Key Takeaways
- • Ares Management (ARES) will report Q1 2026 earnings on May 1, 2026, with consensus EPS estimates ranging from $1.33 to $1.46 across analyst coverage, representing year-over-year growth of 26.6% to 31.2%.
- • Revenue expectations for Q1 2026 span $1.28 billion to $1.34 billion, up 47.4% year-over-year, reflecting stronger demand for the firm's alternative asset management services across credit, lending, private equity, and real estate.
- • Consensus EPS for full-year 2026 stands at $6.28, up 31.9% from $4.76 in fiscal 2025, with analysts projecting further growth to $7.54 in fiscal 2027 (20.1% YoY increase).
- • Analyst consensus maintains a "Moderate Buy" rating on ARES, though the stock has declined 28% over the past 52 weeks, underperforming the S&P 500's 29.4% gain and the Financial Select Sector SPDR's 7.8% advance.
- • Recent estimate revisions show a 7.34% downward adjustment over the prior 30 days, suggesting analyst reassessment of business conditions; the company missed Q4 2025 revenue and EPS expectations in February 2026.
Summary
Ares Management Corporation, a Los Angeles-based global alternative asset manager with a $33.1 billion market capitalization, will announce Q1 2026 financial results before market open on Friday, May 1, 2026, with a conference call scheduled for 11:00 AM ET. The earnings release comes as the firm manages four primary investment groups focused on tradable credit, direct lending, private equity, and real estate markets.
Wall Street expects notable earnings growth in the upcoming quarterly report. Consensus EPS estimates cluster between $1.33 and $1.46 per share on a diluted basis, representing year-over-year growth ranging from 26.6% to 31.2% compared to $1.09 in the year-ago quarter. Revenue projections for Q1 2026 range from $1.28 billion to $1.34 billion, marking a 47.4% increase from the prior-year quarter. These forecasts reflect robust demand for customized financing and alternative asset management services across the firm's portfolio.
Full-year guidance suggests sustained momentum. For fiscal 2026, analysts project company-wide EPS of $6.28, representing 31.9% growth from $4.76 achieved in fiscal 2025. Beyond 2026, EPS is expected to reach $7.54 in fiscal 2027, indicating approximately 20.1% year-over-year growth. However, recent analyst activity reflects some caution: consensus EPS estimates have been revised 7.34% lower over the preceding 30 days, signaling a collective reassessment of business conditions following the firm's Q4 2025 earnings miss in early February.
The stock's recent performance contrasts with earnings expectations. Over the past 52 weeks, ARES has declined 28%, underperforming the S&P 500 Index's 29.4% advance and the State Street Financial Select Sector SPDR ETF's 7.8% gain. The February earnings disappointment—when the company missed both revenue and adjusted EPS expectations—contributed to an 11.2% single-day decline. Analyst sentiment remains moderately positive with an overall "Moderate Buy" rating, though valuation assessments suggest the stock may be trading 10.1% above fair value. The company's track record of meeting or beating EPS estimates stands at two beats in four of the last four quarters, indicating mixed execution relative to expectations.
Wall Street expects notable earnings growth in the upcoming quarterly report. Consensus EPS estimates cluster between $1.33 and $1.46 per share on a diluted basis, representing year-over-year growth ranging from 26.6% to 31.2% compared to $1.09 in the year-ago quarter. Revenue projections for Q1 2026 range from $1.28 billion to $1.34 billion, marking a 47.4% increase from the prior-year quarter. These forecasts reflect robust demand for customized financing and alternative asset management services across the firm's portfolio.
Full-year guidance suggests sustained momentum. For fiscal 2026, analysts project company-wide EPS of $6.28, representing 31.9% growth from $4.76 achieved in fiscal 2025. Beyond 2026, EPS is expected to reach $7.54 in fiscal 2027, indicating approximately 20.1% year-over-year growth. However, recent analyst activity reflects some caution: consensus EPS estimates have been revised 7.34% lower over the preceding 30 days, signaling a collective reassessment of business conditions following the firm's Q4 2025 earnings miss in early February.
The stock's recent performance contrasts with earnings expectations. Over the past 52 weeks, ARES has declined 28%, underperforming the S&P 500 Index's 29.4% advance and the State Street Financial Select Sector SPDR ETF's 7.8% gain. The February earnings disappointment—when the company missed both revenue and adjusted EPS expectations—contributed to an 11.2% single-day decline. Analyst sentiment remains moderately positive with an overall "Moderate Buy" rating, though valuation assessments suggest the stock may be trading 10.1% above fair value. The company's track record of meeting or beating EPS estimates stands at two beats in four of the last four quarters, indicating mixed execution relative to expectations.
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