Ares Management Corporation

Report azionario NYSE:ARES

Capitalizzazione di mercato: US$44.6b

Ares Management Crescita futura

Criteri Future verificati 4/6

Ares Management prevede che gli utili e i ricavi cresceranno rispettivamente di 25.3% e 6.2% all'anno. Si prevede che l'EPS crescerà di 26.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 26.5% in 3 anni.

Informazioni chiave

25.3%

Tasso di crescita degli utili

26.25%

Tasso di crescita dell'EPS

Capital Markets crescita degli utili12.2%
Tasso di crescita dei ricavi6.2%
Rendimento futuro del capitale proprio26.53%
Copertura analitica

Good

Ultimo aggiornamento03 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Jul 24

ARES: Private Credit Platform And Real Estate Expansion Will Balance Fundraising Risks

The analyst price target for Ares Management has been reduced by $3 to $122, as analysts update their models to reflect more measured revenue growth assumptions, firmer profit margins, and a lower future P/E profile across the alternative asset manager group. Analyst Commentary Recent research on Ares Management points to a more balanced setup, with several firms trimming price targets or ratings while still recognizing the company’s position within alternative asset management.
Seeking Alpha • Jul 14

Ares Management: Buy This Cash Cow While It's Undervalued

Summary Ares Management is rated a 'Buy,' offering an attractive entry for dividend growth and total return potential. ARES is demonstrating record fundraising, driven by strong institutional demand and expanding fee-paying assets. ARES benefits from diversified growth avenues—real estate, infrastructure, and international markets—beyond private credit, mitigating sector-specific risks. Trading at 20x forward P/E and yielding 4.4%, ARES is positioned for double-digit EPS growth and solid income, supported by a durable capital base. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 10

ARES: Private Credit Expansion Into Asia Will Support Future Earnings Resilience

Ares Management's consensus analyst price target has been reset lower by about $12, as analysts balance reduced valuation assumptions with updated earnings frameworks and a view that alternative asset managers, including Ares, still offer selective opportunities compared with large-cap banks. Analyst Commentary Recent Street research on Ares Management presents a mixed but generally constructive picture, with several bullish analysts still highlighting the stock as a way to gain exposure to alternative assets compared with large bank stocks.
Aggiornamento narrativa • Jun 26

ARES: Private Credit Fee Engine And Fundraising Strength Will Drive Future Upside

The analyst fair value estimate for Ares Management has been raised from $104.00 to $125.00, reflecting updated views on earnings potential and valuation after recent Street research, including revised models that factor in items such as X-Energy treatment and broader sector earnings quality. Analyst Commentary Recent Street research on Ares Management shows a mix of opinions, with several large firms updating models around earnings quality, valuation frameworks, and items such as X-Energy treatment.
Aggiornamento narrativa • Jun 12

ARES: Future Returns Will Reflect Esoteric Credit Scale And XE IPO Upside

Ares Management's updated analyst price target edges slightly lower, with model tweaks pointing to a modest cut of about $0.10 per share as analysts factor in incremental changes to discount rates, revenue growth, and profit margin assumptions following recent sector wide revisions and list changes. Analyst Commentary Recent Street research on Ares Management points to a mixed setup, with valuation and execution views split between more enthusiastic and more cautious voices.
Aggiornamento narrativa • May 29

ARES: Future Returns Will Reflect Retail Credit Resilience And XE IPO Upside

Analysts have trimmed the Ares Management price target to about $145 from roughly $171, reflecting updated expectations for slower revenue growth, slightly lower profit margins, and a modestly lower future P/E multiple, while still citing long term earnings potential for the sector. Analyst Commentary Recent research on Ares Management highlights a mix of optimism about long term earnings power and caution around near term earnings quality and flows in certain products.
Aggiornamento narrativa • May 14

ARES: Private Credit Sentiment Reset Will Support Future Earnings Resilience

Analysts have adjusted the Ares Management price target lower from about $218 to roughly $176, reflecting updated assumptions for growth, margins and future P/E, even as recent research shows a mix of target cuts and one increase across the Street. Analyst Commentary Recent research on Ares Management shows a cluster of target cuts from several firms, paired with a smaller set of more upbeat calls that focus on valuation support and the private credit franchise.
Aggiornamento narrativa • Apr 30

ARES: Private Credit Sentiment Shifts Will Shape Balanced Risk And Opportunity

Analysts have trimmed Ares Management price targets by varying amounts across several firms, yet still point to steady revenue and margin assumptions and in some cases highlight what they see as an opportunity created by weaker sentiment toward private credit. Analyst Commentary Recent research on Ares Management is mixed, with many firms trimming price targets while keeping an eye on how private credit sentiment may influence valuation and asset growth.
Aggiornamento narrativa • Apr 16

ARES: Private Credit Outflows And Margin Pressure Will Drive A More Cautious Outlook

The analyst price target for Ares Management shifts from about $113 to $104 as analysts factor in updated assumptions around private credit fee growth, slightly lower profit margins, and a more conservative future P/E multiple, even as revenue growth expectations are adjusted upward. Analyst Commentary Recent research around Ares Management points to a more cautious tone, especially on private credit and valuation.
Aggiornamento narrativa • Apr 01

ARES: Private Credit Sentiment Reset And CLO Expansion Will Shape Returns

Analysts have trimmed the Ares Management fair value estimate from about $138 to roughly $113, reflecting a series of lower price targets across the Street as they moderate profit margin and business development company earnings assumptions, even as some continue to highlight what they see as an attractive entry point in private credit heavy alternative managers. Analyst Commentary Recent research on Ares Management shows a clear reset in expectations, with several firms cutting price targets and revisiting assumptions around private credit, retail fundraising and business development company earnings.
Aggiornamento narrativa • Mar 18

ARES: Private Credit Weakness And LBO Expansion Will Drive Future Upside

Ares Management's analyst price target has reset from $166 to $138 as analysts factor in softer private credit flows and lower realization assumptions, even as several firms still highlight recent share weakness as a potential entry point. Analyst Commentary Recent research on Ares Management points to a more cautious tone around private credit flows, realization assumptions, and the valuation the market is placing on fee related earnings.
Aggiornamento narrativa • Mar 04

ARES: Future Returns Will Reflect Private Credit Resilience And Real Assets Expansion

The updated analyst price target for Ares Management moves lower, with our fair value estimate shifting from $177.94 to $170.59 as analysts factor in reduced expectations for business development company flows and realizations, as well as recent industry wide concerns around private credit, even as some still highlight what they see as attractive entry points for credit focused alternative managers. Analyst Commentary Recent Street research around Ares Management has become more mixed, with several firms cutting price targets while still seeing the company as an important player in private credit and alternative asset management.
Aggiornamento narrativa • Feb 18

ARES: Future Returns Will Reflect Expanding Real Assets And Index Inclusion

The analyst price target for Ares Management has been reduced by $5.66 to $177.94 as analysts factor in a higher discount rate, slightly lower projected profit margins, and a lower future P/E multiple, even as they reference recent mixed target moves and rating changes across the Street. Analyst Commentary Recent Street research on Ares Management reflects a split view, with several firms revising price targets both higher and lower and at least one upgrade calling out a more attractive entry point.
Aggiornamento narrativa • Feb 04

ARES: Private Credit Expansion And Index Additions Will Support Future Upside

Analysts have nudged their average price target on Ares Management higher by a few dollars, reflecting refreshed models that incorporate updated assumptions for discount rate, revenue growth, profit margin and future P/E multiples, along with recent target changes across the Street. Analyst Commentary Recent research on Ares Management shows a mix of optimism and caution, with several firms adjusting price targets in both directions as they refresh their models and sector views.
Aggiornamento narrativa • Jan 21

ARES: Fair Value View Balances Private Credit Momentum And Legal Uncertainty

Analysts have raised their Ares Management fair value estimate from US$138.67 to US$166.00, reflecting updated assumptions on revenue growth, profit margins, and future P/E that are consistent with recent price target revisions from firms across the Street. Analyst Commentary Recent Street research on Ares Management shows a wide range of fair value opinions, with several firms lifting targets while at least one has trimmed expectations.
Aggiornamento narrativa • Jan 07

ARES: Private Credit Strength And Q3 Reassurance Will Support Earnings Resilience

Analysts have nudged their price targets on Ares Management into a higher US$175 to US$197 range, reflecting updated models after Q3 results, a higher assumed discount rate, adjusted revenue growth and profit margin expectations, and a slightly higher future P/E multiple. Analyst Commentary Bullish analysts are leaning into Ares Management's latest Q3 update, resetting their models with higher price targets clustered in the upper end of the current US$175 to US$197 range.
Aggiornamento narrativa • Dec 15

ARES Strong Private Credit Margins Will Support Earnings Resilience Despite Legal Scrutiny

Analysts have lifted their price target on Ares Management to $218 from about $190, reflecting confidence in the firm’s stronger margin profile, more attractive forward valuation, and sustained leadership in private credit despite moderating top line growth and macro headwinds. Analyst Commentary Bullish analysts highlight that Ares Management continues to outperform expectations, pointing to better than anticipated Q3 results and resilient fee related earnings as key drivers behind recent price target increases.
Aggiornamento narrativa • Dec 01

ARES: Future Performance Will Reflect Private Credit Strength Despite Competitive Risks

Analysts have slightly reduced their fair value estimate for Ares Management to $183.60 from $183.94. They cite improved revenue growth but marginally softer profit margin forecasts and continued strength in private credit activity following strong Q3 results.
Aggiornamento narrativa • Nov 17

ARES: Future Outperformance Will Be Driven By Private Credit Momentum

The average analyst price target for Ares Management has been revised upward by nearly $4 to approximately $184. Recent earnings outperformance and the firm’s credibility in private credit are driving renewed optimism among analysts, despite ongoing industry headwinds.
Aggiornamento narrativa • Nov 01

ARES: Fee Strength And Credit Competitiveness Will Drive Long-Term Performance

Analysts have slightly reduced their fair value estimate for Ares Management to $180.00 from $180.20. This change reflects recent adjustments to market expectations amid credit concerns, but ongoing support comes from strong investment activity and solid fee-related earnings.
Aggiornamento narrativa • Oct 18

Alternative Investments And Global Expansion Will Unlock Fee Potential

Ares Management's analyst price target has been revised downward from $191 to $180.20 per share. This reflects analysts' views of modest changes in growth expectations and profit margins amid ongoing industry competition and evolving market conditions.
Aggiornamento narrativa • Oct 04

Alternative Investments And Global Expansion Will Unlock Fee Potential

Ares Management's analyst price target has shifted modestly downward from $193.69 to $191.00, as analysts cite strong fundamentals but acknowledge a slower revenue growth outlook and increased market competition. Analyst Commentary Recent analyst updates on Ares Management reflect a balance of both optimism and caution regarding the firm’s future performance and valuation drivers.
Aggiornamento narrativa • Sep 04

Alternative Investments And Global Expansion Will Unlock Fee Potential

Analysts maintain a positive outlook on Ares Management, citing robust investment performance, resilient business fundamentals, and management’s ability to meet key targets, supporting a consensus price target that remains unchanged at $193.69. Analyst Commentary Bullish analysts point to strong underlying investment performance across all Ares Management’s businesses, despite some quarter-to-quarter volatility in realized performance income.

Previsioni di crescita degli utili e dei ricavi

NYSE:ARES - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20286,6961,991-481N/A3
12/31/20275,8121,7564,292N/A5
12/31/20264,9541,369-390N/A5
6/30/20265,988578N/AN/AN/A
3/31/20265,9095621,6131,679N/A
12/31/20255,6014693,1953,267N/A
9/30/20255,3565734,4934,558N/A
6/30/20254,8284313,9784,059N/A
3/31/20254,2664173,9884,075N/A
12/31/20243,8854722,7002,791N/A
9/30/20243,6804321,3181,423N/A
6/30/20243,221378799900N/A
3/31/20243,526430-315-231N/A
12/31/20233,632496-300-233N/A
9/30/20233,51639885136N/A
6/30/20233,646303-196-157N/A
3/31/20233,154200-287-251N/A
12/31/20223,055153-770-734N/A
9/30/20223,428156-1,336-1,296N/A
6/30/20223,575279-2,133-2,095N/A
3/31/20224,269359-1,663-1,631N/A
12/31/20214,212369-2,623-2,596N/A
9/30/20213,560323-2,304-2,282N/A
6/30/20213,101279-1,360-1,344N/A
3/31/20212,409211-820-804N/A
12/31/20201,764120-442-426N/A
9/30/20201,54380-404-390N/A
6/30/20201,52066-962-943N/A
3/31/20201,30244N/A-2,096N/A
12/31/20191,765120N/A-2,083N/A
9/30/20191,57694N/A-1,374N/A
6/30/20191,35076N/A-1,421N/A
3/31/20191,17032N/A-1,847N/A
12/31/201895828N/A-1,417N/A
9/30/20181,08656N/A-2,394N/A
6/30/20181,13469N/A-2,847N/A
3/31/20181,502132N/A-1,491N/A
12/31/20171,48051N/A-1,863N/A
9/30/20171,46346N/A-1,559N/A
6/30/20171,51061N/A-999N/A
3/31/20171,30754N/A-892N/A
12/31/20161,25498N/A-626N/A
9/30/20161,00170N/A-266N/A
6/30/201680923N/A74N/A
3/31/2016681-3N/A45N/A
12/31/201581419N/A-528N/A
9/30/201581821N/A-527N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ARES ( 25.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di ARES ( 25.3% all'anno) cresceranno più rapidamente del mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ARES cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di ARES ( 6.2% all'anno) crescerà più lentamente rispetto al mercato US ( 12.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ARES ( 6.2% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ARES sarà elevato tra 3 anni ( 26.5 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/04 00:38
Prezzo dell'azione a fine giornata2026/08/03 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Ares Management Corporation è coperta da 22 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Benjamin BudishBarclays
Brennan HawkenBMO Capital Markets Equity Research
Craig SiegenthalerBofA Global Research