NYSE$ARES

Ares Management Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Ares reported strong growth in key financial metrics despite market volatility.

Ares Management Corporation reported GAAP net income of $94.0 million and after-tax realized income of $232.0 million for the quarter ended March 31, 2023. The company achieved mid 20% year-over-year growth in management fees and fee related earnings. With $16 billion in gross inflows in the first quarter, the company is off to a strong start with its fundraising pipeline.

  • GAAP net income attributable to Ares Management Corporation was $94.0 million.
  • After-tax realized income was $232.0 million.
  • Fee related earnings were $254.6 million.
  • Gross inflows totaled $16 billion.

Headline financials

Total Revenue

$601M

Previous: $553M+8.5%
EPS (adj)

$0.71

Previous: $0.65+9.2%
Total AUM

$360B

Previous: $325B+10.8%
Net Income

$94M

Previous: $45.9M+105.0%

Revenue & EPS history

Ares · Revenue · Quarterly

$601M

Q1 2023+8.5%vs Q1 2022
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Forward guidance

Ares remains on track with its growth objectives based on its outlook for fundraising and deployment coupled with the prospects of margin expansion in the back half of this year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.4%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+1.4%

Avg return

30 days after

53%

26 / 49 earnings

Positive

+8.5%

Q2 2022

Best reaction

-11.2%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%+5.5%+9.4%
Q4 2025-11.2%-0.2%-19.8%
Q3 2025+5.5%+3.5%+9.0%
Q2 2025-1.6%+2.0%-3.4%
Q1 2025+3.2%+6.4%+8.7%
Q4 2024-2.9%-2.8%-20.7%
Q3 2024-4.8%+2.9%+5.4%
Q2 2024-10.3%-9.3%-1.9%
Q1 2024+0.2%+4.2%+6.4%
Q4 2023+6.1%+4.7%+4.1%
Q3 2023+0.3%+5.6%+10.7%
Q2 2023+1.2%+1.0%+4.3%
Q1 2023+2.5%-1.6%+2.1%
Q4 2022-0.2%-1.9%-12.9%
Q3 2022+6.5%+8.2%+8.7%
Q2 2022+8.5%+10.0%+13.7%
Q1 2022-5.8%-1.4%+3.5%
Q4 2021-2.3%+2.4%-11.4%
Q3 2021+2.0%-0.6%-2.8%
Q2 2021+4.3%+6.0%+9.3%
Q1 2021-6.4%-8.3%-1.7%
Q4 2020+1.6%+4.1%+9.1%
Q3 2020-1.9%-2.0%+5.2%
Q2 2020-0.3%+4.1%-2.0%
Q1 2020+7.7%+7.3%+22.0%
Q4 2019-1.5%-1.3%-21.1%
Q3 2019+5.5%+6.9%+11.3%
Q2 2019-2.8%-9.5%-1.3%
Q1 2019+1.2%+2.1%+4.0%
Q4 2018+6.8%+8.7%+9.9%
Q3 2018+7.2%+10.2%+14.4%
Q2 2018+0.2%+0.7%+1.9%
Q1 2018-3.3%-2.7%-2.4%
Q4 2017+5.9%+4.4%-5.9%
Q3 2017+1.1%+1.3%-1.9%
Q2 2017-0.3%+0.0%-0.3%
Q1 2017-3.4%-0.5%-4.5%
Q4 2016-5.4%-4.6%-20.6%
Q3 2016-1.0%+9.0%+10.0%
Q2 2016-0.5%+1.2%+6.9%
Q1 2016-1.5%
Q4 2015+0.2%
Q3 2015-3.1%
Q2 2015-0.2%
Q1 2015+1.4%
Q4 2014+2.3%
Q3 2014+6.2%
Q2 2014-0.2%
Q1 2014+0.3%
Q3 2013
Q2 2013
Q1 2013

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