Ares Management (NYSE:ARES) Price Target Lowered to $112.00 at BMO Capital Markets

Ares Management (NYSE:ARES) had its target price cut by BMO Capital Markets from $140.00 to $112.00 in a research note issued to investors on Tuesday morning,Benzinga reports. They currently have a market perform rating on the asset manager’s stock.

ARES has been the subject of a number of other reports. Oppenheimer lowered their price target on Ares Management from $224.00 to $215.00 and set an “outperform” rating for the company in a report on Friday, February 6th. Raymond James Financial upgraded shares of Ares Management from a “market perform” rating to a “strong-buy” rating and set a $157.00 price objective for the company in a research report on Monday, February 9th. Deutsche Bank Aktiengesellschaft upgraded shares of Ares Management from a “hold” rating to a “buy” rating and lowered their target price for the company from $182.00 to $155.00 in a report on Friday, February 6th. Barclays dropped their target price on shares of Ares Management from $222.00 to $190.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Finally, UBS Group set a $148.00 price target on shares of Ares Management in a research report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $179.73.

Ares Management Stock Down 1.0%

Ares Management stock opened at $106.04 on Tuesday. The stock has a market cap of $34.94 billion, a PE ratio of 62.74, a P/E/G ratio of 0.79 and a beta of 1.55. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.22 and a quick ratio of 1.22. The stock’s fifty day moving average is $129.58 and its two-hundred day moving average is $149.98. Ares Management has a 1-year low of $95.80 and a 1-year high of $195.26.

Ares Management (NYSE:ARES) last released its quarterly earnings data on Thursday, February 5th. The asset manager reported $1.45 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.71 by ($0.26). Ares Management had a return on equity of 19.04% and a net margin of 9.41%.The business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.38 billion. During the same period in the prior year, the company posted $0.55 earnings per share. On average, sell-side analysts expect that Ares Management will post 5.28 EPS for the current fiscal year.

Ares Management Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be given a dividend of $1.35 per share. This represents a $5.40 dividend on an annualized basis and a dividend yield of 5.1%. This is a boost from Ares Management’s previous quarterly dividend of $0.84. The ex-dividend date is Tuesday, March 17th. Ares Management’s payout ratio is 319.53%.

Insider Buying and Selling at Ares Management

In other Ares Management news, Director Ashish Bhutani acquired 10,000 shares of the company’s stock in a transaction on Friday, February 6th. The shares were bought at an average cost of $126.61 per share, for a total transaction of $1,266,100.00. Following the completion of the purchase, the director owned 34,071 shares in the company, valued at $4,313,729.31. This trade represents a 41.54% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Judy D. Olian bought 480 shares of Ares Management stock in a transaction dated Friday, February 20th. The stock was acquired at an average cost of $124.43 per share, with a total value of $59,726.40. Following the completion of the acquisition, the director directly owned 29,734 shares of the company’s stock, valued at approximately $3,699,801.62. The trade was a 1.64% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.52% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Ares Management

A number of hedge funds and other institutional investors have recently made changes to their positions in ARES. Exchange Traded Concepts LLC lifted its position in Ares Management by 100.0% during the 3rd quarter. Exchange Traded Concepts LLC now owns 190 shares of the asset manager’s stock worth $30,000 after acquiring an additional 95 shares during the period. Osbon Capital Management LLC acquired a new position in shares of Ares Management in the fourth quarter valued at approximately $32,000. Elevation Point Wealth Partners LLC acquired a new position in shares of Ares Management in the second quarter valued at approximately $35,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Ares Management during the third quarter worth $40,000. Finally, Atlantic Edge Private Wealth Management LLC acquired a new stake in shares of Ares Management during the fourth quarter worth $42,000. Hedge funds and other institutional investors own 50.03% of the company’s stock.

Ares Management News Roundup

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

• Positive Sentiment: Ares agreed to buy 36 industrial properties from EQT for roughly $650 million, expanding its industrial real-estate holdings and adding fee-bearing assets that can bolster management and investment fees. Ares Buying 36 Industrial Properties From EQT For $650M
• Positive Sentiment: Euroclear partnered with Ares to enable access to private markets for wealth investors, widening distribution channels and potentially increasing AUM from wealth clients over time. Euroclear Teams Up with Ares
• Neutral Sentiment: Analyst and media coverage highlights Ares’ multi-year revenue and dividend growth but flags elevated risks tied to private-credit exposure and market cycles — useful context for long-term investors sizing risk vs. yield. Ares Management: High-Yield Growth Story With Elevated Risks
• Negative Sentiment: Ares limited investor redemptions from a private-credit fund after requests surged (reports cite roughly a 12% redemption request), signaling short-term liquidity stress in its private-credit business and raising concerns about fee continuity and investor confidence. Ares private credit fund limits investor withdrawals after requests surge
• Negative Sentiment: Broader industry pressure: Moody’s actions and reporting on a private-credit pullback and tighter investor limits are creating systemic headwinds for managers with large private-credit platforms, increasing downside risk to Ares’ valuation multiple. New Limits on Investors and a Debt Downgrade Add to Private Credit Woes
• Negative Sentiment: BMO Capital Markets cut its price target on ARES from $140 to $112 and moved to a “market perform” stance, reducing analyst support for the name and likely contributing to near-term selling pressure. BMO Lowers Ares Price Target

Ares Management Company Profile

Ares Management Corporation (NYSE: ARES) is a global alternative asset manager that provides investment solutions across credit, private equity and real estate. The firm originates and manages capital across a range of strategies including direct lending, syndicated and special situations credit, private equity buyouts and growth investments, and real estate equity and debt. Ares serves institutional investors, insurance companies, pension funds, sovereign wealth funds, and high‑net‑worth clients through both commingled funds and bespoke managed account structures.

Within credit, Ares offers strategies spanning leveraged loans, structured credit, opportunistic and distressed debt, and specialty finance, with an emphasis on underwriting, portfolio construction and active asset management.