LVW Advisors 13F: New $938K Stake in Ares Management (ARES)
Key Points
- LVW Advisors opened a new position in Ares Management Corporation by acquiring 8,073 shares valued at approximately $937,800.
- Ares Management posted trailing twelve month revenue of $5.3 billion alongside a net profit margin of 12.1%.
- Wall Street analysts hold a consensus buy rating on the stock with an average price target of $144.80.
Since the filing, $ARES is up 2.9% to date (from the $113 close on Oct 19, 2026).
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LVW Advisors opened a new position in Ares Management Corporation (NYSE:ARES), acquiring 8,073 shares valued at about $937,800. The fund disclosed the investment in a Form 13F filing with the U.S. Securities and Exchange Commission on October 19, 2026.
ARES
Ares Management Corporation
What Changed in LVW Advisors's Ares Management Position
The fund established a brand-new stake in the alternative asset manager during the period, ending up with 8,073 shares. Based on the filing, the total reported value of the holding reached $937,800.
Other Institutional Activity in Ares Management
Other large investors adjusted their holdings in Ares Management around recent reporting cycles. Vanguard Group grew its holdings by 4,373,955 shares, ending with 26,050,425 shares worth about $2.8 billion. Curated Wealth Partners added 1,315,043 shares, finishing with 1,450,854 shares valued at roughly $168.5 million. Meanwhile, Bank of America reduced its stake by 305,595 shares to hold 4,196,847 shares worth about $451.6 million, and Sumitomo Mitsui Financial Group kept its holdings steady at 13,364,740 shares valued at approximately $1.6 billion.
Ares Management Corporation Stock Up 2.9%
Ares Management shares recently traded around $116.29, up about 2.9% from their closing price of $113.00 on October 19, 2026. The stock sits below its 50-day moving average of $129.09 and below its 200-day moving average of $126.73. Its 52-week trading range spans from a low of $95.80 to a high of $181.19.
Recent Earnings
Ares Management reported trailing twelve month revenue of $5.3 billion and earnings of $2.17 per share. The company recorded a net profit margin of 12.1% and a return on equity of 14.9%. Its next quarterly financial update is scheduled for October 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 2 cuts.
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EPS & revenue
EPS missed estimates by 9.0%. Revenue beat estimates by 27.0%.
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Profit surprise
EBITDA missed by 7 percent. Operating income beat by 21 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
2 target raises, 2 target cuts.
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Earnings quality
Gross margin up 56.5 points. Operating margin up 17.0 points. Positive free cash flow.
Earnings Call Summary
First quarter revenue of 1.5 billion dollars beat expectations and AUM grew 18 percent to 644 billion dollars. Management fees exceeded 1 billion dollars for the first time in company history as FPAUM grew 19 percent. The firm raised record 30 billion dollars in gross capital in Q1 and deployed over 32 billion dollars despite market headwinds from geopolitical issues and slowing U.S. M&A deal counts. Dividend increased over 20 percent reflecting confidence in earnings power, though EPS of 1.24 dollars missed consensus of 1.32 dollars due to lower-than-expected realized performance income timing into later quarters.
Guidance Ares expects full year fee-related earnings growth of 16 to 20 percent and realized income growth of 20 to 25 percent, with margin expansion toward the upper end of 0 to 150 basis points. Management expects another record fundraising year and strong deployment across credit, real assets and secondaries as market dislocation creates better investment terms.
Underwhelming report. Mixed results that may lead to slightly lower expectations.
Dividend
The company pays an annual dividend rate of $5.40 per share, giving it a dividend yield of 4.64%. Its dividend payout ratio stands at 227.7%.
Insider Buying and Selling at Ares Management Corporation
Company insiders executed several transactions earlier in the year. General Counsel Naseem Sagati Aghili sold 1,849 shares valued at $299,239 on January 22, 2026, and later sold 3,921 shares worth $529,032 on February 4, 2026. On the buying side, Director Ashish Bhutani purchased 10,000 shares at an average price of $126.61 for a total of $1.3 million on February 6, 2026, while Director Judy D. Olian acquired 480 shares at $124.43 each, totaling $59,726 on February 20, 2026.
Analysts Set New Price Targets
Wall Street firms updated their views on the asset manager ahead of the filing. On September 24, 2026, Piper Sandler initiated coverage with an Overweight rating and a $150.00 price target. Wells Fargo initiated an Overweight rating with a $136.00 price target on October 2, 2026. TD Cowen maintained a Buy rating while adjusting its target from $163.00 to $159.00 on October 12, 2026. UBS kept a Neutral rating and lowered its target from $142.00 to $134.00 on October 13, 2026. Piper Sandler also maintained an Overweight rating with a $143.00 target on October 19, 2026. Overall, the stock carries a consensus buy rating and an average price target of $144.80 from 20 analysts.
About Ares Management
Ares Management Corporation operates as an alternative asset manager based in Los Angeles, California. The firm manages capital across direct lending, private equity, and credit strategies, providing financing solutions to growing businesses across various industries including healthcare, energy, and consumer services.
Bottom Line
LVW Advisors's new investment highlights institutional interest in Ares Management as the firm approaches its upcoming earnings report on October 29, 2026. Investors will be watching for updates on direct lending activity and fee-related earnings.
Related Filing Alerts
Source: LVW Advisors's 13F filing on $ARES (Oct 19, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts