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Fri, 27 Feb 2026 23:11:32 +0000 |
Shift4, Affirm, Voya Financial, StepStone Group, and Ares Stocks Trade Down, What You Need To Know
A number of stocks fell in the afternoon session after the release of a stronger-than-anticipated Producer Price Index (PPI) report showed wholesale inflation rose more than expected in January.
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Fri, 27 Feb 2026 17:50:00 +0000 |
Carlyle Beats Inflows Target in 2025, Sets Bold 2028 Goals
CG posts record FRE, AUM and $54B in inflows in 2025, beating targets and setting sights on more than $200B inflows by 2028.
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Thu, 26 Feb 2026 15:33:38 +0000 |
Private Credit’s Great Divide: Imminent Crisis or ‘No Big Deal’
To the likes of Jamie Dimon, Mohamed El-Erian and even a money manager from , the parallels with the run-up to the 2008 financial crisis are obvious. El-Erian tagged Blue Owl Capital Inc.’s decision to halt quarterly withdrawals from one of its retail funds a “canary in the coal mine” for the $1.8 trillion private credit market. In an interview with Bloomberg TV on Thursday, Marathon Asset Management LP Chairman Bruce Richards likened the problems in software to “a train coming down the tracks that you could see from some distance.”
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Thu, 26 Feb 2026 00:23:17 +0000 |
A Look At Ares Management’s (ARES) Valuation As Liquidity Concerns Rise In Private Credit
Liquidity worries put Ares Management (ARES) in focus Blue Owl Capital limiting withdrawals from a retail private credit fund has pushed liquidity risk to the forefront for the sector, putting alternative managers like Ares Management (ARES) under closer investor scrutiny. At the same time, Ares has been active on the product side, pricing its second European Direct Lending CLO at over €300 million and continuing to build out its European direct lending platform. See our latest analysis for...
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Wed, 25 Feb 2026 21:30:00 +0000 |
Ares Management Corporation to Present at the 2026 RBC Capital Markets Global Financial Institutions Conference
NEW YORK, NY / ACCESS Newswire / February 25, 2026 / Ares Management Corporation announced today that its Co-Founder and Chief Executive Officer, Michael Arougheti, is scheduled to present at the 2026 RBC Capital Markets Global Financial Institutions ...
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Wed, 25 Feb 2026 21:15:00 +0000 |
Month-End Portfolio Data Now Available for Ares Dynamic Credit Allocation Fund, Inc.
NEW YORK, NY / ACCESS Newswire / February 25, 2026 / Ares Capital Management II LLC today announced that monthly fund composition and performance data for Ares Dynamic Credit Allocation Fund, Inc. (NYSE:ARDC) as of January 31, 2026, is now available ...
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Wed, 25 Feb 2026 12:45:47 +0000 |
AI disruption and private credit: what is the risk scenario?
Investing.com -- UBS analyst Matthew Mish stated in a note on Wednesday that investors are increasingly focused on the possibility of a “rapid, severe AI disruption,” outlining how such a tail event could ripple across private credit and broader leveraged finance markets.
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Wed, 25 Feb 2026 10:30:00 +0000 |
Private Equity Was Headed for a Correction, Even Without AI Gloom
The market might eventually talk itself down from some of the worst fears about artificial-intelligence disruption of software companies. As owners of, and lenders to, software companies through their funds, the largest private-asset managers have seen their shares sink alongside swaths of the rest of the market in recent sessions.
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Wed, 25 Feb 2026 05:20:44 +0000 |
UBS Cuts its Price Target on Ares Management Corporation (ARES) to $148 and Keeps a Neutral Rating
Ares Management Corporation (NYSE:ARES) is among the 11 High Growth Financial Stocks to Buy Now. On February 20, 2026, UBS cut its price target on Ares Management Corporation (NYSE:ARES) to $148 from $198 and kept a Neutral rating on the shares. On February 12, 2026, TD Cowen lowered its price target on Ares Management Corporation […]
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Mon, 23 Feb 2026 19:08:00 +0000 |
Alternative Managers’ Woes Deepen Amid Software Slump. The Pressure Has Been Building.
A selloff in software is spilling into BDCs and alternative asset managers, with investors newly focused on private-credit exposure and redemption risk.
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Mon, 23 Feb 2026 15:27:00 +0000 |
The Zacks Analyst Blog Highlights Blue Owl Capital, Apollo Global Management, Blackstone, KKR and Ares Management
Blue Owl Capital restricts redemptions in a retail credit fund, sparking a sell-off across Apollo, Blackstone, KKR and Ares.
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Sun, 22 Feb 2026 20:33:00 +0000 |
Last week’s slump in asset-manager stocks was driven by private-credit fears. Here’s what’s worrying investors.
Shares of asset managers fell due to worries over a private-credit fund managed by Blue Owl Capital, triggering broader anxiety about spillover effects.
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Fri, 20 Feb 2026 20:22:00 +0000 |
KKR’s Top Executives Shake Off Industry Fears, Buy Up $35 Million in Stock
Co-CEOs Joseph Bae and Scott Nuttall purchase a combined $25.6 million worth of KKR stock during a tough week for asset managers.
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Fri, 20 Feb 2026 16:55:00 +0000 |
Blue Owl's Redemption Shift Shakes Private Credit Industry
OWL's redemption halt at OBDC II jolted private credit, sending APO, BX, KKR and ARES down, as liquidity fears grip the $1.8T market.
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Fri, 20 Feb 2026 04:43:03 +0000 |
2 of Wall Street’s Favorite Stocks Worth Investigating and 1 We Avoid
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
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Thu, 19 Feb 2026 21:26:00 +0000 |
Blue Owl Move to Curb Redemptions at Private-Credit Fund Hits Alt Manager Stocks
Blue Owl Capital’s move to halt quarterly redemptions at one of its private-credit funds is hitting the asset manager’s shares and those of other alternative managers, including Blackstone Ares Management and Apollo Global Management that are active in private credit. The action involving a relatively small fund targeted to retail investors run by Blue Owl is depressing the alt industry managers because of concern that redemptions could be curbed at other private-credit funds that are similar to the affected fund, Blue Owl Capital Corp. II, which isn’t publicly traded. The largest nontraded private-credit fund is Blackstone Private Credit, with about $47 billion in net assets, followed by Blue Owl Credit Income at $19 billion of net assets, and Apollo Debt Solutions at $14 billion, according to data from Raymond James analysts.
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Thu, 19 Feb 2026 17:25:00 +0000 |
Ares Management Prices European Direct Lending CLO II at Over €300 Million
LONDON, February 19, 2026--Ares Management Corporation (NYSE: ARES) ("Ares"), a leading global alternative investment manager, announced today the pricing of its second European Direct Lending Collateralized Loan Obligation, Ares European Direct Lending CLO II ("EDL CLO II"), at over €300 million.
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Wed, 18 Feb 2026 17:36:00 +0000 |
Federated Hermes Hits All-Time High: What Investors Should Do Next?
Could FHI's new all-time high, driven by record AUM, money market strength, and acquisitions, signal more upside or is it time to wait? Let's discuss.
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Wed, 18 Feb 2026 15:38:52 +0000 |
Ares Management Stock Outlook: Is Wall Street Bullish or Bearish?
Ares Management stock has underperformed the broader market over the past year, while analysts remain moderately bullish about its prospects.
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Wed, 18 Feb 2026 13:06:18 +0000 |
How Recent Street Shifts Are Rewriting Ares Management's Valuation Story
Ares Management’s updated fair value estimate has moved to US$177.94 from US$183.60, paired with a higher discount rate assumption of 9.36% versus 8.73% and a revenue growth input of 9.53% versus 7.21%. This combination of a slightly lower fair value, a higher required return, and a stronger growth input reflects how recent Street research has brought together both cautious and optimistic views on the stock’s potential. Stay tuned to see how to keep up with these shifting assumptions so you...
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