Ares Management Corporation Stock Price, News & Analysis

Ares Management (NYSE: ARES) completed the acquisition of a 20% stake in Plenitude for €2 billion, at an implied enterprise value of over €12 billion. The investment was made by Ares Alternative Credit funds and other affiliated Ares funds.

Plenitude operates in over 15 countries, owns 4.8 GW of renewable generation today, serves 10 million customers, and manages a network of >b>22,000 public EV charging points. Plenitude targets 10 GW of renewable capacity by 2028. Ares Alternative Credit manages approximately $46.7 billion AUM as of September 30, 2025, and Ares has deployed >b>€4 billion in Italian assets over two decades, with a Milan office opened in May 2025.

Tyree & D’Angelo Partners (ARES) announced on November 3, 2025 that it closed a single-asset secondary continuation fund to extend its partnership with Western Veterinary Partners.

The continuation fund was anchored by HarbourVest Partners as sole lead investor, with additional commitments from Ares Private Equity Secondaries funds, syndicate investors, and TDP’s existing limited and general partners. The fund raised new capital to support Western’s continued organic growth and planned acquisitions while keeping TDP as manager.

William Blair served as exclusive financial advisor; Kirkland & Ellis advised TDP; Winston & Strawn advised Western; Ropes & Gray advised HarbourVest.

Ares Management (NYSE:ARES) reported approximately $15.2 billion of U.S. direct lending commitments closed across 88 transactions in 3Q2025 and approximately $49.3 billion across 329 transactions in the 12 months ended September 30, 2025.

Selected 3Q2025 deals included senior secured facilities supporting acquisitions or growth for AeriTek Global, Dun & Bradstreet, Invited (f/k/a ClubCorp), Leaf Home, Liquid Environmental Solutions, Merit Financial Advisors, Stout, and The Triumph Group. Merit Financial Advisors was noted as an advisory platform with $20+ billion AUM.

Ares Management (NYSE:ARES) reported third quarter 2025 results for the period ended September 30, 2025. GAAP net income attributable to Ares was $288.9 million and EPS was $1.15 (basic and diluted). After-tax realized income was $425.8 million ($1.19 per share) and fee related earnings were $471.2 million. Management reported a 28% year-over-year increase in AUM, FPAUM and management fees in Q3 and said it now expects to meaningfully exceed its prior annual fundraising record of $93 billion. Available capital was reported at $150 billion at quarter end. Ares declared a quarterly common dividend of $1.12 per Class A share payable Dec 31, 2025 (record Dec 17, 2025) and a preferred dividend of $0.84375 per Series B share payable Jan 1, 2026 (record Dec 15, 2025). A dividend reinvestment program will be effective for the Dec 31 dividend. A conference call and webcast were scheduled for Nov 3, 2025.

Ares Management (NYSE: ARES) agreed to acquire London-based systematic fixed income manager BlueCove, creating the Ares Systematic Credit strategy. The deal, announced October 30, 2025, is expected to close in Q1 2026 subject to customary closing conditions and regulatory approvals. BlueCove founders Alex Khein and Hugh Willis will lead and advise the new strategy, joining a team of about 60 professionals. BlueCove AUM grew from $1.8B in 2023 to ~$5.5B as of September 30, 2025. Ares Credit Group had $377.1B AUM as of June 30, 2025.

Ares (NYSE: ARES) raised approximately $1.5 billion of capital for Ares Direct Lending’s inaugural specialty healthcare strategy, Ares Specialty Healthcare Fund (ASH), including anticipated leverage, with a final close announced on October 29, 2025. ASH will provide flexible capital across first lien, second lien, mezzanine, preferred equity and non-control equity to public and private specialty healthcare companies across five sub-sectors: pharmaceuticals & biotechnology, medical technologies, tools & diagnostics, specialty services and healthcare IT.

ASH is supported by an 11-member investment team and a 12-member Industry Advisory Board, and the strategy leverages Ares’ global Direct Lending platform, which had >b>390 investment professionals and ~$56 billion deployed in healthcare as of June 30, 2025. Ares reported 28 portfolio company investments to date for the strategy.

Ares Capital (NASDAQ: ARCC) reported third-quarter 2025 results and declared a $0.48 per share dividend for Q4 payable Dec 30, 2025 to holders of record on Dec 15, 2025. For Q3 2025 GAAP net income was $404M ($0.57/sh), Core EPS was $0.50, and net investment income was $338M ($0.48/sh). Portfolio investments at fair value rose to $28.693B and net assets per share reached a record $20.01. Debt outstanding was $15.6B with $1.0B cash and approximately $5.2B borrowing availability. Ares issued $650M 5.10% notes and sold ~9.3M shares for ~$204M in Q3.

Ares Management (NYSE: ARES) and Slate Asset Management agreed to acquire a portfolio of 36 convenience‑led retail parks in Poland from Trei Real Estate for a portfolio valued at over €300 million. The assets are recently developed, fully occupied, and largely leased to grocers, pharmacies and large regional retailers under CPI‑linked leases. Slate's first investment in Poland increases its Pan‑European platform. The transaction is expected to close by December 31, 2025, subject to customary regulatory approvals.

Key manager metrics in the announcement: Ares Real Estate reported $108.7 billion AUM as of June 30, 2025; Slate completed over €1 billion of essential real estate deals in 2025.

GreenBarn Investment Group and Sabal Investment Holdings led refinancing at 817 Broadway in Greenwich Village on Oct 22, 2025, arranging a $37.5M mezzanine loan alongside a new $91M senior mortgage provided by Ares Real Estate funds (NYSE:ARES).

The 14-story, 140,000-square-foot Class A office building, owned and developed by Taconic Partners, is fully leased to tenants including Union Square Partners, Inspired Capital and Unity Technologies and features a renovated façade, upgraded systems and a 4,000-square-foot roof terrace.