Ares Management Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
21.8%projected annual EPS growth
Analyst Coverage
18analysts covering
FY EPS (est.)
$5.85next fiscal year
Monitoring Framework
Key Performance Indicators
Assets Under Management (AUM) Quarterly644.3BTarget: Continued double-digit organic growth
Fee-Related Earnings (FRE) Quarterly464.4MTarget: 16-20% or more annual organic growth over the medium term
Quarterly Fundraising / New Commitments Quarterly29.5BTarget: Record annual fundraising pace
Watch Items
- Private Credit Default Rates and Non-AccrualsTrigger: ARCC non-accruals rising significantly above 2.1%Action: Re-evaluate credit underwriting standards and exposure to vulnerable direct lending strategies.
- Redemption Requests and Capital WithdrawalsTrigger: Sustained caps on withdrawals or surging redemption requests in retail/wealth channelsAction: Assess liquidity management and potential impact on fee-paying AUM stability.
- Base Rate Declines and Spread CompressionTrigger: Rapid decline in SOFR leading to compressed yields on direct lending portfoliosAction: Adjust yield expectations and shift capital allocation toward opportunistic or asset-based finance.
Research as of 2 Sep 2026