ARES Ares Management Corp - Ordinary Shares - Class A

$ARES $QQQ Ares CEO said they are avoiding financing deals for high-powered processing units that run sophisticated AI models due to concerns about them becoming obsolete. >yeah, no shit. these chips have a 5-year lifespan and depreciate during that time >finaciers instantly go underwater

$ARES Barclays analyst Benjamin Budish raised the firm's price target on Ares Management to $151 from $139 and keeps an Overweight rating on the shares. The firm says the company's Q3 earnings beat estimates modestly "in an otherwise fine quarter."

$ARES reported earnings before the open: adjusted EPS of $1.26 vs. $1.25 estimated, a beat of 0.8%. I used Stock Meadow to review the results.

$ARES I knew I should have bought more. This is a "add on any weakness" type of stock. I'm holding for much bigger gains.

$ARES Does Ares' 70% drop in GAAP profit matter when its fee earnings rose 11%? 🏢 Ares Management, an alternative asset manager with about $691B under management, posted Q3 2026 GAAP net income of $85.3M, about 70% below the $288.9M of Q3 2025, or $0.21 a share against $1.15 📈 Fee related earnings, the recurring fee profit, rose 11% to $524.2M, and after-tax realized income rose 6% to $1.26 a share from $1.19, though it slipped from $1.29 in Q2 2026 📈 Citing expected improved fourth-quarter deployment, the CFO says Ares is positioned to meet or exceed its key 2026 financial objectives, versus July's on-track wording; gross accrued performance income, recognized but not yet realized, rose to $4.27B from $4.14B at June 30, or $1.03B net of related pay 📅 Next: Earnings call on October 29, 2026 at 9:00 a.m. (Eastern Time); dividend record date December 17, 2026 Source: PR Newswire release + SEC 8-K, Oct 29

$ARES Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.26 up 5.88% YoY • Reported revenue of $1.43B down -13.53% YoY • Ares said strong year-to-date financial performance and expectations for improved fourth-quarter deployment position Ares to meet or exceed 2026 financial objectives; embedded capital provides visibility into continued fee and earnings growth in 2027 and beyond.

$ARES is estimated to report earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: ARES has beaten EPS estimates in 4 of its last 8 reports.

$ARES Ares Capital Corporation (ARCC) and MidCap Financial Investment Corporation (MFIC) announced that they have entered into a definitive merger agreement under which Ares Capital will acquire MFIC in a stock-and-cash transaction for a total enterprise value of approximately $2.6B. The Transaction is expected to further strengthen Ares Capital's position as the largest publicly traded business development company and Ares Management Corporation's (ARES) broader position as a leading direct lending platform to U.S. middle-market companies, the companies said. The Transaction has been unanimously approved by the Board of Directors of Ares Capital and the Board of Directors of MFIC, which did so on the unanimous recommendation of the Special Committee of MFIC independent directors. Under the terms of the Transaction, MFIC stockholders are expected to receive total consideration of $10.88 per fully diluted share of MFIC common stock, consisting of approximately $1.21 per share in cash

$ARES BofA lowered the firm's price target on Ares Management to $156 from $160 and keeps a Buy rating on the shares. The firm is adjusting its estimates and price targets for alternative and traditional asset managers ahead of Q3 earnings from the group.