Earnings summaries and quarterly performance for Ares Management.
Executive leadership at Ares Management.
Michael J Arougheti
Detailed
Chief Executive Officer
CEO
AP
Antony P. Ressler
Detailed
Executive Chairman
BR
Bennett Rosenthal
Detailed
Chairman of Private Equity Group
BJ
Blair Jacobson
Detailed
Co-President
DB
David B. Kaplan
Detailed
Co-Founder
JP
Jarrod Phillips
Detailed
Chief Financial Officer
NS
Naseem Sagati Aghili
Detailed
General Counsel and Corporate Secretary
RK
R. Kipp deVeer
Detailed
Co-President
Board of directors at Ares Management.
Research analysts who have asked questions during Ares Management earnings calls.
Alexander Blostein
Goldman Sachs
7 questions for ARES
Also covers: AB, AMG, AMP +31 more
KW
Kenneth Worthington
JPMorgan Chase & Co.
7 questions for ARES
Also covers: APO, BAM, BEN +27 more
Michael Cyprys
Morgan Stanley
7 questions for ARES
Also covers: AAMI, AMP, AMTD +30 more
Brian Bedell
Deutsche Bank
5 questions for ARES
Also covers: AMG, AMTD, APO +22 more
BM
Brian McKenna
Citizens JMP Securities
5 questions for ARES
Also covers: ARCC, BX, CG +14 more
Craig Siegenthaler
Bank of America
5 questions for ARES
Also covers: AB, AMP, AMTD +26 more
Patrick Davitt
Autonomous Research
5 questions for ARES
Also covers: ABL, AMG, APO +10 more
SC
Steven Chubak
Wolfe Research
5 questions for ARES
Also covers: AMP, AMTD, APO +17 more
WK
William Katz
TD Cowen
5 questions for ARES
Also covers: AB, AMG, AMTD +25 more
Ben Budish
Barclays PLC
4 questions for ARES
Also covers: AB, APO, BX +19 more
BH
Brennan Hawken
UBS Group AG
4 questions for ARES
Also covers: AMP, AMTD, APO +26 more
Kyle Voigt
Keefe, Bruyette & Woods
4 questions for ARES
Also covers: AMTD, APO, BX +17 more
MB
Michael Brown
Wells Fargo Securities
3 questions for ARES
Also covers: APO, BAM, BLK +18 more
Benjamin Budish
Barclays PLC
2 questions for ARES
Also covers: AB, APO, BCS +23 more
BK
Bill Katz
TD Securities
2 questions for ARES
Also covers: AB, AMTD, BRDG +7 more
Recent press releases and 8-K filings for ARES.
Ares Real Estate Leads Record Florida Construction Loan
ARES
Debt Issuance
New Projects/Investments
- Ares Real Estate led the financing for a record $772 million construction loan for two downtown West Palm Beach office towers, 10 CityPlace and 15 CityPlace.
- The towers, totaling approximately 960,000-970,000 square feet, broke ground in March and are slated for delivery in 2027, with significant preleasing already secured.
- This financing highlights Ares's involvement in large-scale real estate development and its broader financial relationship with Stephen Ross, who previously sold a 10% stake in the Miami Dolphins to Ares.
6 days ago
Ares Management Makes Significant U.S. Data Center Investments
ARES
New Projects/Investments
M&A
- Ares Management Corporation announced two significant data center investments in Northern Virginia, expanding its global data center exposure.
- The Ares Digital Infrastructure business acquired a 314-acre development site in Spotsylvania County, with phase one projected to include two data centers totaling 200 MW of IT load capacity.
- Separately, an Ares Real Estate fund acquired two 2025-vintage hyperscale data centers in Leesburg, Virginia, which total 745,000 square feet and 165 MW of IT load capacity.
- These Leesburg data centers are fully leased under 15-year triple-net agreements with an investment-grade hyperscale customer, providing long-term income stability.
7 days ago
Ares Management CEO Discusses Strong Private Credit Performance, Record Fundraising, and Growth Outlook
ARES
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Ares Management's CEO, Michael Arougheti, reported that the company's credit portfolios are performing strongly with non-accrual rates near historic lows, company-level cash flow growing 10%-12% annually, and robust deployment of over $40 billion in Q3 2025 expected to continue into Q4 2025 and early 2026.
- The company is on track for a record fundraising year in 2025, exceeding $90 billion, and anticipates further acceleration in 2026 with the return of larger flagship private credit funds.
- Ares has raised its wealth-related AUM target to $125 billion by 2028, supported by consistent $4 billion quarterly inflows and significant international distribution, with approximately 40% coming from Europe and Asia-Pacific.
- Integration of the GCP acquisition is progressing, with margin expansion expected in 2026 after absorbing 2025 costs, and the digital infrastructure business showing strong growth, including a $2.5 billion fund for its Japanese data center business and a pipeline exceeding $6 billion.
- Ares projects annual FRE margin expansion of -150 basis points, with 2026 expected to be at the higher end of this range, driven by successful fundraising and deployment.
Dec 10, 2025, 1:40 PM
Ares Management Highlights Strong Growth, Fundraising, and Strategic Initiatives
ARES
New Projects/Investments
Revenue Acceleration/Inflection
Guidance Update
- Ares Management, a global alternative asset manager with approximately $600 billion in assets under management, was recently added to the S&P 500.
- The company is on track for a record fundraising year in 2025, exceeding $90 billion, with strong deployment in Q4 and an expectation for continued acceleration into 2026.
- Its private credit portfolios demonstrate strength with non-accrual rates near historic lows, company-level cash flow growing 10%-12% consistently per annum, and interest coverage well over two times and improving.
- Ares has set a new target of $125 billion in wealth-related AUM by 2028, up from a previous target of $100 billion, driven by a consistent quarterly inflow pace of about $4 billion.
- Following the GCP acquisition, Ares is now the third largest institutional manager of real estate and the third largest owner of industrial warehouses globally. The integration is on plan, with FRE margin expansion expected at the higher end of the 0 to 150 basis points range in 2026.
Dec 10, 2025, 1:40 PM
Ares Management Discusses 2025 Performance and 2026 Outlook
ARES
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Ares Management sustained industry-leading growth in 2025, driven by record fundraising, with over $90 billion raised in 2025 and approximately $105 billion in the trailing 12 months as of Q3 2025. Deployment was robust, with over $40 billion in Q3 2025, and Q4 2025 deployment is expected to be strong and broad-based.
- The company's private credit portfolios demonstrate strong fundamentals, including non-accrual rates near historic lows, 10%-12% consistent annual company-level cash flow growth, and interest coverage well over two times. Ares also updated its wealth-related AUM target to $125 billion by 2028, supported by quarterly inflows of about $4 billion.
- Integration of the GCP acquisition is on track, with margin expansion expected in 2026 at the higher end of the 0 to 150 basis points annual range, following a lower-end performance in 2025 due to integration costs. This acquisition has established Ares as the third-largest institutional manager of real estate and the third-largest owner of industrial warehouses globally.
Dec 10, 2025, 1:40 PM
Ares Management Set to Join S&P 500
ARES
M&A
Delisting/Listing Issues
- Ares Management is scheduled to join the S&P 500 index on December 11.
- This inclusion follows the acquisition of Kellanova by Mars, which Ares Management will replace in the index, and has already led to a jump in Ares' stock due to increased investor confidence.
- As of September 30, 2025, Ares Management reported approximately $596 billion in assets under management.
- The move highlights the increasing prominence of alternative asset managers within mainstream stock indices.
Dec 8, 2025, 11:48 PM
Ares Management Invests in MGT
ARES
New Projects/Investments
M&A
- Ares Management Corporation has made a $350 million investment in MGT, a national technology and advisory solutions leader.
- This investment values MGT at $1.25 billion and is expected to significantly expand MGT's capacity for larger acquisitions and accelerate growth.
- Ares Management Corporation is a global alternative investment manager with approximately $572 billion in assets under management (AUM).
Dec 3, 2025, 1:05 PM
Ares Management Launches Marq Logistics Brand
ARES
Product Launch
New Projects/Investments
M&A
- Ares Management Corporation has launched Marq Logistics, a new global brand that unifies its extensive logistics real estate platforms across the Americas, Europe, and Asia-Pacific.
- This initiative consolidates over 600 million square feet of logistics facilities, combining Ares Industrial Management with the global GLP logistics platform outside China, which Ares acquired earlier in 2025.
- Marq now operates approximately 2,000 properties and aims to provide consistent, best-in-class logistics solutions to tenants worldwide.
- The launch represents a strategic move to enhance Ares' leadership position in the logistics real estate sector, with Ares Real Estate managing approximately $110 billion in assets.
Dec 1, 2025, 11:13 AM
Ares Management Discusses Business Model, Market Strategy, and Performance at Citizens Financial Services Conference
ARES
New Projects/Investments
Revenue Acceleration/Inflection
- Ares operates as a capital solutions provider with a capital-light, fee-driven, FRE-centric business model, generating high cash flow and dividends, with its entire revenue line derived from fees.
- The firm emphasizes the critical advantage of scale in credit and capital solutions, enabling greater origination and participation with large companies, and views market volatility as beneficial for deploying capital into higher-quality assets with better spreads.
- Ares highlights its software lending portfolio as a top performer, with its OTF product having a default rate of three basis points and no losses on software loans, and an average loan-to-value (LTV) of approximately 30% for software deals.
- The company has organically built a significant alternative credit business, which includes approximately $25 billion in sub-investment-grade assets targeting at least a 10% net return and another $25 billion in investment-grade substitute business, focusing on direct origination across diverse asset types.
Nov 18, 2025, 5:00 PM
Ares and Blue Owl Discuss Business Models, Growth, and Market Outlook
ARES
Management Change
New Projects/Investments
- Ares Co-President Kipp deVeer outlined the firm's credit businesses, including direct lending and asset-based finance, and detailed his expanded focus areas in real estate lending, infra debt, and the insurance sector.
- Blue Owl Co-CEO Marc Lipschultz described the firm's evolution beyond direct lending to encompass asset-based lending and digital infrastructure, emphasizing its foundational principles of providing capital solutions and prioritizing downside protection for investors.
- Both firms operate with a capital-light, fee-driven business model that generates high cash flow, and they view scale as a critical competitive advantage in the credit and capital solutions market.
- Ares manages approximately $600 billion of AUM and anticipates a favorable "coupon clipping-y credit environment" with interest rates expected to remain higher for longer.
Nov 18, 2025, 5:00 PM
Quarterly earnings call transcripts for Ares Management.
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