Ares Management CorporationARESNYSE
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Ares Management CEO Sees Strong 2026 Deal Pipeline, Details AI Strategy at BofA Conference
defenseworld.net

Ares Management CEO Sees Strong 2026 Deal Pipeline, Details AI Strategy at BofA Conference

Ares Management (NYSE: ARES) CEO and co-founder Michael Arougheti struck an optimistic tone on transaction activity and outlined several strategic priorities during a fireside chat at Bank of America's 34th Annual Financial Services Conference. Arougheti pointed to record deployment and pipeline metrics, discussed how the firm is thinking about AI-related disruption, and reiterated the company's growth

A Historic Opportunity For Dividend Investors To Win Big
seekingalpha.com

A Historic Opportunity For Dividend Investors To Win Big

AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wrong and highlight rare opportunities to potentially win big.

Why BDC Dividend Cuts Aren't The Red Flag Investors Think
seekingalpha.com

Why BDC Dividend Cuts Aren't The Red Flag Investors Think

The market is signaling distress for BDCs, but the data tells a very different story. Dividend cuts for BDCs aren't what most investors think they are. Rare, well-covered double-digit yields trading at huge discounts to NAV are quietly flashing opportunity signals.

Turning A Multi-Trillion-Dollar AI Tailwind Into Real Returns
seekingalpha.com

Turning A Multi-Trillion-Dollar AI Tailwind Into Real Returns

Massive hyperscaler CapEx - $560B in 2024 - drives a QE-like cycle, fueling real-economy demand for data centers, power, and infrastructure. AI-driven CapEx is forced and persistent, creating bottlenecks in energy, grid, and materials, favoring infrastructure and energy suppliers. Amazon and Alphabet are executing aggressive CapEx plans, internally funded, but face higher depreciation and operational risks.

Ares: The Decline Post Earnings Is A Gift (Rating Upgrade)
seekingalpha.com

Ares: The Decline Post Earnings Is A Gift (Rating Upgrade)

Ares is upgraded to Strong Buy after a post-earnings selloff, despite record fundraising and AUM surpassing $600B. ARES reported a double-miss on Q4 EPS and revenue but delivered robust year-over-year growth and hiked its dividend by 20%, pushing yield near 4%. Wealth management AUM surged 69% to $66B, and real assets more than doubled, positioning ARES for growth in retail and infrastructure markets.

Buy The Dip: 11-13% Yields Getting Way Too Cheap
seekingalpha.com

Buy The Dip: 11-13% Yields Getting Way Too Cheap

The market is pricing in a disaster that the data still refuses to confirm. Deep discounts and double-digit yields are colliding in an overlooked corner of the market. If sentiment flips, the upside could surprise even seasoned income investors.

Ares Management: Growth Continues Despite Macro Fears
seekingalpha.com

Ares Management: Growth Continues Despite Macro Fears

Ares Management shares have declined ~30% over the past year amid private credit and AI-related concerns, with Q4 earnings missing expectations. Management fees grew 27%, and AUM surged 29% to $623 billion, driven by strong fundraising and the GCP acquisition, but higher G&A expenses pressured margins. ARES benefits from sticky, long-duration capital structures, a large AUM backlog, and a strong balance sheet, supporting visible fee growth and a 20% dividend increase.