Recent 8-K filings for ARES

• May 1, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Ares Q1 2026 GAAP net income $142.6M; record fundraising $30B, up 45%

  GAAP net income $142.6M ($0.46/share); after-tax realized income $452.4M ($1.24/share).

• March 31, 2026, 7:59 PM ET earnings materiality 0.65 neutral item 7.01

  Ares Management lowers Q1 2026 realized performance income guidance to ~$75M from ~$100M

  Preliminary Q1 2026 realized net performance income ~$75M, up from $41M in Q1 2025 but below prior ~$100M expectation.

• February 5, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Ares Q4 2025: after-tax realized income $529.1M, AUM >$600B, dividend +20%

  GAAP net income $54.2M, diluted EPS $0.08; after-tax realized income $529.1M ($1.45/share).

• November 3, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Ares Q3 GAAP net income $288.9M ($1.15 EPS); fee related earnings $471.2M; record fundraising pace

  GAAP net income attributable to Ares $288.9M; diluted EPS $1.15.

• August 1, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Ares Q2 GAAP net income $137.1M; fee-related earnings $409.1M; AUM up 24% YoY

  GAAP net income $137.1M ($0.46 diluted EPS); after-tax realized income $367.9M ($1.03/share).

• May 5, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Ares Q1 2025: AUM tops $500B; after-tax realized income $1.09/share; dividend $1.12

  GAAP net income of $47.2M; after-tax realized income of $381.4M ($1.09/share).

• March 3, 2025, 6:59 PM ET M&A materiality 0.75 positive item 3.02item 7.01item 9.01

  Ares completes GCP International acquisition; global real assets platform tops $115B

  Acquisition of GCP International closed; Ares issues up to 10.46M shares of Class A common stock and 2.1M RSUs as partial consideration.

• February 5, 2025, 6:59 PM ET leadership materiality 0.70 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×3

  Ares Management appoints deVeer and Jacobson as Co-Presidents; Arougheti remains CEO

  Michael Arougheti steps down as President, continues as CEO.

• February 5, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Ares Q4 GAAP net income $177.3M, after-tax realized income $1.23/sh; AUM $484B

  GAAP net income $177.3M ($0.72/sh); after-tax realized income $434.7M ($1.23/sh) for Q4 2024.

• November 1, 2024, 7:59 PM ET earnings materiality 0.78 positive item 2.02item 7.01item 9.01

  Ares Q3 GAAP net income $118.5M ($0.55/sh); realized income $316M ($0.95/sh); FRE $339.3M

  Fee-related earnings of $339.3M; after-tax realized income of $316.0M ($0.95/sh).

• October 10, 2024, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 3.03item 5.03item 8.01item 9.01

  Ares Management issues $1.5B of 6.75% Series B Mandatory Convertible Preferred Stock

  Issued 30M shares at $1.5B aggregate liquidation preference, 6.75% cumulative dividend.

• October 8, 2024, 7:59 PM ET M&A materiality 0.85 positive item 3.02item 7.01item 8.01item 9.01

  Ares Management to acquire GCP International for $3.7B; expects close in H1 2025

  Consideration: ~$1.8B cash + ~$1.9B Ares Class A common stock; earn-out up to $1.5B through 2027.

• August 2, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Ares Q2 2024 after-tax realized income $332M; raises $26B in capital, declares $0.93 dividend

  GAAP net income $94.9M ($0.43 EPS); after-tax realized income $332.0M ($0.99 per share).

• June 14, 2024, 7:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Ares Management prices offering of 2.65M shares of Class A common stock

  Underwritten by Morgan Stanley, BofA, J.P. Morgan, RBC, Wells Fargo.

• May 2, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Ares Q1 GAAP net income $73M, fee-related earnings $301.7M; AUM up 19% YoY

  GAAP net income $73M ($0.33 diluted EPS); after-tax realized income $265.1M ($0.80/share).

Executive changes

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

11 positive 0 negative 13 neutral

source · ARES on sec.gov