Ares Management Slides as Private-Credit Jitters Resurface

Ares Management (ARES) is down 5.2% today. Here is some analysis on what might have caused this price movement. ([ir.ares.com](https://ir.ares.com/))

Analysis: There does not appear to be a new company-specific negative announcement from Ares today, so the selloff looks more like a sector-driven move. This could be because investors remain uneasy about liquidity and redemption pressure in private-credit vehicles, an area where Ares has meaningful exposure through its large credit platform and broader alternatives business. ([ir.ares.com](https://ir.ares.com/news?id=25010531-cfd7-473e-9089-68c290c83d50&showPdf=1))

Details:

Ares said its platform had about $644 billion of assets under management as of March 31, 2026, and it describes itself as operating one of the world’s largest lending platforms. ([ir.ares.com](https://ir.ares.com/))

Ares highlighted record first-quarter fundraising of $30 billion and fee-paying AUM of $399.6 billion in its recent earnings materials, underscoring how closely the shares are tied to sentiment around private markets and credit fundraising. ([stocktitan.net](https://www.stocktitan.net/sec-filings/ARES/))

The company’s recent public updates were broadly constructive, including a June 10 announcement that it raised $12.7 billion for an asset-based finance strategy and a June 18 leadership appointment in infrastructure debt. ([ir.ares.com](https://ir.ares.com/news?id=25010531-cfd7-473e-9089-68c290c83d50&showPdf=1))

Recent pressure across alternative-asset managers has centered on investor withdrawals from non-traded private-credit funds, and that backdrop can weigh on Ares even without fresh adverse company news. ([investing.com](https://www.investing.com/news/stock-market-news/us-asset-managers-fall-as-investors-brace-for-updates-on-private-credit-fund-withdrawals-4724465?utm_source=openai))

Sources:

Ares Management Investor Relations, SEC filings, Reuters, Cinco Días

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ARES Insider Trading Activity

$ARES insiders have traded $ARES stock on the open market 12 times in the past 6 months. Of those trades, 2 have been purchases and 10 have been sales.

Here’s a breakdown of recent trading of $ARES stock by insiders over the last 6 months:

ASHISH BHUTANI purchased 10,000 shares for an estimated $1,266,100
AGHILI NASEEM SAGATI (General Counsel) has made 0 purchases and 10 sales selling 5,770 shares for an estimated $828,270.
JUDY D. OLIAN purchased 480 shares for an estimated $59,726

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$ARES Hedge Fund Activity

We have seen 425 institutional investors add shares of $ARES stock to their portfolio, and 500 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC removed 6,772,244 shares (-83.2%) from their portfolio in Q1 2026, for an estimated $738,851,820
WELLINGTON MANAGEMENT GROUP LLP added 5,333,577 shares (+91.5%) to their portfolio in Q1 2026, for an estimated $581,893,250
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 4,648,323 shares (+353.5%) to their portfolio in Q1 2026, for an estimated $507,132,039
VANGUARD GROUP INC added 4,373,955 shares (+20.2%) to their portfolio in Q4 2025, for an estimated $706,962,346
PRICE T ROWE ASSOCIATES INC /MD/ removed 3,911,335 shares (-65.3%) from their portfolio in Q1 2026, for an estimated $426,726,648
CANADA PENSION PLAN INVESTMENT BOARD added 3,138,008 shares (+70.1%) to their portfolio in Q1 2026, for an estimated $342,356,672
WINSLOW CAPITAL MANAGEMENT, LLC removed 1,911,513 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $208,546,068

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ARES Congressional Stock Trading

Members of Congress have traded $ARES stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $ARES stock by members of Congress over the last 6 months:

SENATOR JOHN BOOZMAN purchased up to $15,000 on 03/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ARES Price Targets

Multiple analysts have issued price targets for $ARES recently. We have seen 13 analysts offer price targets for $ARES in the last 6 months, with a median target of $155.0.

Here are some recent targets:

Bill Katz from TD Cowen set a target price of $153.0 on 06/23/2026
Benjamin Budish from Barclays set a target price of $140.0 on 05/04/2026
Chris Kotowski from Oppenheimer set a target price of $146.0 on 05/04/2026
Kenneth Worthington from JP Morgan set a target price of $144.0 on 04/28/2026
Brian McKenna from Citizens set a target price of $190.0 on 04/22/2026
Michael Cyprys from Morgan Stanley set a target price of $163.0 on 04/21/2026
Alexander Blostein from Goldman Sachs set a target price of $131.0 on 04/07/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.