Feed / ARES-PB

Ares Management Corp

ARES-PB

Equities · 42.36 +0.6% today

Participation confirmed · construction unavailableMarket checked 11 Sept, 15:55 GMT-4

Market read

Ares Management Corp's move is spreading beyond its market group.

No new filing conclusion is available. 5 of 11 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company+0.6% todayVolume comparison unavailable
Market group5 of 11 activeAsset Management Firms · inactive
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 8 of 11 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • BEN remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 3 of 11 members or fewer.

Watch this read

Research brief

The story so far

Sector unavailable · Industry unavailable

No new filing conclusion is available. 5 of 11 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 8 of 11 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • BEN remains aligned with the group in the next market snapshot.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements168
Verified relationships3
Evidence supporting the case
  • Latest annual revenue changed +44.2% year over year.
  • Operating cash flow covered net income at 6.19x in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Net margin changed -2.5 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

42.35
6m+12.0%12m-23.6%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$4.2B+138.8%
2022-12-31$3.1B-27.5%
2023-12-31$3.6B+18.9%
2024-12-31$3.9B+7.0%
2025-12-31$5.6B+44.2%

What management says matters

Persistent and emerging business drivers

Restructuring and cost reductionsnegative · 4 filings
Fee related performance revenues for the three months ended March 31, 2025 were primarily attributable to incentive fees from a European direct lending fund that crystallized fees following the restructuring of its hold back provisions.
10-Q · May 8, 2026
Credit and interest ratesmixed · 3 filings
Financing Activities Three months ended March 31, 2026 2025 Net borrowings of Credit Facility $ 45,000 $ 985,000 Borrowings from Term Loan 399,415 — Dividends and distributions (522,752) (445,088) Taxes paid related to net share settlement of equity awards (3…
10-Q · May 8, 2026
Supply chain and availabilitymixed · 1 filings
F-16 Table of Contents Ares Management Corporation Notes to the Consolidated Financial Statements (Continued) (Dollars in Thousands, Except Share Data and As Otherwise Noted) The non-controlling interests in Consolidated Funds represents a component of equity…
10-K · Feb 25, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

No usable price/earnings or price/sales multiple (need a fresh price).

Price action

How the market is pricing the story

42.36+0.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ARES-PB. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ARES-PB. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ARES-PB

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BTIBritish American Tobacco p.l.c.competitorNov 6, 2025

While we recognized transaction gains for the three months ended September 30, 2025 due to the U.S.

BRELYFiling-linked nameinvesteeAug 8, 2025

The six months ended June 30, 2024 also included unrealized gains from our strategic investments in a U.S.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ARES-PB is currently a Participant in the organic co-movement group Asset Management Firms. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.