Ares Management jumps 4.7% as shares rebound amid private-credit sentiment swing and dividend focus

Ares Management Corporation (ARES) is up 4.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears most consistent with a rebound after recent private-credit driven weakness, as risk appetite rotated back into alternative asset managers. With no single, definitive company-specific headline evident, investors may also be refocusing on Ares’ recently reiterated scale and shareholder-return profile, including its declared quarterly dividend and near-term record date.

Details:

Ares’ latest earnings materials highlighted a platform with more than $620 billion in assets under management and continued emphasis on fee-related earnings as a core driver of results.

The company declared a quarterly dividend of $1.35 per share, payable March 31, 2026, to stockholders of record as of March 17, 2026, which can sometimes support buying interest into the record date.

Earlier this week, private-credit names sold off on renewed concerns around lending conditions and loan valuations, creating a setup for a sharp bounce when the pressure eased.

ARES has also faced shifting analyst targets and cautious tone around flows and exposure, so today’s gain may reflect short-covering and oversold mean reversion as much as fundamentals.

Sources:

Ares Management investor materials, StockStory, Nasdaq

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 35 times in the past 6 months. Of those trades, 2 have been purchases and 33 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.
AGHILI NASEEM SAGATI (General Counsel) has made 0 purchases and 15 sales selling 26,770 shares for an estimated $4,103,640.
ASHISH BHUTANI purchased 10,000 shares for an estimated $1,266,100
JUDY D. OLIAN purchased 480 shares for an estimated $59,726

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$ARES Hedge Fund Activity

We have seen 441 institutional investors add shares of $ARES stock to their portfolio, and 415 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 Congressional Stock Trading

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

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

REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$ARES Analyst Ratings

Wall Street analysts have issued reports on $ARES in the last several months. We have seen 4 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
Oppenheimer issued a "Outperform" rating on 10/14/2025
B of A Securities issued a "Buy" rating on 10/03/2025
RBC Capital issued a "Outperform" rating on 09/29/2025

To track analyst ratings and price targets for $ARES, check out Quiver Quantitative's $ARES forecast page.

$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 $180.0.

Here are some recent targets:

Bart Dziarski from RBC Capital set a target price of $173.0 on 02/24/2026
Alexander Blostein from Goldman Sachs set a target price of $165.0 on 02/09/2026
Wilma Burdis from Raymond James set a target price of $157.0 on 02/09/2026
Brian Bedell from Deutsche Bank set a target price of $155.0 on 02/09/2026
Chris Kotowski from Oppenheimer set a target price of $215.0 on 02/06/2026
Benjamin Budish from Barclays set a target price of $190.0 on 02/06/2026
Bill Katz from TD Cowen set a target price of $200.0 on 01/14/2026

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.