Realty Income (NYSE: O) has an elite track record. The real estate investment trust (REIT) has increased its monthly dividend every year since its public market listing in 1994. It has also delivered a positive total operational return (dividend income plus adjusted funds from operations (AFFO) per share growth) every year during that time frame. The company's remarkable consistency is a testament to its durable portfolio and resilient growth strategy. The REIT delivered solid results in 2025. It increase ...

Core Insights - Ares Management Corporation is a leading global alternative investment manager specializing in credit, private equity, and real estate investments, competing with firms like Blackstone and KKR [1] - Deutsche Bank upgraded ARES from a "Hold" to a "Buy" rating on February 6, 2026, with the stock priced at $121.87 at that time [1] Financial Performance - In 2025, Ares Management reported assets under management (AUM) exceeding $622 billion, reflecting a 29% increase from the previous year [2][6] - The company achieved a record $113 billion in fundraising, indicating strong market position and strategic expansion efforts, including the acquisition of GCP [2] - The wealth management sector saw AUM grow by 69% year over year to over $66 billion, showcasing robust financial performance and optimism for future growth [3] - Ares announced a 20% year-over-year increase in its first-quarter 2026 common dividend [3][6] Stock Performance - Despite strong performance indicators, ARES stock has decreased by $15.35, or approximately -11.19%, with a current price of $121.87 [4][6] - The stock has fluctuated between $119.47 and $132.93 during the trading day, with a yearly high of $195.26 and a low of $110.63 [4] - Ares Management's market capitalization is approximately $40 billion, with a trading volume of 10.93 million shares on the NYSE [5]

Group 1 - Apollo Global Management, Inc. (NYSE:APO) is receiving increased attention from Wall Street analysts, with Morgan Stanley raising its price target to $180.00 from $151.00 and upgrading the stock from Equalweight to Overweight, citing confidence in over 20% fee-related earnings growth [1] - Goldman Sachs also raised its price target for Apollo Global Management to $155.00 from $151.00, maintaining a 'Buy' rating, indicating a potential upside of nearly 23% due to the company's strong origination capabilities [2] - Apollo Global Management is projected to achieve over 20% growth in fee-related earnings (FRE) for 2026, with better-than-expected guidance for spread-related earnings (SRE), leading to an average EPS forecast increase of around 4% for 2026/2027 [3] Group 2 - Apollo Global Management is a New York-based private equity firm that specializes in private equity, infrastructure, credit, secondaries, and real estate investments, founded in 1990 [4]