---
title: "Research Alert: CFRA Reiterates Buy Opinion On Shares Of Ares Management Corporation"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285073707.md"
description: "CFRA has reiterated a buy opinion on Ares Management Corporation, viewing recent share price weakness as a buying opportunity. They maintain a target price of $160, citing a forward P/E of 26.2x. Analysts have adjusted EPS estimates for 2026 and 2027 downwards. Concerns regarding AI's impact on software companies are deemed minimal, with only 5%-6% of AUM related to software. A dividend yield of 4.6% is supported by strong business growth, although risks from the Iran-U.S. war are noted."
datetime: "2026-05-04T12:30:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285073707.md)
  - [en](https://longbridge.com/en/news/285073707.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285073707.md)
---

# Research Alert: CFRA Reiterates Buy Opinion On Shares Of Ares Management Corporation

08:30 AM EDT, 05/04/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We see share price weakness as a buying opportunity, as ARES has a formidable business across private credit, real assets, and private equity markets. We think public equity market worries about whether firms like ARES can continue to deliver high returns from their investment funds is misunderstood. Thus, we maintain our $160 target using a forward P/E of 26.2x compared to the three-year historical average at 30.0x and the five-year at 27.0x. We lower our 2026 EPS by $0.30 to $6.10 and 2027's by $0.40 to $7.40, our prior estimates were well above the consensus. With regard to public concerns about the potential negative impact of AI on software companies, ARES states only 5%-6% of total AUM is software-related and digital infrastructure is only 2%, not material. Default risk is claimed to be less than 1%. Dividend yield is 4.6%, supported by growing businesses with strong inflows and total AUM growth. We think the Iran-U.S. war does pose a risk to monetization of private equity holdings in funds.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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