Private credit fund caps redemptions: Social media buzz centered on Ares Management's decision to limit withdrawals from its $10.7 billion private credit fund to 5%. Investors flagged this as a warning sign in the sector, following similar moves by peers. Many interpreted it as sophisticated capital fleeing amid rising risks.
Fundraising discipline amid headwinds: Commentators noted Ares exceeded its $47 billion fund target previously but now scales back due to capacity constraints. This was praised by some as prudent management in a market with narrowing spreads and weaker covenants. Discussions highlighted ongoing pressures in private credit testing the firm's resilience.
Cautious outlook dominates: Conversations reflected wariness over potential fallout on the stock. Traders debated if these developments signal broader private credit woes. Ares' track record offers some counterbalance to the prevailing skepticism.
Note: This discussion summary was generated from an AI condensation of post data.
Ares Management Insider Trading Activity
Ares Management insiders have traded $ARES stock on the open market 30 times in the past 6 months. Of those trades, 2 have been purchases and 28 have been sales.
Here’s a breakdown of recent trading of $ARES stock by insiders over the last 6 months:
- MICHAEL J AROUGHETI (Co-Founder and CEO) has made 0 purchases and 18 sales selling 590,000 shares for an estimated $90,655,128.
- 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.
Ares Management Revenue
Ares Management had revenues of $1.5B in Q4 2025. This is an increase of 19.53% from the same period in the prior year.
You can track ARES financials on Quiver Quantitative's ARES stock page.
Ares Management 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.
Ares Management Hedge Fund Activity
We have seen 426 institutional investors add shares of Ares Management stock to their portfolio, and 357 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 4,373,955 shares (+20.2%) to their portfolio in Q4 2025, for an estimated $706,962,346
- STATE STREET CORP added 4,224,377 shares (+98.5%) to their portfolio in Q4 2025, for an estimated $682,786,054
- WELLINGTON MANAGEMENT GROUP LLP removed 3,553,542 shares (-37.9%) from their portfolio in Q4 2025, for an estimated $574,358,993
- BLACKROCK, INC. added 3,252,584 shares (+25.1%) to their portfolio in Q4 2025, for an estimated $525,715,151
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,901,901 shares (-74.6%) from their portfolio in Q4 2025, for an estimated $469,034,258
- CANADA PENSION PLAN INVESTMENT BOARD added 2,494,237 shares (+125.8%) to their portfolio in Q4 2025, for an estimated $403,143,526
- GEODE CAPITAL MANAGEMENT, LLC added 1,963,460 shares (+55.7%) to their portfolio in Q4 2025, for an estimated $317,354,039
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ares Management Analyst Ratings
Wall Street analysts have issued reports on $ARES in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 11/04/2025
To track analyst ratings and price targets for Ares Management, check out Quiver Quantitative's $ARES forecast page.
Ares Management Price Targets
Multiple analysts have issued price targets for $ARES recently. We have seen 12 analysts offer price targets for $ARES in the last 6 months, with a median target of $165.0.
Here are some recent targets:
- Chris Kotowski from Oppenheimer set a target price of $147.0 on 04/13/2026
- Benjamin Budish from Barclays set a target price of $127.0 on 04/08/2026
- Alexander Blostein from Goldman Sachs set a target price of $131.0 on 04/07/2026
- Brennan Hawken from BMO Capital set a target price of $112.0 on 03/24/2026
- Bart Dziarski from RBC Capital set a target price of $173.0 on 02/24/2026
- Brian Bedell from Deutsche Bank set a target price of $155.0 on 02/09/2026
- Wilma Burdis from Raymond James set a target price of $157.0 on 02/09/2026
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.
