Ares Management Corporation Stock Price, News & Analysis

Ares Management Corporation (NYSE:ARES) reported strong Q2 2025 financial results, with GAAP net income of $137.1 million and earnings per share of $0.46. The company achieved after-tax realized income of $367.9 million ($1.03 per share) and fee-related earnings of $409.1 million.

The company demonstrated robust growth with AUM, fee-paying AUM, and management fees increasing by over 24% year-over-year. Ares declared a quarterly dividend of $1.12 per share for Class A and non-voting common stock, payable September 30, 2025, and a $0.84375 dividend for Series B preferred stock.

Following the GCP International acquisition, Ares reports exceeding synergy expectations and maintains a strong position with over $150 billion in available capital for future growth opportunities.

Ares Capital Corporation (NASDAQ: ARCC) reported Q2 2025 financial results and declared a Q3 2025 dividend of $0.48 per share, payable September 30, 2025. The company posted GAAP net income of $361 million ($0.52 per share) and Core EPS of $0.50.

Key highlights include $2.6 billion in new investment commitments, with 82% in first lien senior secured loans. The portfolio at fair value reached $27.9 billion, with investments across 566 portfolio companies. The company maintained strong liquidity with $6.5 billion available and strengthened its capital position by raising over $2 billion in new debt.

Notable transactions include a $750 million unsecured notes issuance and significant amendments to credit facilities, including expanding the A&R Credit Facility to $5.5 billion.

Ares Management (NYSE:ARES) has formed a significant joint venture called Tango Holdings with Savion Equity, a Shell plc subsidiary. The venture will manage 496 megawatts of solar projects across Ohio, Kentucky, Oklahoma, and Indiana.

The joint venture ownership structure comprises 80% held by Ares fund and 20% by Savion. The portfolio includes the Martin County Solar Project, Kiowa County Solar Project, and three additional solar projects under construction. Savion, which operates across 28 states, will serve as Tango's managing member, while Shell Renewable Asset Management International will oversee asset management.

This deal builds on Ares' infrastructure investment track record, with the fund acquiring over 4.0 gigawatts of power generation assets across nine states in the past 12 months.

Ares Management (NYSE: ARES) announced key enhancements to its Infrastructure Debt team, including the appointment of Jon Plavnick as Partner in New York and the strategic relocation of Partner Spencer Ivey to Sydney. The moves aim to strengthen the firm's global infrastructure debt capabilities and expand its presence in the Asia-Pacific region.

The Infrastructure Debt platform currently manages nearly $11 billion in assets and has deployed over $21 billion in its 15-year history. The team consists of approximately 25 investment professionals across offices in London, New York, Singapore and Sydney, focusing on digital, transport, energy and utility sectors.

Ares Management Corporation (NYSE: ARES) has appointed Sarah Cole as Partner and Co-Head of the Ares Global Capital Solutions team, joining current Co-Head Roshan Chagan. In this newly created position, Cole will focus on strengthening Ares' strategic relationships with banking, insurance, and capital markets partners.

Cole joins Ares from Alberta Investment Management Corporation (AIMCo), where she served as Managing Director of Strategic Relationships. Her extensive experience includes roles at Barclays as Managing Director in Structured Credit and positions at Goldman Sachs. She holds a B.A. in Economics from Georgetown University and an M.B.A. from Columbia Business School.

Ares Management Corporation (NYSE:ARES) has scheduled its second quarter 2025 earnings release and conference call. The company will release its Q2 2025 financial results on Friday, August 1, 2025, before the NYSE opening.

The earnings conference call will be held the same day at 11:00 a.m. ET. Investors can join via telephone or webcast through the company's website. The conference replay will be available through September 1, 2025, accessible via phone and the company's investor resources webpage.

Ares Management (NYSE:ARES) has renewed and expanded its secured loan facility to Momentum Financial Services Group, increasing the commitment from C$575 million to C$657.9 million. The expanded facility will be used to repay the 2023 secured loan facility and fund growth in eligible loan receivables.

Momentum Financial Services Group, operating under the Money Mart® and The Check Cashing Store® brands, maintains over 360 stores in Canada and 60 in the United States. This renewal strengthens their partnership with Ares Management Alternative Credit funds, whose global platform managed approximately $546 billion in assets as of March 31, 2025.

Ares Management Corporation (NYSE: ARES) has announced the acquisition of a 20% stake in Plenitude, an energy transition company controlled by Eni, for €2 billion. The deal values Plenitude at an enterprise value of over €12 billion. Plenitude operates in more than 15 countries, combining renewable energy production of over 4 GW with retail and energy solutions. The company serves over 10 million customers and manages 21,500 charging points for electric vehicles. The transaction, subject to regulatory approvals, represents a strategic investment in Plenitude's integrated business model focusing on economic and environmental sustainability. Ares Alternative Credit, managing approximately $42.9 billion in assets, will leverage its experience in asset-based finance and renewables infrastructure to support Plenitude's growth strategy.

Ares Management Corporation (NYSE: ARES) has launched its first European Long-Term Investment Fund (ELTIF), the Ares European Strategic Income ELTIF Fund (AESIF ELTIF). This semi-liquid perpetual direct lending fund aims to provide individual investors in the European Economic Area access to Ares' European Direct Lending strategy through lower investment minimums. The fund focuses on directly originated, senior secured floating rate loans to Western European businesses, targeting durable income with downside protection. Ares' European Direct Lending strategy, launched in 2007, has grown to manage over $77 billion in assets and completed more than 390 investments totaling over €73 billion. The strategy is managed by approximately 95 investment professionals across seven European offices. This launch represents Ares' continued expansion of its wealth management platform, which now includes around 150 professionals globally.