ARES
FY2026 Q1 · Calendar Q2 2026
Ares Management Corporation
Ares Management delivered a strong operational quarter in FY2026 Q1, with record fundraising of $30B, a milestone $1B in management fee revenue, and 18% AUM growth to $644B, even as EPS missed consensus by 6.8%. The firm's $100B+ dry powder and diversified platform across private credit, real assets, secondaries, and digital infrastructure position it to deploy capital amid market dislocations. Management maintained full-year guidance and raised the dividend 20%, signaling confidence in the trajectory despite geopolitical headwinds. The market response was modestly positive on the day with notable follow-on drift of 8.2%, and analyst consensus targets remain well above the current price.
EPS surprise-6.8%
Market move+1.4%
