Ares Management jumps as private-credit fears ease after prior-day selloff

Ares Management (ARES) is up 6.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears most consistent with a rebound in alternative-asset and private-credit names after a sharp, sector-wide pullback tied to redemption headlines in semi-liquid private credit funds. With no clear Ares-specific announcement surfacing today, the gain could also reflect dip-buying and short-covering as investors refocus on Ares’ recent fundraising, AUM growth, and fee-earnings momentum.

Details:

Private-credit related equities sold off on June 3, 2026 amid renewed attention on elevated redemption requests at a large private credit fund and the use of repurchase limits, which hit sentiment across the group.

Ares reported first-quarter 2026 results showing higher fee-related earnings and sizable assets under management, alongside a declared quarterly dividend payable June 30, 2026 (record date June 16, 2026).

Ares’ recent quarterly update highlighted substantial fundraising and capital deployment, which can support expectations for fee base expansion as markets stabilize.

This could be because investors judged the redemption headlines as manageable for the broader ecosystem, prompting a relief rally in higher-quality, scaled managers.

Sources:

Yahoo Finance, Business Wire, SEC, Investing.com

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.

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$ARES Hedge Fund Activity

We have seen 427 institutional investors add shares of $ARES stock to their portfolio, and 498 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 $144.0 on 05/18/2026
Chris Kotowski from Oppenheimer set a target price of $146.0 on 05/04/2026
Benjamin Budish from Barclays set a target price of $140.0 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.