Ares Management Corp ARES

Currently 2 bullish, 2 bearish — stable.

Analysts are holding steady at 2 bullish to 2 bearish.

4 YouTube analysts cover Ares Management Corp (ARES).

4 analysts have covered ARES so far…

Analyst opinions

New Money67d ago

BEAR$ARES

underreported software exposure looms

Ares should be viewed as vulnerable within private credit because the bulk of the software exposure is likely being underreported, and a wave of refinancing stress could translate into meaningful loan losses.

Ares faces heightened credit risk as the bulk of its software lending exposure appears underreported, and a wave of AI-driven refinancing stress could translate into meaningful loan losses that catch investors off guard.

Publish-day $102.43 · 04/19

"Investors are Waking Up to the Private Credit Crisis..."

Dividends And Income74d ago

BULL$ARES

50% crash compresses valuation to fair value

Ares Management (ARES) is a founder-led alternative asset manager with a 5%+ yield and ~23% five-year dividend growth that, despite a payout ratio over 100% and heightened private-credit risks, looks like a buy-for-income after a 50% crash that compressed valuation to a roughly mid-100s fair value.

Despite a payout ratio above 100% and elevated private-credit risks, Ares Management's 5%+ yield, roughly 23% five-year dividend growth, and founder ownership make it attractive for income after a 50% valuation compression.

Publish-day $102.43 · 04/12Target $160.003mo

"50% Crash: This 5%+ Yielding Dividend Grower Looks Cheap Right Now"

Dividend Bull82d ago

BULL$ARES

dividend cut risk looks low

I view Ares Capital (ARES) as well-positioned to avoid a large dividend cut after management signaled confidence on the latest call, but I haven't added more because it's already one of my largest positions.

Management signaled dividend confidence on the latest earnings call, supporting coverage stability. The analyst's reluctance to add stems from position-sizing discipline rather than deteriorating fundamentals in this floating-rate BDC.

Publish-day $102.43 · 04/036mo

"I'm Buying These 12%+ Yielding Dividend Stocks Despite the Warnings"

No official filings surfaced for ARES yet.