Ares Management Sets Feb. 5 Earnings Date and Gains $2.25M Generali Stake
Ares Management will report fourth‐quarter and full‐year 2025 results on February 5, 2026 before NYSE open and host a call at 11 a.m. ET. Generali Asset Management SPA SGR acquired 14,099 shares, investing about $2.25 million in Ares during Q3, per its latest Form 13F filing.
1. Earnings Release and Conference Call Scheduled
Ares Management Corporation announced it will report fourth-quarter and full-year results for the period ending December 31, 2025 on Thursday, February 5, 2026, before the New York Stock Exchange opens. The company will host a live webcast and conference call at 11:00 a.m. Eastern Time that same day, during which senior management is expected to discuss performance drivers across credit, private equity and real estate strategies as well as capital‐raising metrics for the year.
2. Institutional Investor Activity
In its latest SEC Form 13F filing, Generali Asset Management SPA SGR disclosed a new position of 14,099 shares of Ares Management common stock, valued at approximately $2,254,000. Other institutional moves included a 3.1% increase by Nemes Rush Group LLC to 1,745 shares, a 2.0% rise by New York Life Investment Management LLC to 3,083 shares, and a 10.3% boost by First Horizon Advisors Inc. to 630 shares. MGO One Seven LLC and Cigna Investments Inc. New also lifted stakes by 1.3% and 3.4%, respectively, reflecting continued confidence from hedge funds and institutions, which now own just over half of Ares Management’s outstanding shares.
3. Analyst Ratings and Price Targets
Thirteen research analysts maintain Buy ratings on Ares Management, with five issuing Hold opinions, resulting in a consensus rating of Moderate Buy. Barclays recently upgraded its view and raised its target on the asset manager, while TD Cowen and Oppenheimer both lifted their objectives following stronger-than-expected fee‐related earnings. UBS initiated coverage with a Neutral stance. The average analyst price target stands at approximately $190.64, reflecting expectations for continued earnings growth and fee income expansion in 2026.
4. Recent Financial Performance and Dividend Update
For the quarter ended September 30, 2025, Ares reported earnings per share of $1.19, exceeding consensus estimates by $0.05, and generated revenue of $1.66 billion versus projections of $1.03 billion. The firm’s net margin reached 11.7% and return on equity was 16.3%. On the dividend front, Ares paid a quarterly distribution of $0.8438 per share on December 31, representing an annualized payout of $3.38 and a yield of 2.0%. Insiders, led by CEO Michael J. Arougheti, sold a combined 590,000 shares over the past 90 days, including a December transaction of 56,257 shares valued at approximately $8.85 million, while retaining ownership of 36.9% of the company’s shares.