Ares Management (ARES) Company Report

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).

2 days ago

Press Release

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.

4 days ago

Morningstar

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

Transcript

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

Transcript

Ares and Blue Owl Executives Discuss Business Models, Market Dynamics, and Growth Opportunities at Citizens Conference

ARES

New Projects/Investments

Revenue Acceleration/Inflection

Ares and Blue Owl operate with capital-light, fee-driven, FRE-centric business models, emphasizing organic growth and strategic acquisitions to deliver capital solutions focused on downside protection and yield.
Both firms highlight the critical importance of scale in credit and capital solutions, which enables superior origination and underwriting, and view market volatility as beneficial for deploying permanent capital into higher-quality assets with better spreads.
Ares' BDC portfolios, including ARCC and OBDC, are noted for their high diversification, low leverage, and deep equity cushions, contributing to their resilience against potential market stress.
Executives identify significant growth opportunities in underpenetrated markets such as asset-based lending and digital infrastructure, which they believe have large addressable markets.
The macro outlook is positive, with an expectation of higher rates for longer and a favorable environment for credit, despite perceived market expensiveness.

Nov 18, 2025, 5:00 PM

Transcript

Ares Commercial Real Estate Corporation Reports Q3 2025 Results

ARES

Earnings

Dividends

New Projects/Investments

Ares Commercial Real Estate Corporation reported GAAP net income of $4.7 million or $0.08 per diluted common share for the third quarter of 2025.
For the third quarter of 2025, the company achieved Distributable Earnings of $5.5 million or $0.10 per diluted common share.
The Board of Directors declared a fourth quarter 2025 dividend of $0.15 per common share, which will be payable on January 15, 2026, to common stockholders of record as of December 31, 2025.
The company closed more than $360 million of new loan commitments since the beginning of the third quarter and had approximately $173 million of available capital as of September 30, 2025.

Nov 7, 2025, 11:00 AM

Press Release

Ares Management Completes Investment in Plenitude

ARES

New Projects/Investments

M&A

Ares Management Corporation, through its Alternative Credit funds, has completed the acquisition of a 20% stake in Plenitude for €2 billion.
This investment implies an enterprise value of over €12 billion for Plenitude, a leader in energy transition controlled by Eni.
Plenitude aims to reach 10 GW of renewable capacity globally by 2028.
As of September 30, 2025, Ares Management Corporation's global platform had over $596 billion of assets under management.

Nov 5, 2025, 10:32 AM

Press Release

Ares Management Corporation Reports Strong Third Quarter 2025 Results

ARES

Earnings

Dividends

Guidance Update

Ares Management Corporation reported GAAP net income of $288.9 million and GAAP basic and diluted earnings per share of $1.15 for the third quarter ended September 30, 2025.
Fee Related Earnings for Q3 2025 were $471.2 million, with after-tax realized income per share at $1.19.
Total Assets Under Management (AUM) reached $595.7 billion and Fee Paying AUM (FPAUM) was $367.6 billion as of September 30, 2025, representing a 28% year-over-year increase in AUM, FPAUM, and management fees.
The company raised $30.9 billion in Q3 2025, with net inflows of $28.5 billion, and anticipates significantly exceeding its previous annual fundraising record of $93 billion this year.
A quarterly dividend of $1.12 per share of Class A and non-voting common stock was declared, payable on December 31, 2025.

Nov 3, 2025, 2:00 PM

Presentation

Ares Management Corporation Reports Record Q3 2025 Financial Results and Raises Dividend

ARES

Earnings

Dividends

Guidance Update

Ares Management Corporation reported robust Q3 2025 financial results, with management fees reaching a record $971 million, a 28% year-over-year increase, and after-tax realized income per share of Class A stock growing by 25% year-over-year.
The company declared a quarterly dividend of $1.12 per share, representing a 20% increase from the prior year, with expectations for another increase in Q1 2026.
Ares achieved a record quarter for capital raising, securing over $30 billion in Q3 2025, bringing the total raised over the last 12 months to over $105 billion. Gross deployment also reached over $41 billion in the quarter.
Total Assets Under Management (AUM) grew to over $595 billion, and fee-paying AUM to $368 billion, both up 28% year-over-year. The 2028 AUM target for semi-liquid wealth products was increased from $100 billion to $125 billion.

Nov 3, 2025, 2:00 PM

Transcript

Ares Management Reports Strong Q3 2025 Financial Results and Record Capital Raising

ARES

Earnings

Dividends

Guidance Update

Ares Management Corporation reported strong Q3 2025 financial results, with management fees reaching a record $971 million, a 28% year-over-year increase, and after-tax realized income per share of Class A stock growing 25% year-over-year.
The company achieved its highest quarter on record for capital raised, securing over $30 billion in Q3 2025, bringing year-to-date capital raised to over $77 billion and over the last 12 months to over $105 billion.
Total Assets Under Management (AUM) increased 28% year-over-year to over $595 billion, with fee-paying AUM also up 28% to $368 billion. Gross deployment in Q3 2025 was over $41 billion.
A quarterly dividend of $1.12 per share was declared, marking a 20% increase from the same quarter last year, payable on December 31, 2025.
Ares maintains significant investment capacity with nearly $150 billion in dry powder and $81 billion of AUM not yet paying fees, indicating strong potential for future deployment and management fee generation.

Nov 3, 2025, 2:00 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for Ares Management.

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