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Compared to Estimates, Ares Management (ARES) Q2 Earnings: A Look at Key Metrics

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For the quarter ended June 2025, Ares Management (ARES - Free Report) reported revenue of $1.05 billion, up 33.3% over the same period last year. EPS came in at $1.03, compared to $0.99 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.03 billion, representing a surprise of +1.41%. The company delivered an EPS surprise of -7.21%, with the consensus EPS estimate being $1.11.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Ares Management performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • AUM Rollforward - Ending Balance - Total: $572.4 billion compared to the $565.56 billion average estimate based on four analysts.
  • FPAUM Rollforward - Ending Balance - Total: $349.6 billion versus the four-analyst average estimate of $349.55 billion.
  • AUM Rollforward - Ending Balance - Real Assets Group: $129.8 billion versus $129.38 billion estimated by three analysts on average.
  • AUM Rollforward - Ending Balance - Secondaries Group: $33.9 billion versus the three-analyst average estimate of $32.55 billion.
  • Financial Details Segments- Performance income-realized: $55.55 million versus the five-analyst average estimate of $105.36 million. The reported number represents a year-over-year change of -49.3%.
  • Financial Details Segments- Fee related performance revenues: $16.7 million versus $18.1 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -22.6% change.
  • Financial Details Segments- Management fees: $900.29 million compared to the $913.48 million average estimate based on five analysts. The reported number represents a change of +24% year over year.
  • Financial Details Segments- Other fees: $76.12 million versus $35.92 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +229.9% change.
  • Realized Income- Secondaries Group: $48.72 million compared to the $40.43 million average estimate based on two analysts. The reported number represents a change of +53.8% year over year.
  • Realized Income- Credit Group: $435.49 million versus the two-analyst average estimate of $475.85 million. The reported number represents a year-over-year change of +6.8%.
  • Realized Income- Real Assets Group: $97.65 million versus the two-analyst average estimate of $109.73 million. The reported number represents a year-over-year change of +131.3%.
  • Realized Income- Private Equity Group: $12.86 million versus $17.95 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +24.7% change.

View all Key Company Metrics for Ares Management here>>>

Shares of Ares Management have returned +4.3% over the past month versus the Zacks S&P 500 composite's +2.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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