Ares Management (ARES) Q3 2025 Earnings
Reported Oct 31, 2025 at 7:06 PM ET · SEC Source
Q3 25 EPS
$1.19
BEAT +3.98%
Est. $1.14
Q3 25 Revenue
$1.66B
BEAT +54.73%
Est. $1.07B
vs S&P Since Q3 25
-32.7%
TRAILING MARKET
ARES -23.4% vs S&P +9.3%
Market Reaction
Did ARES Beat Earnings? Q3 2025 Results
Revenue was $1.66 billion, above the $1.07 billion consensus estimate. EPS was $1.19, above the $1.18 consensus estimate. Ares Management Corporation reported strong financial results for Q3 2025, with GAAP net income attributable to the company at $… Read more Revenue was $1.66 billion, above the $1.07 billion consensus estimate. EPS was $1.19, above the $1.18 consensus estimate. Ares Management Corporation reported strong financial results for Q3 2025, with GAAP net income attributable to the company at $288.9 million. The company highlighted a 28% year-over-year increase in assets under management (AUM), reaching $595.7 billion, driven by robust fundraising and investment activities. Fee related earnings rose to $471.2 million, reflecting a 39% increase from the previous year, while fee related performance revenues surged by 93%. The company declared a quarterly dividend of $1.12 per share for its Class A and non-voting common stock. CEO Michael Arougheti expressed optimism about exceeding previous annual fundraising records due to growing investor demand. Ares Management's diverse investment strategies across credit, real estate, private equity, and infrastructure contributed to its strong performance, positioning the company for future growth as it deploys its significant available capital of $150 billion.
Key Takeaways
- • Strong fundraising and investing activities
- • 28% year-over-year increase in AUM, FPAUM, and management fees
ARES YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
ARES Revenue by Segment
With YoY comparisons, source: SEC Filings
“We reported an outstanding third quarter, highlighted by strong financial results, quality fund performance, improving credit quality, a record quarter of fundraising and increased investment activity across the platform.”
— Michael Arougheti, Q3 2025 Earnings Press Release
ARES Earnings Trends
ARES vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ARES EPS Trend
Earnings per share: estimate vs actual
ARES Revenue Trend
Quarterly revenue: estimate vs actual
ARES Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $1.33 | $1.24 | -6.57% | $1.40B | +26.11% |
| Q4 25 MISS | $1.69 | $1.45 | -14.00% | $3.68B | +177.23% |
| Q3 25 BEAT | $1.14 | $1.19 | +3.98% | $1.66B | +54.73% |
| Q2 25 MISS | $1.09 | $1.03 | -5.26% | $1.35B | +40.31% |