Ares Management (ARES Quick QuoteARES - Free Report) reported $1.19 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 2.2%. EPS of $1.26 for the same period compares to $1.19 a year ago.

The reported revenue represents a surprise of -6.17% over the Zacks Consensus Estimate of $1.26 billion. With the consensus EPS estimate being $1.25, the EPS surprise was +0.8%.

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:

• FPAUM Rollforward - Ending Balance - Total: $416.41 billion compared to the $428.3 billion average estimate based on five analysts.
• AUM Rollforward - Ending Balance - Total: $690.62 billion compared to the $694.94 billion average estimate based on five analysts.
• FPAUM Rollforward - Ending Balance - Real Assets Group: $91.61 billion versus $93.16 billion estimated by four analysts on average.
• FPAUM Rollforward - Ending Balance - Secondaries Group: $32.06 billion versus $32.81 billion estimated by four analysts on average.
• Financial Details Segments- Performance income-realized: $31.3 million compared to the $40.68 million average estimate based on five analysts. The reported number represents a change of +27.5% year over year.
• Financial Details Segments- Fee related performance revenues: $78.77 million versus the five-analyst average estimate of $79.69 million. The reported number represents a year-over-year change of -7.8%.
• Financial Details Segments- Management fees: $1.07 billion compared to the $1.08 billion average estimate based on five analysts. The reported number represents a change of +10.2% year over year.
• Financial Details Segments- Other fees: $86.18 million compared to the $79.02 million average estimate based on five analysts. The reported number represents a change of +6.1% year over year.
• Credit Group- Fee related performance revenues: $63.82 million compared to the $63.5 million average estimate based on four analysts.
• Other- Management fees: $18.59 million versus the four-analyst average estimate of $23.65 million.
• Real Assets Group- Management fees: $229.5 million versus the four-analyst average estimate of $209.87 million.
• Credit Group- Management fees: $713.94 million versus the four-analyst average estimate of $734.79 million.

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

Shares of Ares Management have returned +6.6% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.