Key Takeaways
- • TradingView's headline reports that Ares Management's third-quarter 2026 revenue beat analyst estimates, attributed to increased investment activity.
- • Ares was scheduled to report Q3 2026 results before the market open on October 29, 2026.
- • Zacks Consensus expected quarterly EPS of $1.25, up 5.0% from the prior-year quarter, and quarterly sales of $1.26 billion, up 8.9% year over year.
- • Consensus projected total AUM of $694.9 billion (up 3.5% sequentially) and fee-earning AUM of $428.3 billion (up 4.5% sequentially).
- • Management fees were projected at $1.1 billion, with fee-related performance revenues expected to rise to $80.7 million from $40.5 million a year earlier.
Summary
TradingView reports that Ares Management Corporation (NYSE: ARES) posted third-quarter revenue above analyst estimates, which it attributes to increased investment activity. The headline is the only account of the quarter's outcome available in the sources reviewed, so the reported beat cannot be checked against the company's final figures here.
Ares was scheduled to announce its third-quarter 2026 results on October 29, before the opening bell. Zacks Consensus Estimates set EPS at $1.25 per share, unchanged over the prior seven days and a 5.0% increase from the prior-year quarter. Quarterly sales were expected at $1.26 billion, an 8.9% year-over-year rise. Another preview cited expected revenue of $1.24 billion. Analysts expected higher management fees, fee-related performance revenues and assets under management to lift results, while higher expenses were expected to partly offset those gains. Zacks noted that Ares beat its consensus estimate in one of the trailing four quarters, matched it once and missed twice, for an average miss of 4.2%.
On the asset side, consensus expected total AUM of $694.9 billion, up 3.5% from the prior quarter, and fee-earning AUM of $428.3 billion, up 4.5% sequentially. Analysts attributed the expected growth to continued fundraising momentum and investor demand across private credit and other alternative strategies, along with a growing perpetual capital base. Management fees were projected at $1.1 billion, up 4.5% sequentially, while other fees were expected to decline to $79.0 million from $91.9 million in the prior quarter. Zacks also described deal activity as relatively resilient despite persistent private equity exit challenges and elevated financing costs.
Ares was scheduled to announce its third-quarter 2026 results on October 29, before the opening bell. Zacks Consensus Estimates set EPS at $1.25 per share, unchanged over the prior seven days and a 5.0% increase from the prior-year quarter. Quarterly sales were expected at $1.26 billion, an 8.9% year-over-year rise. Another preview cited expected revenue of $1.24 billion. Analysts expected higher management fees, fee-related performance revenues and assets under management to lift results, while higher expenses were expected to partly offset those gains. Zacks noted that Ares beat its consensus estimate in one of the trailing four quarters, matched it once and missed twice, for an average miss of 4.2%.
On the asset side, consensus expected total AUM of $694.9 billion, up 3.5% from the prior quarter, and fee-earning AUM of $428.3 billion, up 4.5% sequentially. Analysts attributed the expected growth to continued fundraising momentum and investor demand across private credit and other alternative strategies, along with a growing perpetual capital base. Management fees were projected at $1.1 billion, up 4.5% sequentially, while other fees were expected to decline to $79.0 million from $91.9 million in the prior quarter. Zacks also described deal activity as relatively resilient despite persistent private equity exit challenges and elevated financing costs.
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