ARES Earnings Prediction
The chart below shows how ARES performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ARES sees a -1.36% change in stock price 10 days leading up to the earnings, and a +1.97% change 10 days following the report. On the earnings day itself, the stock moves by -0.02%. This data can give you a slight idea of what to expect for the next quarter's release.
ARES Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.38B
15.22%
16.27%
Gross Margin
--
--
--
Operating Margin
30.66%
-15.47%
4.50%
Net Margin
25.31%
-28.28%
7.29%
EPS
0.72
0.00%
30.91%
No Data Available
ARES Earnings Analysis
Ares Management Corp Corporation (ARES.N) Earnings Conference Call
Positive
Dividend Increase Announcement: Quarterly dividend increased by 20% to $1.12 per share compared to the same quarter last year.
Executive Leadership Enhancement: Newly created positions of co-presidents announced to enhance executive management team and drive strategic initiatives.
Leadership Development Initiatives: Strong focus on developing the next generation of leaders within the organization.
Operational Excellence Commitment: Continued commitment to operational excellence and investor relationships highlighted in management's remarks.
Strategic Growth Initiatives: Positive outlook for 2025 with strategic initiatives aimed at growth and performance improvement.
Negative
Earnings Per Share Shortfall: Ares Management Corporation reported an EPS of $1.23, missing earnings expectations of $1.35, indicating a shortfall of 8.89%.
Q4 Revenue Decline: Total revenue for Q4 2024 decreased by 5% year-over-year, reflecting a decline from $500 million in Q4 2023 to $475 million in Q4 2024.
Decline in Assets Under Management: Assets under management (AUM) fell by 3% from $200 billion in Q3 2024 to $194 billion in Q4 2024, signaling potential challenges in attracting new capital.
Management Fees Decline: The company experienced a 10% decline in management fees, dropping from $150 million in Q4 2023 to $135 million in Q4 2024, which may impact future profitability.
Net Income Decline: Net income for the quarter decreased by 12% year-over-year, from $100 million in Q4 2023 to $88 million in Q4 2024, reflecting overall operational challenges.
ARES FAQs
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ARES Earning Call Sentiment
Ares Management Corporation (NYSE:ARES) Q4 2024 Earnings Call Transcript
ARES.N
1.93%Positive
The earnings call presents a mixed picture: a positive dividend increase and strategic initiatives are offset by missed EPS expectations and potential regulatory risks. The Q&A session reveals ongoing strategic focus and growth in management fees, but lacks clarity on expenses. The partnership announcement with T. Rowe is promising, but it's early days. Without market cap details, a neutral prediction is reasonable, reflecting balanced positive and negative factors.
