Ares Management (NYSE:ARES) Stock Price Target Lowered at TD Cowen

Ares Management (NYSE:ARES) had its price target dropped by research analysts at TD Cowen from $159.00 to $158.00 in a report issued on Friday, Benzinga reports. The firm presently has a “buy” rating on the asset manager’s stock. TD Cowen‘s price objective points to a potential upside of 25.13% from the company’s previous close.

ARES has been the topic of several other research reports. Bank of America lowered their price target on Ares Management from $160.00 to $156.00 in a report on Monday, October 5th. Wall Street Zen lowered Ares Management from a “hold” rating to a “sell” rating in a report on Saturday, July 4th. BMO Capital Markets cut their price objective on Ares Management from $134.00 to $130.00 and set a “market perform” rating for the company in a report on Tuesday. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $144.00 price objective (up from $140.00) on shares of Ares Management in a research report on Monday, August 3rd. Finally, Barclays raised their target price on shares of Ares Management from $139.00 to $151.00 and gave the company an “overweight” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $146.16.

Ares Management Price Performance

Shares of Ares Management stock traded down $1.20 during trading on Friday, hitting $126.27. The stock had a trading volume of 1,836,298 shares, compared to its average volume of 2,891,498. The firm has a market cap of $41.70 billion, a price-to-earnings ratio of 57.86, a P/E/G ratio of 1.12 and a beta of 1.53. Ares Management has a 12 month low of $95.80 and a 12 month high of $181.19. The business’s 50-day moving average is $126.24 and its 200 day moving average is $125.49. The company has a current ratio of 0.26, a quick ratio of 0.26 and a debt-to-equity ratio of 1.00.

Ares Management (NYSE:ARES) last posted its quarterly earnings data on Thursday, October 29th. The asset manager reported $1.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.25 by $0.01. The company had revenue of $1.43 billion during the quarter, compared to analyst estimates of $1.24 billion. Ares Management had a return on equity of 25.42% and a net margin of 10.63%. The firm’s quarterly revenue was down 13.5% on a year-over-year basis. During the same quarter last year, the company earned $1.15 earnings per share. As a group, sell-side analysts anticipate that Ares Management will post 5.80 earnings per share for the current year.

Institutional Investors Weigh In On Ares Management

Hedge funds have recently added to or reduced their stakes in the company. Principal Financial Group Inc. increased its position in shares of Ares Management by 4.4% during the 1st quarter. Principal Financial Group Inc. now owns 4,009,291 shares of the asset manager’s stock valued at $437,417,000 after purchasing an additional 169,598 shares during the last quarter. Vulcan Value Partners LLC lifted its position in Ares Management by 12.5% in the 2nd quarter. Vulcan Value Partners LLC now owns 1,902,580 shares of the asset manager’s stock worth $211,776,000 after buying an additional 211,404 shares during the last quarter. Janus Henderson Group PLC lifted its position in Ares Management by 43.8% in the 1st quarter. Janus Henderson Group PLC now owns 1,653,078 shares of the asset manager’s stock worth $180,343,000 after buying an additional 503,688 shares during the last quarter. Curated Wealth Partners LLC lifted its position in Ares Management by 968.3% in the 3rd quarter. Curated Wealth Partners LLC now owns 1,450,854 shares of the asset manager’s stock worth $168,546,000 after buying an additional 1,315,043 shares during the last quarter. Finally, Hamlin Capital Management LLC boosted its stake in Ares Management by 6.6% in the third quarter. Hamlin Capital Management LLC now owns 1,022,899 shares of the asset manager’s stock worth $118,830,000 after buying an additional 63,265 shares in the last quarter. Institutional investors own 50.03% of the company’s stock.

Key Stories Impacting Ares Management

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

• Positive Sentiment: Analysts raised their price targets following the company’s quarterly results. Barclays lifted its target to $151 and maintained an “overweight” rating, while Wells Fargo raised its target to $141 and RBC increased its target to $171 with an “outperform” rating. Keefe, Bruyette & Woods also raised its target to $130, although it retained a “market perform” rating. Analyst price target updates
• Positive Sentiment: Ares exceeded third-quarter expectations, reporting adjusted earnings of $1.26 per share versus the $1.25 consensus estimate and revenue of $1.43 billion versus the $1.24 billion forecast. Assets under management rose to approximately $690.6 billion, supported by higher management fees and capital inflows. Ares Q3 earnings beat estimates
• Positive Sentiment: Fundraising momentum remains strong. Ares raised more than $31 billion in gross commitments during the quarter, including an $8 billion first close for its flagship credit fund, and expects $300 million to $325 million in 2026 net realized performance income. The firm also closed approximately $6.3 billion in U.S. direct-lending commitments during the quarter. Ares flagship credit fund fundraising
• Positive Sentiment: Ares declared a quarterly dividend of $1.35 per share, equivalent to $5.40 annually and an indicated yield of roughly 4.2%, which may appeal to income-oriented investors.
• Neutral Sentiment: Ares, Blue Owl and KKR are investing in artificial-intelligence data centers, adding potential exposure to a fast-growing infrastructure theme, although the immediate financial impact was not disclosed. AI data-center investment
• Negative Sentiment: Revenue declined 13.5% from the year-earlier period, while GAAP net income attributable to Ares was $85.3 million, or $0.21 per share. Investors may also remain cautious about private-credit redemption concerns and the effect of a slower market on realizations and performance fees.

Ares Management Company Profile

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.