Curated Wealth Partners 13F: Adds $153M to ARES Stake
Curated Wealth Partners significantly raised its investment in Ares Management Corporation, adding over 1.3 million shares during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Curated Wealth Partners added 1,315,043 shares to its stake in Ares Management Corporation ($ARES), a 968.29% increase, according to a 13F filing with the SEC dated October 15, 2026. It reported 1,450,854 shares worth $168.55 million at the end of the quarter.
Since the filing, $ARES is down 1.5% to date (from the $114.03 close on Oct 15, 2026).
Find the original: Curated Wealth Partners 13F filings on SEC EDGAR
ARES
Ares Management Corporation
Key Points
- Curated Wealth Partners boosted its position in Ares Management Corporation by 968.3%, adding 1,315,043 shares to end with 1,450,854 shares worth about $168.5 million.
- Ares Management shares recently traded around $114.74, sitting below both their 50-day and 200-day moving averages as the company heads toward an October 29, 2026 earnings report.
- Major financial institutions like Blackrock Inc. and Bank of America also adjusted their holdings in the asset manager during the period.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Ares Management Corporation alert may contain errors. Disclosures
Curated Wealth Partners significantly expanded its holdings in Ares Management Corporation (NYSE: ARES), according to a Form 13F filing with the SEC on October 15, 2026. Institutional filings like this one provide a look at portfolio positioning, though they are backward-looking and may not represent the fund's current holdings today.
What Changed in Curated Wealth Partners's Ares Management Corporation Position
During the period, Curated Wealth Partners lifted its stake in Ares Management Corporation by a sharp 968.3%. The fund added 1,315,043 shares to its holdings, bringing its total to 1,450,854 shares. The reported value of the position stood at $168,545,709, up from its previous count of 135,811 shares.
Other Institutional Activity in Ares Management Corporation
Other major investors also adjusted their positions in the asset management firm. Blackrock Inc. grew its holdings by 713,073 shares, ending with 16,882,527 shares worth about $1,895,401,249. Vanguard Capital Management LLC grew its holdings by 260,355 shares, ending with 13,750,238 shares worth about $1,543,739,174. Sumitomo Mitsui Financial Group, Inc. kept its holdings unchanged at 13,364,740 shares valued at $1,500,459,314. Bank of America Corporation grew its holdings by 7,658,776 shares, a 182.5% increase, ending with 11,855,596 shares worth about $1,331,027,723. Vanguard Portfolio Management LLC grew its holdings by 127,407 shares, ending with 10,924,590 shares worth about $1,226,503,682.
Ares Management Corporation Stock Up 0.6%
Ares Management Corporation shares recently traded around $114.74 as of October 16, 2026. The stock trades below its 50-day moving average of $130.51 and below its 200-day moving average of $127.48. It sits well below its 52-week high of $181.19 while holding above its 52-week low of $95.80.
Recent Earnings
Ares Management reported trailing-twelve-month revenue of $5,252,563,968 alongside trailing earnings per share of $2.17. The firm posted a net profit margin of 12.1% and a return on equity of 14.9%. The company's next quarterly earnings report 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
Management pays an annual dividend rate of $5.40 per share, giving the stock a dividend yield of 4.74% based on recent trading levels. The payout ratio stands at 227.7%.
Insider Buying and Selling at Ares Management Corporation
Company insiders made several transactions earlier in the year. General Counsel Aghili Naseem Sagati sold 1,849 shares on January 22, 2026, for a total value of $299,239, and later sold 3,921 shares on February 4, 2026, valued at $529,032. On the buying side, Director Ashish Bhutani picked up 10,000 shares on February 6, 2026, at an average price of $126.61, totaling $1,266,100. Director Judy D. Olian bought 480 shares on February 20, 2026, at an average price of $124.43 for a total of $59,726.
Analysts Set New Price Targets
Wall Street firms have kept a steady eye on the stock's valuation. On August 27, 2026, Oppenheimer maintained its Outperform rating while raising its price target from $151.0 to $162.0. Piper Sandler initiated coverage on September 24, 2026, with an Overweight rating and a $150.0 price target. Wells Fargo initiated coverage on October 2, 2026, with an Overweight rating and a $136.0 price target. TD Cowen maintained a Buy rating on October 12, 2026, lowering its target from $163.0 to $159.0. UBS maintained a Neutral rating on October 13, 2026, trimming its target from $142.0 to $134.0. Overall, the stock carries a consensus buy rating from analysts with a mean price target of $145.70 across 20 analyst opinions.
About Ares Management Corporation
Ares Management Corporation operates as an alternative asset manager providing financing solutions and private equity investments. Its segments support small-to-medium sized businesses across sectors like healthcare, energy, and industrials.
Bottom Line
Investors will be tracking the company's upcoming earnings release on October 29, 2026, for fresh updates on financial performance. Keep in mind that 13F reports reflect past portfolios and may not capture current trading activity today.
Related Filing Alerts
Source: Curated Wealth Partners's 13F filing on $ARES (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Curated Wealth Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts