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ARES

ARES MANAGEMENT CORPORATION

At today's price, ARES MANAGEMENT CORPORATION (ARES) is priced for today's economics sustained for ~20.5 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
today's economics sustained for ~20.5 years
Priced In
high

Key Takeaways

• Ares is an alternative asset manager whose economics live in fee-related earnings, not in the balance sheet: management fees crossed $1 billion in a single quarter for the first time in Q1 2026, up 22% year over year, and fee-related earnings of $454 million grew 26% on a margin of 42.4% [Source: Q1 FY2026 earnings release]. • The whole bet sits on one number, the price of those fee earnings: at roughly 95 times earnings the stock yields about 1.1%, the richest price-to-earnings in its fee-fin

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Institutional ownership

765 institutional managers reported holding ARES in 13F filings for the quarter ended 2026-03-31. Together they hold about 66% of the company; the top 10 hold 36%. 125 opened new positions that quarter. Held by Vanguard Group, BlackRock, Capital Group (American Funds), among others. On the short side, 18.1M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (7.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

It pays a dividend, and has for 2 years running; the current rate is $1.88 a share annually. Cash returned over the past three years: $63.23M in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at ARES over the trailing three years: 2023: 1 buy totaling $981k; 2025: 1 buy totaling $1.41M; 2026: 2 buys totaling $1.33M. 15 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

ARES's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2022-11-08+6.9%-9.6%
2023-02-25-2.6%+9.3%
2023-05-09+5.2%+18.6%
2023-08-04+1.2%+8.2%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

ARES's latest 8-K filings: 2026-07-10 (items 2.02, 7.01); 2026-06-11 (items 5.07); 2026-05-28 (items 1.01, 2.03, 9.01); 2026-05-01 (items 2.02, 7.01, 9.01); 2026-03-31 (items 7.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.