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Ares Management (ARES) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Ares Management Corporation remains a Buy as earnings growth outpaces recent multiple compression, presenting an attractive accumulation opportunity. Q2 delivered strong results: after-tax realized income per share rose ~25% YoY, fee-related earnings up ~20%, and margins widened to 42.2%. Pipeline strength is evident with committed capital not yet paying fees rising to ~$114b, supporting future management fee growth.
Amazon, Ares Management, and MIAX are my top picks in a market driven by AI capex and selective profitability. AMZN's massive AI-backed capex is supported by strong demand, with potential for $1 trillion in AWS revenue and double-digit EPS growth. ARES offers private credit exposure, robust AUM growth, and a near 5% yield, trading at a six-year low P/E with double-digit EPS growth expected.
Ares Management Corporation (âAresâ) (NYSE: ARES), a leading global alternative investment manager, announced today that Ares Real Estate has established a
LONDON--(BUSINESS WIRE)--Ares Management Corporation (“Ares”) (NYSE: ARES), a leading global alternative investment manager, announced today that Ares Real Estate has established a European logistics investment partnership with Norges Bank Investment Management (“NBIM”). NBIM has made an equity commitment of €1.5 billion. This transaction marks the first collaboration between Ares and NBIM. Ares will target attractive logistics investment opportunities across Europe, with a focus on modern, hig.
BDC valuations have dropped to levels seen only a few times in the sector's history, which creates a rare entry point for patient investors. The usual household names may not be the safe haven many assume, especially as a credit cycle looms. I highlight 2 lesser-known BDCs that come out ahead on fees, portfolio quality and leverage.
KKR to sell railcar-leasing company Infinity to Ares for $2.9 billion
NEW YORK--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) and Ares Management Corporation (NYSE: ARES) (“Ares”) today announced a definitive agreement under which KKR will sell Infinity Transportation (“Infinity” or the “Company”), a scaled, full-service railcar and intermodal equipment lessor, to Ares Infrastructure Equity and Ares Insurance Solutions funds for an enterprise value of approximately $2.9 billion. The transaction is subject to customary closing conditions and regulatory approvals.