The earnings call highlighted significant achievements in fundraising, AUM growth, and earnings, along with strong performance across various investment strategies. While there were some temporary challenges such as deployment slowdown and margin compression due to the GCP integration, the overall sentiment is positive, driven by robust growth and successful strategic initiatives.

Company Guidance -

Q3 2025

During the Ares Management Corporation's second-quarter 2025 earnings call, the company reported a robust financial performance, marked by significant growth in assets under management (AUM) and fee-paying AUM. Ares achieved its second-highest quarterly fundraising total on record, raising over $26 billion across more than 20 strategies and 40 funds. Year-to-date, gross commitments reached $46 billion, putting the company on track to meet or surpass last year's record of $92.7 billion. AUM increased to $572 billion, reflecting a 19% organic growth on an annualized basis, while fee-paying AUM rose to $350 billion, exhibiting a 17% organic growth. Management fees grew by 24%, total fee-related revenue by 29%, and fee-related earnings (FRE) by 26%. The company's net accrued performance income balance also climbed by 8.5% to $1.1 billion. Furthermore, Ares declared a quarterly dividend of $1.12 per share, representing a 20% increase compared to the same quarter in the previous year.

Record Fundraising and AUM Growth

Ares achieved the second highest quarterly fundraising total on record, raising over $26 billion. The company is on pace to meet or exceed last year's record fundraising of $92.7 billion. AUM increased to $572 billion, representing a 19% organic growth on an annualized basis.

Strong Growth in Fee-Related Earnings (FRE)

Fee-related earnings increased by 26% year-over-year, with management fees reaching a record $900 million, representing a 24% increase from the previous year.

Expansion in Global Wealth and Insurance Businesses

The wealth channel experienced a 54% increase in equity commitments over the first half of 2024, and AUM across eight semi-liquid products surpassed $50 billion. The insurance strategy through Aspida generated over $1.9 billion in new premiums.

Robust Performance Across Investment Strategies

Credit strategies produced double-digit returns ranging from 10% to 23% over the last 12 months. Real estate and corporate private equity also showed strong performance, with positive growth in property values and rent.

Successful Integration of GCP

The GCP acquisition contributed $103 million in revenues and $34 million in FRE, with expectations of generating an additional $40 million in management fees by Q1 '26.

Ares Management (ARES) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARES Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	1.15 / -	0.95	―	―	―
Aug 01, 2025	2025 (Q2)	1.08 / 1.03	0.99	4.04% (+0.04)
May 05, 2025	2025 (Q1)	0.94 / 1.09	0.8	36.25% (+0.29)
Feb 05, 2025	2024 (Q4)	1.30 / 1.23	1.21	1.65% (+0.02)
Nov 01, 2024	2024 (Q3)	0.94 / 0.95	0.83	14.46% (+0.12)
Aug 02, 2024	2024 (Q2)	0.98 / 0.99	0.9	10.00% (+0.09)
May 02, 2024	2024 (Q1)	0.92 / 0.80	0.71	12.68% (+0.09)
Feb 08, 2024	2023 (Q4)	1.09 / 1.21	1.21	0.00% (0.00)
Oct 31, 2023	2023 (Q3)	0.87 / 0.83	0.75	10.67% (+0.08)
Aug 01, 2023	2023 (Q2)	0.85 / 0.90	0.74	21.62% (+0.16)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARES Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$185.53	$182.83	-1.46%
May 05, 2025	$156.01	$159.68	+2.35%
Feb 05, 2025	$192.54	$186.91	-2.92%
Nov 01, 2024	$164.42	$158.73	-3.46%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ares Management (ARES) report earnings?

Ares Management (ARES) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Ares Management (ARES) earnings time?

Ares Management (ARES) earnings time is at Oct 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARES EPS forecast?

ARES EPS forecast for the fiscal quarter 2025 (Q3) is 1.15.

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