Ares Management Corporation Stock Price, News & Analysis

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.

Ares Management (NYSE: ARES) appointed Bill Benjamin to the newly created role of Vice Chairman, effective January 1, 2026. Benjamin will report to Co-Presidents Kipp deVeer and Blair Jacobson, remain based in London, and continue supporting firmwide strategic initiatives while partnering with Real Estate leadership on the integration of GCP International.

Julie Solomon will continue as global Head of Real Estate. Ares Real Estate now has >740 team members, a portfolio of >720 million square feet, and is the third largest owner, operator and developer of logistics assets globally.

LenderMAC entered a strategic relationship with Ares on October 17, 2025 under which Ares will purchase a significant portion of LenderMAC's Non-QM production and provide strategic capital to support origination and growth.

Since new ownership in May 2025, LenderMAC expanded into more than 20 states, launched a fully operational wholesale channel, reached its first $100 million in funded loans, and refined AI tools including a bank statement analyzer. Legal counsel: Mayer Brown for LenderMAC and Winston & Strawn for Ares.

Promote Giving, launched October 15, 2025, is a collective of nine fund managers committing to donate the equivalent of at least 5% of selected funds’ performance fees to charities focused on healthcare, education and human well-being. Based on pledged funds of approximately $35+ billion and an illustrative 1.5x MOIC with 20% performance fees, the initiative could channel an estimated $150–$250 million to philanthropy over the next 10 years. Ares Pathfinder funds have already accrued more than $40 million in pledged contributions as of June 30, 2025. The model ties charitable funding to fund performance while preserving investor returns.