Ares Management Corporation Q4 2025 Earnings Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy ARES?
Source: seekingalpha
- Earnings Miss: Ares Management Corporation reported a Q4 2025 GAAP EPS of $1.45, missing expectations by $0.24, indicating challenges in profitability that could impact investor confidence.
- After-Tax Realized Income: The after-tax realized income for the quarter ending December 31, 2025, was $529.1 million, demonstrating stability amidst market fluctuations, yet falling short of market expectations, which may affect future capital inflows.
- Fee-Related Earnings: The fee-related earnings for the quarter were $527.7 million, reflecting the company's ability to manage expenses, but still underperforming against market expectations, potentially affecting stock performance.
- Market Reaction: Given the earnings miss, Ares Management's stock may face short-term pressure, prompting investors to monitor subsequent market reactions and management's strategic responses.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ARES?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ARES
Wall Street analysts forecast ARES stock price to rise
10 Analyst Rating
8 Buy
2 Hold
0 Sell
Strong Buy
Current: 104.830
Low
155.00
Averages
191.40
High
223.00
Current: 104.830
Low
155.00
Averages
191.40
High
223.00
About ARES
Ares Management Corporation is an alternative investment manager offering clients complementary primary and secondary investment solutions across various asset classes. Its segments include Credit Group, Private Equity Group, Real Assets Group, Secondaries Group, and Other. The Credit Group segment manages credit strategies across the liquid and illiquid spectrum, including liquid credit, alternative credit, direct lending and APAC credit. The Private Equity Group segment categorizes its investment strategies as corporate private equity, special opportunities and APAC private equity. The Real Assets Group segment manages comprehensive equity and debt strategies across real estate and infrastructure investments. The Secondaries Group segment invests in secondary markets across a range of alternative asset class strategies, including private equity, real estate, infrastructure and credit. It has operations across North America, South America, Europe, Asia Pacific and the Middle East.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ares Management Raises $5.4 Billion for Real Estate Strategies
- Successful Capital Raise: On April 2, Ares Management Corporation successfully raised approximately $5.4 billion in capital to support its value-add real estate strategies in the US and Europe, which includes equity commitments and transaction vehicles for Ares US Real Estate Fund XI and Ares European Property Enhancement Partners IV.
- Fund Size Expansion: Ares US Real Estate Fund XI reached its hard cap of $3.1 billion, contributing to a total of $3.5 billion for the US strategy, while EPEP IV secured around $1.9 billion for European opportunities, demonstrating the company's strong appeal in the global real estate market.
- Clear Investment Direction: The raised capital will target high-conviction 'New Economy' sectors such as logistics, multifamily, and self-storage, as Ares aims to acquire high-quality assets in supply-constrained markets that benefit from long-term structural demand through a combination of global insights and regional teams.
- Asset Management Scale: As of December 31, 2025, Ares Real Estate managed approximately $114 billion in assets with a global team of over 740 professionals, continuing to execute diverse equity and debt strategies across the Americas, Europe, and the Asia-Pacific region.
See More
Fitch Reaffirms 'BBB-' Rating for Ares Strategic Income Fund; Outlook Remains Stable
- Fitch Ratings Update: Fitch Ratings has affirmed the strategic income fund's rating at 'BBB-', indicating a stable outlook for the fund.
- Market Implications: The stable outlook suggests that the fund is expected to maintain its current performance and risk profile in the near future.
See More
Whitestone REIT Acquisition Signals Retail REIT Opportunities
- Market Shift Signal: The acquisition of Whitestone REIT (WSR) by Ares Management (ARES) indicates that the retail real estate sector remains undervalued, prompting investors to seek high-performing alternatives that demonstrate better growth and profitability metrics.
- Investor Focus: With WSR going private, investors are now looking for retail REITs with 'Strong Buy' ratings, with Seeking Alpha's Quant system highlighting Getty Realty (GTY) at 4.58/5, showcasing its strong market performance potential.
- Top Rated REITs: Other notable REITs include Regency Centers Corporation (REG, 4.55/5), NNN REIT (NNN, 4.44/5), and Realty Income Corporation (O, 4.38/5), all of which excel in profitability and valuation metrics, attracting investor interest.
- Market Outlook: As Whitestone REIT exits the public market, investors have the opportunity to reassess their retail REIT portfolios, particularly those companies that can still provide stable returns amid current economic uncertainties, further invigorating market activity.
See More
Whitestone REIT Shares Surge 11% Following $1.7 Billion Acquisition by Ares Management.
- Acquisition Announcement: Ares Management has agreed to acquire Whitestone REIT.
- Transaction Details: The deal is valued at $1.7 billion and will be conducted as an all-cash transaction.
See More
Ares Management to Acquire Whitestone REIT in $1.7 Billion Transaction
- Ares Management Acquisition: Ares Management has agreed to acquire Whitestone REIT in a deal valued at $1.7 billion.
- Transaction Details: The acquisition will be conducted as an all-cash transaction, taking Whitestone REIT private.
See More
Whitestone REIT Enters Merger Agreement with Ares Management
- Merger Agreement: Whitestone REIT has entered into a definitive merger agreement with Ares Management, with the transaction expected to close in the third quarter of 2026, marking a significant strategic shift for the company.
- Significant Transaction Value: The all-cash acquisition is valued at approximately $1.7 billion, with an offer price of $19 per share representing a 12.2% premium over Whitestone's closing price on April 8, indicating strong market confidence in the deal.
- Initiation of Privatization: Upon completion of the merger, Whitestone will become a private company, and its shares will be delisted from the New York Stock Exchange, allowing the company to refocus on long-term strategic goals rather than short-term market fluctuations.
- Portfolio Strength: Whitestone's portfolio includes 56 retail properties totaling approximately 4.9 million square feet across key markets such as Phoenix, Austin, Dallas-Fort Worth, Houston, and San Antonio, enhancing its competitive position in the retail sector.
See More
Ares Management Raises $5.4 Billion for Real Estate Strategies
- Successful Capital Raise: On April 2, Ares Management Corporation successfully raised approximately $5.4 billion in capital to support its value-add real estate strategies in the US and Europe, which includes equity commitments and transaction vehicles for Ares US Real Estate Fund XI and Ares European Property Enhancement Partners IV.
- Fund Size Expansion: Ares US Real Estate Fund XI reached its hard cap of $3.1 billion, contributing to a total of $3.5 billion for the US strategy, while EPEP IV secured around $1.9 billion for European opportunities, demonstrating the company's strong appeal in the global real estate market.
- Clear Investment Direction: The raised capital will target high-conviction 'New Economy' sectors such as logistics, multifamily, and self-storage, as Ares aims to acquire high-quality assets in supply-constrained markets that benefit from long-term structural demand through a combination of global insights and regional teams.
- Asset Management Scale: As of December 31, 2025, Ares Real Estate managed approximately $114 billion in assets with a global team of over 740 professionals, continuing to execute diverse equity and debt strategies across the Americas, Europe, and the Asia-Pacific region.
See More
Fitch Reaffirms 'BBB-' Rating for Ares Strategic Income Fund; Outlook Remains Stable
- Fitch Ratings Update: Fitch Ratings has affirmed the strategic income fund's rating at 'BBB-', indicating a stable outlook for the fund.
- Market Implications: The stable outlook suggests that the fund is expected to maintain its current performance and risk profile in the near future.
See More
Whitestone REIT Acquisition Signals Retail REIT Opportunities
- Market Shift Signal: The acquisition of Whitestone REIT (WSR) by Ares Management (ARES) indicates that the retail real estate sector remains undervalued, prompting investors to seek high-performing alternatives that demonstrate better growth and profitability metrics.
- Investor Focus: With WSR going private, investors are now looking for retail REITs with 'Strong Buy' ratings, with Seeking Alpha's Quant system highlighting Getty Realty (GTY) at 4.58/5, showcasing its strong market performance potential.
- Top Rated REITs: Other notable REITs include Regency Centers Corporation (REG, 4.55/5), NNN REIT (NNN, 4.44/5), and Realty Income Corporation (O, 4.38/5), all of which excel in profitability and valuation metrics, attracting investor interest.
- Market Outlook: As Whitestone REIT exits the public market, investors have the opportunity to reassess their retail REIT portfolios, particularly those companies that can still provide stable returns amid current economic uncertainties, further invigorating market activity.
See More
Whitestone REIT Shares Surge 11% Following $1.7 Billion Acquisition by Ares Management.
- Acquisition Announcement: Ares Management has agreed to acquire Whitestone REIT.
- Transaction Details: The deal is valued at $1.7 billion and will be conducted as an all-cash transaction.
See More
Ares Management to Acquire Whitestone REIT in $1.7 Billion Transaction
- Ares Management Acquisition: Ares Management has agreed to acquire Whitestone REIT in a deal valued at $1.7 billion.
- Transaction Details: The acquisition will be conducted as an all-cash transaction, taking Whitestone REIT private.
See More
Whitestone REIT Enters Merger Agreement with Ares Management
- Merger Agreement: Whitestone REIT has entered into a definitive merger agreement with Ares Management, with the transaction expected to close in the third quarter of 2026, marking a significant strategic shift for the company.
- Significant Transaction Value: The all-cash acquisition is valued at approximately $1.7 billion, with an offer price of $19 per share representing a 12.2% premium over Whitestone's closing price on April 8, indicating strong market confidence in the deal.
- Initiation of Privatization: Upon completion of the merger, Whitestone will become a private company, and its shares will be delisted from the New York Stock Exchange, allowing the company to refocus on long-term strategic goals rather than short-term market fluctuations.
- Portfolio Strength: Whitestone's portfolio includes 56 retail properties totaling approximately 4.9 million square feet across key markets such as Phoenix, Austin, Dallas-Fort Worth, Houston, and San Antonio, enhancing its competitive position in the retail sector.
See More
