toll free +1 (800) 839-3736 and to international callers by dialing +1 (402) 220-2978. An archived replay will also be available through August 29, 2026 on a webcast link located on the Home page of the Investor Resources section of Ares Capital's website. ABOUT ARES CAPITAL CORPORATION Founded in 2004, Ares Capital is a leading specialty finance company focused on providing direct loans and other investments in private middle market companies in the United States. Ares Capital's objective is to source and invest in high-quality borrowers that need capital to achieve their business goals, which often leads to economic growth and employment. Ares Capital believes its loans and other investments in these companies can generate attractive levels of current income and potential capital appreciation for investors. Ares Capital, through its investment manager, utilizes its extensive, direct origination capabilities and incumbent borrower relationships to source and underwrite predominantly senior secured loans but also subordinated debt and equity investments. Ares Capital has elected to b...

NEW YORK, June 30, 2026 /PRNewswire/ -- Ares Management Corporation announced today that it will report earnings for the second quarter ending June 30, 2026 on Friday, July 31, 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 second quarter ending June 30, 2026 financial results. All interested parties are invited to participate via telephone or the live webcast, which will be hosted on a webcast link located on the Home page of the Investor Resources section of our website at http://www.ares.com. Please visit the website to test your connection before the webcast. Domestic callers can access the conference call by dialing +1 (800) 267-6316. International callers can access the conference call by dialing +1 (203) 518-9783. All callers are asked to dial in 10-15 minutes prior to the call and to reference the conference ID ARESQ226 so that name and company information can be collected. For interested parties, an archived replay of the call will be available through August 31, 2026 to domestic callers by dialing +1 (800) 839-5676 and to international callers by dialing +1 (402) 220-2565. An archived replay will also be available through August 31, 2026 on a webcast link located on the Home page of the Investor Resources section of our website. About Ares Management CorporationAres Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. We seek to advance our stakeholders' long-term goals by providing flexible capital that supports businesses and creates value for our investors and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of March 31, 2026, Ares Management Corporation's global platform had over $644 billion of assets under management, with operations across North America, South America, Europe, Asia Pacific and the Middle East. For more information, please visit www.ares.com. Investor Relations:[email protected] Media:[email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/ares-manage...

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the asset management stocks, including Ares (NYSE:ARES) and its peers. Asset management firms oversee investment portfolios for institutions and individuals. The industry benefits from the growing global wealth pool, retirement savings needs, and expansion into alternative investments (private equity, real estate, etc.). However, firms face significant pressure from the shift to lower-cost passive investment products, regulatory requirements for fee transparency, and increasing technology costs to stay competitive in portfolio management and client service. The 5 asset management stocks we track reported a mixed Q1. As a group, revenues missed analysts’ consensus estimates by 1.8%. While some asset management stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.6% since the latest earnings results. With roots in the leveraged finance group of Apollo Management, Ares Management (NYSE:ARES) is an alternative investment firm that manages private equity, credit, real estate, and infrastructure assets for institutional and high-net-worth clients. Ares reported revenues of $1.27 billion, up 26.2% year on year. This print fell short of analysts’ expectations by 2.3%. Overall, it was a softer quarter for the company with a miss of analysts’ revenue and EPS estimates. Ares scored the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 11.3% since reporting and currently trades at $130.63. Is now the time to buy Ares? Access our full analysis of the earnings results here, it’s free. Founded in 1992 and managing over 300 active portfolio companies across more than 30 countries, TPG (NASDAQ:TPG) is a global alternative asset management firm that invests across private equity, credit, real estate, and public market strategies. TPG reported revenues of $570 million, up 20.7% year on year, outperforming analysts’ expectations by 5.2%. The business had an exceptional quarter with a beat of analysts’ EPS and revenue estimates. TPG achieved the biggest analyst estimate beat among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 4.1% since reporting. It currently trades at $42.40. Is now the time to buy TPG? Access our full analysis of the earnin...

Ares Management Corporation’s ARES assets under management (“AUM”) balance is steadily rising, driven by higher fee-related revenues, strong fundraising momentum and continued platform expansion. As a global alternative investment manager, Ares Management benefits from growing investor demand for private credit, real assets, secondaries and insurance-linked investment solutions. As of March 31, 2026, ARES’ total AUM was $644.3 billion, up 18% from the prior-year period. Fee-paying AUM increased 19.2% year over year, while perpetual capital AUM jumped 39.1%. This is important because fee-paying AUM directly supports management fee revenues, while perpetual capital provides a more stable and long-duration earnings base. Over 2019-2025, the company’s AUM recorded a six-year compound annual growth rate (“CAGR”) of 26.9%, reflecting strong capital inflows into private credit strategies, higher fundraising through wealth management channels and increased allocations to insurance-related managed assets. The company’s organic growth profile also remains encouraging. Revenues witnessed a six-year CAGR of 21.2% through 2025, aided by higher management and performance fees from an expanding asset base. In the first quarter of 2026, revenues rose 43.7% year over year. Management continues to target 16-20% or more annual organic growth in fee-related earnings and more than 20% annual growth in realized income over the medium term, indicating confidence in the scalability of the business. Strategic acquisitions further strengthened Ares Management’s long-term growth prospects. The February 2026 acquisition of BlueCove expanded its systematic credit capabilities, while the 2025 GCP International deal enhanced its real assets and digital infrastructure platform. These transactions broaden ARES’ product offerings and improve its ability to capture global investor demand. Current concerns in the private credit market could moderately slow Ares Management’s near-term AUM growth, as weaker investor sentiment and rising redemption requests weigh on fundraising momentum. Nevertheless, the long-term outlook for private credit remains favorable, with industry AUM expected to grow meaningfully as institutional investors continue shifting toward alternative assets. As a result, sustained AUM growth should remain a key driver of Ares Management’s earnings trajectory. Over the next thr...

By Suzanne McGee and Isla Binnie PROVIDENCE, Rhode Island, May 15 (Reuters) - Private credit pioneer Ares Management disclosed ‌a wide array of new or increased stakes ‌in alternative asset vehicles including several direct lending funds in its quarterly 13-F filing with the U.S. Securities and Exchange Commission on Friday. Ares, an alternative asset manager that said this month it raised a record $30 billion during the first quarter, revealed that ‌it initiated a ⁠position in medical device manufacturer Integer Holdings during the same period, a stake that was ⁠valued at $53.3 million as of March 31. It also made smaller first-time investments in business development companies (BDCs) BlackRock TCP Capital and Carlyle Secured Lending. The asset manager boosted 17 other holdings, including in ‌several other BDCs, which raise equity and pair it with leverage to lend to small and mid-sized companies. The asset class has come under pressure due to doubts about lending standards and concerns that artificial intelligence will disrupt the ‌software businesses to which many of these BDCs had extended loans. Ares increased its holdings in Golub Capital BDC and Blue Owl ‌Technology Finance. It added to its position in its own BDC, Ares Capital Corp. In contrast, Ares's only sale was the liquidation of its stake in New Mountain Finance. ‌The latter sold a portfolio of $477 million in assets in February. (Reporting by Suzanne McGee in Providence, Rhode Island; Editing by Sanjeev Miglani)

Ares Management’s first quarter saw strong revenue growth, with management attributing performance to robust institutional fundraising and broad-based product demand across its credit, real assets, and secondaries platforms. CEO Michael J. Arougheti emphasized that, despite a seasonal slowdown and geopolitical uncertainty, the firm’s deployment and fundraising remained resilient. He highlighted that “our pipeline of new institutional funds remains robust for this year and next year,” supporting a significant increase in assets under management and management fees. The market reaction to these results was muted, with investors showing little response to the company’s headline earnings. Is now the time to buy ARES? Find out in our full research report (it’s free). Revenue: $1.27 billion vs analyst estimates of $1.30 billion (26.2% year-on-year growth, 2.3% miss) Adjusted EPS: $1.24 vs analyst expectations of $1.33 (6.6% miss) Adjusted EBITDA: $435.4 million vs analyst estimates of $473.9 million (34.2% margin, 8.1% miss) Operating Margin: 20.1%, up from 13.1% in the same quarter last year Market Capitalization: $27.77 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Craig Siegenthaler (Bank of America): Asked about trends in institutional, insurance, and retail channels for private credit. CEO Michael J. Arougheti explained that institutional demand remains strong, with retail flows more volatile but not impacting overall deployment or profitability. Alexander Blostein (Goldman Sachs): Inquired about deployment pipelines and the impact of non-traded BDCs on market structure. Arougheti responded that Ares’ global platform allows broad-based deployment, with growing opportunities in infrastructure, real estate, and European direct lending. Steven Chubak (Wolfe Research): Questioned the resilience of retail flows outside U.S. private credit. Arougheti stated that demand for infrastructure, secondaries, and other wealth products is accelerating, attributing retail credit outflows to isolated investor segments. Patrick Davitt (Autonomous Research): Asked about timing and conversion of the direct lending pipeline. Ar...

Kodiak AI, Inc. has reported a sharp earnings rebound for the first quarter ended March 31, 2026, with sales of US$1.83 million and net income of US$26.49 million, and has closed a roughly US$100 million private placement of shares and warrants following subscription agreements with new and existing institutional investors including an affiliate of Ares Management Corporation. Kodiak AI’s progressing collaboration with Bosch, which is now supplying and integrating critical hardware into Kodiak’s SensorPods for its autonomous trucking platform, underscores tangible execution toward a production-grade, high-volume driverless trucking system that could be important for future commercial adoption. Against this backdrop of an earnings rebound and fresh capital, we’ll examine how the Bosch hardware integration progress reshapes Kodiak AI’s investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 16 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. To own Kodiak AI, you need to believe its Driver as a Service model can turn early autonomous trucking traction into a durable, multi-vertical business across freight, industrial and defense markets. The sharp Q1 2026 earnings rebound and roughly US$100.0 million private placement ease near term funding pressure, but the key catalyst remains scaling real-world driverless deployments, while the biggest risk is whether autonomy adoption and unit economics improve fast enough to justify continued investment. The Bosch hardware integration update is especially relevant here, because it speaks directly to Kodiak’s ability to reach production grade, high volume driverless trucking. Bosch delivering cameras and actuation components into Kodiak’s SensorPods, and early prototype integrations already underway, tie the capital raise and earnings rebound to progress on the core platform that underpins future Driver as a Service deployments, customer wins and potential operating leverage if volumes increase over time. Yet behind Kodiak’s improving headline numbers, investors should be aware that... Read the full narrative on Kodiak AI (it's free!) Kodiak AI’s narrative projects $208.2 million in revenue and $11.0 million in earnin...

Kodiak Driver deployed in eight additional fully-driverless trucks, for a total of 28 Customer-Owned Driverless Vehicles at the end of Q1 Kodiak Driver-powered trucks accumulated more than 23,500 hours of Cumulative Hours of Paid Driverless Operations, representing a 120% increase over the end of Q4 2025 MOUNTAIN VIEW, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. (Nasdaq: KDK), a leading provider of Physical AI-powered autonomous vehicle technology, today announced results for the first quarter of the year, which ended March 31, 2026. Additionally, Kodiak announced a $100 million common stock and warrant private placement (PIPE) financing, with participation from existing investors, including an affiliate of Ares Management, and several new institutional investors. During the quarter, Kodiak delivered strong results across both operating and financial metrics. The Company also achieved significant commercial, technology, and partnership milestones across its long-haul, industrial, and defense verticals. “We delivered significant revenue growth and continued to scale driverless operations in the first quarter, while raising additional capital that will fund our growth,” said Don Burnette, Founder and Chief Executive Officer of Kodiak. “We increased both the scale and productivity of our growing driverless deployment, which now totals 28 fully-driverless trucks in operation. We are executing on our strategy while maturing our Physical AI-powered technology and adopting additional AI tools to further increase the pace of development. We also made significant progress advancing our technology and building out new partnerships that will allow us to efficiently scale across long-haul trucking, industrial trucking, and defense. These include new collaborations across vehicle platforms, industrialized hardware, and AI compute. We remain focused on our long-haul driverless launch targeted for late 2026.” First Quarter Results and Business Highlights: Announced PIPE financing from new and existing institutional investors, raising $100 million of gross proceeds Deployed eight additional fully-driverless trucks, for a total of 28 Customer-Owned Driverless Vehicles at the end of Q1, delivering 40% quarter-over-quarter growth Accumulated a total of over 23,500 hours of Cumulative Hours of Paid Driverless Operations through Q1, representing a 120% increase from...

Ares Management (ARES) came out with quarterly earnings of $1.24 per share, missing the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.09 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -6.19%. A quarter ago, it was expected that this private equity firm would post earnings of $1.71 per share when it actually produced earnings of $1.45, delivering a surprise of -15.2%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Ares Management, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $1.29 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 2.53%. This compares to year-ago revenues of $897.58 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Ares Management shares have lost about 27.4% since the beginning of the year versus the S&P 500's gain of 5.3%. While Ares Management has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Ares Management was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list...

Ares Management (ARES) reported $1.29 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 43.6%. EPS of $1.24 for the same period compares to $1.09 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.32 billion, representing a surprise of -2.53%. The company delivered an EPS surprise of -6.19%, with the consensus EPS estimate being $1.32. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Ares Management performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: FPAUM Rollforward - Ending Balance - Total: $399.6 billion versus $398.05 billion estimated by four analysts on average. AUM Rollforward - Ending Balance - Total: $644.25 billion versus $646.06 billion estimated by four analysts on average. FPAUM Rollforward - Ending Balance - Real Assets Group: $87.14 billion compared to the $86.61 billion average estimate based on three analysts. FPAUM Rollforward - Ending Balance - Secondaries Group: $30.19 billion versus the three-analyst average estimate of $31.02 billion. Financial Details Segments- Other fees: $73.97 million versus $70.14 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +93.8% change. Financial Details Segments- Fee related performance revenues: $19.56 million versus the four-analyst average estimate of $29.97 million. The reported number represents a year-over-year change of -30.3%. Financial Details Segments- Management fees: $1 billion versus the four-analyst average estimate of $1.02 billion. The reported number represents a year-over-year change of +22.4%. Financial Details Segments- Performance income-realized: $213.55 million versus the four-analyst average estimate of $206.32 million. The reported number represents a year-over-year change of +70.2%. Realized Income- Secondaries Group: $53.2 million versus $53.56 million estimated by two analysts on average....