Barclays Raises Target to $218; TD Cowen Boosts to $197 on Ares Management

ARESARES

Barclays raised its price target on Ares Management to $218 with an overweight rating, and TD Cowen lifted its target to $197, driving the consensus price target to $190.64. Generali Asset Management acquired 14,099 shares in Q3 valued at $2.254 million, marking new institutional buying.

1. Scheduled Earnings Release and Webcast

Ares Management Corporation announced that it will report fourth-quarter and full-year results for the period ending December 31, 2025, on Thursday, February 5, 2026, prior to the New York Stock Exchange opening. The company will host a live webcast and conference call on the same day at 11:00 a.m. ET, providing investors with real-time access to its financial performance, management commentary and an interactive question-and-answer session.

2. Institutional Buying Activity

Generali Asset Management SPA SGR initiated a position in Ares by acquiring 14,099 shares valued at approximately $2.254 million during the third quarter, according to the firm’s latest SEC Form 13F filing. Other institutional investors also adjusted their stakes: Nemes Rush Group LLC increased its holding by 3.1% to 1,745 shares, New York Life Investment Management LLC added 59 shares to reach 3,083, First Horizon Advisors Inc. boosted its position by 10.3% to 630 shares, MGO One Seven LLC raised its stake by 1.3% to 4,576 shares, and Cigna Investments Inc. New grew its holding by 3.4% to 1,890 shares. Overall, hedge funds and other institutions now account for just over half of Ares’ outstanding shares.

3. Insider Selling and Ownership

Chief Executive Officer Michael J. Arougheti disclosed the sale of 56,257 shares on December 1, generating proceeds of roughly $8.85 million. Over the past ninety days, company insiders have sold a total of 590,000 shares, representing significant monetization by executives. Despite these transactions, insiders collectively retain 36.86% of Ares’ equity, underscoring continued management alignment with long-term shareholder interests.

Sources

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