Ares(US:ARES) ZACKS·2025-08-01 14:30Core Insights - Ares Management reported a revenue of $1.05 billion for the quarter ended June 2025, reflecting a year-over-year increase of 33.3% [1] - The earnings per share (EPS) for the quarter was $1.03, up from $0.99 in the same quarter last year, although it fell short of the consensus estimate of $1.11, resulting in an EPS surprise of -7.21% [1] Financial Performance - The reported revenue exceeded the Zacks Consensus Estimate of $1.03 billion by 1.41% [1] - The total Assets Under Management (AUM) reached $572.4 billion, surpassing the average estimate of $565.56 billion [4] - Fee-related performance revenues were reported at $16.7 million, below the average estimate of $18.1 million, marking a year-over-year decline of 22.6% [4] - Management fees amounted to $900.29 million, slightly below the average estimate of $913.48 million, but represented a 24% increase year-over-year [4] - Other fees saw a significant increase to $76.12 million, compared to the estimated $35.92 million, reflecting a year-over-year growth of 229.9% [4] Segment Performance - Realized income from the Secondaries Group was $48.72 million, exceeding the average estimate of $40.43 million, with a year-over-year increase of 53.8% [4] - Realized income from the Credit Group was $435.49 million, slightly below the estimate of $475.85 million, with a year-over-year growth of 6.8% [4] - Realized income from the Real Assets Group was reported at $97.65 million, below the average estimate of $109.73 million, but showed a substantial year-over-year increase of 131.3% [4] - Realized income from the Private Equity Group was $12.86 million, below the estimate of $17.95 million, with a year-over-year increase of 24.7% [4] Stock Performance - Ares Management shares returned +4.3% over the past month, outperforming the Zacks S&P 500 composite's +2.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]